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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 WATCH ADVISORS, INC
$239M
Top holdings
1
NORTHERN LTS FD TR III
$44.6M
2
SPDR SERIES TRUST
$24M
3
CALAMOS ETF TR
$20.9M
WEALTH ADVISORS NORTHWEST LLC
$238M
Top holdings
1
DIMENSIONAL ETF TRUST
$210M
2
AMAZON COM INC
$9.07M
3
SPDR SERIES TRUST
$5.24M
WINDLE WEALTH, LLC
$237M
Top holdings
1
NVIDIA CORPORATION
$14.3M
2
EXXON MOBIL CORP
$12.3M
3
JOHNSON & JOHNSON
$11M
WESTFULLER ADVISORS, LLC
$232M
Top holdings
1
ISHARES TR
$70.3M
2
VANGUARD INDEX FDS
$13.3M
3
NUSHARES ETF TR
$10.6M
WAYFINDING FINANCIAL, LLC
$230M
Top holdings
1
PIMCO ETF TR
$37.8M
2
ISHARES TR
$24.4M
3
J P MORGAN EXCHANGE TRADED F
$22.9M
WORTH FINANCIAL ADVISORY GROUP, LLC
$229M
Top holdings
1
AMAZON COM INC
$52.1M
2
AB ACTIVE ETFS INC
$30M
3
ALPHABET INC
$28.6M
WESTPORT ASSET MANAGEMENT INC
$226M
Top holdings
1
SYNOPSYS INC
$20.5M
2
WILLIS TOWERS WATSON PLC LTD
$20.1M
3
COVISTA INC
$14.5M
WD RUTHERFORD LLC
$225M
Top holdings
1
NVIDIA CORPORATION
$19.3M
2
ALPHABET INC
$10M
3
APPLE INC
$7.33M
WALSER WEALTH MANAGEMENT COMPANY, A LTD LIABILITY CO
$223M
Top holdings
1
SPDR GOLD TR
$44.8M
2
ISHARES SILVER TR
$27.8M
3
ISHARES TR
$21.7M
WEALTH MANAGEMENT STRATEGIES, INC.
$221M
Top holdings
1
VANGUARD INDEX FDS
$64.1M
2
ISHARES TR
$59.5M
3
VANGUARD TAX-MANAGED FDS
$42.8M
WILLIAM MARSH RICE UNIVERSITY
$221M
Top holdings
1
VANGUARD INDEX FDS
$135M
2
BLACK STONE MINERALS L P
$85.6M
WOODWARD DIVERSIFIED CAPITAL, LLC
$220M
Top holdings
1
RELIANCE INC
$25.5M
2
APPLE INC
$12.3M
3
EXXON MOBIL CORP
$8.89M
WIN ADVISORS, INC
$219M
Top holdings
1
ISHARES TR
$38.7M
2
WISDOMTREE TR
$18.1M
3
INVESCO EXCHANGE TRADED FD T
$17.6M
WESTHAMPTON CAPITAL, LLC
$214M
Top holdings
1
APPLE INC
$20.8M
2
EATON CORP PLC
$9.29M
3
BROADCOM INC
$8.53M
WJ WEALTH MANAGEMENT, LLC
$214M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$29.4M
2
TCW ETF TRUST
$23.9M
3
ISHARES TR
$23.7M
WEALTHCARE CAPITAL PARTNERS, LLC
$213M
Top holdings
1
WISDOMTREE TR
$38.8M
2
ISHARES TR
$28.7M
3
VANGUARD INDEX FDS
$24.3M
WEALTHSTAR ADVISORS, LLC
$213M
Top holdings
1
ISHARES TR
$57.4M
2
STATE STR SPDR S&P 500 ETF T
$46.3M
3
DIREXION SHARES ETF TRUST
$27.3M
WESTBOURNE INVESTMENTS, INC.
$210M
Top holdings
1
SCHWAB STRATEGIC TR
$9.95M
2
NVIDIA CORPORATION
$9.02M
3
ALPHABET INC
$8.84M
WEALTH INTELLIGENCE, LLC
$208M
Top holdings
1
LOWES COS INC
$71.3M
2
FIRST TR EXCHANGE-TRADED FD
$19.7M
3
VANECK ETF TRUST
$11M
WERLINICH ASSET MANAGEMENT, LLC
$206M
Top holdings
1
NVIDIA CORPORATION
$35.9M
2
HUBBELL INC
$11.4M
3
JPMORGAN CHASE & CO
$10.4M
