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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
PORTUS WEALTH ADVISORS, LLC
$106M
Top holdings
1
ISHARES TR
$23.6M
2
SCHWAB STRATEGIC TR
$15.8M
3
SPDR INDEX SHS FDS
$10.2M
PATHWAY WEALTH MANAGEMENT LLC
$106M
Top holdings
1
NVIDIA CORPORATION
$37.4M
2
BROADCOM INC
$15M
3
ADVANCED MICRO DEVICES INC
$7.89M
PALLADIEM, LLC
$105M
Top holdings
1
ISHARES TR
$17.6M
2
SPDR SERIES TRUST
$15.4M
3
ISHARES INC
$11.9M
PUREWATER CAPITAL LLC
$104M
Top holdings
1
ETF SER SOLUTIONS
$22.7M
2
ISHARES TR
$18.2M
3
SPDR SERIES TRUST
$14.5M
PARK CAPITAL MANAGEMENT, LLC WI
$103M
Top holdings
1
HARTFORD FDS EXCHANGE TRADED
$36.8M
2
ISHARES TR
$12.2M
3
NVIDIA CORPORATION
$10.8M
PARSONEX ADVISORY SERVICES, INC.
$102M
Top holdings
1
ALPHABET INC
$9.33M
2
APPLE INC
$5.01M
3
MICROSOFT CORP
$4.93M
PIPER SANDLER & CO.
$102M
Top holdings
1
PENN ENTERTAINMENT INC
$19M
2
MGP INGREDIENTS INC NEW
$17.2M
3
CRACKER BARREL OLD CTRY STOR
$15.1M
PACIFIC CAPITAL PARTNERS LTD
$101M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$12.9M
2
AUTOZONE INC
$7.12M
3
PROGRESSIVE CORP
$6.9M
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
$101M
Top holdings
1
ISHARES TR
$64.1M
2
BLACKROCK ETF TRUST
$13.7M
3
ISHARES INC
$5.74M
PECK WEALTH MANAGEMENT, LLC
$99.7M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$15.4M
2
VANGUARD INDEX FDS
$9.79M
3
ISHARES TR
$8.42M
PUTNEY FINANCIAL GROUP LLC
$99.3M
Top holdings
1
APPLE INC
$21.4M
2
ALPHABET INC
$10.5M
3
AMAZON COM INC
$6.92M
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
$96.1M
Top holdings
1
CAMBRIA ETF TR
$17.4M
2
VANGUARD SCOTTSDALE FDS
$13.5M
3
SIMPLIFY EXCHANGE TRADED FUN
$10.6M
PACIFIC EXCEL WEALTH ADVISORS, INC.
$95.1M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$17.8M
2
ISHARES TR
$10.9M
3
FIRST TR EXCHNG TRADED FD VI
$8.88M
PREMIER PRIVATE WEALTH MANAGEMENT LLC
$94.8M
Top holdings
1
SPDR SERIES TRUST
$16.1M
2
ISHARES TR
$12.6M
3
WISDOMTREE TR
$11.2M
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC
$91.1M
Top holdings
1
ISHARES GOLD TR
$16M
2
ISHARES SILVER TR
$6.63M
3
NVIDIA CORPORATION
$6.16M
PLUS GROUP WEALTH ADVISORS LLC
$90.9M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$23.3M
2
SCHWAB STRATEGIC TR
$20.7M
3
VANGUARD INDEX FDS
$18.1M
PROVIDENT LIVING FINANCIAL SERVICES, INC.
$90.6M
Top holdings
1
SOFI TECHNOLOGIES INC
$12M
2
RBB FUND TRUST
$10.3M
3
FIDELITY MERRIMACK STR TR
$9.87M
PMG FAMILY OFFICE LLC
$89.6M
Top holdings
1
GLOBAL X FDS
$10.3M
2
J P MORGAN EXCHANGE TRADED F
$4.93M
3
PROSHARES TR
$3.94M
POINT BREAK CAPITAL MANAGEMENT, LLC
$88M
Top holdings
1
CAESARS ENTERTAINMENT INC NE
$27.3M
2
CAPITAL ONE FINL CORP
$11.2M
3
NVIDIA CORPORATION
$10.3M
PARAMETRICA MANAGEMENT LTD
$88M
Top holdings
1
SPDR GOLD TR
$23.7M
2
FIRST SOLAR INC
$6.91M
3
ALPHABET INC
$6.73M
