Ameriflex Group, Inc. holds a diversified book of 809 stocks worth $197.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened WISDOMTREE EUROPEAN OPPORT and trimmed VANGUARD REAL ESTATE ETF. Their largest long position is APPLE INC at 7% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2057637/holdings"
Use Arkolith to show AMERIFLEX GROUP, INC.'s latest holdings, largest changes, and filing provenance.
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.
16% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $13.4M | 52.8K | 6.8% | ▲+2.8% Added · +1K sh | |
| 2 | Nvidia Corporation COM | $10.6M | 60.9K | 5.4% | ▲+5.6% Added · +3K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $5.3M | 8.9K | 2.7% | ▲+4.8% Added · +413 sh | |
| 4 | Alphabet Inc CAP STK CL C | $3.9M | 13.7K | 2.0% | ▲+8.4% Added · +1K sh | |
| 5 | Amazon Com Inc COM | $3.8M | 18.2K | 1.9% | ▲+7.8% Added · +1K sh | |
| 6 | Microsoft Corp COM | $3.5M | 9.5K | 1.8% | ▲+18% Added · +1K sh | |
| 7 | Proshares TR S&P 500 DV ARIST | $3.5M | 32.9K | 1.8% | ▲+20% Added · +6K sh | |
| 8 | Costco Wholesale Corporation COM | $3.3M | 3.3K | 1.7% | ▼−6.5% Reduced · −234 sh | |
| 9 | Chevron Corporation COM | $3.0M | 14.6K | 1.5% | ▼−4.6% Reduced · −704 sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $3.0M | 5.2K | 1.5% | ▲+10% Added · +469 sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $3.0M | 4.6K | 1.5% | ▲+30% Added · +1K sh | |
| 12 | Procter & Gamble Co COM | $2.8M | 19.5K | 1.4% | ▲+21% Added · +3K sh | |
| 13 | Union Pac Corp COM | $2.7M | 11.0K | 1.4% | ▲~0% Added · +1 sh | |
| 14 | Broadcom Inc COM | $2.6M | 8.6K | 1.3% | ▼−0.5% Reduced · −45 sh | |
| 15 | Exxon Mobil Corp COM | $2.6M | 15.6K | 1.3% | ▼−1.3% Reduced · −203 sh | |
| 16 | Alphabet Inc CAP STK CL A | $2.6M | 9.0K | 1.3% | ▼−4.3% Reduced · −406 sh | |
| 17 | Amgen Inc COM | $2.6M | 7.3K | 1.3% | ▲+0.6% Added · +46 sh | |
| 18 | Meta Platforms Inc CL A | $2.1M | 3.7K | 1.1% | ▲+4.7% Added · +169 sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.4K | 1.1% | ▲+0.9% Added · +41 sh | |
| 20 | Coca Cola Co COM | $2.0M | 26.7K | 1.0% | ▼−0.6% Reduced · −167 sh | |
| 21 | Tesla Inc COM | $1.6M | 4.4K | 0.8% | ▼−12% Reduced · −620 sh | |
| 22 | Advanced Micro Devices Inc COM | $1.5M | 7.5K | 0.8% | ▲+11% Added · +733 sh | |
| 23 | Netflix Inc. COM | $1.3M | 14.0K | 0.7% | ▲+30% Added · +3K sh | |
| 24 | First TR Exchng Traded FD VI FT VEST LADDERED | $1.3M | 39.7K | 0.7% | ▲+32% Added · +10K sh | |
| 25 | Caterpillar Inc COM | $1.3M | 1.9K | 0.7% | ▲+22% Added · +334 sh | |
| 26 | Fidelity Natl Finl Inc COM SHS | $1.3M | 28.7K | 0.7% | —Held | |
| 27 | Albemarle Corp COM | $1.3M | 7.3K | 0.7% | ▼−1.6% Reduced · −118 sh | |
| 28 | Vanguard Index FDS MCAP GR IDXVIP | $1.3M | 4.9K | 0.6% | ▼−9.1% Reduced · −485 sh | |
| 29 | Pimco ETF TR MULTISECTOR BD | $1.2M | 47.5K | 0.6% | ▲+22% Added · +8K sh | |
| 30 | Schwab Strategic TR US DIVIDEND EQ | $1.2M | 39.0K | 0.6% | ▲+137% Added · +23K sh | |
| 31 | Ge Vernova Inc COM | $1.2M | 1.3K | 0.6% | ▼−0.1% Reduced · −2 sh | |
| 32 | Applied Matls Inc COM | $1.2M | 3.4K | 0.6% | ▼−5.8% Reduced · −209 sh | |
| 33 | Brown &Brown Inc COM | $1.1M | 17.5K | 0.6% | —Held | |
| 34 | Ishares TR CORE S&P500 ETF | $1.1M | 1.7K | 0.6% | ▼−7.7% Reduced · −145 sh | |
| 35 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.1M | 20.0K | 0.6% | ▼−40% Reduced · −13K sh | |
| 36 | Ge Aerospace COM NEW | $1.1M | 4.0K | 0.6% | ▲+0.2% Added · +9 sh | |
| 37 | Select Sector SPDR TR STATE STREET ENE | $1.1M | 18.1K | 0.6% | ▼−0.9% Reduced · −162 sh | |
| 38 | Walmart Inc COM | $1.0M | 8.3K | 0.5% | ▲+6.1% Added · +475 sh | |
| 39 | Interdigital Inc COM | $1.0M | 3.3K | 0.5% | ▲+0.2% Added · +7 sh | |
| 40 | Vanguard Index FDS TOTAL STK MKT | $983K | 3.1K | 0.5% | ▲+5.4% Added · +156 sh | |
| 41 | Ishares TR CORE S&P MCP ETF | $953K | 14.1K | 0.5% | ▲+23% Added · +3K sh | |
| 42 | Ishares TR SELECT DIVID ETF | $939K | 6.2K | 0.5% | ▲+3.6% Added · +217 sh | |
| 43 | JPMorgan Chase & Co COM | $937K | 3.2K | 0.5% | ▼−8.5% Reduced · −295 sh | |
| 44 | International Business Machs COM | $930K | 3.8K | 0.5% | ▲+38% Added · +1K sh | |
| 45 | First TR Exchange Traded FD BUYWRIT INCM ETF | $893K | 38.9K | 0.5% | ▲87× Added · +38K sh | |
| 46 | Ishares TR 0-3 MNTH TREASRY | $892K | 8.9K | 0.5% | ▲+87% Added · +4K sh | |
| 47 | Pimco ETF TR ENHAN SHRT MA AC | $864K | 8.6K | 0.4% | ▲+12% Added · +939 sh | |
| 48 | Schwab Strategic TR US LCAP GR ETF | $849K | 29.1K | 0.4% | ▲+8.9% Added · +2K sh | |
| 49 | First TR Exchange Traded FD RISNG DIVD ACHIV | $843K | 12.3K | 0.4% | ▲+37% Added · +3K sh | |
| 50 | Abbvie Inc COM | $830K | 3.8K | 0.4% | ▼−4.5% Reduced · −181 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 1,142 | $197.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 1,149 | $192.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 1,090 | $266.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 1,061 | $190.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 1,286 | $244.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 24, 2025 | 1,171 | $218.4M | 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.