Arkolith/Funds/Aptus Capital Advisors, LLC

Aptus Capital Advisors, LLC

CIK 1664193
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Aptus Capital Advisors, LLC holds a diversified book of 1746 stocks worth $13.7B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Bny Mellon US LRG Cap Cor. Their largest long position is Aptus Collared Invest Opp at 6% of the equity book. They also disclosed $376.6M in put options (a bearish bet) and $554.1M in call options (bullish), shown separately below and excluded from the equity book.

Opened
240
bought for the first time
Added to
831
already held, bought more
Trimmed
390
sold some, still holds it
Sold out
77
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
28%
Top 20 holdings
41%

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%
Industrials
4%
Health Care
3%
Energy
2%
Utilities
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 Aptus Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$90.7B
Advisory Services Network, LLC80 / 80$2.4B
LPL Financial LLC78 / 80$97.8B
OSAIC HOLDINGS, INC.78 / 80$18.9B
Integrated Wealth Concepts LLC77 / 80$7.5B
MORGAN STANLEY76 / 80$570.9B
Farther Finance Advisors, LLC76 / 80$3.4B
HARBOUR INVESTMENTS, INC.76 / 80$1.9B

Ranked by how many of Aptus Capital Advisors, 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.

1,746 positions
#SecurityValueShares% PortLast moveHistory
1ETF Ser Solutions
APTUS COLLRD INV
$857.8M18.59M
6.3%
+14%
Added · +2.3M sh
2ETF Ser Solutions
APTUS DEFINED
$547.5M19.04M
4.0%
+9.7%
Added · +1.7M sh
3Vanguard Star FDS
VG TL INTL STK F
$490.8M5.74M
3.6%
+2.9%
Added · +160K sh
4SPDR Series Trust
ST STR P500ETF
$446.8M5.08M
3.3%
+7.8%
Added · +366K sh
5Nvidia Corporation
COM
$338.2M1.69M
2.5%
+1.2%
Added · +21K sh
6Apple Inc
COM
$333.7M1.15M
2.4%
+2.9%
Added · +32K sh
7ETF Ser Solutions
OPUS SML CP VL
$275.5M6.53M
2.0%
+17%
Added · +967K sh
8ETF Ser Solutions
APTUS INT ENH YL
$208.9M7.60M
1.5%
+3.4%
Added · +252K sh
9Microsoft Corp
COM
$203.7M546.1K
1.5%
+1.7%
Added · +9K sh
10Alphabet Inc
CAP STK CL C
$184.4M522.0K
1.3%
+0.6%
Added · +3K sh
11Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$182.6M8.90M
1.3%
+1.8%
Added · +155K sh
12Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$177.5M10.83M
1.3%
+1.8%
Added · +189K sh
13Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$176.2M2.47M
1.3%
+3.2%
Added · +78K sh
14ETF Ser Solutions
APTUS LARGE CAP
$172.6M4.15M
1.3%
+8.9%
Added · +339K sh
15Amazon Com Inc
COM
$172.2M722.3K
1.3%
+2.2%
Added · +15K sh
16Invesco Exch TRD SLF Idx FD
BUL 2033 COR ETF
$167.5M7.95M
1.2%
+14%
Added · +950K sh
17Ishares TR
IBONDS DEC 2032
$162.6M6.46M
1.2%
+1.8%
Added · +114K sh
18ETF Ser Solutions
APTUS DRAWDOWN
$158.5M2.85M
1.2%
+4.2%
Added · +114K sh
19Ishares TR
IBONDS DEC 2031
$156.8M7.53M
1.1%
+1.8%
Added · +133K sh
20Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$156.3M9.39M
1.1%
+1.8%
Added · +163K sh
21Ishares TR
IBONDS DEC 29
$150.5M6.50M
1.1%
+1.8%
Added · +116K sh
22Ishares TR
IBONDS DEC 2030
$134.1M6.15M
1.0%
+1.8%
Added · +108K sh
23Broadcom Inc
COM
$124.7M330.0K
0.9%
+14%
Added · +41K sh
24Bny Mellon ETF Trust
US LRG CP CORE
$117.0M816.0K
0.9%
−11%
Reduced · −105K sh
25Vanguard Index FDS
S&P 500 ETF SHS
$107.5M156.5K
0.8%
+5.3%
Added · +8K sh
26ETF Ser Solutions
APTUS ENHANCED
$105.7M4.81M
0.8%
+5.2%
Added · +238K sh
27JPMorgan Chase & Co
COM
$98.8M301.7K
0.7%
+1.5%
Added · +4K sh
28Schwab Strategic TR
US LRG CAP ETF
$85.8M2.92M
0.6%
+2.9%
Added · +83K sh
29Invesco Exchange Traded FD T
S&P500 EQL WGT
$84.7M398.3K
0.6%
+28%
Added · +87K sh
30State STR SPDR S&P 500 ETF T
TR UNIT
$82.7M110.8K
0.6%
+11%
Added · +11K sh
31Ishares TR
0-3 MTH TREASURY
$82.0M814.5K
0.6%
17×
Added · +765K sh
32Visa Inc
COM CL A
$81.2M236.7K
0.6%
+3.9%
Added · +9K sh
33Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$79.4M1.33M
0.6%
+6.4%
Added · +80K sh
34Tesla Inc
COM
$76.4M181.7K
0.6%
+0.4%
Added · +797 sh
35Ishares TR
US TREAS BD ETF
$73.9M3.25M
0.5%
682×
Added · +3.2M sh
36Meta Platforms Inc
CL A
$72.7M129.1K
0.5%
−3.2%
Reduced · −4K sh
37Invesco Exch TRD SLF Idx FD
BULL 2034 CO ETF
$72.6M3.51M
0.5%
+1.8%
Added · +62K sh
38Micron Technology Inc
COM
$70.5M61.1K
0.5%
+1.6%
Added · +962 sh
39Capital Group Dividend Value
SHS CREAT UNIT
$70.4M1.43M
0.5%
+1.3%
Added · +18K sh
40Walmart Inc
COM
$70.3M620.7K
0.5%
+2.0%
Added · +12K sh
41Exxon Mobil Corp
COM
$70.1M512.9K
0.5%
+3.8%
Added · +19K sh
42Alphabet Inc
CAP STK CL A
$69.2M193.6K
0.5%
+2.0%
Added · +4K sh
43Schwab Strategic TR
US BRD MKT ETF
$67.3M2.33M
0.5%
+4.1%
Added · +92K sh
44Berkshire Hathaway Inc Del
CL B NEW
$66.2M132.2K
0.5%
+1.5%
Added · +2K sh
45Eli Lilly & Co
COM
$64.4M53.7K
0.5%
+1.8%
Added · +940 sh
46Caterpillar Inc
COM
$61.8M58.0K
0.5%
−26%
Reduced · −21K sh
47Ishares TR
IBONDS DEC 2034
$61.3M2.35M
0.4%
+71%
Added · +977K sh
48First TR Exchng Traded FD VI
FT LADD BUFF ETF
$59.4M1.63M
0.4%
+0.8%
Added · +14K sh
49Dimensional ETF Trust
INTL CORE EQT MK
$59.3M1.44M
0.4%
+81%
Added · +643K sh
50Fidelity Merrimack STR TR
TOTAL BD ETF
$59.1M1.30M
0.4%
+3.5%
Added · +44K sh
Showing 50 of 1,746 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$376.6M
Call notional (bullish)$554.1M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$205.7M276K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$205.7M276K
CALL · bullishNVIDIA CORPNVDA$150.1M750K
CALL · bullishISHARES 7-10 YEAR TREASURY BIEF$100.7M1.1M
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$97.4M132K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$97.4M132K
PUT · bearishAPPLE INCAAPL$19.1M66K
PUT · bearishNVIDIA CORPNVDA$14.8M74K
PUT · bearishISHARES RUSSELL 1000 GROWTHIWF$14.1M113K
PUT · bearishSAMSARA INC-CL AIOT$5.4M167K
PUT · bearishHOME DEPOT INCHD$3.7M11K
PUT · bearishVISA INC-CLASS A SHARESV$2.2M7K
PUT · bearishMICROSOFT CORPMSFT$1.9M5K
PUT · bearishALPHABET INC-CL CGOOG$1.7M5K
PUT · bearishAMAZON.COM INCAMZN$1.6M7K
PUT · bearishUS BANCORPUSB$1.6M26K
PUT · bearishEXXONMOBIL HOLDINGS CORPXOM$1.1M8K
PUT · bearishTESLA INCTSLA$1.1M3K
PUT · bearishMASTERCARD INC - AMA$822K2K
PUT · bearishALPHABET INC-CL AGOOGL$786K2K
PUT · bearishORACLE CORPORCL$703K5K
PUT · bearishBROADCOM INCAVGO$680K2K
PUT · bearishIDEXX LABORATORIES INCIDXX$579K1K
PUT · bearishPALANTIR TECHNOLOGIES INC-APLTR$513K4K
PUT · bearishANTERO RESOURCES CORPAR$351K10K

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. Showing the largest 25 of 36 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 20262,007$14.6B13F-HR
Q1 2026Mar 31, 2026May 11, 20261,882$12.7B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,878$14.0B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20251,818$13.7B13F-HR
Q2 2025Jun 30, 2025Aug 11, 20251,751$12.3B13F-HR
Q1 2025Mar 31, 2025May 13, 20251,680$9.7B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,611$9.5B13F-HR
Q3 2024Sep 30, 2024Nov 5, 20241,423$6.7B13F-HR
Q2 2024Jun 30, 2024Jul 31, 20241,356$5.7B13F-HR
Q1 2024Mar 31, 2024May 15, 20241,353$5.4B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20241,057$3.7B13F-HR
Q3 2023Sep 30, 2023Nov 8, 20231,040$3.7B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023927$4.2B13F-HR
Q1 2023Mar 31, 2023May 9, 2023914$3.7B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023942$3.3B13F-HR
Q3 2022Sep 30, 2022Nov 2, 2022899$4.2B13F-HR
Q2 2022Jun 30, 2022Jul 29, 2022780$3.8B13F-HR
Q1 2022Mar 31, 2022May 4, 2022809$4.0B13F-HR
Q4 2021Dec 31, 2021Feb 2, 2022668$3.3B13F-HR
Q3 2021Sep 30, 2021Oct 27, 2021644$3.9B13F-HR
Q2 2021Jun 30, 2021Jul 27, 2021666$3.4B13F-HR
Q1 2021Mar 31, 2021May 6, 2021607$2.8B13F-HR
Q4 2020Dec 31, 2020Feb 10, 2021561$2.2B13F-HR
Q3 2020Sep 30, 2020Oct 19, 2020472$1.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.