Trending
Tree map
Stacked
Scatter
Network
Map
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
TCFG WEALTH MANAGEMENT, LLC
$267M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$22.6M
2
APPLE INC
$15M
3
RBB FD INC
$15M
TRV GP IV, LLC
$267M
Top holdings
1
MAZE THERAPEUTICS INC
$134M
2
TANGO THERAPEUTICS INC
$133M
TEXAS BANK & TRUST CO
$266M
Top holdings
1
ISHARES TR
$21.4M
2
APPLE INC
$16.8M
3
ALPHABET INC
$16.4M
TENCAP WEALTH COACHING, LLC
$266M
Top holdings
1
DIMENSIONAL ETF TRUST
$266M
TRANQUILITY PARTNERS, LLC
$265M
Top holdings
1
ISHARES TR
$36M
2
MICROSOFT CORP
$13.5M
3
VANGUARD INDEX FDS
$12.2M
TRELLIS WEALTH ADVISORS LLC
$263M
Top holdings
1
DIMENSIONAL ETF TRUST
$97.1M
2
AMERICAN CENTY ETF TR
$55.8M
3
VANGUARD BD INDEX FDS
$35.4M
THREE SEASONS WEALTH, LLC
$262M
Top holdings
1
ISHARES TR
$40M
2
PROSHARES TR
$25.5M
3
INNOVATOR ETFS TRUST
$18.1M
TRAVEKA WEALTH, LLC
$262M
Top holdings
1
ISHARES TR
$81.9M
2
VANGUARD INDEX FDS
$50.4M
3
ALPHABET INC
$8.94M
TRIBUNE INVESTMENT GROUP LP
$261M
Top holdings
1
ISHARES TR
$74M
2
STATE STR SPDR S&P 500 ETF T
$19.5M
3
CSX CORP
$10.7M
THOMAS STORY & SON LLC
$261M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$17.2M
2
JOHNSON & JOHNSON
$15.3M
3
VISA INC
$14.6M
TOEWS CORP
$259M
Top holdings
1
ISHARES TR
$248M
2
PGIM ETF TR
$6.52M
3
NORTHERN LIGHTS FD TR
$2.82M
TRUSTBANK
$258M
Top holdings
1
VANGUARD INDEX FDS
$45.9M
2
ISHARES TR
$38.5M
3
VANGUARD TAX-MANAGED FDS
$26.3M
TOWLE & CO
$257M
Top holdings
1
PBF ENERGY INC
$11.9M
2
PROPETRO HLDG CORP
$9.75M
3
UNITED NAT FOODS INC
$9.61M
TRUEBLOOD WEALTH MANAGEMENT, LLC
$256M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$15.2M
2
JPMORGAN CHASE & CO
$12.1M
3
FIRST TR EXCHANGE TRADED FD
$11.6M
TIEMANN INVESTMENT ADVISORS, LLC
$255M
Top holdings
1
ISHARES TR
$75.1M
2
APPLE INC
$15M
3
J P MORGAN EXCHANGE TRADED F
$11.5M
TENON FINANCIAL LLC
$255M
Top holdings
1
VANGUARD INDEX FDS
$122M
2
VANGUARD STAR FDS
$43.7M
3
VANGUARD BD INDEX FDS
$35.7M
TWO STAR MANAGER LLC
$254M
Top holdings
1
AMAZON COM INC
$49M
2
META PLATFORMS INC
$42.8M
3
OKTA INC
$25.1M
TL PRIVATE WEALTH
$253M
Top holdings
1
VANGUARD INDEX FDS
$131M
2
FIRST TR EXCHANGE-TRADED FD
$41.1M
3
VANGUARD INTL EQUITY INDEX F
$21.1M
TRUSTEES OF DARTMOUTH COLLEGE
$252M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$57.7M
2
VANGUARD INTL EQUITY INDEX F
$48.6M
3
GMO ETF TRUST
$39.7M
TRUEWEALTH FINANCIAL PARTNERS
$251M
Top holdings
1
VANGUARD INDEX FDS
$88.2M
2
VANGUARD WORLD FD
$37M
3
VANGUARD INTL EQUITY INDEX F
$19.1M
