Arrien Investments, Inc. holds a focused book of 44 stocks worth $198.3M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Intel Corp and trimmed Ishares Msci Eafe ETF. Their largest long position is SS SPDR P Agg Bond ETF at 18% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2052048/holdings"
Use Arkolith to show ARRIEN INVESTMENTS, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Arrien Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 47 / 44 | $211.5B |
| UBS Group AG | 47 / 44 | $72.2B |
| MORGAN STANLEY | 46 / 44 | $260.7B |
| JPMORGAN CHASE & CO | 46 / 44 | $252.6B |
| WELLS FARGO & COMPANY/MN | 46 / 44 | $87.4B |
| ROYAL BANK OF CANADA | 46 / 44 | $79.3B |
| ENVESTNET ASSET MANAGEMENT INC | 46 / 44 | $64.3B |
| RAYMOND JAMES FINANCIAL INC | 46 / 44 | $63.9B |
Ranked by how many of Arrien Investments, Inc.'s top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR AGGRE ETF | $36.5M | 1.43M | 18.4% | ▲+5.0% Added · +69K sh | |
| 2 | Ishares TR MSCI EAFE ETF | $26.4M | 254.3K | 13.3% | ▼−1.9% Reduced · −5K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $25.3M | 287.8K | 12.8% | ▲+0.5% Added · +1K sh | |
| 4 | SPDR Index SHS FDS ST STR MSCI EAFE | $14.4M | 149.8K | 7.3% | ▲+3.4% Added · +5K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $11.0M | 14.7K | 5.6% | ▼−2.3% Reduced · −349 sh | |
| 6 | SPDR Series Trust ST SHOR CORP ETF | $9.1M | 303.0K | 4.6% | ▼−0.2% Reduced · −563 sh | |
| 7 | SPDR Series Trust ST LONG BD ETF | $8.8M | 394.0K | 4.5% | ▲+3.5% Added · +13K sh | |
| 8 | Ishares TR U.S. UTILITS ETF | $8.1M | 70.5K | 4.1% | ▲+2.1% Added · +1K sh | |
| 9 | Ishares TR US AER DEF ETF | $7.8M | 32.3K | 3.9% | ▼−2.4% Reduced · −779 sh | |
| 10 | Vanguard Index FDS VALUE ETF | $7.8M | 35.7K | 3.9% | ▲+12% Added · +4K sh | |
| 11 | Ishares TR 0-3 MTH TREASURY | $7.0M | 69.2K | 3.5% | ▲+3.8% Added · +3K sh | |
| 12 | Ishares TR GLB INFRASTR ETF | $6.7M | 100.6K | 3.4% | ▲+5.1% Added · +5K sh | |
| 13 | Ishares TR CORE US AGGBD ET | $5.4M | 54.6K | 2.7% | ▲+0.6% Added · +345 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $2.6M | 3.8K | 1.3% | ▼−5.1% Reduced · −202 sh | |
| 15 | SPDR Series Trust ST INTER BD ETF | $2.4M | 72.1K | 1.2% | ▲+37% Added · +19K sh | |
| 16 | Ishares TR IBOXX INV CP ETF | $2.1M | 19.4K | 1.1% | ▼−0.8% Reduced · −158 sh | |
| 17 | Ishares TR US INFRASTRUC | $2.0M | 32.5K | 1.0% | ▼−1.2% Reduced · −396 sh | |
| 18 | Franklin Templeton ETF TR US LRG CP MLTFCT | $1.5M | 19.5K | 0.8% | ▼−0.1% Reduced · −25 sh | |
| 19 | Vanguard World FD CONSUM STP ETF | $1.2M | 5.5K | 0.6% | ▼−12% Reduced · −773 sh | |
| 20 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.2M | 5.6K | 0.6% | ▲+48% Added · +2K sh | |
| 21 | Ishares TR TRUST ISHARE 0-1 | $888K | 8.0K | 0.4% | ▼−16% Reduced · −1K sh | |
| 22 | Apple Inc COM | $884K | 3.1K | 0.4% | ▲+6.4% Added · +185 sh | |
| 23 | Micron Technology Inc COM | $878K | 761 | 0.4% | ▼−5.6% Reduced · −45 sh | |
| 24 | McDonalds Corp COM | $725K | 2.7K | 0.4% | ▲+0.6% Added · +16 sh | |
| 25 | Lam Research Corp COM NEW | $700K | 1.6K | 0.4% | —Held | |
| 26 | Ishares TR NATIONAL MUN ETF | $676K | 6.3K | 0.3% | —Held | |
| 27 | Perpetua Resources Corp COM | $575K | 27.7K | 0.3% | ▲+18% Added · +4K sh | |
| 28 | Ishares Gold TR ISHARES NEW | $566K | 7.5K | 0.3% | —Held | |
| 29 | Ishares TR 3 7 YR TREAS BD | $522K | 4.4K | 0.3% | ▲+64% Added · +2K sh | |
| 30 | Invesco QQQ TR UNIT SER 1 | $507K | 688 | 0.3% | —Held | |
| 31 | Alphabet Inc CAP STK CL C | $485K | 1.4K | 0.2% | —Held | |
| 32 | Intel Corp COM | $403K | 2.9K | 0.2% | ▲New New position | |
| 33 | Broadcom Inc COM | $368K | 974 | 0.2% | —Held | |
| 34 | Ishares Inc MSCI EURZONE ETF | $331K | 4.8K | 0.2% | ▼−6.8% Reduced · −349 sh | |
| 35 | Invesco Exchange Traded FD T AEROSPACE DEFN | $324K | 1.8K | 0.2% | ▼−24% Reduced · −578 sh | |
| 36 | SPDR Series Trust ST STR CORPO ETF | $298K | 10.3K | 0.2% | ▼−26% Reduced · −4K sh | |
| 37 | Eli Lilly & Co COM | $295K | 246 | 0.1% | —Held | |
| 38 | US Bancorp COM NEW | $273K | 4.5K | 0.1% | —Held | |
| 39 | Microsoft Corp COM | $263K | 705 | 0.1% | ▲+8.6% Added · +56 sh | |
| 40 | Idacorp Inc COM | $248K | 1.6K | 0.1% | ▼−4.1% Reduced · −70 sh | |
| 41 | Boeing Co COM | $237K | 1.1K | 0.1% | —Held | |
| 42 | Franklin Templeton ETF TR INCOME FOCUS ETF | $225K | 7.8K | 0.1% | ▲New New position | |
| 43 | Vanguard World FD UTILITIES ETF | $211K | 1.1K | 0.1% | ▲+1.0% Added · +11 sh | |
| 44 | Cid Holdco Inc *W EXP 12/31/202 | $247 | 20.1K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
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.