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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
WHELAN FINANCIAL
$322M
Top holdings
1
VANGUARD INDEX FDS
$74.3M
2
SCHWAB STRATEGIC TR
$57.6M
3
INVESCO EXCH TRADED FD TR II
$50.6M
WATERSHED PRIVATE WEALTH LLC
$321M
Top holdings
1
ISHARES TR
$133M
2
VANGUARD INDEX FDS
$37.5M
3
NVIDIA CORPORATION
$16.4M
WINDMILL HILL ASSET MANAGEMENT LTD
$321M
Top holdings
1
SPDR SERIES TRUST
$214M
2
SPDR INDEX SHS FDS
$60.1M
3
GE AEROSPACE
$9M
WRIGHT INVESTORS SERVICE INC
$318M
Top holdings
1
NVIDIA CORPORATION
$15.8M
2
ALPHABET INC
$15.5M
3
APPLE INC
$15.1M
WATERFORD ADVISORS, LLC
$315M
Top holdings
1
ISHARES TR
$68.3M
2
VANGUARD INDEX FDS
$64.3M
3
VANGUARD BD INDEX FDS
$45M
WHITEGATE INVESTMENT COUNSELORS, INC.
$315M
Top holdings
1
VANGUARD INDEX FDS
$91.3M
2
ISHARES TR
$67.7M
3
BERKSHIRE HATHAWAY INC DEL
$37.1M
WHITE MOUNTAINS INSURANCE GROUP LTD
$313M
Top holdings
1
MEDIAALPHA INC
$166M
2
STATE STR SPDR S&P 500 ETF T
$147M
WEALTH ADVISORS OF TAMPA BAY, LLC
$302M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$25.5M
2
BROADCOM INC
$17.2M
3
CORNING INC
$12.6M
WHEELHOUSE ADVISORY GROUP LLC
$302M
Top holdings
1
VANGUARD WORLD FD
$68.3M
2
VANGUARD INDEX FDS
$60.5M
3
DIMENSIONAL ETF TRUST
$42.8M
WALKER FINANCIAL SERVICES, INC.
$292M
Top holdings
1
ISHARES TR
$108M
2
SCHWAB STRATEGIC TR
$61.4M
3
SPDR SERIES TRUST
$47.5M
WARNER FINANCIAL, INC
$292M
Top holdings
1
VANGUARD INDEX FDS
$98.4M
2
ISHARES TR
$44.1M
3
SCHWAB STRATEGIC TR
$33M
WILKERSON ADVISORY GROUP LLC
$291M
Top holdings
1
AMERICAN CENTY ETF TR
$64.9M
2
STATE STR SPDR S&P 500 ETF T
$40.6M
3
VICTORY PORTFOLIOS II
$23.1M
WEALTH MANAGEMENT ASSOCIATES, INC.
$290M
Top holdings
1
ISHARES TR
$64.9M
2
APPLE INC
$15.3M
3
VANGUARD INDEX FDS
$10.1M
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
$289M
Top holdings
1
VANGUARD BD INDEX FDS
$91.4M
2
VANGUARD SCOTTSDALE FDS
$89.4M
3
VANGUARD TAX-MANAGED FDS
$39.6M
WHETSTONE CAPITAL ADVISORS, LLC
$288M
Top holdings
1
CLOUDFLARE INC
$81.1M
2
DAVE INC
$39M
3
ALPHABET INC
$34.4M
WRAPMANAGER INC
$288M
Top holdings
1
ISHARES TR
$72.6M
2
SPDR SERIES TRUST
$60.8M
3
SPDR INDEX SHS FDS
$31.7M
WEALTH MANAGEMENT RESOURCES, INC.
$287M
Top holdings
1
ISHARES TR
$73.3M
2
SCHWAB STRATEGIC TR
$63.2M
3
SPDR SERIES TRUST
$48.4M
WEST FAMILY INVESTMENTS, INC.
$285M
Top holdings
1
ISHARES GOLD TR
$34.1M
2
ISHARES TR
$24.4M
3
SCHWAB STRATEGIC TR
$17M
WESTSHORE WEALTH, LLC
$285M
Top holdings
1
ISHARES TR
$105M
2
STATE STR SPDR S&P 500 ETF T
$60.1M
3
VANGUARD SCOTTSDALE FDS
$22M
WEALTHSPAN PARTNERS, LLC
$284M
Top holdings
1
VANGUARD INDEX FDS
$69.8M
2
DIMENSIONAL ETF TRUST
$37.7M
3
ISHARES TR
$20.2M
