Arkolith/Funds/Affinity Capital Advisors, LLC

Affinity Capital Advisors, LLC

CIK 1810023
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Affinity Capital Advisors, LLC holds a focused book of 203 stocks worth $809.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed Vanguard Value ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book.

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Use Arkolith to show Affinity Capital Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
34
new positions
Added to
58
existing
Trimmed
87
reduced
Sold out
9
exited

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
60%
Top 20 holdings
76%

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

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
14%
Financials
2%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%
Materials
0%
Utilities
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

Holdings: largest first

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

203 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$81.6M108.1K
10.1%
+2.9%
Added · +3K sh
2Vanguard Index FDS
GROWTH ETF
$72.9M841.4K
9.0%
+515%
Added · +705K sh
3Vanguard Index FDS
VALUE ETF
$67.0M305.5K
8.3%
−0.3%
Reduced · −1K sh
4Ishares TR
CORE UNIVRSL USD
$66.1M1.44M
8.2%
+5.0%
Added · +69K sh
5Apple Inc
COM
$60.6M193.8K
7.5%
−7.9%
Reduced · −17K sh
6Ishares TR
EAFE VALUE ETF
$34.7M442.4K
4.3%
+4.3%
Added · +18K sh
7Ishares Inc
CORE MSCI EMKT
$34.2M417.0K
4.2%
+3.0%
Added · +12K sh
8Ishares TR
ESG AWR MSCI USA
$24.2M146.6K
3.0%
−1.9%
Reduced · −3K sh
9Ishares TR
EAFE GRWTH ETF
$22.2M177.1K
2.7%
+12%
Added · +19K sh
10Select Sector SPDR TR
ST STR TECHN ETF
$22.0M120.0K
2.7%
−5.5%
Reduced · −7K sh
11Ishares TR
0-3 MTH TREASURY
$17.9M178.0K
2.2%
−10%
Reduced · −20K sh
12SPDR Series Trust
ST STR P500GRW
$17.0M142.9K
2.1%
+0.3%
Added · +394 sh
13Ishares TR
CALIF MUN BD ETF
$16.9M293.2K
2.1%
~0%
Reduced · −24 sh
14Ishares TR
10-20 YR TRS ETF
$15.6M156.6K
1.9%
−2.8%
Reduced · −4K sh
15Ishares TR
CORE S&P MCP ETF
$12.4M162.4K
1.5%
−0.3%
Reduced · −415 sh
16Vanguard Index FDS
S&P 500 ETF SHS
$10.4M15.1K
1.3%
+3.7%
Added · +534 sh
17Schwab Strategic TR
US LCAP GR ETF
$10.0M288.2K
1.2%
−0.2%
Reduced · −591 sh
18Ishares TR
ESG AWR US AGRGT
$9.4M199.2K
1.2%
+6.0%
Added · +11K sh
19Schwab Strategic TR
US AGGREGATE B
$8.5M369.8K
1.1%
−7.7%
Reduced · −31K sh
20Ishares TR
S&P 100 ETF
$8.0M21.5K
1.0%
−44%
Reduced · −17K sh
21Ishares TR
CORE MSCI EAFE
$7.6M77.4K
0.9%
−2.2%
Reduced · −2K sh
22Ishares TR
RUS 1000 GRW ETF
$5.6M45.9K
0.7%
+300%
Added · +34K sh
23Microsoft Corp
COM
$5.6M14.5K
0.7%
−3.6%
Reduced · −539 sh
24Eli Lilly & Co
COM
$5.4M4.5K
0.7%
−2.5%
Reduced · −115 sh
25Nvidia Corporation
COM
$4.8M24.8K
0.6%
+17%
Added · +4K sh
26Schwab Strategic TR
US LCAP VA ETF
$4.8M138.9K
0.6%
−0.8%
Reduced · −1K sh
27Invesco QQQ TR
UNIT SER 1
$4.3M5.9K
0.5%
−8.3%
Reduced · −536 sh
28Meta Platforms Inc
CL A
$4.2M7.1K
0.5%
−8.4%
Reduced · −652 sh
29Alphabet Inc
CAP STK CL C
$4.0M11.1K
0.5%
−7.8%
Reduced · −942 sh
30Ishares TR
RUS 1000 VAL ETF
$4.0M16.2K
0.5%
−0.6%
Reduced · −93 sh
31Seagate Technology HLDNGS PL
ORD SHS
$3.7M4.3K
0.5%
−28%
Reduced · −2K sh
32Ishares Inc
MSCI EMRG CHN
$3.5M35.0K
0.4%
−8.6%
Reduced · −3K sh
33Vanguard World FD
ESG US STK ETF
$3.5M26.2K
0.4%
−2.7%
Reduced · −729 sh
34Unity Software Inc
COM
$3.4M114.5K
0.4%
−0.3%
Reduced · −399 sh
35State STR SPDR S&P 500 ETF T
TR UNIT
$3.4M4.5K
0.4%
+2.3%
Added · +101 sh
36Vanguard World FD
INF TECH ETF
$3.3M28.1K
0.4%
+702%
Added · +25K sh
37SPDR Series Trust
ST STR P500VAL
$3.2M51.9K
0.4%
−0.1%
Reduced · −45 sh
38Alphabet Inc
CAP STK CL A
$3.2M8.7K
0.4%
−3.8%
Reduced · −339 sh
39Vanguard BD Index FDS
SHORT TRM BOND
$3.1M39.9K
0.4%
−1.4%
Reduced · −586 sh
40Invesco Exch Traded FD TR II
CALIF AMT MUN
$3.0M123.3K
0.4%
+196%
Added · +82K sh
41Amazon Com Inc
COM
$2.9M12.0K
0.4%
−0.3%
Reduced · −40 sh
42Vanguard Index FDS
MID CAP ETF
$2.8M34.6K
0.3%
+298%
Added · +26K sh
43Schwab Strategic TR
US MID-CAP ETF
$2.7M75.6K
0.3%
−0.1%
Reduced · −100 sh
44McDonalds Corp
COM
$2.7M9.7K
0.3%
−1.4%
Reduced · −138 sh
45Ishares TR
CORE S&P SCP ETF
$2.7M18.5K
0.3%
~0%
Added · +7 sh
46Tesla Inc
COM
$2.7M6.4K
0.3%
+5.0%
Added · +305 sh
47Vanguard Index FDS
SMALL CP ETF
$2.5M8.3K
0.3%
+0.1%
Added · +9 sh
48SPDR Series Trust
ST STR SP600 SML
$2.5M43.7K
0.3%
−1.4%
Reduced · −636 sh
49Arteris Inc
COM
$2.5M71.2K
0.3%
+0.1%
Added · +54 sh
50Schwab Strategic TR
INTL EQTY ETF
$2.4M87.6K
0.3%
−2.0%
Reduced · −2K sh
Showing 50 of 203 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026203$809.5M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026181$713.2M13F-HR
Q4 2025Dec 31, 2025Jan 9, 2026173$722.6M13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025153$650.9M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025159$581.4M13F-HR
Q1 2025Mar 31, 2025Apr 17, 2025154$504.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025150$531.6M13F-HR
Q3 2024Sep 30, 2024Oct 7, 2024151$516.3M13F-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.