Arkolith/Funds/AlphaStar Capital Management, LLC

AlphaStar Capital Management, LLC

CIK 1633857
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

AlphaStar Capital Management, LLC holds a focused book of 279 stocks worth $1.6B as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened ST SR Utl SL SE SPDR ETF-Usd and trimmed SS Technology Select Sector. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 10% of the equity book. They also disclosed $39K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show AlphaStar Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
356
new positions
Added to
116
existing
Trimmed
88
reduced
Sold out
15
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.8%
+11.7%/yr · since Nov '24
Their reported book
+19.8%
held from quarter-end
S&P 500
+26.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
AlphaStar Capital Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning AlphaStar Capital Management, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
56%
Top 20 holdings
72%

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

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Information Technology
9%
Financials
4%
Industrials
1%
Utilities
1%
Consumer Discretionary
1%
Energy
1%
Health Care
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 AlphaStar Capital Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$366.6B
LPL Financial LLC80 / 80$73.1B
RAYMOND JAMES FINANCIAL INC80 / 80$56.0B
ENVESTNET ASSET MANAGEMENT INC80 / 80$44.2B
OSAIC HOLDINGS, INC.80 / 80$13.5B
CWM, LLC80 / 80$7.5B
IFP Advisors, Inc80 / 80$1.0B
UBS Group AG79 / 80$103.7B

Ranked by how many of AlphaStar Capital Management, LLC'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.

279 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$163.0M1.85M
10.4%
+2.6%
Added · +47K sh
2SPDR Series Trust
ST STR P500GRW
$160.9M1.35M
10.2%
+12%
Added · +140K sh
3SPDR Series Trust
ST STR P500VAL
$123.6M2.03M
7.9%
+4.1%
Added · +80K sh
4SPDR Index SHS FDS
ST STR PO EX ETF
$97.0M1.93M
6.2%
+7.1%
Added · +127K sh
5Select Sector SPDR TR
ST STR TECHN ETF
$81.4M427.3K
5.2%
−9.8%
Reduced · −46K sh
6SPDR Series Trust
ST STR AGGRE ETF
$67.9M2.66M
4.3%
+50%
Added · +891K sh
7Dimensional ETF Trust
US CORE EQT MKT
$51.6M999.1K
3.3%
+14%
Added · +121K sh
8SPDR Series Trust
ST STR P400MID
$50.1M741.9K
3.2%
−8.1%
Reduced · −66K sh
9Ishares TR
0-3 MTH TREASURY
$49.3M490.1K
3.1%
−47%
Reduced · −437K sh
10Select Sector SPDR TR
ST STR INDL ETF
$40.0M216.0K
2.5%
12×
Added · +198K sh
11SPDR Index SHS FDS
ST PORT MARK ETF
$36.3M702.0K
2.3%
+5.8%
Added · +39K sh
12Nvidia Corporation
COM
$33.9M169.3K
2.2%
−14%
Reduced · −27K sh
13SPDR Series Trust
ST STR SP600 SML
$30.1M521.1K
1.9%
+56%
Added · +186K sh
14Alphabet Inc
CAP STK CL A
$26.2M73.2K
1.7%
−1.9%
Reduced · −1K sh
15Fidelity Covington Trust
ENHANCED INTL
$25.0M622.1K
1.6%
+33%
Added · +156K sh
16SPDR Series Trust
ST PORT HIGH ETF
$21.3M907.3K
1.4%
+14%
Added · +112K sh
17Palantir Technologies Inc
CL A
$21.2M182.1K
1.4%
+29%
Added · +41K sh
18Dimensional ETF Trust
SHOR DUR FIX ETF
$19.6M411.3K
1.2%
+6.3%
Added · +24K sh
19Dimensional ETF Trust
INTL CORE EQT MK
$16.0M386.8K
1.0%
+15%
Added · +52K sh
20Ishares TR
CORE MSCI EURO
$15.8M210.0K
1.0%
+589%
Added · +180K sh
21Sofi Technologies Inc
COM
$14.3M796.8K
0.9%
+186%
Added · +518K sh
22Select Sector SPDR TR
ST STR UTIL ETF
$12.7M280.9K
0.8%
New
New position
23JPMorgan Chase & Co
COM
$12.6M38.6K
0.8%
+12%
Added · +4K sh
24Broadcom Inc
COM
$11.8M31.3K
0.8%
−1.5%
Reduced · −492 sh
25Global X FDS
RUSSELL 2000
$10.7M666.9K
0.7%
+3.1%
Added · +20K sh
26Invesco QQQ TR
UNIT SER 1
$10.5M14.3K
0.7%
New
New position
27Ge Vernova Inc
COM
$10.2M8.7K
0.6%
−15%
Reduced · −1K sh
28State STR SPDR S&P 500 ETF T
TR UNIT
$10.1M13.5K
0.6%
+5.2%
Added · +664 sh
29Global X FDS
US PFD ETF
$9.3M496.6K
0.6%
+30%
Added · +114K sh
30Exxon Mobil Corp
COM
$8.0M58.7K
0.5%
−15%
Reduced · −10K sh
31Meta Platforms Inc
CL A
$7.9M14.0K
0.5%
−38%
Reduced · −9K sh
32Vaneck ETF Trust
IG FLOA RATE ETF
$7.8M303.9K
0.5%
+6.6%
Added · +19K sh
33Tesla Inc
COM
$7.7M18.4K
0.5%
+12%
Added · +2K sh
34Goldman Sachs Group Inc
COM
$7.2M7.2K
0.5%
+8.3%
Added · +548 sh
35Crowdstrike Hldgs Inc
CL A
$7.2M9.4K
0.5%
−12%
Reduced · −1K sh
36Goldman Sachs ETF TR
S&P 500 PREMIUM
$7.0M126.3K
0.4%
New
New position
37Solaris Energy Infras Inc
COM CL A
$6.8M84.8K
0.4%
+20%
Added · +14K sh
38Goldman Sachs ETF TR
NASDA 100 ETF
$6.4M108.3K
0.4%
New
New position
39J P Morgan Exchange Traded F
NASDAQ EQT PREM
$5.8M94.0K
0.4%
−15%
Reduced · −17K sh
40Dimensional ETF Trust
EMGR CRE EQT MNG
$5.7M142.7K
0.4%
+1.5%
Added · +2K sh
41Oklo Inc
COM CL A
$5.7M109.0K
0.4%
+36%
Added · +29K sh
42Dimensional ETF Trust
INTL COR FIX ETF
$5.6M103.8K
0.4%
+7.3%
Added · +7K sh
43Dimensional ETF Trust
CORE FIXE IN ETF
$5.5M130.5K
0.4%
+7.4%
Added · +9K sh
44Alphabet Inc
CAP STK CL C
$5.4M15.2K
0.3%
+1.7%
Added · +253 sh
45SPDR Gold TR
GOLD SHS
$4.9M13.3K
0.3%
+5.4%
Added · +683 sh
46Centrus Energy Corp
CL A
$4.9M29.0K
0.3%
+7.0%
Added · +2K sh
47Cisco Sys Inc
COM
$4.8M40.8K
0.3%
+4.0%
Added · +2K sh
48Chubb Limited
COM
$4.5M13.2K
0.3%
+32%
Added · +3K sh
49Northern LTS FD TR IV
INSPIRE GBL HOPE
$4.5M94.1K
0.3%
+6.2%
Added · +5K sh
50Select Sector SPDR TR
ST STR SVC ETF
$4.4M41.1K
0.3%
−84%
Reduced · −211K sh
Showing 50 of 279 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$39K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishLITHIUM AMERICAS CORPLAC$39K10K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026280$1.6B13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026236$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026246$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025199$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025360$1.4B13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025184$993.7M13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025201$956.6M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024369$1.3B13F-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. The performance line is a simulation of the disclosed long book, not an audited return.