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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
WFA OF SAN DIEGO, LLC
$125M
Top holdings
1
APPLE INC
$13.7M
2
VANGUARD SCOTTSDALE FDS
$13.6M
3
VANGUARD INDEX FDS
$11.2M
WJ FINANCIAL ADVISORS LLC
$124M
Top holdings
1
SCHWAB STRATEGIC TR
$12.2M
2
ISHARES TR
$9.43M
3
SPDR GOLD TR
$7.15M
WESTERN RESERVE CAPITAL MANAGEMENT, LLC
$122M
Top holdings
1
VANGUARD INDEX FDS
$28.6M
2
AMERICAN CENTY ETF TR
$22.6M
3
VANGUARD TAX-MANAGED FDS
$16.5M
WIREGRASS INVESTMENT MANAGEMENT LLC
$121M
Top holdings
1
SPDR SERIES TRUST
$8.59M
2
APPLE INC
$7.62M
3
NVIDIA CORPORATION
$7.28M
WEALTH PRESERVATION ADVISORS, LLC
$120M
Top holdings
1
NVIDIA CORPORATION
$15.3M
2
ALPHABET INC
$15.2M
3
AMAZON COM INC
$15.1M
WINDSOR ADVISORY GROUP, LLC
$120M
Top holdings
1
WORTHINGTON ENTERPRISES INC
$24M
2
PAYCHEX INC
$19.5M
3
SCHWAB STRATEGIC TR
$12.7M
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
$119M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$21.4M
2
NVIDIA CORPORATION
$7.83M
3
ALPHABET INC
$7.8M
WORLDLY PARTNERS MANAGEMENT, LLC
$118M
Top holdings
1
FLOOR & DECOR HLDGS INC
$67.5M
2
COSTCO WHOLESALE CORPORATION
$49.7M
3
CARDLYTICS INC
$1.22M
WASHINGTON CAPITAL MANAGEMENT, INC
$118M
Top holdings
1
VANGUARD INDEX FDS
$28.6M
2
STATE STR SPDR DOW JONES IND
$9.96M
3
STATE STR SPDR S&P 500 ETF T
$8.89M
WALNUT LEVEL CAPITAL LLC
$118M
Top holdings
1
DARLING INGREDIENTS INC
$37.7M
2
BUNGE GLOBAL SA
$12.6M
3
METHANEX CORP
$10.3M
WARM SPRINGS ADVISORS INC.
$118M
Top holdings
1
NVIDIA CORPORATION
$16.5M
2
BROADCOM INC
$9.36M
3
ALPHABET INC
$8.27M
WORTHINGTON FINANCIAL PARTNERS, LLC
$116M
Top holdings
1
MICRON TECHNOLOGY INC
$17.9M
2
FIRST TR EXCHANGE-TRADED FD
$12.5M
3
CAPITAL GROUP CORE EQUITY ET
$4.16M
WILLIAM HOWARD & CO FINANCIAL ADVISORS INC
$116M
Top holdings
1
ISHARES TR
$90.9M
2
VANGUARD BD INDEX FDS
$5.1M
3
VANGUARD INDEX FDS
$2.7M
WILMAR ADVISORS LLC
$116M
Top holdings
1
INVESCO QQQ TR
$30M
2
APPLE INC
$26.9M
3
ALPHABET INC
$12.1M
WEALTHPOINT FINANCIAL, LLC
$115M
Top holdings
1
ISHARES TR
$21.1M
2
WISDOMTREE TR
$14.7M
3
SPDR SERIES TRUST
$9.66M
WOLFSTICH CAPITAL, LLC
$114M
Top holdings
1
DIMENSIONAL ETF TRUST
$85.4M
2
SCHWAB STRATEGIC TR
$7.98M
3
ISHARES TR
$5.19M
WINTER & ASSOCIATES, INC.
$114M
Top holdings
1
ISHARES TR
$14.4M
2
VICTORY PORTFOLIOS II
$10M
3
VANGUARD INDEX FDS
$6.81M
WEALTH CARE LLC
$113M
Top holdings
1
ISHARES TR
$28.5M
2
VANGUARD INDEX FDS
$12M
3
ISHARES GOLD TR
$9.27M
WAYSTONE ADVISORS LLC
$112M
Top holdings
1
ISHARES TR
$18.5M
2
VANGUARD INDEX FDS
$17.8M
3
VANGUARD WORLD FD
$13.8M
WAGNER WEALTH MANAGEMENT, CORP
$111M
Top holdings
1
ISHARES TR
$16.7M
2
FIRST TR EXCHANGE-TRADED FD
$12M
3
INVESCO EXCH TRD SLF IDX FD
$12M
