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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
SMART WEALTH LLC
$341M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$52.1M
2
AIM ETF PRODUCTS TRUST
$29.5M
3
ISHARES TR
$18M
SENECA FINANCIAL ADVISORS LLC
$341M
Top holdings
1
SCHWAB STRATEGIC TR
$145M
2
ISHARES TR
$68.3M
3
VANGUARD SPECIALIZED FUNDS
$32.3M
SWEENEY & MICHEL, LLC
$340M
Top holdings
1
ISHARES TR
$115M
2
VANGUARD WHITEHALL FDS
$21.6M
3
ALPHABET INC
$20.9M
SOPHRON CAPITAL MANAGEMENT L.P.
$339M
Top holdings
1
AVALONBAY CMNTYS INC
$19.5M
2
ESSEX PPTY TR INC
$19.1M
3
AGREE RLTY CORP
$18.9M
SILVERLEAFE CAPITAL PARTNERS, LLC
$339M
Top holdings
1
ISHARES TR
$72.1M
2
INVESCO QQQ TR
$31M
3
FEDEX CORP
$24.7M
SOLITUDE FINANCIAL SERVICES
$338M
Top holdings
1
SCHWAB STRATEGIC TR
$92.1M
2
SPDR SERIES TRUST
$75M
3
BERKSHIRE HATHAWAY INC DEL
$59.3M
SELECTIVE WEALTH MANAGEMENT, INC.
$338M
Top holdings
1
ISHARES TR
$98.3M
2
VANGUARD INDEX FDS
$84.8M
3
DIMENSIONAL ETF TRUST
$30.1M
STERLING FINANCIAL PLANNING, INC.
$337M
Top holdings
1
ISHARES TR
$121M
2
DIMENSIONAL ETF TRUST
$61.1M
3
ISHARES GOLD TR
$20.7M
SHOKER INVESTMENT COUNSEL, INC.
$337M
Top holdings
1
ISHARES TR
$128M
2
PROCTER & GAMBLE CO
$13.9M
3
KLA CORP
$8.44M
SCHIAVI & CO LLC
$337M
Top holdings
1
PIMCO EQUITY SER
$223M
2
J P MORGAN EXCHANGE TRADED F
$51.8M
3
VANGUARD BD INDEX FDS
$26.8M
STANDARD GENERAL L.P.
$336M
Top holdings
1
BALLYS CORPORATION
$313M
2
MEDIACO HLDG INC
$23.3M
SANOFI
$336M
Top holdings
1
MEIRAGTX HLDGS PLC
$106M
2
INHIBRX BIOSCIENCES INC
$77.8M
3
NOVAVAX INC
$56M
SANDY COVE ADVISORS, LLC
$334M
Top holdings
1
ISHARES TR
$77.7M
2
VANGUARD INDEX FDS
$74.9M
3
VANGUARD INTL EQUITY INDEX F
$21.3M
SARA-BAY FINANCIAL
$333M
Top holdings
1
HELIOS TECHNOLOGIES INC
$74.7M
2
NVIDIA CORPORATION
$55.6M
3
CENTRUS ENERGY CORP
$26.7M
SNIDER FINANCIAL GROUP
$331M
Top holdings
1
ISHARES TR
$116M
2
VANGUARD SPECIALIZED FUNDS
$19.8M
3
MICROSOFT CORP
$13.5M
SENSIBLE MONEY, LLC
$329M
Top holdings
1
DIMENSIONAL ETF TRUST
$272M
2
SCHWAB STRATEGIC TR
$8.77M
3
ISHARES TR
$8.53M
SAVA PENZISKO DRUSHTVO A.D. SKOPJE
$327M
Top holdings
1
ISHARES TR
$93.3M
2
ISHARES INC
$36.5M
3
SELECT SECTOR SPDR TR
$31.5M
STILES FINANCIAL SERVICES INC
$327M
Top holdings
1
NVIDIA CORPORATION
$28.1M
2
ALPHABET INC
$14.9M
3
LAM RESEARCH CORP
$10.9M
SOMERSET TRUST CO
$326M
Top holdings
1
APPLE INC
$13.7M
2
MICROSOFT CORP
$12.6M
3
JOHNSON & JOHNSON
$9.69M
SAGE FINANCIAL MANAGEMENT GROUP, INC.
$325M
Top holdings
1
VANGUARD BD INDEX FDS
$81.4M
2
ISHARES TR
$77.7M
3
SCHWAB STRATEGIC TR
$60.2M
