Arkolith/Funds/3EDGE Asset Management, LP

3EDGE Asset Management, LP

CIK 1665605
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

3EDGE Asset Management, LP holds a focused book of 94 stocks worth $2.2B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Franklin Ftse Japan ETF and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 19% of the equity book. Cloning the disclosed picks since 2017 would be +109% (+8.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
22
bought for the first time
Added to
58
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
7
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+109.3%
+8.0%/yr · since Feb '17
Their reported book
+79.3%
held from quarter-end
S&P 500
+283.2%
same window
$10K$17K$24K$31K$38KFeb '17Jan '19Dec '20Nov '22Oct '24Aug '26
3EDGE Asset Management, LP (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 30.0 points over this window.

Growth of $10,000 cloning 3EDGE Asset Management, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
61%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Financials
5%
Information Technology
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as 3EDGE Asset Management, LP

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.78 / 80$9.0B
MORGAN STANLEY74 / 80$114.7B
LPL Financial LLC74 / 80$56.2B
ENVESTNET ASSET MANAGEMENT INC73 / 80$58.9B
UBS Group AG67 / 80$35.3B
WELLS FARGO & COMPANY/MN66 / 80$53.4B
ROYAL BANK OF CANADA66 / 80$31.9B
Cetera Investment Advisers65 / 80$12.1B

Ranked by how many of 3EDGE Asset Management, LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

94 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR BLO 1 ETF
$431.2M4.71M
19.2%
−40%
Reduced · −3.1M sh
2SPDR Series Trust
ST STR P500ETF
$129.8M1.48M
5.8%
290×
Added · +1.5M sh
3Harbor ETF Trust
COMM ALL WEA ETF
$128.5M4.38M
5.7%
+31%
Added · +1.0M sh
4Ishares TR
CORE S&P500 ETF
$119.6M159.7K
5.3%
+4.1%
Added · +6K sh
5Franklin Templeton ETF TR
FTSE JAPAN ETF
$118.8M2.99M
5.3%
New
New position
6Global X FDS
1 3 MO T BI ET
$101.0M1.01M
4.5%
−7.9%
Reduced · −86K sh
7Ishares TR
0-3 MTH TREASURY
$94.2M935.2K
4.2%
−7.7%
Reduced · −78K sh
8Invesco QQQ TR
UNIT SER 1
$88.1M119.7K
3.9%
14×
Added · +111K sh
9Ishares TR
7-10 YR TRSY BD
$79.8M843.3K
3.6%
−5.7%
Reduced · −51K sh
10Vanguard Star FDS
VG TL INTL STK F
$68.0M795.2K
3.0%
+2.7%
Added · +21K sh
11Vanguard Intl Equity Index F
TT WRLD ST ETF
$66.2M421.7K
3.0%
+13%
Added · +48K sh
12Uscf ETF TR
SUMMERHAVEN K1
$61.8M2.34M
2.8%
+5.1%
Added · +114K sh
13Goldman Sachs ETF TR
ACCES TREASURY
$58.4M583.2K
2.6%
−35%
Reduced · −308K sh
14Ishares TR
0-5 YR TIPS ETF
$55.9M546.9K
2.5%
+3.5%
Added · +18K sh
15World Gold TR
SPDR GLD MINIS
$53.1M668.5K
2.4%
+1.5%
Added · +10K sh
16American Centy ETF TR
US SML CP VALU
$51.2M410.1K
2.3%
+30%
Added · +95K sh
17SPDR Series Trust
ST STR TIPS ETF
$42.8M1.67M
1.9%
+88%
Added · +780K sh
18Select Sector SPDR TR
ST STR TECHN ETF
$38.8M203.6K
1.7%
+114%
Added · +108K sh
19Ishares TR
US TREAS BD ETF
$32.2M1.41M
1.4%
−5.8%
Reduced · −88K sh
20Sprott Asset Management LP
PHYSICAL GOLD TR
$31.6M1.05M
1.4%
+21%
Added · +183K sh
21Ishares TR
TIPS BD ETF
$31.1M284.3K
1.4%
−4.8%
Reduced · −14K sh
22Vanguard Scottsdale FDS
INTER TERM TREAS
$28.9M489.6K
1.3%
−3.8%
Reduced · −19K sh
23Ishares TR
3 7 YR TREAS BD
$28.7M244.4K
1.3%
New
New position
24Sei Exchange Traded Funds
SELE INTL EQ ETF
$19.9M560.5K
0.9%
+157%
Added · +342K sh
25SPDR Series Trust
ST INTER ETF
$19.0M670.4K
0.8%
−7.9%
Reduced · −58K sh
26Invesco Actvely MNGD Etc FD
AGRI CMDTY STRA
$17.4M487.3K
0.8%
+469%
Added · +402K sh
27Sei Exchange Traded Funds
SELECT EMERGING
$16.5M410.5K
0.7%
+198%
Added · +273K sh
28Sprott Asset Management LP
PHYSICAL GOLD AN
$14.0M347.3K
0.6%
+21%
Added · +60K sh
29J P Morgan Exchange Traded F
BETABULDRS JAPAN
$13.4M177.3K
0.6%
+199%
Added · +118K sh
30TCW ETF Trust
TRANS SYSTE ETF
$10.8M88.1K
0.5%
+212%
Added · +60K sh
31Select Sector SPDR TR
ST STR FINL ETF
$10.7M200.3K
0.5%
+57%
Added · +73K sh
32Select Sector SPDR TR
ST STR SVC ETF
$9.4M87.4K
0.4%
+72%
Added · +37K sh
33Select Sector SPDR TR
ST STR INDL ETF
$8.6M46.5K
0.4%
+72%
Added · +19K sh
34Ishares Inc
MSCI GERMANY ETF
$7.9M190.4K
0.4%
+273%
Added · +139K sh
35Select Sector SPDR TR
ST STR DISCR ETF
$7.7M65.7K
0.3%
+53%
Added · +23K sh
36TCW ETF Trust
FLEXIBLE INCOME
$7.6M192.7K
0.3%
+4.2%
Added · +8K sh
37Select Sector SPDR TR
ST STR CARE ETF
$7.4M46.6K
0.3%
+44%
Added · +14K sh
38SPDR Series Trust
ST POR TREAS ETF
$7.3M243.1K
0.3%
+467%
Added · +200K sh
39Vanguard Malvern FDS
STRM INFPROIDX
$7.1M140.9K
0.3%
+20%
Added · +24K sh
40SPDR Index SHS FDS
ST STR EU 50 ETF
$6.5M95.1K
0.3%
+53%
Added · +33K sh
41Ishares TR
DEVSMCP EXNA ETF
$6.0M86.5K
0.3%
+720%
Added · +76K sh
42Advisors Inner Circle FD II
3EDGE DYN US ETF
$5.5M170.4K
0.2%
+114%
Added · +91K sh
43Nushares ETF TR
NUVEEN ESG INTL
$5.4M135.3K
0.2%
+105%
Added · +69K sh
44Select Sector SPDR TR
ST STR ENERG ETF
$5.3M100.5K
0.2%
−9.4%
Reduced · −10K sh
45Spinnaker ETF Series
OBRA OPPOR STRU
$4.7M467.4K
0.2%
+4.2%
Added · +19K sh
46Select Sector SPDR TR
ST STR STAPL ETF
$4.6M55.1K
0.2%
+72%
Added · +23K sh
47Advisors Inner Circle FD II
3EDGE FIXED ETF
$3.8M155.1K
0.2%
−45%
Reduced · −128K sh
48Global X FDS
MSCI SUPDIV EA
$3.8M176.9K
0.2%
New
New position
49Bondbloxx ETF Trust
BLOOMBERG SEVEN
$3.7M79.2K
0.2%
+4.4%
Added · +3K sh
50Vanguard Index FDS
SM CP VAL ETF
$3.7M15.2K
0.2%
+99%
Added · +8K sh
Showing 50 of 94 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202694$2.2B13F-HR
Q1 2026Mar 31, 2026May 15, 202691$2.1B13F-HR
Q4 2025Dec 31, 2025Feb 6, 202694$1.9B13F-HR
Q3 2025Sep 30, 2025Oct 30, 202597$1.8B13F-HR
Q2 2025Jun 30, 2025Jul 31, 202588$1.6B13F-HR
Q1 2025Mar 31, 2025May 1, 202585$1.5B13F-HR
Q4 2024Dec 31, 2024Jan 31, 202586$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 31, 202469$1.4B13F-HR
Q2 2024Jun 30, 2024Aug 12, 202467$1.3B13F-HR
Q1 2024Mar 31, 2024May 8, 202467$1.3B13F-HR
Q4 2023Dec 31, 2023Jan 16, 202452$1.3B13F-HR
Q3 2023Sep 30, 2023Oct 16, 202340$1.3B13F-HR
Q2 2023Jun 30, 2023Jul 14, 202338$1.3B13F-HR
Q1 2023Mar 31, 2023May 10, 202346$1.3B13F-HR
Q4 2022Dec 31, 2022Jan 13, 202346$1.3B13F-HR
Q3 2022Sep 30, 2022Oct 17, 202237$1.3B13F-HR
Q2 2022Jun 30, 2022Jul 28, 202237$1.3B13F-HR
Q1 2022Mar 31, 2022May 6, 202239$1.3B13F-HR
Q4 2021Dec 31, 2021Feb 1, 202239$1.2B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202143$1.3B13F-HR
Q2 2021Jun 30, 2021Jul 15, 202141$1.3B13F-HR
Q1 2021Mar 31, 2021Apr 27, 202141$1.2B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202144$1.1B13F-HR
Q3 2020Sep 30, 2020Oct 14, 202038$880.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.