Arkolith/Funds/Artesa Financial Group, LLC

Artesa Financial Group, LLC

CIK 2109808
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Artesa Financial Group, LLC holds a focused book of 62 stocks worth $117.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened CSW Industrials Inc and trimmed Nuveen Amt-FR Muni CRDT. Their largest long position is Nuveen Amt-FR Muni CRDT at 11% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
30
existing
Trimmed
13
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.2%
+14.0%/yr · since Feb '26
Their reported book
+10.0%
held from quarter-end
S&P 500
+7.1%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Artesa Financial Group, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +10.0%, a 3.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Artesa Financial Group, LLC'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
46%
Top 10 holdings
69%
Top 20 holdings
85%

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

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
5%
Financials
5%
Utilities
2%
Consumer Discretionary
1%
Energy
1%
Materials
1%
Health Care
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 Artesa Financial Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY67 / 62$385.0B
UBS Group AG67 / 62$100.0B
RAYMOND JAMES FINANCIAL INC67 / 62$57.8B
LPL Financial LLC67 / 62$56.0B
Cetera Investment Advisers67 / 62$16.1B
OSAIC HOLDINGS, INC.67 / 62$13.2B
ROYAL BANK OF CANADA66 / 62$103.3B
WELLS FARGO & COMPANY/MN66 / 62$96.3B

Ranked by how many of Artesa Financial Group, LLC's top 62 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.

62 positions
#SecurityValueShares% PortLast moveHistory
1Nuveen Amt Free Mun CR Inc F
COM
$13.4M1.04M
11.4%
−6.3%
Reduced · −71K sh
2Invesco Exchange Traded FD T
SEMICONDUCTORS
$12.2M65.2K
10.5%
+1.1%
Added · +730 sh
3Invesco Exchange Traded FD T
S&P500 QUALITY
$10.6M117.8K
9.1%
+13%
Added · +13K sh
4Ishares TR
ISHS 1-5YR INVS
$9.4M179.4K
8.0%
+2.8%
Added · +5K sh
5Vanguard Index FDS
VALUE ETF
$8.2M37.5K
7.0%
+15%
Added · +5K sh
6Invesco Exchange Traded FD T
AEROSPACE DEFN
$7.4M41.8K
6.3%
+0.9%
Added · +382 sh
7Amplify ETF TR
AMPLIFY CYBERSEC
$6.0M56.7K
5.1%
+1.1%
Added · +644 sh
8SPDR Series Trust
ST STR BLO 1 ETF
$5.7M62.5K
4.9%
+29%
Added · +14K sh
9ALPS ETF TR
ALERIAN MLP
$4.7M90.0K
4.0%
+7.3%
Added · +6K sh
10SPDR Gold TR
GOLD SHS
$3.6M9.9K
3.1%
+4.9%
Added · +458 sh
11Select Sector SPDR TR
ST STR MATER ETF
$3.2M62.8K
2.7%
−3.1%
Reduced · −2K sh
12Ishares TR
U.S. ENERGY ETF
$2.7M48.3K
2.3%
+0.5%
Added · +243 sh
13Vanguard World FD
HEALTH CAR ETF
$2.6M8.7K
2.2%
−1.8%
Reduced · −158 sh
14Ishares U S ETF TR
U.S. TECH INDEPD
$2.1M19.1K
1.8%
+12%
Added · +2K sh
15Vanguard Scottsdale FDS
INTER TERM TREAS
$1.8M30.4K
1.5%
+93%
Added · +15K sh
16SPDR Series Trust
ST NUVE HIGH ETF
$1.5M58.8K
1.3%
+8.1%
Added · +4K sh
17Microsoft Corp
COM
$1.4M3.9K
1.2%
−2.4%
Reduced · −96 sh
18Amazon Com Inc
COM
$1.3M5.5K
1.1%
−1.4%
Reduced · −80 sh
19CSW Industrials Inc
COM
$1.2M4.2K
1.0%
New
New position
20Apple Inc
COM
$1.0M3.5K
0.9%
−10%
Reduced · −393 sh
21Ishares Silver TR
ISHARES
$999K18.7K
0.9%
+13%
Added · +2K sh
22Advanced Micro Devices Inc
COM
$967K1.7K
0.8%
Held
23Select Sector SPDR TR
ST STR TECHN ETF
$882K4.6K
0.8%
+1.7%
Added · +77 sh
24Micron Technology Inc
COM
$779K675
0.7%
−16%
Reduced · −126 sh
25Vanguard Whitehall FDS
INTL DVD ETF
$778K8.3K
0.7%
+0.1%
Added · +10 sh
26Berkshire Hathaway Inc Del
CL B NEW
$690K1.4K
0.6%
+0.9%
Added · +12 sh
27Shell PLC
SPON ADS
$661K8.5K
0.6%
−10%
Reduced · −999 sh
28Chevron Corporation
COM
$619K3.7K
0.5%
−0.1%
Reduced · −5 sh
29Enterprise Prods Partners L
COM
$577K15.7K
0.5%
−5.8%
Reduced · −960 sh
30Nvidia Corporation
COM
$549K2.7K
0.5%
+1.6%
Added · +43 sh
31Select Sector SPDR TR
ST STR ENERG ETF
$529K10.0K
0.5%
+22%
Added · +2K sh
32Vanguard Index FDS
TOTAL STK MKT
$468K1.3K
0.4%
+5.7%
Added · +68 sh
33Energy Transfer L P
COM UT LTD PTN
$447K23.4K
0.4%
−3.5%
Reduced · −837 sh
34Intel Corp
COM
$431K3.1K
0.4%
New
New position
35Vanguard Mun BD FDS
TAX EXEMPT BD
$418K8.3K
0.4%
+32%
Added · +2K sh
36Ishares TR
SELECT DIVID ETF
$406K2.6K
0.3%
Held
37Targa Res Corp
COM
$388K1.4K
0.3%
+0.5%
Added · +7 sh
38Walmart Inc
COM
$365K3.2K
0.3%
−3.0%
Reduced · −100 sh
39Alphabet Inc
CAP STK CL A
$355K992
0.3%
+10%
Added · +92 sh
40Invesco DB Multi-Sector Comm
PRECIOUS METAL
$348K3.8K
0.3%
−0.9%
Reduced · −34 sh
41Nuveen Amt Free Qlty Mun Inc
COM
$340K28.9K
0.3%
+6.7%
Added · +2K sh
42ALPS ETF TR
ALERIAN ENERGY
$323K8.5K
0.3%
New
New position
43Vanguard BD Index FDS
TOTAL BND MRKT
$299K4.1K
0.3%
+11%
Added · +420 sh
44Select Sector SPDR TR
ST STR INDL ETF
$298K1.6K
0.3%
+14%
Added · +200 sh
45Caterpillar Inc
COM
$297K279
0.3%
New
New position
46Verizon Communications Inc
COM
$275K6.5K
0.2%
~0%
Added · +3 sh
47Taiwan Semiconductor Manufac
SPONSORED ADS
$273K572
0.2%
New
New position
48Kinder Morgan Inc Del
COM
$260K8.1K
0.2%
New
New position
49Vanguard Index FDS
MCAP GR IDXVIP
$252K823
0.2%
Held
50Ishares TR
NATIONAL MUN ETF
$252K2.3K
0.2%
New
New position
Showing 50 of 62 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202662$117.1M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202655$104.9M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202648$97.2M13F-HR

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.