Arkolith/Funds/Annex Advisory Services, LLC

Annex Advisory Services, LLC

CIK 1542287
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Annex Advisory Services, LLC holds a diversified book of 356 stocks worth $5.9B as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P Homebldrs ETF and trimmed Avantis International Equity. Their largest long position is Victoryshares Core Plus Bond at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
27
new positions
Added to
138
existing
Trimmed
180
reduced
Sold out
41
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
54%

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

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
15%
Financials
6%
Consumer Discretionary
5%
Health Care
3%
Industrials
3%
Utilities
2%
Materials
2%

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.

356 positions
#SecurityValueShares% PortLast moveHistory
1Victory Portfolios II
CORE PLUS BD ETF
$410.8M18.91M
7.0%
+6.9%
Added · +1.2M sh
2Goldman Sachs ETF TR
ACTIVEBETA INT
$282.7M6.19M
4.8%
+11%
Added · +610K sh
3American Centy ETF TR
US EQT ETF
$259.4M2.03M
4.4%
+5.0%
Added · +96K sh
4ALPS ETF TR
SMITH CORE PLUS
$237.8M9.24M
4.1%
+15%
Added · +1.2M sh
5Dimensional ETF Trust
US CORE EQT MKT
$225.3M4.36M
3.8%
+18%
Added · +652K sh
6Ishares TR
U S EQUITY FACTR
$214.8M2.84M
3.7%
+109%
Added · +1.5M sh
7Dimensional ETF Trust
INTL CORE EQT MK
$170.3M4.13M
2.9%
+5.5%
Added · +216K sh
8American Centy ETF TR
AVANTIS EMGMKT
$149.5M1.55M
2.6%
+1.0%
Added · +16K sh
9American Centy ETF TR
INTL EQT ETF
$134.2M1.50M
2.3%
−3.3%
Reduced · −51K sh
10Nvidia Corporation
COM
$131.4M656.9K
2.2%
−19%
Reduced · −153K sh
11Apple Inc
COM
$131.3M453.9K
2.2%
−1.4%
Reduced · −6K sh
12Dimensional ETF Trust
INTL CORE EQUITY
$99.2M2.66M
1.7%
+8.2%
Added · +201K sh
13Alphabet Inc
CAP STK CL A
$95.0M265.7K
1.6%
−0.6%
Reduced · −2K sh
14Analog Devices Inc
COM
$94.0M236.8K
1.6%
−1.5%
Reduced · −4K sh
15Invesco Exch Traded FD TR II
EMRNG MKT SVRG
$91.2M4.21M
1.6%
+5.3%
Added · +212K sh
16Dimensional ETF Trust
EMGR CRE EQT MNG
$91.2M2.27M
1.6%
+8.0%
Added · +168K sh
17Vanguard Scottsdale FDS
LONG TERM TREAS
$89.7M1.63M
1.5%
141×
Added · +1.6M sh
18Invesco Exch Traded FD TR II
TAXABLE MUN BD
$89.4M3.33M
1.5%
+4.8%
Added · +151K sh
19Microsoft Corp
COM
$87.8M235.3K
1.5%
−1.5%
Reduced · −4K sh
20Amazon Com Inc
COM
$84.6M355.0K
1.4%
−25%
Reduced · −118K sh
21Tko Group Holdings Inc
CL A
$84.3M418.6K
1.4%
+1.3%
Added · +5K sh
22Broadcom Inc
COM
$81.4M215.4K
1.4%
−4.3%
Reduced · −10K sh
23Visa Inc
COM CL A
$78.5M228.9K
1.3%
−1.9%
Reduced · −4K sh
24Ishares TR
CORE INTL AGGR
$74.7M1.48M
1.3%
+9.6%
Added · +129K sh
25Invesco Exch Traded FD TR II
KBW BK ETF
$70.3M756.3K
1.2%
+94%
Added · +367K sh
26Morgan Stanley
COM NEW
$70.2M335.7K
1.2%
−2.6%
Reduced · −9K sh
27Texas Pacific Land Corporati
COM
$67.2M153.5K
1.1%
+105%
Added · +78K sh
28SPDR Series Trust
ST STR SP HOME
$66.3M573.8K
1.1%
New
New position
29NextEra Energy Inc
COM
$62.4M711.0K
1.1%
+14%
Added · +87K sh
30Meta Platforms Inc
CL A
$62.1M110.2K
1.1%
−2.8%
Reduced · −3K sh
31Ishares TR
US SML CAP EQT
$55.7M625.3K
1.0%
+11%
Added · +64K sh
32Liberty Media Corp Del
COM LBTY ONE S C
$53.9M566.4K
0.9%
+29%
Added · +127K sh
33ASML Hldg NV
N Y REGISTRY SHS
$49.1M24.7K
0.8%
−43%
Reduced · −18K sh
34Victory Cap Hldgs Inc Del
COM CL A
$48.9M582.0K
0.8%
−1.7%
Reduced · −10K sh
35Freeport McMoran Inc
CL B
$47.6M756.2K
0.8%
−4.6%
Reduced · −36K sh
36Ishares Inc
EMNG MKTS EQT
$46.7M637.2K
0.8%
+7.7%
Added · +45K sh
37Philip Morris Intl Inc
COM
$46.4M256.5K
0.8%
+151%
Added · +154K sh
38Vertiv Holdings Co
COM CL A
$44.4M132.8K
0.8%
+3.4%
Added · +4K sh
39Vanguard Index FDS
TOTAL STK MKT
$43.8M118.4K
0.7%
−1.3%
Reduced · −2K sh
40Bank Of Amer Corp
COM
$42.0M736.4K
0.7%
−0.3%
Reduced · −3K sh
41SPDR Series Trust
ST STR SP BIOT
$40.3M254.8K
0.7%
+3.1%
Added · +8K sh
42Oreilly Automotive Inc
COM
$39.0M423.7K
0.7%
−2.6%
Reduced · −11K sh
43Uber Technologies Inc
COM
$37.9M525.3K
0.6%
−2.1%
Reduced · −11K sh
44Deere & Co
COM
$36.9M58.2K
0.6%
111×
Added · +58K sh
45Costco Wholesale Corporation
COM
$36.2M38.7K
0.6%
−3.5%
Reduced · −1K sh
46Intuitive Surgical Inc
COM NEW
$36.2M90.9K
0.6%
+37%
Added · +25K sh
47Pimco ETF TR
MULTISECTOR BD
$35.7M1.34M
0.6%
+59%
Added · +497K sh
48Petroleo Brasileiro S A
SPONSORED ADR
$35.3M2.18M
0.6%
+2.4%
Added · +51K sh
49Expedia Group Inc
COM NEW
$35.0M136.7K
0.6%
−41%
Reduced · −94K sh
50Green Brick Partners Inc
COM
$35.0M437.0K
0.6%
−20%
Reduced · −113K sh
Showing 50 of 356 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026356$5.9B13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026375$5.3B13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026357$5.2B13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025314$4.7B13F-HR
Q2 2025Jun 30, 2025Jul 11, 2025321$4.2B13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025309$3.5B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025311$3.3B13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024286$3.1B13F-HR
Q2 2024Jun 30, 2024Jul 12, 2024283$2.8B13F-HR
Q1 2024Mar 31, 2024Apr 12, 2024285$2.8B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024266$2.4B13F-HR
Q3 2023Sep 30, 2023Nov 1, 2023254$1.7B13F-HR
Q2 2023Jun 30, 2023Jul 24, 2023250$1.8B13F-HR
Q1 2023Mar 31, 2023Apr 27, 2023243$1.9B13F-HR
Q4 2022Dec 31, 2022Jan 30, 2023252$1.8B13F-HR
Q3 2022Sep 30, 2022Oct 24, 2022238$1.5B13F-HR
Q2 2022Jun 30, 2022Jul 27, 2022256$1.4B13F-HR
Q1 2022Mar 31, 2022Apr 13, 2022250$1.4B13F-HR
Q4 2021Dec 31, 2021Jan 31, 2022250$1.5B13F-HR
Q3 2021Sep 30, 2021Oct 18, 2021213$1.2B13F-HR
Q2 2021Jun 30, 2021Jul 29, 2021218$1.2B13F-HR
Q1 2021Mar 31, 2021Apr 22, 2021202$1.0B13F-HR
Q4 2020Dec 31, 2020Jan 28, 2021193$1.0B13F-HR
Q3 2020Sep 30, 2020Oct 23, 2020137$784.5M13F-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.