Trending
Tree map
Stacked
Scatter
Network
Map
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
WPWEALTH LLP
$654M
Top holdings
1
DIMENSIONAL ETF TRUST
$575M
2
INNOVATOR ETFS TRUST
$42.2M
3
APPLE INC
$6.82M
WESTSIDE INVESTMENT MANAGEMENT, INC.
$653M
Top holdings
1
ISHARES TR
$59.4M
2
VANGUARD INDEX FDS
$24.4M
3
VANGUARD WHITEHALL FDS
$24.3M
WILSEY ASSET MANAGEMENT INC
$638M
Top holdings
1
GENERAL MTRS CO
$45.7M
2
VERIZON COMMUNICATIONS INC
$45.7M
3
JPMORGAN CHASE & CO
$43.7M
WOODSON CAPITAL MANAGEMENT, LP
$636M
Top holdings
1
AMER SPORTS INC
$60.1M
2
REDDIT INC
$59.6M
3
AMAZON COM INC
$47.3M
WEALTH ALLIANCE ADVISORY GROUP, LLC
$632M
Top holdings
1
VANGUARD INDEX FDS
$83.4M
2
ISHARES TR
$58.4M
3
PIMCO ETF TR
$58.1M
WOODARD & CO ASSET MANAGEMENT GROUP INC
$625M
Top holdings
1
ISHARES TR
$107M
2
SPDR SERIES TRUST
$104M
3
STATE STR SPDR S&P 500 ETF T
$40.9M
WEST VIRGINIA UNIVERSITY FOUNDATION, INC
$623M
Top holdings
1
VANGUARD INDEX FDS
$623M
WARBERG ASSET MANAGEMENT LLC
$600M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$202M
2
LUMENTUM HLDGS INC
$68.5M
3
SEAGATE HDD CAYMAN
$36M
WEST FINANCIAL ADVISORS, LLC
$589M
Top holdings
1
VANGUARD INDEX FDS
$115M
2
DIMENSIONAL ETF TRUST
$74.5M
3
ISHARES TR
$73.5M
WEBS CREEK CAPITAL MANAGEMENT LP
$578M
Top holdings
1
WEATHERFORD INTL PLC
$53.5M
2
PERMIAN RESOURCES CORP
$52.6M
3
TALOS ENERGY INC
$47.8M
WICK CAPITAL PARTNERS, LLC
$548M
Top holdings
1
ISHARES TR
$276M
2
VANGUARD INDEX FDS
$60.9M
3
BLACKROCK ETF TRUST II
$35M
WATERFRONT WEALTH INC.
$545M
Top holdings
1
DIMENSIONAL ETF TRUST
$54.3M
2
AMERICAN CENTY ETF TR
$32.5M
3
ISHARES TR
$20.6M
WESTOVER CAPITAL ADVISORS, LLC
$543M
Top holdings
1
SCHWAB STRATEGIC TR
$43.3M
2
ISHARES TR
$32.2M
3
APPLE INC
$28.8M
WESTHILL FINANCIAL ADVISORS, INC.
$523M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$163M
2
VANGUARD INDEX FDS
$100M
3
VANGUARD TAX-MANAGED FDS
$70.1M
WENDEL SE
$518M
Top holdings
1
IHS HOLDING LIMITED
$518M
WHALEROCK POINT PARTNERS, LLC
$518M
Top holdings
1
NVIDIA CORPORATION
$54.6M
2
ALPHABET INC
$39.2M
3
APPLE INC
$35.1M
WEALTHPLAN PARTNERS, LLC
$518M
Top holdings
1
ISHARES TR
$70.3M
2
APPLE INC
$39.7M
3
BERKSHIRE HATHAWAY INC DEL
$33.4M
WEST PACES ADVISORS INC.
$516M
Top holdings
1
ISHARES TR
$158M
2
VANGUARD INDEX FDS
$73.3M
3
AMERICAN CENTY ETF TR
$49M
WINSLOW ASSET MANAGEMENT INC
$515M
Top holdings
1
APPLE INC
$39.5M
2
TERADYNE INC
$39.4M
3
ELI LILLY & CO
$26.7M
WEALTH DIMENSIONS GROUP, LTD.
$508M
Top holdings
1
DIMENSIONAL ETF TRUST
$121M
2
VANGUARD SCOTTSDALE FDS
$109M
3
ISHARES TR
$54.7M
