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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
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
$434M
Top holdings
1
ISHARES TR
$90.7M
2
INVESCO EXCHANGE TRADED FD T
$30.1M
3
STATE STR SPDR S&P 500 ETF T
$21M
WHITE PINE INVESTMENT CO
$430M
Top holdings
1
ISHARES TR
$61.7M
2
SCHWAB STRATEGIC TR
$47.5M
3
GOLDMAN SACHS ETF TR
$33.8M
WHITCOMB & HESS, INC.
$429M
Top holdings
1
SPDR SERIES TRUST
$107M
2
ISHARES TR
$52M
3
VANGUARD TAX-MANAGED FDS
$49.9M
WARTHER PRIVATE WEALTH, LLC
$427M
Top holdings
1
UNITEDHEALTH GROUP INC
$31.9M
2
ALIBABA GROUP HLDG LTD
$30.4M
3
EXXON MOBIL CORP
$29.7M
WEALTHSPRING CAPITAL LLC
$421M
Top holdings
1
CENTURION ACQUISITION CORP
$15.6M
2
KENSINGTON CAP ACQUIST CORP
$14.9M
3
LIONHEART HOLDINGS
$12.7M
WEAVER CONSULTING GROUP
$420M
Top holdings
1
ISHARES TR
$107M
2
ELEVATION SERIES TRUST
$47M
3
INNOVATOR ETFS TRUST
$39.2M
WALTER PUBLIC INVESTMENTS INC.
$418M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$24.8M
2
ALPHABET INC
$21.5M
3
APPLE INC
$17.9M
WESTWIND CAPITAL
$416M
Top holdings
1
NETFLIX INC.
$30.7M
2
AMAZON COM INC
$27.5M
3
GOLDMAN SACHS GROUP INC
$26.8M
WATCHMAN GROUP, INC.
$413M
Top holdings
1
DIMENSIONAL ETF TRUST
$88.9M
2
SIMPLIFY EXCHANGE TRADED FUN
$43.4M
3
ISHARES TR
$41.5M
WEALTHTRUST AXIOM LLC
$406M
Top holdings
1
APPLE INC
$19.8M
2
KINDER MORGAN INC DEL
$16.2M
3
MICROSOFT CORP
$10.7M
WESTMOUNT PARTNERS, LLC
$406M
Top holdings
1
APPLE INC
$43.8M
2
ISHARES TR
$39.7M
3
VANGUARD INDEX FDS
$27.4M
WARREN STREET WEALTH ADVISORS, LLC
$393M
Top holdings
1
VANGUARD INDEX FDS
$54.4M
2
EA SERIES TRUST
$53.8M
3
J P MORGAN EXCHANGE TRADED F
$41.6M
WELLINGTON SHIELDS & CO., LLC
$392M
Top holdings
1
APPLE INC
$27.7M
2
MICROSOFT CORP
$25.8M
3
ALPHABET INC
$14.9M
WP ADVISORS, LLC
$387M
Top holdings
1
VANGUARD INDEX FDS
$53.4M
2
APPLE INC
$39.3M
3
ALPHABET INC
$32.1M
WORLD EQUITY GROUP, INC.
$386M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$27.3M
2
ISHARES TR
$24.8M
3
APPLE INC
$20M
WAKEFIELD ASSET MANAGEMENT LLLP
$377M
Top holdings
1
ISHARES TR
$41.5M
2
ISHARES INC
$16M
3
SCHWAB STRATEGIC TR
$11.3M
WEST BRANCH CAPITAL LLC
$373M
Top holdings
1
APPLE INC
$38.4M
2
NVIDIA CORPORATION
$36M
3
ALPHABET INC
$28.1M
WORTHPOINTE, LLC
$369M
Top holdings
1
DIMENSIONAL ETF TRUST
$153M
2
AMERICAN CENTY ETF TR
$59.7M
3
SPDR SERIES TRUST
$29.8M
WESTERLY CAPITAL MANAGEMENT, LLC
$368M
Top holdings
1
INVESCO QQQ TR
$43.3M
2
UDEMY INC
$19.9M
3
MARVELL TECHNOLOGY INC
$19.8M
WBI INVESTMENTS, LLC
$362M
Top holdings
1
ABSOLUTE SHS TR
$81.4M
2
PACER FDS TR
$12.9M
3
SPDR SERIES TRUST
$8.88M
