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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
STERLING WEALTH MANAGEMENT, INC.
$364M
Top holdings
1
DIMENSIONAL ETF TRUST
$214M
2
VANGUARD INDEX FDS
$50.5M
3
VANGUARD TAX-MANAGED FDS
$18.3M
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
$362M
Top holdings
1
DIMENSIONAL ETF TRUST
$155M
2
INVESCO QQQ TR
$41M
3
STATE STR SPDR S&P 500 ETF T
$32.7M
SK WEALTH MANAGEMENT, LLC
$360M
Top holdings
1
WISDOMTREE TR
$68M
2
GOLDMAN SACHS ETF TR
$45.8M
3
CAPITAL GROUP DIVIDEND VALUE
$40.5M
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
$360M
Top holdings
1
DIMENSIONAL ETF TRUST
$162M
2
ISHARES TR
$62.3M
3
EA SERIES TRUST
$43.3M
STONE SUMMIT WEALTH LLC
$359M
Top holdings
1
VANGUARD INDEX FDS
$40.1M
2
VANGUARD SCOTTSDALE FDS
$34.9M
3
ISHARES TR
$32.2M
SYMMETRY PEAK MANAGEMENT LLC
$359M
Top holdings
1
TESLA INC
$78.4M
2
INVESCO QQQ TR
$76.5M
3
STATE STR SPDR S&P 500 ETF T
$47.1M
STERLING INVESTMENT COUNSEL, LLC
$357M
Top holdings
1
ISHARES TR
$82.9M
2
J P MORGAN EXCHANGE TRADED F
$31.2M
3
INVESCO EXCH TRADED FD TR II
$28.7M
SANDBOX FINANCIAL PARTNERS, LLC
$356M
Top holdings
1
VANGUARD INDEX FDS
$58M
2
ISHARES TR
$53.9M
3
APPLE INC
$34.4M
SEASIDE WEALTH MANAGEMENT, INC.
$356M
Top holdings
1
VANGUARD INDEX FDS
$114M
2
DIMENSIONAL ETF TRUST
$85.5M
3
VANGUARD TAX-MANAGED FDS
$57.4M
SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ
$355M
Top holdings
1
NVIDIA CORPORATION
$28.7M
2
APPLE INC
$25.4M
3
ALPHABET INC
$20.4M
SHANKERVALLEAU WEALTH ADVISORS, INC.
$355M
Top holdings
1
DIMENSIONAL ETF TRUST
$200M
2
ORACLE CORP
$46.8M
3
AMERICAN CENTY ETF TR
$31.1M
STRATHMORE CAPITAL ADVISORS, INC.
$354M
Top holdings
1
DIMENSIONAL ETF TRUST
$245M
2
ISHARES TR
$26.2M
3
VANGUARD INDEX FDS
$11.2M
STOLPER CO
$352M
Top holdings
1
BANK NEW YORK MELLON CORP
$18.2M
2
JPMORGAN CHASE & CO
$16.2M
3
APPLE INC
$14.6M
SPIDER MANAGEMENT COMPANY, LLC
$351M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$191M
2
INVESCO EXCHANGE TRADED FD T
$65.9M
3
SPDR GOLD TR
$57.6M
STEPH & CO
$351M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$109M
2
VANGUARD INDEX FDS
$77.1M
3
ISHARES TR
$32.5M
SWMG, LLC
$350M
Top holdings
1
ISHARES TR
$199M
2
BLACKROCK ETF TRUST
$47.1M
3
SPDR SERIES TRUST
$22.8M
SRH ADVISORS, LLC
$349M
Top holdings
1
ELEVATION SERIES TRUST
$219M
2
SCHWAB STRATEGIC TR
$38.7M
3
JPMORGAN CHASE & CO
$16.8M
S.E.E.D. PLANNING GROUP LLC
$344M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$20.5M
2
AMAZON COM INC
$16.4M
3
APPLE INC
$16.2M
SMART MONEY GROUP LLC
$344M
Top holdings
1
EA SERIES TRUST
$201M
2
ISHARES TR
$12.7M
3
VANECK MERK GOLD ETF
$10.8M
SLOTNIK CAPITAL, LLC
$342M
Top holdings
1
CHART INDS INC
$45.9M
2
MASIMO CORP
$42.7M
3
LIBERTY BROADBAND CORP
$34.1M
