AMG Asset Management Group, Inc. holds a focused book of 92 stocks worth $159.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1 and trimmed Main Sector Rotation ETF. Their largest long position is Vanguard S&P 500 ETF at 15% of the equity book. Cloning the disclosed picks since 2026 would be +9% (+27.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/2113282/holdings"
Use Arkolith to show AMG Asset Management Group, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 10.3 points over this window.
Growth of $10,000 cloning AMG Asset Management Group, Inc.'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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% 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
Other tracked managers holding the same core names as AMG Asset Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $104.3B |
| LPL Financial LLC | 79 / 80 | $88.6B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $19.5B |
| Orion Porfolio Solutions, LLC | 79 / 80 | $5.0B |
| Ashton Thomas Private Wealth, LLC | 79 / 80 | $1.4B |
| UBS Group AG | 77 / 80 | $181.1B |
| ASSETMARK, INC | 77 / 80 | $12.2B |
| Private Advisor Group, LLC | 77 / 80 | $5.1B |
Ranked by how many of AMG Asset Management Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $24.3M | 35.4K | 15.2% | ▲+1.1% Added · +395 sh | |
| 2 | Northern LTS FD TR IV MAIN SECTR ROTN | $11.1M | 153.5K | 6.9% | ▼−3.4% Reduced · −5K sh | |
| 3 | Nvidia Corporation COM | $9.9M | 49.2K | 6.2% | ▲+2.6% Added · +1K sh | |
| 4 | Northern LTS FD TR IV MAIN BUYWRITE | $8.4M | 582.7K | 5.3% | ▲+3.1% Added · +18K sh | |
| 5 | Apple Inc COM | $7.3M | 25.1K | 4.5% | ▲+2.7% Added · +667 sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $5.8M | 7.9K | 3.6% | ▲New New position | |
| 7 | Northern LTS FD TR IV MAIN INTNL ETF | $5.4M | 177.2K | 3.4% | ▲+4.2% Added · +7K sh | |
| 8 | Microsoft Corp COM | $5.0M | 13.3K | 3.1% | ▲+1.8% Added · +229 sh | |
| 9 | Capital Group Global Equity SHS | $4.5M | 128.1K | 2.8% | ▲+1.5% Added · +2K sh | |
| 10 | Amazon Com Inc COM | $4.1M | 17.1K | 2.6% | ▲+1.7% Added · +292 sh | |
| 11 | Broadcom Inc COM | $3.7M | 9.8K | 2.3% | ▲+1.3% Added · +130 sh | |
| 12 | Alphabet Inc CAP STK CL A | $3.5M | 9.8K | 2.2% | ▼−0.8% Reduced · −83 sh | |
| 13 | Ishares TR CORE MSCI EAFE | $3.4M | 35.5K | 2.2% | ▲+3.9% Added · +1K sh | |
| 14 | Advisors Inner Circle FD II 3EDGE FIXED ETF | $3.4M | 138.4K | 2.1% | ▼−34% Reduced · −72K sh | |
| 15 | Vanguard Whitehall FDS INTL HIGH ETF | $2.7M | 27.8K | 1.7% | ▲+3.8% Added · +1K sh | |
| 16 | Advisors Inner Circle FD II 3EDGE DYN US ETF | $2.6M | 82.2K | 1.6% | ▲+99% Added · +41K sh | |
| 17 | Alphabet Inc CAP STK CL C | $2.6M | 7.3K | 1.6% | ▲+0.1% Added · +9 sh | |
| 18 | Tesla Inc COM | $2.4M | 5.6K | 1.5% | ▼−6.5% Reduced · −392 sh | |
| 19 | Meta Platforms Inc CL A | $2.3M | 4.1K | 1.4% | ▼−3.2% Reduced · −137 sh | |
| 20 | Ishares TR MSCI EMG MKT ETF | $2.3M | 33.5K | 1.4% | ▲+3.0% Added · +980 sh | |
| 21 | Eli Lilly & Co COM | $2.2M | 1.9K | 1.4% | ▲+4.0% Added · +73 sh | |
| 22 | Advanced Micro Devices Inc COM | $2.1M | 3.6K | 1.3% | ▲+29% Added · +800 sh | |
| 23 | Micron Technology Inc COM | $1.7M | 1.5K | 1.1% | ▲+30% Added · +339 sh | |
| 24 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.6M | 10.1K | 1.0% | ▲+1.4% Added · +141 sh | |
| 25 | Vanguard Index FDS EXTEND MKT ETF | $1.6M | 6.5K | 1.0% | ▲+2.6% Added · +168 sh | |
| 26 | Advisors Inner Circle FD II 3EDGE HARD ETF | $1.6M | 50.3K | 1.0% | ▲+1.1% Added · +537 sh | |
| 27 | Vanguard Index FDS GROWTH ETF | $1.5M | 17.3K | 0.9% | ▲+494% Added · +14K sh | |
| 28 | Advisors Inner Circle FD II 3EDGE INTL ETF | $1.4M | 45.9K | 0.9% | ▲+159% Added · +28K sh | |
| 29 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.3M | 18.7K | 0.8% | ▼−0.7% Reduced · −123 sh | |
| 30 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 0.7% | ▲+3.1% Added · +38 sh | |
| 31 | Applied Matls Inc COM | $1.0M | 1.4K | 0.7% | ▲+33% Added · +355 sh | |
| 32 | Vanguard Index FDS VALUE ETF | $1.0M | 4.7K | 0.6% | ▼−0.5% Reduced · −25 sh | |
| 33 | Abbvie Inc COM | $1.0M | 4.0K | 0.6% | ▲~0% Added · +1 sh | |
| 34 | Lam Research Corp COM NEW | $960K | 2.2K | 0.6% | ▲+57% Added · +806 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $948K | 1.9K | 0.6% | ▲+2.1% Added · +39 sh | |
| 36 | Netflix Inc. COM | $942K | 13.2K | 0.6% | ▼−8.6% Reduced · −1K sh | |
| 37 | Visa Inc COM CL A | $930K | 2.7K | 0.6% | ▲+38% Added · +740 sh | |
| 38 | Crowdstrike Hldgs Inc CL A | $845K | 1.1K | 0.5% | ▲+40% Added · +317 sh | |
| 39 | Pacer FDS TR US CASH COWS 100 | $844K | 13.6K | 0.5% | ▼−28% Reduced · −5K sh | |
| 40 | Home Depot Inc COM | $822K | 2.3K | 0.5% | ▼−6.1% Reduced · −151 sh | |
| 41 | JPMorgan Chase & Co COM | $795K | 2.4K | 0.5% | ▲+3.4% Added · +80 sh | |
| 42 | Sherwin Williams Co COM | $794K | 2.3K | 0.5% | ▲New New position | |
| 43 | Intel Corp COM | $750K | 5.4K | 0.5% | ▲+6.4% Added · +324 sh | |
| 44 | Walmart Inc COM | $718K | 6.3K | 0.4% | ▼−0.5% Reduced · −32 sh | |
| 45 | Palo Alto Networks Inc COM | $662K | 1.9K | 0.4% | ▲+50% Added · +646 sh | |
| 46 | Ishares TR CORE S&P500 ETF | $656K | 876 | 0.4% | ▼−0.2% Reduced · −2 sh | |
| 47 | Mastercard Incorporated CL A | $579K | 1.1K | 0.4% | ▲+5.1% Added · +55 sh | |
| 48 | Coca Cola Co COM | $573K | 7.0K | 0.4% | ▲+2.1% Added · +147 sh | |
| 49 | Caterpillar Inc COM | $570K | 535 | 0.4% | ▲+0.8% Added · +4 sh | |
| 50 | Applovin Corp COM CL A | $536K | 1.0K | 0.3% | ▲+19% Added · +164 sh |
As-of date vs the date the SEC received each filing
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.