Abel Hall, LLC holds a diversified book of 955 stocks worth $578.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Brighthouse Financial Inc and trimmed Apple Inc. Their largest long position is Dimensional US Core Equity 2 at 9% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2013339/holdings"
Use Arkolith to show Abel Hall, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 8.7 points over this window.
Growth of $10,000 cloning Abel Hall, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Abel Hall, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $152.9B |
| UBS Group AG | 80 / 80 | $145.6B |
| LPL Financial LLC | 80 / 80 | $60.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $50.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $15.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.9B |
| NewEdge Advisors, LLC | 80 / 80 | $8.2B |
| Allworth Financial LP | 80 / 80 | $4.0B |
Ranked by how many of Abel Hall, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $50.8M | 1.14M | 8.8% | ▲+3.2% Added · +35K sh | |
| 2 | Nvidia Corporation COM | $14.0M | 70.1K | 2.4% | ▲+2.5% Added · +2K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQUITY | $13.7M | 366.4K | 2.4% | ▲+5.8% Added · +20K sh | |
| 4 | Dimensional ETF Trust US SMALL CAP ETF | $13.0M | 336.1K | 2.3% | ▲+3.3% Added · +11K sh | |
| 5 | Dimensional ETF Trust US HIGH PROF ETF | $12.3M | 293.9K | 2.1% | ▲+1.0% Added · +3K sh | |
| 6 | Apple Inc COM | $11.2M | 38.7K | 1.9% | ▼−2.5% Reduced · −981 sh | |
| 7 | Dimensional ETF Trust US CORE EQT MKT | $9.0M | 175.1K | 1.6% | ▼−3.1% Reduced · −6K sh | |
| 8 | Microsoft Corp COM | $8.3M | 22.2K | 1.4% | ▲+40% Added · +6K sh | |
| 9 | Amazon Com Inc COM | $7.3M | 30.4K | 1.3% | ▲+7.6% Added · +2K sh | |
| 10 | Alphabet Inc CAP STK CL A | $7.0M | 19.5K | 1.2% | ▲+41% Added · +6K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $6.4M | 8.6K | 1.1% | ▲+5.4% Added · +444 sh | |
| 12 | Dimensional ETF Trust INTL SMALL CAP V | $5.8M | 143.6K | 1.0% | ▲+4.7% Added · +6K sh | |
| 13 | Broadcom Inc COM | $5.0M | 13.2K | 0.9% | ▲+9.8% Added · +1K sh | |
| 14 | Alphabet Inc CAP STK CL C | $4.5M | 12.7K | 0.8% | ▲+0.1% Added · +9 sh | |
| 15 | Micron Technology Inc COM | $4.4M | 3.8K | 0.8% | ▲+4.9% Added · +180 sh | |
| 16 | Dimensional ETF Trust INTL HIGH PROFIT | $4.0M | 118.3K | 0.7% | ▲+11% Added · +12K sh | |
| 17 | ASML Hldg NV N Y REGISTRY SHS | $3.8M | 1.9K | 0.7% | ▲+0.1% Added · +1 sh | |
| 18 | Exxon Mobil Corp COM | $3.4M | 24.9K | 0.6% | ▼−14% Reduced · −4K sh | |
| 19 | JPMorgan Chase & Co COM | $3.3M | 10.1K | 0.6% | ▲+43% Added · +3K sh | |
| 20 | Bloom Energy Corp COM CL A | $3.3M | 10.9K | 0.6% | ▼−15% Reduced · −2K sh | |
| 21 | Dimensional ETF Trust EMERGING MKTS CO | $3.3M | 81.3K | 0.6% | ▲+4.3% Added · +3K sh | |
| 22 | Meta Platforms Inc CL A | $3.3M | 5.8K | 0.6% | ▲+29% Added · +1K sh | |
| 23 | Eli Lilly & Co COM | $3.2M | 2.7K | 0.6% | ▲+89% Added · +1K sh | |
| 24 | Tesla Inc COM | $3.1M | 7.4K | 0.5% | ▲+36% Added · +2K sh | |
| 25 | Advanced Micro Devices Inc COM | $3.0M | 5.1K | 0.5% | ▲+5.8% Added · +281 sh | |
| 26 | Dimensional ETF Trust GLOB CO PLUS ETF | $2.8M | 51.7K | 0.5% | ▲+12% Added · +6K sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.2K | 0.4% | ▼−1.5% Reduced · −78 sh | |
| 28 | Dimensional ETF Trust EMERGING MKTS VA | $2.4M | 56.6K | 0.4% | ▲+1.8% Added · +1K sh | |
| 29 | Dimensional ETF Trust EMERGING MKTS HI | $2.4M | 56.4K | 0.4% | ▼−1.5% Reduced · −848 sh | |
| 30 | Dimensional ETF Trust US TARGETED VLU | $2.4M | 33.6K | 0.4% | ▼−1.2% Reduced · −423 sh | |
| 31 | Johnson & Johnson COM | $2.3M | 9.2K | 0.4% | ▼−9.0% Reduced · −909 sh | |
| 32 | Lam Research Corp COM NEW | $2.3M | 5.3K | 0.4% | ▲+1.0% Added · +54 sh | |
| 33 | Kla Corp COM NEW | $2.3M | 7.6K | 0.4% | ▲10× Added · +7K sh | |
| 34 | Novartis AG SPONSORED ADR | $2.3M | 14.6K | 0.4% | ▲+0.7% Added · +99 sh | |
| 35 | American Centy ETF TR US EQT ETF | $2.2M | 17.4K | 0.4% | ▲+32% Added · +4K sh | |
| 36 | Applied Matls Inc COM | $2.2M | 3.0K | 0.4% | ▲+1.4% Added · +42 sh | |
| 37 | Visa Inc COM CL A | $2.2M | 6.4K | 0.4% | ▲+15% Added · +855 sh | |
| 38 | Dimensional ETF Trust CORE FIXE IN ETF | $2.1M | 48.9K | 0.4% | ▲+0.5% Added · +250 sh | |
| 39 | Ishares TR MSCI USA QLT FCT | $2.0M | 9.3K | 0.4% | ▼−1.5% Reduced · −141 sh | |
| 40 | Realty Income Corp COM | $2.0M | 31.7K | 0.3% | ▼−2.0% Reduced · −646 sh | |
| 41 | HSBC Hldgs PLC SPON ADR NEW | $1.9M | 20.1K | 0.3% | ▲+0.4% Added · +79 sh | |
| 42 | Caterpillar Inc COM | $1.9M | 1.8K | 0.3% | ▲+1.1% Added · +19 sh | |
| 43 | Abbvie Inc COM | $1.9M | 7.4K | 0.3% | ▲+121% Added · +4K sh | |
| 44 | Intel Corp COM | $1.8M | 12.7K | 0.3% | ▲+13% Added · +1K sh | |
| 45 | Walmart Inc COM | $1.7M | 14.6K | 0.3% | ▼−11% Reduced · −2K sh | |
| 46 | National Grid PLC SPONSORED ADR NE | $1.7M | 20.0K | 0.3% | ▲+0.2% Added · +34 sh | |
| 47 | Dimensional ETF Trust GLOBAL REAL EST | $1.6M | 56.3K | 0.3% | ▲+6.6% Added · +3K sh | |
| 48 | TTM Technologies Inc COM | $1.6M | 8.6K | 0.3% | ▲+1.4% Added · +122 sh | |
| 49 | Nuveen Amt Free Qlty Mun Inc COM | $1.4M | 120.0K | 0.2% | —Held | |
| 50 | Eaton Corp PLC SHS | $1.4M | 3.2K | 0.2% | ▲+6.3% Added · +192 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 955 | $578.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 811 | $469.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 714 | $428.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 324 | $247.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 289 | $216.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 202 | $165.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 166 | $156.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 160 | $152.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.