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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
REYES FINANCIAL ARCHITECTURE, INC.
$122M
Top holdings
1
WISDOMTREE TR
$23.6M
2
SPDR SERIES TRUST
$14.6M
3
SELECT SECTOR SPDR TR
$14.5M
ROGER WITTLIN INVESTMENT ADVISORY, LLC
$122M
Top holdings
1
ISHARES TR
$37.1M
2
VANGUARD INDEX FDS
$30.2M
3
SCHWAB STRATEGIC TR
$8.89M
RED CRANE WEALTH MANAGEMENT, LLC
$122M
Top holdings
1
INNOVATOR ETFS TRUST
$38M
2
SPDR SERIES TRUST
$15.4M
3
ISHARES TR
$14M
RELIANT INVESTMENT PARTNERS, LLC
$121M
Top holdings
1
NVIDIA CORPORATION
$14.8M
2
VANGUARD INDEX FDS
$8.72M
3
DUKE ENERGY CORP NEW
$7.84M
RIDGE CREEK GLOBAL, INC
$118M
Top holdings
1
VANGUARD INDEX FDS
$19.8M
2
ISHARES TR
$10.7M
3
VANGUARD WORLD FD
$6.24M
RISK PARADIGM GROUP, LLC
$117M
Top holdings
1
ISHARES TR
$40.2M
2
SELECT SECTOR SPDR TR
$29M
3
VANECK ETF TRUST
$8.54M
RHL GROUP, LLC
$117M
Top holdings
1
GLOBAL X FDS
$29.2M
2
DIMENSIONAL ETF TRUST
$20.6M
3
VANGUARD SCOTTSDALE FDS
$12.3M
RUNNYMEDE CAPITAL ADVISORS, INC.
$116M
Top holdings
1
ISHARES TR
$15M
2
PROSHARES TR
$12M
3
ALPHABET INC
$8.31M
RHODES INVESTMENT ADVISORS INC
$116M
Top holdings
1
VANECK ETF TRUST
$7.91M
2
BERKSHIRE HATHAWAY INC DEL
$7.42M
3
ISHARES TR
$6.34M
RM FINANCIAL SERVICES, LLC
$116M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$11.6M
2
CAPITAL GROUP DIVIDEND GROWE
$11M
3
WORLD GOLD TR
$10.7M
RD LEWIS HOLDINGS, INC.
$115M
Top holdings
1
WALMART INC
$5.18M
2
AMAZON COM INC
$4.79M
3
ALPHABET INC
$4.7M
RAFFLES ASSOCIATES LP
$115M
Top holdings
1
SOUTHERN MO BANCORP INC
$14.3M
2
LINEAGE CELL THERAPEUTICS IN
$8.47M
3
EASTERN BANKSHARES INC
$7.72M
RUBICON ADVISORS, GP
$115M
Top holdings
1
APPLE INC
$12.4M
2
AMERICAN CENTY ETF TR
$9.09M
3
TESLA INC
$8.27M
RAMIAH INVESTMENT GROUP
$114M
Top holdings
1
SPDR SERIES TRUST
$22.9M
2
VANGUARD INDEX FDS
$19.3M
3
INVESCO EXCHANGE TRADED FD T
$14.5M
RED TREE MANAGEMENT, LLC
$112M
Top holdings
1
BICARA THERAPEUTICS INC
$63.1M
2
CERIBELL INC
$40.4M
3
CONTINEUM THERAPEUTICS INC
$8.33M
ROXBURY FINANCIAL LLC
$111M
Top holdings
1
FIDELITY COVINGTON TRUST
$14.3M
2
ISHARES TR
$8.31M
3
ALPHABET INC
$5.28M
RYE BROOK CAPITAL LLC
$108M
Top holdings
1
INVESCO QQQ TR
$19.5M
2
SELECT SECTOR SPDR TR
$18.3M
3
SPROTT PHYSICAL URANIUM TR
$15.8M
ROAN CAPITAL PARTNERS
$108M
Top holdings
1
SPDR SERIES TRUST
$41.2M
2
ISHARES TR
$15.5M
3
WISDOMTREE TR
$8.34M
RIVERS EDGE WEALTH MANAGEMENT, LLC
$107M
Top holdings
1
ISHARES TR
$45.9M
2
VANGUARD INDEX FDS
$17.1M
3
SCHWAB STRATEGIC TR
$13.7M
RED MOUNTAIN FINANCIAL, LLC
$106M
Top holdings
1
SCHWAB STRATEGIC TR
$19.7M
2
J P MORGAN EXCHANGE TRADED F
$17.9M
3
APPLE INC
$5.23M
