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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
SACHETTA, LLC
$184M
Top holdings
1
ISHARES TR
$29.6M
2
INVESCO QQQ TR
$26.3M
3
STATE STR SPDR S&P 500 ETF T
$16.8M
SARD WEALTH MANAGEMENT GROUP, LLC
$184M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$28.3M
2
FIDELITY MERRIMACK STR TR
$26.4M
3
ISHARES TR
$19M
SUTTON PLACE INVESTORS LLC
$183M
Top holdings
1
DIMENSIONAL ETF TRUST
$54.6M
2
ISHARES TR
$26M
3
SPDR SERIES TRUST
$10.2M
STEGNER INVESTMENT ASSOCIATES INC.
$183M
Top holdings
1
ISHARES TR
$140M
2
VANGUARD SCOTTSDALE FDS
$24.9M
3
VANGUARD INDEX FDS
$9.09M
SAGE ADVISORY SERVICES, LTD.CO.
$183M
Top holdings
1
ISHARES TR
$51.7M
2
SPDR SERIES TRUST
$40.5M
3
JANUS DETROIT STR TR
$19.8M
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC
$182M
Top holdings
1
MACOM TECH SOLUTIONS HLDGS I
$27.4M
2
PDF SOLUTIONS INC
$15.5M
3
HARMONIC INC
$11.9M
SUCCESSFUL PORTFOLIOS LLC
$181M
Top holdings
1
ISHARES TR
$19.8M
2
SCHWAB STRATEGIC TR
$17M
3
VANGUARD BD INDEX FDS
$10.9M
SEMUS WEALTH PARTNERS LLC
$179M
Top holdings
1
APPLE INC
$34.7M
2
J P MORGAN EXCHANGE TRADED F
$13.6M
3
ISHARES TR
$12.8M
SWISHER FINANCIAL CONCEPTS, INC.
$179M
Top holdings
1
VANGUARD INDEX FDS
$16.4M
2
CAPITAL GRP FIXED INCM ETF T
$15M
3
VANGUARD STAR FDS
$14.7M
SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD
$178M
Top holdings
1
AMAZON COM INC
$12.8M
2
MICROSOFT CORP
$11.1M
3
NVIDIA CORPORATION
$10.9M
STORYONE LLC
$177M
Top holdings
1
ISHARES TR
$38M
2
INVESCO QQQ TR
$34M
3
VANGUARD INDEX FDS
$27.8M
SECURED RETIREMENT ADVISORS, LLC
$177M
Top holdings
1
EA SERIES TRUST
$9.13M
2
FIRST TR EXCHNG TRADED FD VI
$7.96M
3
NVIDIA CORPORATION
$6.87M
ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
$176M
Top holdings
1
SPDR SERIES TRUST
$51.4M
2
ISHARES TR
$19.4M
3
INVESCO EXCH TRD SLF IDX FD
$13.7M
STEADTRUST LLC
$176M
Top holdings
1
AGNICO EAGLE MINES LTD
$14.9M
2
EXXON MOBIL CORP
$12.8M
3
HECLA MINING COMPANY
$7.61M
STERLING WEALTH ADVISORS INC
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$159M
2
ISHARES TR
$11.2M
3
VANGUARD SPECIALIZED FUNDS
$3.18M
SUNBEAM CAPITAL MANAGEMENT, LLC
$175M
Top holdings
1
ISHARES TR
$40.8M
2
VANGUARD INDEX FDS
$20.4M
3
ETF SER SOLUTIONS
$9.9M
SCRATCH CAPITAL LLC
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
VANGUARD SCOTTSDALE FDS
$19.4M
3
ISHARES TR
$15.2M
SOLAS CAPITAL MANAGEMENT, LLC
$174M
Top holdings
1
EPSILON ENERGY LTD
$21.4M
2
FENNEC PHARMACEUTICALS INC
$15.3M
3
SONIDA SENIOR LIVING INC
$14.4M
SANDER CAPITAL ADVISORS INC
$173M
Top holdings
1
MICROSOFT CORP
$74.4M
2
APPLE INC
$28.9M
3
GOOGLE INC
$27.6M
SAXONY CAPITAL MANAGEMENT, LLC
$172M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$25.4M
2
ISHARES TR
$22.5M
3
VANGUARD INDEX FDS
$11.6M
