Arkolith/Funds/Arkansas Financial Group, Inc.

Arkansas Financial Group, Inc.

CIK 764611
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Arkansas Financial Group, Inc. holds a focused book of 97 stocks worth $767.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed SS SPDR Dow Jones Indus Avg. Their largest long position is SS SPDR Dow Jones Indus Avg at 15% of the equity book. Cloning the disclosed picks since 2025 would be +15% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ARKANSAS FINANCIAL GROUP, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
45
existing
Trimmed
38
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.6%
+14.4%/yr · since Jul '25
Their reported book
+20.4%
held from quarter-end
S&P 500
+21.3%
same window
$10K$11K$11K$12K$12KJul '25Sep '25Dec '25Feb '26May '26Jul '26
Arkansas Financial Group, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +20.4%, a 5.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Arkansas Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
61%
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

2% mapped to company sectors

ETF / fund or unclassified
98%
Financials
1%
Information Technology
1%
Consumer Discretionary
0%
Health Care
0%
Consumer Staples
0%
Industrials
0%
Utilities
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

Holdings: largest first

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

97 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR Dow Jones Ind
UT SER 1
$111.5M213.4K
14.5%
−1.1%
Reduced · −2K sh
2Ishares TR
CORE S&P MCP ETF
$69.2M896.8K
9.0%
−4.0%
Reduced · −37K sh
3Vanguard Index FDS
MID CAP ETF
$48.6M602.7K
6.3%
+297%
Added · +451K sh
4Invesco QQQ TR
UNIT SER 1
$48.5M65.9K
6.3%
−2.4%
Reduced · −2K sh
5Ishares TR
CORE S&P500 ETF
$47.6M63.6K
6.2%
+0.5%
Added · +316 sh
6SPDR Series Trust
ST SHOR CORP ETF
$44.4M1.48M
5.8%
+5.0%
Added · +71K sh
7Ishares TR
ISHS 1-5YR INVS
$30.5M581.4K
4.0%
−1.4%
Reduced · −8K sh
8SPDR Series Trust
ST STR CORPO ETF
$28.0M962.9K
3.6%
+9.8%
Added · +86K sh
9Ishares TR
ISHS 5-10YR INVT
$23.5M441.5K
3.1%
−1.8%
Reduced · −8K sh
10Ishares TR
0-5 YR TIPS ETF
$20.3M198.4K
2.6%
+2.0%
Added · +4K sh
11Ishares TR
SHRT NAT MUN ETF
$18.6M174.3K
2.4%
−0.6%
Reduced · −965 sh
12Vanguard World FD
INF TECH ETF
$18.5M155.1K
2.4%
+620%
Added · +134K sh
13Ishares Inc
MSCI EMRG CHN
$18.5M180.5K
2.4%
−8.3%
Reduced · −16K sh
14First TR Exchange-Traded FD
COM SHS ANNUAL
$15.1M162.5K
2.0%
−1.3%
Reduced · −2K sh
15Ishares TR
U.S. FIN SVC ETF
$11.8M130.4K
1.5%
+2.0%
Added · +3K sh
16Ishares TR
TIPS BD ETF
$11.5M105.2K
1.5%
−1.4%
Reduced · −1K sh
17Ishares TR
US HLTHCARE ETF
$10.5M156.1K
1.4%
+20%
Added · +26K sh
18Ishares TR
U.S. MED DVC ETF
$9.9M200.3K
1.3%
−5.5%
Reduced · −12K sh
19Ishares TR
MICRO-CAP ETF
$9.6M48.0K
1.2%
−6.5%
Reduced · −3K sh
20SPDR Series Trust
ST STR SP600 SML
$9.4M163.5K
1.2%
+1.2%
Added · +2K sh
21Fidelity Comwlth TR
NASDAQ COMPSIT
$9.2M89.5K
1.2%
−6.6%
Reduced · −6K sh
22Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$7.6M25.2K
1.0%
+11%
Added · +3K sh
23Flexshares TR
MORNSTAR UPSTR
$7.5M152.0K
1.0%
−3.6%
Reduced · −6K sh
24Schwab Strategic TR
EMRG MKTEQ ETF
$7.3M202.4K
1.0%
−7.8%
Reduced · −17K sh
25Vanguard Charlotte FDS
TOTAL INT BD ETF
$7.3M150.3K
0.9%
−4.2%
Reduced · −7K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$6.9M9.2K
0.9%
+5.0%
Added · +441 sh
27Ishares TR
CORE S&P SCP ETF
$6.8M46.1K
0.9%
−4.5%
Reduced · −2K sh
28Select Sector SPDR TR
ST STR REAL ETF
$6.0M135.9K
0.8%
+3.3%
Added · +4K sh
29Ishares TR
CORE INTL AGGR
$5.8M115.5K
0.8%
−0.9%
Reduced · −1K sh
30Ishares TR
DOW JONES US ETF
$5.4M29.7K
0.7%
+6.2%
Added · +2K sh
31Ishares TR
U.S. REAL ES ETF
$5.3M52.3K
0.7%
−1.4%
Reduced · −759 sh
32J P Morgan Exchange Traded F
INTL BD OPP ETF
$5.0M103.5K
0.7%
+10%
Added · +10K sh
33First TR Exchange-Traded FD
WTR ETF
$4.9M44.8K
0.6%
−2.2%
Reduced · −1K sh
34Ishares TR
NATIONAL MUN ETF
$4.8M45.0K
0.6%
+0.5%
Added · +225 sh
35Ishares TR
RESIDENTIAL MULT
$4.0M42.3K
0.5%
+5.5%
Added · +2K sh
36Ishares TR
MSCI USA MIN ETF
$3.9M40.5K
0.5%
−2.4%
Reduced · −1K sh
37Ishares Gold TR
ISHARES NEW
$3.9M51.2K
0.5%
+17%
Added · +7K sh
38Ishares TR
CORE 1 5 YR USD
$3.5M71.6K
0.5%
−1.1%
Reduced · −781 sh
39Davis Fundamental ETF TR
SELECT FINL
$3.4M69.8K
0.4%
+14%
Added · +8K sh
40First TR Exch Traded FD III
MANAGD MUN ETF
$3.3M63.3K
0.4%
−0.4%
Reduced · −242 sh
41Ishares TR
CORE MSCI EAFE
$3.3M33.7K
0.4%
+5.4%
Added · +2K sh
42Invesco Exchange Traded FD T
S&P500 EQL FIN
$2.8M36.4K
0.4%
+0.7%
Added · +245 sh
43Apple Inc
COM
$2.4M8.4K
0.3%
+0.9%
Added · +79 sh
44SPDR Series Trust
ST STR SP SEMI
$2.4M3.9K
0.3%
−5.7%
Reduced · −233 sh
45Ishares TR
U.S. PHARMA ETF
$2.3M23.5K
0.3%
+161%
Added · +14K sh
46Ishares U S ETF TR
GSCI CMDTY STGY
$1.9M60.9K
0.2%
−0.6%
Reduced · −378 sh
47Schwab Strategic TR
US MID-CAP ETF
$1.8M48.3K
0.2%
−0.7%
Reduced · −332 sh
48Ishares TR
NORTH AMERN NAT
$1.6M29.2K
0.2%
+1.1%
Added · +316 sh
49Schwab Strategic TR
INTL EQTY ETF
$1.6M57.2K
0.2%
+7.4%
Added · +4K sh
50Schwab Strategic TR
US TIPS ETF
$1.6M59.6K
0.2%
−15%
Reduced · −11K sh
Showing 50 of 97 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202697$767.6M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202694$717.0M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202692$693.6M13F-HR
Q3 2025Sep 30, 2025Jan 28, 202693$679.4M13F-HR/A
Q2 2025Jun 30, 2025Jan 28, 202680$643.9M13F-HR/A
Q1 2025Mar 31, 2025Jan 28, 202677$578.3M13F-HR/A
Amended / restated
  • Q3 2025 · filed Oct 24, 202513F-HR · superseded
  • Q2 2025 · filed Jul 16, 202513F-HR · superseded

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.