Arkolith/Funds/Alkeme Wealth, LLC

Alkeme Wealth, LLC

CIK 1752045Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Alkeme Wealth, LLC holds a diversified book of 101 stocks worth $261.4M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Apple Inc. Their largest long position is Ishares Ultra Short Duration at 5% of the equity book.

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Use Arkolith to show ALKEME WEALTH, LLC's latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
40
existing
Trimmed
42
reduced
Sold out
3
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
55%

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

Direct sector allocation

73% mapped to company sectors

ETF / fund or unclassified
27%
Information Technology
20%
Financials
11%
Industrials
8%
Health Care
8%
Consumer Staples
8%
Consumer Discretionary
7%
Energy
5%

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.

101 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
ULTRA SHORT DUR
$14.4M283.7K
5.5%
+12%
Added · +30K sh
2First TR Enhanced Equity
COM
$13.1M584.9K
5.0%
+1.0%
Added · +6K sh
3Apple Inc
COM
$11.4M39.5K
4.4%
−1.1%
Reduced · −438 sh
4Vanguard BD Index FDS
SHORT TRM BOND
$11.2M144.2K
4.3%
+4.5%
Added · +6K sh
5Cisco Sys Inc
COM
$7.9M67.6K
3.0%
−18%
Reduced · −15K sh
6Microsoft Corp
COM
$7.7M20.7K
2.9%
+7.7%
Added · +1K sh
7Schwab Strategic TR
US DIVIDEND EQ
$6.8M213.1K
2.6%
+4.7%
Added · +9K sh
8Aflac Inc
COM
$6.7M57.2K
2.6%
−0.3%
Reduced · −168 sh
9General Dynamics Corp
COM
$6.5M18.3K
2.5%
−0.8%
Reduced · −148 sh
10Johnson & Johnson
COM
$6.3M24.7K
2.4%
−4.8%
Reduced · −1K sh
11Dimensional ETF Trust
US CORE EQT MKT
$6.1M117.2K
2.3%
+16%
Added · +16K sh
12Dimensional ETF Trust
INTL CORE EQT MK
$5.6M135.4K
2.1%
+23%
Added · +25K sh
13Abbvie Inc
COM
$5.4M21.5K
2.1%
+0.4%
Added · +81 sh
14Emerson Elec Co
COM
$5.4M37.5K
2.1%
−0.7%
Reduced · −270 sh
15Target Corp
COM
$5.2M40.2K
2.0%
−0.3%
Reduced · −115 sh
16Texas Instrs Inc
COM
$5.2M17.5K
2.0%
−14%
Reduced · −3K sh
17McDonalds Corp
COM
$4.8M17.8K
1.8%
−1.3%
Reduced · −233 sh
18Pepsico Inc
COM
$4.7M34.7K
1.8%
+5.7%
Added · +2K sh
19Chevron Corporation
COM
$4.6M27.8K
1.8%
−0.1%
Reduced · −29 sh
20Amgen Inc
COM
$4.6M12.7K
1.8%
−0.2%
Reduced · −24 sh
21International Business Machs
COM
$4.3M15.2K
1.6%
−2.6%
Reduced · −409 sh
22Walmart Inc
COM
$4.2M37.5K
1.6%
−2.7%
Reduced · −1K sh
23US Bancorp
COM NEW
$4.2M69.4K
1.6%
−1.8%
Reduced · −1K sh
24Royal BK Cda
COM
$4.2M20.1K
1.6%
−6.8%
Reduced · −1K sh
25Verizon Communications Inc
COM
$3.7M87.1K
1.4%
−3.4%
Reduced · −3K sh
26Travelers Companies Inc
COM
$3.7M11.1K
1.4%
+0.1%
Added · +9 sh
27CVS Health Corp
COM
$3.6M35.0K
1.4%
−6.9%
Reduced · −3K sh
28Bank Of Amer Corp
COM
$3.6M63.4K
1.4%
−2.1%
Reduced · −1K sh
29Price T Rowe Group Inc
COM
$3.2M28.4K
1.2%
+0.9%
Added · +260 sh
30Waste Mgmt Inc Del
COM
$3.2M14.2K
1.2%
−0.3%
Reduced · −41 sh
31Oracle Corp
COM
$3.0M20.8K
1.2%
−0.8%
Reduced · −174 sh
32Dimensional ETF Trust
EMGR CRE EQT MNG
$3.0M74.8K
1.2%
+81%
Added · +33K sh
33Linde PLC
SHS
$2.9M5.7K
1.1%
−0.4%
Reduced · −24 sh
34Exxon Mobil Corp
COM
$2.9M21.5K
1.1%
+0.7%
Added · +157 sh
35Alphabet Inc
CAP STK CL A
$2.9M8.1K
1.1%
−31%
Reduced · −4K sh
36Cardinal Health Inc
COM
$2.9M12.1K
1.1%
−0.8%
Reduced · −99 sh
37Air Products And Chemicals I
COM
$2.5M8.7K
1.0%
+1.1%
Added · +95 sh
38Lockheed Martin Corp
COM
$2.5M4.9K
1.0%
+1.0%
Added · +48 sh
39Automatic Data Processing In
COM
$2.5M11.1K
1.0%
+0.1%
Added · +9 sh
40Coca Cola Co
COM
$2.5M30.6K
1.0%
+1.0%
Added · +303 sh
41Phillips 66
COM
$2.4M14.1K
0.9%
−3.4%
Reduced · −490 sh
42Illinois Tool WKS Inc
COM
$2.3M8.3K
0.9%
+0.1%
Added · +9 sh
43Procter & Gamble Co
COM
$2.3M15.4K
0.9%
+7.9%
Added · +1K sh
44ConocoPhillips
COM
$2.2M20.7K
0.8%
−0.3%
Reduced · −72 sh
45Archer Daniels Midland Co
COM
$2.1M27.1K
0.8%
+0.8%
Added · +216 sh
46Chubb Limited
COM
$1.9M5.7K
0.7%
−1.4%
Reduced · −80 sh
47Philip Morris Intl Inc
COM
$1.9M10.3K
0.7%
−3.0%
Reduced · −314 sh
48Starbucks Corp
COM
$1.8M17.5K
0.7%
+1.9%
Added · +334 sh
49RTX Corporation
COM
$1.8M9.3K
0.7%
−1.2%
Reduced · −110 sh
50Dimensional ETF Trust
US COR EQU 2 ETF
$1.6M35.7K
0.6%
+1.7%
Added · +595 sh
Showing 50 of 101 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026101$261.4M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202698$244.9M13F-HR
Q4 2025Dec 31, 2025Jan 7, 202697$235.1M13F-HR
Q3 2025Sep 30, 2025Oct 6, 202592$231.5M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202591$224.7M13F-HR
Q1 2025Mar 31, 2025Apr 4, 202590$222.9M13F-HR
Q4 2024Dec 31, 2024Jan 13, 202591$218.4M13F-HR
Q3 2024Sep 30, 2024Oct 8, 202493$225.7M13F-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.