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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
PRUDENT MAN ADVISORS, LLC
$334M
Top holdings
1
VANGUARD INDEX FDS
$44.1M
2
VANGUARD BD INDEX FDS
$32.5M
3
ISHARES TR
$31.9M
PL CAPITAL ADVISORS, LLC
$332M
Top holdings
1
FINANCIAL INSTITUTIONS INC
$57.6M
2
BANC OF CALIFORNIA INC
$51.8M
3
ENTERPRISE FINL SVCS CORP
$39.7M
PROVIDENT WEALTH MANAGEMENT, LLC
$331M
Top holdings
1
SCHWAB STRATEGIC TR
$65.4M
2
T ROWE PRICE ETF INC
$56.1M
3
PACER FDS TR
$51.2M
PAYNE CAPITAL MANAGEMENT, LLC
$331M
Top holdings
1
VANGUARD INDEX FDS
$89.4M
2
SCHWAB STRATEGIC TR
$78.5M
3
VANGUARD INTL EQUITY INDEX F
$34.5M
PARAGON PRIVATE WEALTH MANAGEMENT, LLC
$320M
Top holdings
1
ISHARES TR
$23.2M
2
FIRST TR EXCHANGE-TRADED FD
$18.4M
3
NVIDIA CORPORATION
$15.4M
PFW ADVISORS LLC
$318M
Top holdings
1
ISHARES TR
$89.1M
2
COCA COLA CO
$34.5M
3
VULCAN MATLS CO
$29.2M
PURUS WEALTH MANAGEMENT, LLC
$314M
Top holdings
1
NVIDIA CORPORATION
$46.6M
2
FIRST TR EXCHANGE-TRADED FD
$16.5M
3
COSTCO WHOLESALE CORPORATION
$15.9M
PEGASUS ASSET MANAGEMENT, INC.
$313M
Top holdings
1
SCHWAB STRATEGIC TR
$32.2M
2
APPLE INC
$20.9M
3
ALPHABET INC
$18.6M
PORTLAND INVESTMENT COUNSEL INC.
$312M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$50.3M
2
VERIZON COMMUNICATIONS INC
$43.4M
3
SOUTH BOW CORP
$32.3M
PINES WEALTH MANAGEMENT, LLC
$309M
Top holdings
1
ISHARES TR
$61.9M
2
VANGUARD INSTL INDEX FD
$17.3M
3
VANGUARD BD INDEX FDS
$11.5M
PECAUT & CO.
$308M
Top holdings
1
SPDR SERIES TRUST
$63.6M
2
BERKSHIRE HATHAWAY INC DEL
$34.5M
3
VANGUARD SCOTTSDALE FDS
$24.6M
PLANNED SOLUTIONS, INC.
$306M
Top holdings
1
ISHARES TR
$91.2M
2
J P MORGAN EXCHANGE TRADED F
$38.6M
3
SCHWAB STRATEGIC TR
$36.6M
PRECISION WEALTH STRATEGIES, LLC
$301M
Top holdings
1
VANGUARD INDEX FDS
$35.6M
2
ISHARES TR
$24.3M
3
SPDR SERIES TRUST
$21.8M
PACIFICA PARTNERS INC.
$301M
Top holdings
1
ISHARES TR
$18.7M
2
ALPHABET INC
$15.7M
3
APPLE INC
$14.6M
PCA INVESTMENT ADVISORY SERVICES INC.
$300M
Top holdings
1
ISHARES TR
$127M
2
VANGUARD INDEX FDS
$49M
3
DIMENSIONAL ETF TRUST
$43M
PRODIGY ASSET MANAGEMENT LLC
$300M
Top holdings
1
MORGAN STANLEY ETF TRUST
$116M
2
VANGUARD SPECIALIZED FUNDS
$38.5M
3
BERKSHIRE HATHAWAY INC DEL
$36.1M
PARKSHORE WEALTH MANAGEMENT, INC.
$299M
Top holdings
1
DIMENSIONAL ETF TRUST
$207M
2
AMERICAN CENTY ETF TR
$46.4M
3
APPLE INC
$9.74M
PRUDENT MAN INVESTMENT MANAGEMENT, INC.
$297M
Top holdings
1
DIMENSIONAL ETF TRUST
$284M
2
APPLE INC
$3.88M
3
VANGUARD BD INDEX FDS
$1.4M
PERMIT CAPITAL, LLC
$294M
Top holdings
1
SBA COMMUNICATIONS CORP
$99M
2
PITNEY BOWES INC
$38.7M
3
EXPEDIA GROUP INC
$17.8M
PACIFICA CAPITAL INVESTMENTS, LLC
$294M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$99.8M
2
FIVE BELOW INC
$49.2M
3
BUILD-A-BEAR WORKSHOP INC
$37.7M
