Arkolith/Funds/Arch Global Advisors, LLC

Arch Global Advisors, LLC

CIK 2126837
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Arch Global Advisors, LLC holds a focused book of 59 stocks worth $226.0M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares US Treasury Bond ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 11% of the equity book.

Opened
12
bought for the first time
Added to
25
already held, bought more
Trimmed
19
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
60%
Top 20 holdings
84%

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

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Information Technology
20%
Financials
5%
Consumer Discretionary
3%
Industrials
0%
Communication Services
0%
Health Care
0%
Materials
0%

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 Arch Global Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY65 / 59$559.6B
ROYAL BANK OF CANADA64 / 59$152.8B
UBS Group AG64 / 59$145.2B
LPL Financial LLC64 / 59$84.0B
OSAIC HOLDINGS, INC.64 / 59$16.5B
JPMORGAN CHASE & CO63 / 59$518.0B
BANK OF AMERICA CORP /DE/63 / 59$374.7B
WELLS FARGO & COMPANY/MN63 / 59$152.3B

Ranked by how many of Arch Global Advisors, LLC's top 59 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.

59 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$24.9M86.1K
11.0%
−1.6%
Reduced · −1K sh
2Ishares TR
CORE S&P500 ETF
$19.7M26.3K
8.7%
+4.8%
Added · +1K sh
3First TR Exchng Traded FD VI
SMIT UNCO BD ETF
$19.5M783.5K
8.6%
+25%
Added · +159K sh
4Invesco QQQ TR
UNIT SER 1
$14.9M20.3K
6.6%
+0.5%
Added · +100 sh
5Ishares TR
S&P 500 GRWT ETF
$12.9M93.9K
5.7%
+0.5%
Added · +475 sh
6Global X FDS
ARTIFICIAL ETF
$12.1M183.7K
5.3%
−0.2%
Reduced · −381 sh
7SPDR Gold TR
GOLD SHS
$9.3M25.2K
4.1%
−4.2%
Reduced · −1K sh
8Ishares TR
US TREAS BD ETF
$7.7M337.7K
3.4%
New
New position
9BlackRock ETF Trust
ISHARES US EQUIT
$7.2M105.9K
3.2%
−0.2%
Reduced · −183 sh
10Select Sector SPDR TR
ST STR INDL ETF
$6.5M35.1K
2.9%
+3.2%
Added · +1K sh
11Vanguard Index FDS
MCAP GR IDXVIP
$6.5M21.2K
2.9%
+0.7%
Added · +140 sh
12Ishares TR
PFD AND INCM SEC
$6.4M210.9K
2.8%
+17%
Added · +30K sh
13SPDR Index SHS FDS
ST STR EU 50 ETF
$6.1M89.0K
2.7%
+4.2%
Added · +4K sh
14Nvidia Corporation
COM
$6.1M30.4K
2.7%
−7.8%
Reduced · −3K sh
15Invesco Exchange Traded FD T
S&P500 EQL TEC
$6.0M93.3K
2.7%
−1.5%
Reduced · −1K sh
16Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$5.9M98.7K
2.6%
+5.6%
Added · +5K sh
17Ishares TR
10+ YR INVST GRD
$4.8M96.7K
2.1%
+26%
Added · +20K sh
18Select Sector SPDR TR
ST STR FINL ETF
$4.8M89.9K
2.1%
−0.3%
Reduced · −260 sh
19First TR Exchange-Traded FD
NASDQ CLN EDGE
$4.7M24.5K
2.1%
+4.0%
Added · +946 sh
20Microsoft Corp
COM
$4.3M11.4K
1.9%
−1.1%
Reduced · −130 sh
21Tesla Inc
COM
$4.2M10.1K
1.9%
−1.2%
Reduced · −123 sh
22Alphabet Inc
CAP STK CL A
$4.1M11.4K
1.8%
−2.1%
Reduced · −244 sh
23Select Sector SPDR TR
ST STR CARE ETF
$3.8M24.2K
1.7%
New
New position
24SPDR Series Trust
ST STR SP METAL
$3.7M34.2K
1.6%
+11%
Added · +3K sh
25State STR SPDR S&P 500 ETF T
TR UNIT
$3.1M4.1K
1.4%
−4.5%
Reduced · −195 sh
26Meta Platforms Inc
CL A
$2.0M3.6K
0.9%
−0.3%
Reduced · −10 sh
27Amazon Com Inc
COM
$1.5M6.4K
0.7%
−8.0%
Reduced · −554 sh
28Broadcom Inc
COM
$929K2.5K
0.4%
+13%
Added · +291 sh
29JPMorgan Chase & Co
COM
$827K2.5K
0.4%
−2.4%
Reduced · −63 sh
30Tidal Trust I
SP FDS S&P 500
$751K13.1K
0.3%
New
New position
31Advanced Micro Devices Inc
COM
$751K1.3K
0.3%
+20%
Added · +215 sh
32Eli Lilly & Co
COM
$689K574
0.3%
+22%
Added · +103 sh
33Applied Matls Inc
COM
$626K866
0.3%
+3.0%
Added · +25 sh
34Visa Inc
COM CL A
$620K1.8K
0.3%
+0.2%
Added · +4 sh
35Micron Technology Inc
COM
$614K532
0.3%
New
New position
36Alphabet Inc
CAP STK CL C
$545K1.5K
0.2%
−0.1%
Reduced · −1 sh
37Netflix Inc.
COM
$516K7.2K
0.2%
+1.3%
Added · +96 sh
38Steel Dynamics Inc
COM
$448K1.9K
0.2%
−3.5%
Reduced · −70 sh
39CSX Corp
COM
$431K9.1K
0.2%
+2.0%
Added · +175 sh
40Pepsico Inc
COM
$418K3.1K
0.2%
+8.7%
Added · +246 sh
41Oracle Corp
COM
$408K2.8K
0.2%
−5.0%
Reduced · −147 sh
42TJX Cos Inc New
COM
$387K2.6K
0.2%
+6.8%
Added · +164 sh
43Walmart Inc
COM
$363K3.2K
0.2%
+3.5%
Added · +108 sh
44Cisco Sys Inc
COM
$341K2.9K
0.2%
−0.2%
Reduced · −6 sh
45Xylem Inc
COM
$329K2.8K
0.1%
+20%
Added · +468 sh
46Vanguard Index FDS
TOTAL STK MKT
$285K771
0.1%
Held
47Ishares TR
ISHARES SEMICDTR
$273K426
0.1%
New
New position
48Constellation Energy Corp
COM
$259K1.0K
0.1%
+44%
Added · +317 sh
49Invesco Exchange Traded FD T
S&P500 EQL WGT
$248K1.2K
0.1%
Held
50American Express Co
COM
$248K732
0.1%
Held
Showing 50 of 59 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202659$226.0M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202653$191.6M13F-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.