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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
VALLEY FINANCIAL GROUP, INC.
$185M
Top holdings
1
EA SERIES TRUST
$42.5M
2
ISHARES TR
$42.4M
3
MORGAN STANLEY ETF TRUST
$29.3M
VESTGEN INVESTMENT MANAGEMENT
$181M
Top holdings
1
ISHARES TR
$37.1M
2
FLEXSHARES TR
$17M
3
FIRST TR EXCHNG TRADED FD VI
$10.8M
VALOR MANAGEMENT LLC
$181M
Top holdings
1
BITGO HOLDINGS INC
$103M
2
BRAINSWAY LTD
$70.6M
3
CANTON STRATEGIC HOLDINGS IN
$3.54M
VIAWEALTH, LLC
$180M
Top holdings
1
ISHARES TR
$13.3M
2
NVIDIA CORPORATION
$9.72M
3
JANUS DETROIT STR TR
$8.39M
VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.7M
2
ISHARES TR
$42.9M
3
EA SERIES TRUST
$32.4M
VMS ASSET MANAGEMENT LIMITED
$164M
Top holdings
1
CORNING INC
$12.6M
2
COHERENT CORP
$12.1M
3
LUMENTUM HLDGS INC
$11.8M
VELAN CAPITAL INVESTMENT MANAGEMENT LP
$160M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$32.5M
2
PROTARA THERAPEUTICS INC
$14.8M
3
SUTRO BIOPHARMA INC
$12.8M
VANNOY ADVISORY GROUP, INC.
$158M
Top holdings
1
DIMENSIONAL ETF TRUST
$102M
2
VANGUARD BD INDEX FDS
$18.5M
3
AMERICAN CENTY ETF TR
$12M
VALPEY FINANCIAL SERVICES, LLC
$154M
Top holdings
1
SCHWAB STRATEGIC TR
$37.3M
2
ISHARES TR
$26.5M
3
VANGUARD INDEX FDS
$25.7M
VERITY WEALTH ADVISORS
$150M
Top holdings
1
ISHARES TR
$50.1M
2
VANGUARD INDEX FDS
$44.4M
3
VANGUARD INTL EQUITY INDEX F
$16.7M
VALLEY BROOK CAPITAL GROUP, INC.
$149M
Top holdings
1
APPLE INC
$10.9M
2
MICROSOFT CORP
$9.33M
3
JPMORGAN CHASE & CO
$5.45M
VERSANT VENTURE MANAGEMENT, LLC
$141M
Top holdings
1
MONTE ROSA THERAPEUTICS INC
$52.3M
2
CENTURY THERAPEUTICS INC
$27.5M
3
LENZ THERAPEUTICS INC
$24.3M
VANN EQUITY MANAGEMENT LLC
$140M
Top holdings
1
NVIDIA CORPORATION
$11M
2
ISHARES TR
$8.23M
3
ALPHABET INC
$7.23M
VISA FOUNDATION
$132M
Top holdings
1
VANGUARD WORLD FD
$132M
VESTED FINANCIAL PLANNING, LLC
$131M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.5M
2
VANGUARD INDEX FDS
$22M
3
SPDR INDEX SHS FDS
$9.05M
VIENNA ASSET MANAGEMENT LLC
$129M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$19.3M
2
TESLA INC
$17.3M
3
BERKSHIRE HATHAWAY INC DEL
$7.56M
VAN DIEST CAPITAL, LLC
$127M
Top holdings
1
ISHARES TR
$12.1M
2
MICROSOFT CORP
$4.98M
3
TAIWAN SEMICONDUCTOR MANUFAC
$4.94M
VALUE BASE LTD.
$127M
Top holdings
1
COGNYTE SOFTWARE LTD
$50.5M
2
VALENS SEMICONDUCTOR LTD
$24.3M
3
AUDIOCODES LTD
$22.1M
VUB GENERALI DOCHODKOVA SPRAVCOVSKA SPOLOCNOST, A.S.
$127M
Top holdings
1
NVIDIA CORPORATION
$10.3M
2
APPLE INC
$9.31M
3
ALPHABET INC
$6.89M
VISTA FINANCE, LLC
$126M
Top holdings
1
SPDR GOLD TR
$43.1M
2
ISHARES TR
$22.5M
3
LISTED FDS TR
$20.1M
