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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
WESCAP MANAGEMENT GROUP, INC.
$508M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$65M
2
VANGUARD SCOTTSDALE FDS
$56.3M
3
ISHARES TR
$53.5M
WEST WEALTH GROUP, LLC
$506M
Top holdings
1
ISHARES TR
$192M
2
BLACKROCK ETF TRUST
$116M
3
SPDR SERIES TRUST
$46.6M
WHITAKER-MYERS WEALTH MANAGERS, LTD.
$502M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$90.3M
2
SCHWAB STRATEGIC TR
$66.3M
3
VANGUARD INDEX FDS
$64.2M
WESTCHESTER CAPITAL MANAGEMENT, INC.
$497M
Top holdings
1
CATERPILLAR INC
$41.7M
2
APPLE INC
$39.8M
3
WALMART INC
$31.2M
WAGNER WEALTH MANAGEMENT, LLC
$495M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$136M
2
AB ACTIVE ETFS INC
$96.2M
3
FIRST TR EXCHANGE TRADED FD
$54.5M
WEDGEWOOD PARTNERS INC
$484M
Top holdings
1
ALPHABET INC
$44.8M
2
TAIWAN SEMICONDUCTOR MANUFAC
$43.7M
3
META PLATFORMS INC
$37.6M
WESPAC ADVISORS SOCAL, LLC
$470M
Top holdings
1
SELECT SECTOR SPDR TR
$37M
2
ISHARES TR
$34.2M
3
VANECK ETF TRUST
$25.5M
WISER WEALTH MANAGEMENT, INC
$464M
Top holdings
1
VANGUARD INDEX FDS
$151M
2
J P MORGAN EXCHANGE TRADED F
$60.5M
3
ISHARES TR
$55.7M
WEAVER CAPITAL MANAGEMENT LLC
$461M
Top holdings
1
ISHARES TR
$50.2M
2
INNOVATOR ETFS TRUST
$48.5M
3
SCHWAB STRATEGIC TR
$39.6M
WEST MICHIGAN ADVISORS, LLC
$455M
Top holdings
1
GENTEX CORP
$39.2M
2
ISHARES TR
$25.3M
3
AMPLIFY ETF TR
$16.5M
WALLER FINANCIAL PLANNING GROUP, INC
$453M
Top holdings
1
ISHARES TR
$167M
2
SPDR SERIES TRUST
$128M
3
VANGUARD INDEX FDS
$63.6M
WOLFF FINANCIAL MANAGEMENT LLC
$453M
Top holdings
1
VANGUARD INDEX FDS
$123M
2
VANGUARD SCOTTSDALE FDS
$59.7M
3
ISHARES TR
$50.8M
WATERWAY WEALTH MANAGEMENT, LLC
$452M
Top holdings
1
ISHARES TR
$196M
2
WISDOMTREE TR
$56.7M
3
PIMCO ETF TR
$45.6M
WEALTH ADVISORY SOLUTIONS, LLC
$449M
Top holdings
1
ISHARES TR
$98.8M
2
SPDR SERIES TRUST
$50.1M
3
STATE STR SPDR S&P 500 ETF T
$40.2M
WEALTH MANAGEMENT PARTNERS, LLC
$447M
Top holdings
1
ISHARES TR
$56.7M
2
AMERICAN CENTY ETF TR
$48.9M
3
NVIDIA CORPORATION
$29.2M
WEIL COMPANY, INC.
$445M
Top holdings
1
ISHARES TR
$51.5M
2
VANGUARD INDEX FDS
$37.9M
3
BLACKROCK ETF TRUST II
$31.8M
WELCH CAPITAL PARTNERS LLC
$444M
Top holdings
1
VANGUARD INDEX FDS
$204M
2
STATE STR SPDR S&P 500 ETF T
$135M
3
ALPHABET INC
$27.3M
WEALTH GROUP LTD
$439M
Top holdings
1
ISHARES TR
$180M
2
J P MORGAN EXCHANGE TRADED F
$69.1M
3
VANGUARD INDEX FDS
$29M
WHITENER CAPITAL MANAGEMENT, INC.
$438M
Top holdings
1
ALPHABET INC
$28.1M
2
WALMART INC
$23.1M
3
APPLE INC
$23.1M
WINCH ADVISORY SERVICES, LLC
$438M
Top holdings
1
SPDR SERIES TRUST
$75.4M
2
VANGUARD SCOTTSDALE FDS
$57.9M
3
NVIDIA CORPORATION
$33.5M
