Arkolith/Funds/Andrews Advisory Associates, LLC

Andrews Advisory Associates, LLC

CIK 2110646
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Andrews Advisory Associates, LLC holds a focused book of 70 stocks worth $189.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened SELECT SECTOR SPDR TR and trimmed VANGUARD REAL ESTATE ETF. Their largest long position is VANGUARD REAL ESTATE ETF at 15% of the equity book.

Build

Build on this 13F portfolio

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.

Build

Ask your agent what Andrews Advisory Associates, LLC owns

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2110646/holdings"
Ask your agent
Use Arkolith to show Andrews Advisory Associates, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
33
existing
Trimmed
36
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
66%
Top 20 holdings
79%

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

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Financials
3%
Consumer Discretionary
2%
Health Care
1%
Energy
1%
Consumer Staples
1%
Utilities
1%
Industrials
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

Holdings: largest first

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

82 positions
#SecurityValueShares% PortLast moveHistory
1Fidelity Merrimack STR TR
TOTAL BD ETF
$24.7M542.5K
13.0%
+5.2%
Added · +27K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$22.7M38.0K
11.9%
−3.0%
Reduced · −1K sh
3Goldman Sachs ETF TR
ULTRA SHORT BOND
$15.9M314.4K
8.4%
−3.1%
Reduced · −10K sh
4J P Morgan Exchange Traded F
INCOME ETF
$10.1M219.9K
5.3%
+23%
Added · +41K sh
5Fidelity Covington Trust
ENHANCED INTL
$9.3M250.9K
4.9%
+22%
Added · +45K sh
6Nvidia Corporation
COM
$6.6M37.6K
3.5%
−0.6%
Reduced · −212 sh
7American Centy ETF TR
US SML CP VALU
$5.3M48.0K
2.8%
−6.5%
Reduced · −3K sh
8Schwab Strategic TR
US DIVIDEND EQ
$5.1M166.2K
2.7%
−21%
Reduced · −45K sh
9Apple Inc
COM
$4.9M19.4K
2.6%
−0.9%
Reduced · −183 sh
10Vanguard Index FDS
TOTAL STK MKT
$4.7M14.6K
2.5%
−1.3%
Reduced · −197 sh
11SPDR Series Trust
STATE STREET SPD
$4.6M58.4K
2.4%
−11%
Reduced · −7K sh
12American Centy ETF TR
AVANTIS EMGMKT
$4.4M54.9K
2.3%
+54%
Added · +19K sh
13Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.0M47.4K
1.6%
−31%
Reduced · −21K sh
14Vanguard Admiral FDS Inc
MIDCP 400 IDX
$2.7M23.5K
1.4%
−51%
Reduced · −25K sh
15Fidelity Covington Trust
ENHANCED MID
$2.7M74.3K
1.4%
New
New position
16Microsoft Corp
COM
$2.5M6.8K
1.3%
+3.5%
Added · +234 sh
17Chevron Corporation
COM
$2.5M12.1K
1.3%
−6.8%
Reduced · −885 sh
18Vanguard Specialized Funds
DIV APP ETF
$2.4M11.3K
1.3%
~0%
Added · +5 sh
19Exxon Mobil Corp
COM
$2.2M12.9K
1.2%
−0.1%
Reduced · −13 sh
20SPDR Index SHS FDS
STATE STREET SPD
$2.1M46.3K
1.1%
−11%
Reduced · −6K sh
21Johnson & Johnson
COM
$1.7M6.8K
0.9%
−9.7%
Reduced · −730 sh
22Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.7M11.9K
0.9%
+1.0%
Added · +121 sh
23Texas Instrs Inc
COM
$1.6M8.4K
0.9%
−4.0%
Reduced · −356 sh
24Schwab Strategic TR
US LCAP GR ETF
$1.6M55.9K
0.9%
New
New position
25Northrop Grumman Corp
COM
$1.6M2.3K
0.8%
−9.1%
Reduced · −227 sh
26Lowes Cos Inc
COM
$1.5M6.5K
0.8%
−1.8%
Reduced · −121 sh
27American Centy ETF TR
US LARGE CAP VLU
$1.5M19.1K
0.8%
New
New position
28McDonalds Corp
COM
$1.5M5.0K
0.8%
−2.5%
Reduced · −129 sh
29Costco Wholesale Corporation
COM
$1.5M1.5K
0.8%
−6.5%
Reduced · −102 sh
30NextEra Energy Inc
COM
$1.5M15.7K
0.8%
−5.9%
Reduced · −991 sh
31Ishares TR
0-3 MNTH TREASRY
$1.4M14.1K
0.7%
+104%
Added · +7K sh
32JPMorgan Chase & Co
COM
$1.4M4.8K
0.7%
−0.7%
Reduced · −35 sh
33Ishares Gold TR
ISHARES NEW
$1.3M15.3K
0.7%
−8.4%
Reduced · −1K sh
34Automatic Data Processing In
COM
$1.3M6.5K
0.7%
+16%
Added · +894 sh
35Fedex Corp
COM
$1.3M3.7K
0.7%
−19%
Reduced · −853 sh
36Vanguard Index FDS
REAL ESTATE ETF
$1.3M14.5K
0.7%
−48%
Reduced · −13K sh
37Vanguard Whitehall FDS
HIGH DIV YLD
$1.3M8.7K
0.7%
~0%
Added · +2 sh
38Air Products And Chemicals I
COM
$1.3M4.3K
0.7%
−4.1%
Reduced · −183 sh
39Vanguard Intl Equity Index F
ALLWRLD EX US
$1.2M15.8K
0.6%
+0.1%
Added · +11 sh
40Visa Inc
COM CL A
$1.2M3.9K
0.6%
+2.6%
Added · +99 sh
41Pepsico Inc
COM
$1.1M7.2K
0.6%
−0.8%
Reduced · −62 sh
42Allstate Corp
COM
$1.1M5.2K
0.6%
−0.9%
Reduced · −48 sh
43WW Grainger Inc
COM
$1.1M992
0.6%
−0.8%
Reduced · −8 sh
44Nike Inc
CL B
$1.1M20.2K
0.6%
+8.4%
Added · +2K sh
45Price T Rowe Group Inc
COM
$1.1M11.8K
0.6%
+2.3%
Added · +266 sh
46Disney Walt Co
COM
$1.1M11.0K
0.6%
−1.9%
Reduced · −208 sh
47Broadcom Inc
COM
$933K3.0K
0.5%
+7.9%
Added · +221 sh
48Unitedhealth Group Inc
COM
$853K3.2K
0.4%
+8.6%
Added · +251 sh
49Stryker Corporation
COM
$773K2.4K
0.4%
+1.8%
Added · +41 sh
50Comcast Corp New
CL A
$739K25.7K
0.4%
+35%
Added · +7K sh
Showing 50 of 82 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202682$189.9M13F-HR
Q4 2025Dec 31, 2025Feb 18, 202681$188.1M13F-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.