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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
SYNERGY FINANCIAL GROUP, LTD
$133M
Top holdings
1
NVIDIA CORPORATION
$10.8M
2
MICROSOFT CORP
$9.07M
3
VANGUARD INDEX FDS
$9M
STRATEGIC VALUE PARTNERS, LLC
$133M
Top holdings
1
GRUPO AEROMEXICO SAB DE CV
$133M
SIGNAL TREE FINANCIAL PARTNERS LLC
$132M
Top holdings
1
VANGUARD INDEX FDS
$40.6M
2
VANGUARD TAX-MANAGED FDS
$21.8M
3
SCHWAB STRATEGIC TR
$16.6M
SINCERUS ADVISORY, LLC
$132M
Top holdings
1
ISHARES TR
$51.2M
2
STATE STR SPDR S&P 500 ETF T
$20M
3
VANGUARD INDEX FDS
$5.22M
SIMA WEALTH PARTNERS, LLC
$131M
Top holdings
1
ISHARES TR
$54.1M
2
DIMENSIONAL ETF TRUST
$19.3M
3
SPDR SERIES TRUST
$17.5M
STANICH GROUP LLC
$131M
Top holdings
1
VANGUARD WORLD FD
$59.5M
2
ISHARES TR
$41.9M
3
ISHARES INC
$6.83M
SCHRUM PRIVATE WEALTH MANAGEMENT LLC
$131M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13M
2
ISHARES TR
$12.8M
3
FIRST TR EXCHANGE-TRADED FD
$11.4M
SPLIT ROCK PRIVATE TRADING & WEALTH MANAGEMENT, LLC
$129M
Top holdings
1
SPINNAKER ETF SERIES
$49.6M
2
ISHARES TR
$13.8M
3
JANUS DETROIT STR TR
$11.4M
SAFE HARBOR FAMILY CAPITAL, LLC
$128M
Top holdings
1
VANGUARD INDEX FDS
$30.8M
2
ISHARES TR
$25.9M
3
VANGUARD MALVERN FDS
$15.2M
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
$128M
Top holdings
1
SCHWAB STRATEGIC TR
$21.7M
2
FIRST TR EXCHANGE TRADED FD
$14.1M
3
CAPITAL GRP FIXED INCM ETF T
$12.4M
SUMMITAS INVESTMENT MANAGEMENT LLC
$128M
Top holdings
1
VANGUARD INDEX FDS
$61.5M
2
WORLD GOLD TR
$20.4M
3
VANGUARD SCOTTSDALE FDS
$10.5M
STORGATE, LLC
$127M
Top holdings
1
FIDELITY COVINGTON TRUST
$41.8M
2
TAIWAN SEMICONDUCTOR MANUFAC
$3.56M
3
DIMENSIONAL ETF TRUST
$3.17M
SUN GROUP WEALTH PARTNERS
$127M
Top holdings
1
APPLE INC
$12.7M
2
COSTCO WHOLESALE CORPORATION
$10.2M
3
PALANTIR TECHNOLOGIES INC
$9.28M
STRATEGIC ADVISORY PARTNERS, LLC
$127M
Top holdings
1
VANGUARD INDEX FDS
$46.9M
2
VANGUARD BD INDEX FDS
$34.5M
3
SELECT SECTOR SPDR TR
$18M
SAGEWORTH TRUST CO OF SOUTH DAKOTA
$126M
Top holdings
1
VANGUARD INDEX FDS
$36.9M
2
DIMENSIONAL ETF TRUST
$28.1M
3
ISHARES TR
$13.9M
SENTINEL WEALTH MANAGEMENT, INC.
$125M
Top holdings
1
DIMENSIONAL ETF TRUST
$43.7M
2
ISHARES TR
$42M
3
AMERICAN CENTY ETF TR
$17.6M
SANDRO WEALTH MANAGEMENT LLC
$125M
Top holdings
1
ALPHABET INC
$8.13M
2
NVIDIA CORPORATION
$6.52M
3
APPLE INC
$6.1M
SILVER GROVE FINANCIAL GROUP, INC.
$124M
Top holdings
1
ISHARES TR
$16.9M
2
VANGUARD INDEX FDS
$10.8M
3
NORTHERN LTS FD TR IV
$10.8M
STEPHEN J. GARRY & ASSOCIATES, LLC
$124M
Top holdings
1
VANGUARD INDEX FDS
$44.8M
2
ISHARES TR
$19M
3
VANGUARD BD INDEX FDS
$18.6M
SOUND PORTFOLIO ADVISORS, LLC
$123M
Top holdings
1
VANGUARD INDEX FDS
$23.3M
2
SPDR SERIES TRUST
$22.3M
3
SCHWAB STRATEGIC TR
$19M
