Arkolith/Funds/Argonautica Private Wealth Management, Inc

Argonautica Private Wealth Management, Inc

CIK 1931870Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Argonautica Private Wealth Management, Inc holds a diversified book of 182 reported positions worth $409.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +42% (+20.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Argonautica Private Wealth Management, Inc is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+41.9%
+20.7%/yr · since Oct '24
Their reported book
+33.8%
held from quarter-end
S&P 500
+34.0%
same window
$9K$10K$12K$13K$15KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Argonautica Private Wealth Management, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 8.1 points over this window.

Growth of $10,000 cloning Argonautica Private Wealth Management, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
53%

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

Where the money is, by sector

93% mapped to company sectors

Information Technology
59%
Consumer Discretionary
7%
ETFs / funds
7%
Industrials
6%
Financials
5%
Health Care
4%
Utilities
3%
Energy
3%

+4 sectors below the cut, 5% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Argonautica Private Wealth Management, Inc

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
BlueSpruce Investments, LP12 / 80$644.5M
Howard Hughes Medical Institute19 / 80$418.4M
Prospect Hill Management, LLC8 / 80$238.7M
Uhlmann Price Securities, LLC39 / 80$2.5B
Draper Asset Management, LLC10 / 80$177.3M
Oriental Harbor Investment Master Fund11 / 80$1.5B
Ketron Financial24 / 80$282.2M

Ranked by the share of each fund's own book sitting in the names it shares with Argonautica Private Wealth Management, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

182 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$21.6M60.3K
5.3%
−3.1%
Reduced · −2K sh
2Apple Inc
COM
$20.5M71.0K
5.0%
−0.4%
Reduced · −315 sh
3Advanced Micro Devices Inc
COM
$20.5M35.3K
5.0%
−2.2%
Reduced · −806 sh
4Applied Matls Inc
COM
$19.7M27.3K
4.8%
−2.2%
Reduced · −612 sh
5Nvidia Corporation
COM
$16.8M83.9K
4.1%
−1.4%
Reduced · −1K sh
6Broadcom Inc
COM
$14.8M39.3K
3.6%
−0.9%
Reduced · −360 sh
7Microsoft Corp
COM
$12.7M34.0K
3.1%
−0.6%
Reduced · −206 sh
8Kla Corp
COM NEW
$12.7M42.0K
3.1%
+899%
Added · +38K sh
9Cisco Sys Inc
COM
$9.2M78.6K
2.3%
−4.0%
Reduced · −3K sh
10Amazon Com Inc
COM
$8.5M35.8K
2.1%
−3.4%
Reduced · −1K sh
11Micron Technology Inc
COM
$8.1M7.0K
2.0%
−0.1%
Reduced · −6 sh
12Western Digital Corp
COM
$7.5M11.8K
1.8%
−0.3%
Reduced · −38 sh
13Amphenol Corp
CL A
$6.1M34.5K
1.5%
−4.0%
Reduced · −1K sh
14Lam Research Corp
COM NEW
$6.0M13.7K
1.5%
+1.4%
Added · +196 sh
15Texas Instrs Inc
COM
$5.7M19.1K
1.4%
−3.9%
Reduced · −773 sh
16Walmart Inc
COM
$5.6M49.9K
1.4%
−3.9%
Reduced · −2K sh
17Meta Platforms Inc
CL A
$5.4M9.5K
1.3%
−2.9%
Reduced · −282 sh
18Tesla Inc
COM
$5.2M12.3K
1.3%
−2.5%
Reduced · −318 sh
19Crowdstrike Hldgs Inc
CL A
$5.1M6.7K
1.2%
+0.1%
Added · +6 sh
20Analog Devices Inc
COM
$4.7M11.9K
1.2%
−3.6%
Reduced · −451 sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$4.6M9.7K
1.1%
+1.6%
Added · +149 sh
22BlackRock Inc
COM
$4.4M4.6K
1.1%
−3.2%
Reduced · −155 sh
23NextEra Energy Inc
COM
$4.3M49.3K
1.1%
+4.5%
Added · +2K sh
24Federal Rlty Invt TR New
SH BEN INT NEW
$4.1M33.6K
1.0%
−3.9%
Reduced · −1K sh
25Oracle Corp
COM
$4.1M28.2K
1.0%
+8.8%
Added · +2K sh
26Trane Technologies PLC
SHS
$4.1M8.4K
1.0%
−1.0%
Reduced · −85 sh
27Vanguard Index FDS
S&P 500 ETF SHS
$4.0M5.8K
1.0%
+107%
Added · +3K sh
28Chubb Limited
COM
$3.8M11.1K
0.9%
+0.5%
Added · +57 sh
29Blackstone Inc
COM
$3.7M31.4K
0.9%
−4.9%
Reduced · −2K sh
30Abbvie Inc
COM
$3.7M14.6K
0.9%
−2.3%
Reduced · −340 sh
31Parker-Hannifin Corp
COM
$3.4M3.5K
0.8%
−3.3%
Reduced · −119 sh
32Eli Lilly & Co
COM
$3.4M2.8K
0.8%
−3.1%
Reduced · −91 sh
33Ecolab Inc
COM
$3.3M12.0K
0.8%
−2.8%
Reduced · −340 sh
34General Dynamics Corp
COM
$3.2M9.0K
0.8%
−4.0%
Reduced · −375 sh
35Marvell Technology Inc
COM
$3.1M10.5K
0.8%
+0.4%
Added · +45 sh
36Sherwin Williams Co
COM
$3.1M8.9K
0.7%
−5.0%
Reduced · −468 sh
37Phillips 66
COM
$2.9M17.4K
0.7%
−2.9%
Reduced · −526 sh
38Linde PLC
SHS
$2.9M5.7K
0.7%
−0.5%
Reduced · −26 sh
39Vanguard Index FDS
SMALL CP ETF
$2.9M9.5K
0.7%
+0.4%
Added · +42 sh
40Ishares TR
CORE MSCI EAFE
$2.9M29.7K
0.7%
+2.1%
Added · +628 sh
41Visa Inc
COM CL A
$2.8M8.2K
0.7%
−3.2%
Reduced · −270 sh
42Keysight Technologies Inc
COM
$2.7M7.8K
0.7%
+0.5%
Added · +40 sh
43Exxon Mobil Corp
COM
$2.7M19.9K
0.7%
−2.9%
Reduced · −604 sh
44Palo Alto Networks Inc
COM
$2.7M7.9K
0.7%
+0.7%
Added · +53 sh
45Kinder Morgan Inc Del
COM
$2.7M84.4K
0.7%
−4.0%
Reduced · −3K sh
46L3harris Technologies Inc
COM
$2.6M9.0K
0.6%
−2.8%
Reduced · −262 sh
47Vanguard Index FDS
MID CAP ETF
$2.6M31.9K
0.6%
+306%
Added · +24K sh
48Fortinet Inc
COM
$2.4M15.7K
0.6%
−0.1%
Reduced · −16 sh
49Alphabet Inc
CAP STK CL C
$2.2M6.4K
0.5%
−0.9%
Reduced · −56 sh
50Stryker Corporation
COM
$2.2M7.0K
0.5%
−4.0%
Reduced · −297 sh
Showing 50 of 182 positions
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Filing history

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

$409.5M · Q2 2026Q3 2024 · $301.5MQ2 2026 · $409.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d182$409.5M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d183$330.5M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d181$340.6M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202523d185$342.6M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d183$315.8M13F-HR
Q1 2025Mar 31, 2025May 6, 202536d180$291.0M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202536d191$309.7M13F-HR
Q3 2024Sep 30, 2024Oct 29, 202429d196$301.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.