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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
WBH ADVISORY INC
$1.34B
Top holdings
1
SCHWAB STRATEGIC TR
$142M
2
ISHARES TR
$141M
3
SELECT SECTOR SPDR TR
$136M
WELLSPRING FINANCIAL ADVISORS, LLC
$1.33B
Top holdings
1
ISHARES TR
$548M
2
GOLDMAN SACHS PHYSICAL GOLD
$95.4M
3
VANGUARD INDEX FDS
$95.3M
WEALTHQUEST CORP
$1.32B
Top holdings
1
VANGUARD INDEX FDS
$456M
2
ISHARES TR
$212M
3
INNOVATOR ETFS TRUST
$186M
WILKINSON GLOBAL ASSET MANAGEMENT LLC
$1.31B
Top holdings
1
TJX COS INC NEW
$116M
2
JPMORGAN CHASE & CO
$97.4M
3
TAIWAN SEMICONDUCTOR MANUFAC
$85.1M
WASHINGTON TRUST ADVISORS, INC.
$1.24B
Top holdings
1
ALPHABET INC
$105M
2
QUANTA SVCS INC
$86.7M
3
APPLE INC
$71.3M
WEATHERLY ASSET MANAGEMENT L. P.
$1.24B
Top holdings
1
ELI LILLY & CO
$251M
2
APPLE INC
$82.2M
3
J P MORGAN EXCHANGE TRADED F
$63.6M
WINDWARD CAPITAL MANAGEMENT CO
$1.23B
Top holdings
1
APPLE INC
$194M
2
ALPHABET INC
$156M
3
AMAZON COM INC
$77.1M
WINTHROP ADVISORY GROUP LLC
$1.22B
Top holdings
1
ISHARES TR
$613M
2
VANGUARD INDEX FDS
$103M
3
SCHWAB STRATEGIC TR
$77.2M
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO
$1.2B
Top holdings
1
APPLE INC
$145M
2
ALPHABET INC
$79.6M
3
ISHARES TR
$52.5M
WESCOTT FINANCIAL ADVISORY GROUP, LLC
$1.14B
Top holdings
1
ISHARES TR
$317M
2
VANGUARD INDEX FDS
$192M
3
DIMENSIONAL ETF TRUST
$188M
WS MANAGEMENT LLLP
$1.13B
Top holdings
1
MICRON TECHNOLOGY INC
$172M
2
BERKSHIRE HATHAWAY INC DEL
$156M
3
SPDR GOLD TR
$147M
WOODSTOCK CORP
$1.12B
Top holdings
1
NVIDIA CORPORATION
$95.3M
2
ALPHABET INC
$77.7M
3
MICROSOFT CORP
$58.6M
WEALTH ARCHITECTS, LLC
$1.12B
Top holdings
1
ISHARES TR
$258M
2
DIMENSIONAL ETF TRUST
$145M
3
VANGUARD INDEX FDS
$105M
WEBSTER BANK, N. A.
$1.06B
Top holdings
1
ISHARES TR
$131M
2
VANGUARD INDEX FDS
$110M
3
STATE STR SPDR S&P 500 ETF T
$88.3M
WAYCROSS PARTNERS, LLC
$1.05B
Top holdings
1
NVIDIA CORPORATION
$81.3M
2
ALPHABET INC
$72.2M
3
MICROSOFT CORP
$63.4M
WOLF HILL CAPITAL MANAGEMENT, LP
$1.03B
Top holdings
1
ISHARES TR
$223M
2
LIBERTY GLOBAL LTD
$141M
3
NEXTNAV INC
$130M
WEALTH ALLIANCE, LLC
$1.01B
Top holdings
1
ISHARES TR
$270M
2
APPLE INC
$85.9M
3
BLACKROCK ETF TRUST
$70.9M
WEALTHCARE CAPITAL MANAGEMENT LLC
$1B
Top holdings
1
VANGUARD INDEX FDS
$350M
2
ISHARES TR
$325M
3
EA SERIES TRUST
$92.6M
WGI DM, LLC
$1B
Top holdings
1
SHELL PLC
$395M
2
AERCAP HOLDINGS NV
$338M
3
CHECK POINT SOFTWARE TECH LT
$180M
WEALTH MANAGEMENT NEBRASKA
$987M
Top holdings
1
DIMENSIONAL ETF TRUST
$351M
2
SPDR SERIES TRUST
$279M
3
AMERICAN CENTY ETF TR
$259M
