Arkolith/Funds/AdviceOne Advisory Services, LLC

AdviceOne Advisory Services, LLC

CIK 1998980
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

AdviceOne Advisory Services, LLC holds a concentrated book of 45 stocks worth $177.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Caterpillar Inc and trimmed Carrier Global Corp. Their largest long position is RTX Corp at 65% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
19
existing
Trimmed
7
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
87%
Top 10 holdings
92%
Top 20 holdings
95%

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

Direct sector allocation

99% mapped to company sectors

Industrials
77%
Information Technology
13%
Consumer Discretionary
5%
Financials
2%
ETF / fund or unclassified
1%
Materials
1%
Health Care
1%
Energy
1%

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 AdviceOne Advisory Services, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY47 / 45$485.4B
ROYAL BANK OF CANADA47 / 45$144.2B
OSAIC HOLDINGS, INC.47 / 45$13.3B
Farther Finance Advisors, LLC47 / 45$2.1B
IFP Advisors, Inc47 / 45$1.0B
FMR LLC46 / 45$760.0B
JPMORGAN CHASE & CO46 / 45$464.4B
BANK OF AMERICA CORP /DE/46 / 45$288.5B

Ranked by how many of AdviceOne Advisory Services, LLC's top 45 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.

45 positions
#SecurityValueShares% PortLast moveHistory
1RTX Corporation
COM
$115.2M607.2K
65.1%
+5.0%
Added · +29K sh
2Carrier Global Corporation
COM
$16.9M230.4K
9.5%
−0.3%
Reduced · −673 sh
3Otis Worldwide Corp
COM
$10.0M140.2K
5.7%
~0%
Reduced · −36 sh
4Tesla Inc
COM
$7.7M18.3K
4.3%
~0%
Added · +1 sh
5Apple Inc
COM
$4.2M14.6K
2.4%
+1.8%
Added · +259 sh
6Lincoln Elec Hldgs Inc
COM
$2.5M9.4K
1.4%
−2.6%
Reduced · −247 sh
7Nvidia Corporation
COM
$2.3M11.5K
1.3%
+4.0%
Added · +445 sh
8Latham Group Inc
COM
$1.2M184.1K
0.7%
Held
9Ge Aerospace
COM NEW
$1.1M3.0K
0.6%
+1.7%
Added · +51 sh
10Alphabet Inc
CAP STK CL A
$936K2.6K
0.5%
+3.1%
Added · +80 sh
11Ge Vernova Inc
COM
$933K794
0.5%
+0.6%
Added · +5 sh
12Microsoft Corp
COM
$879K2.4K
0.5%
+8.3%
Added · +181 sh
13Exxon Mobil Corp
COM
$813K5.9K
0.5%
−1.4%
Reduced · −83 sh
14Bank Of NY Mellon Corp
COM
$666K4.6K
0.4%
Held
15Ishares TR
CORE S&P500 ETF
$640K855
0.4%
−27%
Reduced · −310 sh
16Advanced Micro Devices Inc
COM
$593K1.0K
0.3%
Held
17ASML Hldg NV
N Y REGISTRY SHS
$591K297
0.3%
+2.8%
Added · +8 sh
18General Dynamics Corp
COM
$526K1.5K
0.3%
+0.1%
Added · +1 sh
19Amazon Com Inc
COM
$523K2.2K
0.3%
+2.4%
Added · +51 sh
20Tower Semiconductor Ltd
SHS NEW
$521K2.0K
0.3%
Held
21Johnson & Johnson
COM
$503K2.0K
0.3%
+2.6%
Added · +51 sh
22Eli Lilly & Co
COM
$500K417
0.3%
Held
23Meta Platforms Inc
CL A
$479K850
0.3%
+10%
Added · +80 sh
24Southern Co
COM
$469K4.9K
0.3%
Held
25Hartford Insurance Group Inc
COM
$457K3.4K
0.3%
Held
26Alphabet Inc
CAP STK CL C
$448K1.3K
0.3%
−1.9%
Reduced · −24 sh
27JPMorgan Chase & Co
COM
$418K1.3K
0.2%
+0.1%
Added · +1 sh
28Bank Of Amer Corp
COM
$398K7.0K
0.2%
+0.1%
Added · +5 sh
29Abbvie Inc
COM
$371K1.5K
0.2%
Held
30First TR Exchng Traded FD VI
FT VEST US EQT
$370K6.2K
0.2%
Held
31McKesson Corp
COM
$336K445
0.2%
+9.1%
Added · +37 sh
32Walmart Inc
COM
$323K2.9K
0.2%
Held
33Visa Inc
COM CL A
$297K864
0.2%
−8.0%
Reduced · −75 sh
34Caterpillar Inc
COM
$276K260
0.2%
New
New position
35ConocoPhillips
COM
$273K2.6K
0.2%
+0.6%
Added · +16 sh
36Corning Inc
COM
$272K1.1K
0.2%
New
New position
37Altria Group Inc
COM
$243K3.4K
0.1%
~0%
Added · +1 sh
38National Bankshares Inc Va
COM
$237K6.5K
0.1%
Held
39L3harris Technologies Inc
COM
$236K813
0.1%
+15%
Added · +106 sh
40T Rowe Price Exchange-Traded
US EQUI RESH ETF
$233K4.9K
0.1%
New
New position
41Invesco QQQ TR
UNIT SER 1
$225K306
0.1%
New
New position
42SPDR Series Trust
ST STR P500GRW
$223K1.9K
0.1%
New
New position
43SPDR Series Trust
ST STR P500VAL
$215K3.5K
0.1%
Held
44Berkshire Hathaway Inc Del
CL B NEW
$211K422
0.1%
Held
45Boeing Co
COM
$205K949
0.1%
New
New position
Showing all 45 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202645$177.0M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202641$165.2M13F-HR
Q4 2025Dec 31, 2025Jan 8, 202639$169.2M13F-HR
Q3 2025Sep 30, 2025Nov 19, 202535$150.4M13F-HR
Q2 2025Jun 30, 2025Jul 25, 202532$135.5M13F-HR
Q1 2025Mar 31, 2025Jun 27, 202532$122.5M13F-HR
Q4 2024Dec 31, 2024Jun 27, 202530$112.7M13F-HR

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.