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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
WEALTHSPRING PARTNERS, LLC
$109M
Top holdings
1
ISHARES TR
$23.5M
2
DIMENSIONAL ETF TRUST
$20.8M
3
INVESCO EXCHANGE TRADED FD T
$6.46M
WESTBRIDGE CAPITAL MANAGEMENT, LLC
$107M
Top holdings
1
FRESHWORKS INC
$107M
WHEELS UP WEALTH, INC.
$106M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.2M
2
AMERICAN CENTY ETF TR
$21.9M
3
WALMART INC
$408k
WILDCAT CAPITAL MANAGEMENT, LLC
$106M
Top holdings
1
FRONTIER GROUP HLDGS INC
$99.1M
2
ALLOGENE THERAPEUTICS INC
$7.13M
WEAVER C. BARKSDALE & ASSOCIATES, INC.
$105M
Top holdings
1
CUMMINS INC
$2.4M
2
GILEAD SCIENCES INC
$2.37M
3
NEXTERA ENERGY INC
$2.28M
WAYCROSS INVESTMENT MANAGEMENT CO
$105M
Top holdings
1
ISHARES TR
$20.7M
2
INVESCO EXCH TRD SLF IDX FD
$12.3M
3
PACER FDS TR
$6.89M
WISCONSIN WEALTH ADVISORS, LLC
$102M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$16.2M
2
VANGUARD INDEX FDS
$8.55M
3
FIRST TR EXCHANGE TRADED FD
$7.66M
WALSH & ASSOCIATES, LLC
$101M
Top holdings
1
SPDR SERIES TRUST
$30.2M
2
ISHARES TR
$24.5M
3
DIMENSIONAL ETF TRUST
$11.8M
WEBER CAPITAL MANAGEMENT LLC
$100M
Top holdings
1
MISTRAS GROUP INC
$21.5M
2
NATURAL GAS SVCS GROUP INC
$18.2M
3
ANGIODYNAMICS INC
$15.6M
WILLOW FINANCIAL LLC
$98.7M
Top holdings
1
TEMA ETF TRUST
$11.4M
2
FEDERATED HERMES ETF TRUST
$8.94M
3
TIDAL TRUST I
$8.17M
WESTERN PACIFIC WEALTH MANAGEMENT, LP
$98.4M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$11.5M
2
VANGUARD WHITEHALL FDS
$11M
3
ALPHABET INC
$9.88M
WALSKY INVESTMENT MANAGEMENT, INC.
$98M
Top holdings
1
MICROSOFT CORP
$5.46M
2
ELI LILLY & CO
$5.18M
3
VISA INC
$5.08M
WULFF, HANSEN & CO.
$97.9M
Top holdings
1
AMAZON COM INC
$4.11M
2
RTX CORPORATION
$4.09M
3
APPLE INC
$3.8M
WHITFORD MANAGEMENT LLC
$97.9M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$39.3M
2
ISHARES TR
$9.74M
3
INVESCO EXCHANGE TRADED FD T
$5.09M
WATERSHED ASSET MANAGEMENT, L.L.C.
$96.5M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$5.69M
2
VISA INC
$4.25M
3
ISHARES INC
$4.02M
WEALTHCARE ASSET MANAGEMENT, LLC
$94M
Top holdings
1
ISHARES TR
$32.6M
2
OREILLY AUTOMOTIVE INC
$19.5M
3
SPDR GOLD TR
$8.43M
WALL CAPITAL GROUP, INC.
$93.7M
Top holdings
1
PIMCO ETF TR
$33.4M
2
SPDR SERIES TRUST
$25.8M
3
ISHARES TR
$19.6M
WALLACE ADVISORY GROUP, LLC
$93.6M
Top holdings
1
MERCK & CO INC
$13.9M
2
SPDR SERIES TRUST
$11.4M
3
CHEVRON CORPORATION
$8.67M
WD THUNDER CV ULTIMATE GP LLC
$90.3M
Top holdings
1
FLOWCO HLDGS INC
$90.3M
WEDGEWOOD INVESTORS INC
$87.2M
Top holdings
1
ISHARES TR
$5.51M
2
ALPHABET INC
$5.03M
3
MICROSOFT CORP
$4.62M
