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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
WEALTH EFFECTS LLC
$282M
Top holdings
1
NVIDIA CORPORATION
$27.4M
2
APPLE INC
$20.4M
3
VANGUARD INDEX FDS
$14.4M
WEALTHEDGE INVESTMENT ADVISORS, LLC
$272M
Top holdings
1
ISHARES TR
$48.5M
2
VANGUARD INDEX FDS
$16M
3
STATE STR SPDR S&P 500 ETF T
$15.8M
WITTENBERG INVESTMENT MANAGEMENT, INC.
$269M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$48.6M
2
ALPHABET INC
$42.7M
3
APPLE INC
$26.1M
WORTH ASSET MANAGEMENT, LLC
$268M
Top holdings
1
ISHARES TR
$78.4M
2
SPDR SERIES TRUST
$13.6M
3
STATE STR SPDR DOW JONES IND
$11.4M
WEINBERGER ASSET MANAGEMENT, INC
$267M
Top holdings
1
VANGUARD INDEX FDS
$73.6M
2
SCHWAB STRATEGIC TR
$43.4M
3
DIMENSIONAL ETF TRUST
$41.4M
WEITZEL FINANCIAL SERVICES, INC.
$265M
Top holdings
1
SPDR SERIES TRUST
$74.4M
2
VANGUARD TAX-MANAGED FDS
$39.6M
3
ISHARES TR
$31.4M
WILLS FINANCIAL GROUP LLC
$265M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$21.4M
2
APPLE INC
$16.8M
3
ALPHABET INC
$15.6M
WIND RIVER TRUST CO
$265M
Top holdings
1
ISHARES TR
$110M
2
VANGUARD INTL EQUITY INDEX F
$86.7M
3
STATE STR SPDR S&P 500 ETF T
$32.9M
WHITE OAK CAPITAL PARTNERS PTE. LTD.
$264M
Top holdings
1
ICICI BANK LIMITED
$122M
2
COGNIZANT TECHNOLOGY SOLUTIO
$28.1M
3
HDFC BANK LTD
$15.2M
WJ INTERESTS, LLC
$260M
Top holdings
1
AMERICAN CENTY ETF TR
$58.5M
2
WISDOMTREE TR
$56M
3
TIDAL TRUST II
$53.2M
WESTERN FINANCIAL CORP
$255M
Top holdings
1
ARROWHEAD PHARMACEUTICALS IN
$51.4M
2
ENTERPRISE FINL SVCS CORP
$31.2M
3
ISHARES TR
$9.78M
WRENNE FINANCIAL PLANNING LLC
$255M
Top holdings
1
VANGUARD INDEX FDS
$84.3M
2
VANGUARD INTL EQUITY INDEX F
$56M
3
SPDR SERIES TRUST
$27.7M
WESTWOOD WEALTH MANAGEMENT
$255M
Top holdings
1
NVIDIA CORPORATION
$98.3M
2
ALPHABET INC
$23.1M
3
DIREXION SHARES ETF TRUST
$15.4M
WEALTH QUARTERBACK LLC
$254M
Top holdings
1
ISHARES TR
$65.8M
2
ISHARES GOLD TR
$16M
3
FIDELITY COVINGTON TRUST
$14.4M
WETZEL INVESTMENT ADVISORS, INC.
$252M
Top holdings
1
ISHARES TR
$46.2M
2
VANGUARD INDEX FDS
$40.8M
3
INNOVATOR ETFS TRUST
$17.3M
WEIK CAPITAL MANAGEMENT
$251M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$28.3M
2
ALPHABET INC
$25.2M
3
MICROSOFT CORP
$17.6M
WASHINGTON STATE INVESTMENT BOARD
$251M
Top holdings
1
FTAI AVIATION LTD
$193M
2
FTAI INFRASTRUCTURE INC
$58.2M
WEALTH ANALYTICS PARTNERS, LLC
$246M
Top holdings
1
VANGUARD INDEX FDS
$106M
2
VANGUARD BD INDEX FDS
$24.7M
3
ISHARES TR
$14.5M
WEALTHCOLLAB, LLC
$243M
Top holdings
1
ISHARES TR
$38.4M
2
VANGUARD INDEX FDS
$36.5M
3
SSR MINING IN
$30.2M
WMG FINANCIAL ADVISORS, LLC
$240M
Top holdings
1
AMERICAN CENTY ETF TR
$144M
2
ETF OPPORTUNITIES TRUST
$12M
3
APPLE INC
$6.32M
