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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
SALVUS WEALTH MANAGEMENT, LLC
$172M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$8.05M
2
SCHWAB CHARLES CORP
$6.74M
3
ALPHABET INC
$6.53M
SOUTH PLAINS FINANCIAL, INC.
$172M
Top holdings
1
ISHARES TR
$41M
2
APPLE INC
$6.98M
3
ALPHABET INC
$6.33M
STEPHENS GROUP, LLC
$172M
Top holdings
1
ENERGY TRANSFER L P
$105M
2
WESTROCK COFFEE CO
$34.5M
3
CS DISCO INC
$29.8M
SALUS FINANCIAL ADVISORS, LLC
$171M
Top holdings
1
ISHARES TR
$106M
2
FIDELITY COVINGTON TRUST
$27.5M
3
FIDELITY MERRIMACK STR TR
$25.4M
STRATEGIC FINANCIAL PLANNING, INC.
$171M
Top holdings
1
AMERICAN CENTY ETF TR
$82.4M
2
ISHARES TR
$27.7M
3
VANGUARD CHARLOTTE FDS
$11.2M
SHOTWELL RUTTER BAER INC
$170M
Top holdings
1
AMERICAN CENTY ETF TR
$39.9M
2
DIMENSIONAL ETF TRUST
$37M
3
VANGUARD SCOTTSDALE FDS
$28M
SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC
$169M
Top holdings
1
AMERICAN CENTY ETF TR
$61.9M
2
VANGUARD SCOTTSDALE FDS
$46.5M
3
FIDELITY MERRIMACK STR TR
$41.3M
SECURITY NATIONAL BANK OF SIOUX CITY IOWA
$169M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$11.7M
2
BNY MELLON ETF TRUST II
$11.7M
3
APPLE INC
$7.77M
SHARPEPOINT LLC
$168M
Top holdings
1
ISHARES TR
$12.8M
2
GLOBAL X FDS
$7.85M
3
ELI LILLY & CO
$7.24M
STILWELL VALUE LLC
$167M
Top holdings
1
WHEELER REAL ESTATE INVT TR
$75.9M
2
KINGSWAY FINL SVCS INC
$35.1M
3
SOUND FINL BANCORP INC
$17.9M
STERLING INVESTMENT MANAGEMENT, LLC
$167M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$17.4M
2
VANGUARD SCOTTSDALE FDS
$15.4M
3
SPDR GOLD TR
$14.2M
SAVOIR FAIRE CAPITAL MANAGEMENT, L.P.
$166M
Top holdings
1
PHILIP MORRIS INTL INC
$10.3M
2
ROYAL CARIBBEAN GROUP
$7.43M
3
DOLLAR GEN CORP
$7.38M
SALT HOLDING CORP.
$165M
Top holdings
1
VODAFONE GROUP PLC
$57.4M
2
FERRARI N V
$22.6M
3
ASTRAZENECA PLC
$18.4M
SFM, LLC
$165M
Top holdings
1
VANGUARD INDEX FDS
$52.3M
2
ISHARES TR
$16.6M
3
ISHARES GOLD TR
$10.5M
SUGAR MAPLE ASSET MANAGEMENT, LLC
$165M
Top holdings
1
ISHARES TR
$60M
2
SPDR GOLD TR
$15.6M
3
ABBVIE INC
$12.3M
SENDER CO & PARTNERS, INC.
$165M
Top holdings
1
ELI LILLY & CO
$25.5M
2
KENVUE INC
$17M
3
BOEING CO
$17M
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
$163M
Top holdings
1
CENTURY ALUM CO
$2.43M
2
TACTILE SYS TECHNOLOGY INC
$2.06M
3
LIBERTY ENERGY INC
$1.87M
SARVER VROOMAN WEALTH ADVISORS
$162M
Top holdings
1
ISHARES TR
$91.7M
2
SCHWAB STRATEGIC TR
$50.7M
3
WISDOMTREE TR
$4.12M
STILLWATER WEALTH MANAGEMENT GROUP
$162M
Top holdings
1
ISHARES TR
$13.1M
2
PACER FDS TR
$7.97M
3
APPLE INC
$6.71M
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC
$160M
Top holdings
1
ISHARES TR
$28M
2
SPDR SERIES TRUST
$15.4M
3
SELECT SECTOR SPDR TR
$12.8M
