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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 FORWARD, LLC
$177M
Top holdings
1
ISHARES TR
$59.6M
2
SCHWAB STRATEGIC TR
$41.9M
3
BNY MELLON ETF TRUST
$19.7M
WILLIAM MACK & ASSOCIATES, INC.
$175M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$31.5M
2
VANGUARD INDEX FDS
$29.9M
3
VANGUARD TAX-MANAGED FDS
$24.7M
WASHBURN CAPITAL MANAGEMENT, INC.
$172M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$40.9M
2
VANGUARD INDEX FDS
$35.3M
3
INVESCO QQQ TR
$22.6M
WILLIAMS FINANCIAL, LLC
$172M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$48.4M
2
SCHWAB STRATEGIC TR
$40.9M
3
ISHARES TR
$25.3M
WILLIAM ALLAN CORP
$169M
Top holdings
1
APPLIED MATLS INC
$15.3M
2
ALPHABET INC
$10.1M
3
APPLE INC
$9.46M
WALL STREET FINANCIAL GROUP, INC.
$169M
Top holdings
1
VANGUARD WORLD FD
$24.1M
2
ISHARES TR
$19M
3
SELECT SECTOR SPDR TR
$11.2M
WIDMANN FINANCIAL SERVICES, INC.
$168M
Top holdings
1
ISHARES TR
$43.3M
2
AMERICAN CENTY ETF TR
$8.58M
3
APPLE INC
$6.97M
WEALTHTRUST ASSET MANAGEMENT, LLC
$167M
Top holdings
1
ETF OPPORTUNITIES TRUST
$45.2M
2
ISHARES TR
$19.1M
3
SPDR SERIES TRUST
$17.7M
WILLIAM B. WALKUP & ASSOCIATES, INC.
$167M
Top holdings
1
AUTOZONE INC
$23.8M
2
VALERO ENERGY CORP
$9.98M
3
JPMORGAN CHASE & CO
$7.5M
WHITE WING WEALTH MANAGEMENT
$167M
Top holdings
1
VANGUARD INDEX FDS
$58.2M
2
J P MORGAN EXCHANGE TRADED F
$21M
3
VANGUARD TAX-MANAGED FDS
$18.2M
WILKINS MILLER WEALTH MANAGEMENT, LLC
$165M
Top holdings
1
SCHWAB STRATEGIC TR
$46.1M
2
ISHARES TR
$31.5M
3
INVESCO EXCH TRD SLF IDX FD
$27.8M
WASHINGTON UNIVERSITY
$160M
Top holdings
1
NU HLDGS LTD
$152M
2
MAZE THERAPEUTICS INC
$8.38M
W.H. CORNERSTONE INVESTMENTS INC.
$160M
Top holdings
1
VANGUARD INDEX FDS
$21.6M
2
VANGUARD SCOTTSDALE FDS
$13.6M
3
DIMENSIONAL ETF TRUST
$11.3M
WINEBRENNER CAPITAL MANAGEMENT LLC
$156M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$13.9M
2
JANUS DETROIT STR TR
$12.1M
3
FIRST TR EXCHANGE-TRADED FD
$9.73M
WESTCO ADVISORY SERVICES INC
$156M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$25.8M
2
APPLE INC
$15.3M
3
GOLDMAN SACHS GROUP INC
$13.6M
WARNER GROUP LLC
$153M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$21M
2
INVESCO EXCHANGE TRADED FD T
$18.7M
3
SPDR SERIES TRUST
$12.6M
WASHINGTON GROWTH STRATEGIES LLC
$153M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$42.8M
2
ISHARES TR
$23.3M
3
SELECT SECTOR SPDR TR
$23.1M
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
$151M
Top holdings
1
VANGUARD INDEX FDS
$34.8M
2
SELECT SECTOR SPDR TR
$11.1M
3
VANGUARD INTL EQUITY INDEX F
$10.7M
WINCAP FINANCIAL LLC
$150M
Top holdings
1
GOLDMAN SACHS ETF TR
$14M
2
NOMURA ETF TR
$13.9M
3
ISHARES TR
$13.3M
WRIGHT WEALTH LLC
$149M
Top holdings
1
TIDAL TRUST II
$27.1M
2
VANGUARD SCOTTSDALE FDS
$17.9M
3
AMERICAN CENTY ETF TR
$15.5M
