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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
VALUED WEALTH ADVISORS LLC
$247M
Top holdings
1
DIMENSIONAL ETF TRUST
$124M
2
AMERICAN CENTY ETF TR
$93.8M
3
ISHARES TR
$6.47M
VERISAIL PARTNERS, LLC
$246M
Top holdings
1
DIMENSIONAL ETF TRUST
$239M
2
MARRIOTT INTL INC NEW
$2.78M
3
MICROSOFT CORP
$768k
VERNAL POINT ADVISORS, LLC
$246M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$128M
2
VANGUARD SCOTTSDALE FDS
$41.6M
3
VANGUARD INDEX FDS
$25.9M
VISUALIZE GROUP LP
$243M
Top holdings
1
REPUBLIC SVCS INC
$30.1M
2
RBC BEARINGS INC
$27.9M
3
CURTISS WRIGHT CORP
$27.8M
VERITY ASSET MANAGEMENT, INC.
$238M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$20.3M
2
ISHARES TR
$14.6M
3
STATE STR SPDR S&P 500 ETF T
$9.89M
VALUES ADDED FINANCIAL LLC
$238M
Top holdings
1
ISHARES TR
$43.9M
2
SPDR INDEX SHS FDS
$30.8M
3
SPDR SERIES TRUST
$24.8M
VAWTER FINANCIAL, LTD.
$238M
Top holdings
1
VANGUARD INDEX FDS
$35.4M
2
J P MORGAN EXCHANGE TRADED F
$32.7M
3
DIMENSIONAL ETF TRUST
$32.3M
VISION ONE MANAGEMENT PARTNERS, LP
$232M
Top holdings
1
HEXCEL CORP NEW
$52.9M
2
CHEMOURS CO
$37.9M
3
INGEVITY CORP
$36.9M
VISTA INVESTMENT PARTNERS II, LLC
$223M
Top holdings
1
VANGUARD INDEX FDS
$11.8M
2
ELI LILLY & CO
$10.4M
3
NVIDIA CORPORATION
$7.33M
VIEWPOINT INVESTMENT PARTNERS CORP
$216M
Top holdings
1
ISHARES TR
$37.5M
2
VANECK ETF TRUST
$20.8M
3
VANGUARD INDEX FDS
$12.9M
VIRTUS ADVISERS, LLC
$215M
Top holdings
1
VIRTUS ETF TR II
$34.3M
2
CREDICORP LTD
$5.89M
3
CENTERRA GOLD INC
$5.79M
V2 FINANCIAL GROUP LLC
$215M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$94.2M
2
ISHARES TR
$17.8M
3
DIMENSIONAL ETF TRUST
$10.7M
VIEWPOINT CAPITAL MANAGEMENT LLC
$214M
Top holdings
1
ISHARES TR
$39.1M
2
AMAZON COM INC
$26M
3
VANGUARD INDEX FDS
$15.1M
VESTIA PERSONAL WEALTH ADVISORS
$213M
Top holdings
1
DIMENSIONAL ETF TRUST
$167M
2
VANGUARD INDEX FDS
$11.9M
3
INNOVATOR ETFS TRUST
$5.78M
VESTMENT FINANCIAL LLC
$212M
Top holdings
1
DIMENSIONAL ETF TRUST
$143M
2
AMERICAN CENTY ETF TR
$41.7M
3
EA SERIES TRUST
$16.8M
VISIONARY HORIZONS, LLC
$203M
Top holdings
1
SCHWAB STRATEGIC TR
$43.8M
2
SPDR SERIES TRUST
$34.3M
3
AMERICAN CENTY ETF TR
$27.2M
VVR HOLDINGS LLC
$194M
Top holdings
1
VANGUARD INDEX FDS
$69M
2
CAPITAL GROUP DIVIDEND VALUE
$18.1M
3
SCHWAB STRATEGIC TR
$17.9M
VAUGHAN & CO SECURITIES, INC.
$193M
Top holdings
1
ISHARES TR
$124M
2
GOLDMAN SACHS ETF TR
$23.3M
3
ISHARES INC
$14.9M
VALUES FIRST ADVISORS, INC.
$192M
Top holdings
1
ISHARES TR
$32.7M
2
VANGUARD SCOTTSDALE FDS
$9.62M
3
SPDR SERIES TRUST
$5.4M
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
$187M
Top holdings
1
ISHARES TR
$28M
2
BERKSHIRE HATHAWAY INC DEL
$8.87M
3
CHEVRON CORPORATION
$7.21M
