Arkolith/Funds/ASL Financial, LLC

ASL Financial, LLC

CIK 2105933
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

ASL Financial, LLC holds a focused book of 99 stocks worth $142.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ASL Financial, LLC's latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
21
existing
Trimmed
20
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.2%
+17.0%/yr · since Jan '26
Their reported book
+6.0%
held from quarter-end
S&P 500
+9.8%
same window
$9K$10K$10K$11K$11KJan '26Feb '26Apr '26May '26Jun '26Jul '26
ASL Financial, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.2 points over this window.

Growth of $10,000 cloning ASL Financial, 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
39%
Top 10 holdings
54%
Top 20 holdings
71%

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

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
8%
Financials
5%
Health Care
3%
Consumer Discretionary
2%
Energy
1%
Materials
0%
Industrials
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.

99 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$14.5M19.4K
10.2%
−0.1%
Reduced · −16 sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$11.3M15.2K
8.0%
−1.2%
Reduced · −185 sh
3Vanguard Index FDS
TOTAL STK MKT
$11.1M30.0K
7.8%
−1.1%
Reduced · −325 sh
4Ishares TR
CORE S&P MCP ETF
$9.6M124.0K
6.7%
−0.8%
Reduced · −1K sh
5Vanguard Intl Equity Index F
ALLWRLD EX US
$8.7M104.1K
6.1%
+2.0%
Added · +2K sh
6Apple Inc
COM
$5.3M18.3K
3.7%
~0%
Reduced · −3 sh
7Ishares TR
CORE S&P SCP ETF
$4.3M29.2K
3.0%
−0.3%
Reduced · −85 sh
8SPDR Series Trust
ST INTER BD ETF
$4.2M125.7K
3.0%
−0.2%
Reduced · −242 sh
9Ishares TR
CORE UNIVRSL USD
$3.9M83.9K
2.7%
+2.0%
Added · +2K sh
10Ishares TR
RUSSELL 2000 ETF
$3.7M12.3K
2.6%
−2.0%
Reduced · −256 sh
11Ishares TR
DOW JONES US ETF
$3.7M20.2K
2.6%
−0.7%
Reduced · −150 sh
12Invesco Actively Managed Exc
AAA CLO FLTNG RT
$3.1M122.9K
2.2%
−5.0%
Reduced · −6K sh
13Ishares TR
MSCI EAFE ETF
$3.1M29.6K
2.2%
+0.5%
Added · +137 sh
14Berkshire Hathaway Inc Del
CL B NEW
$3.0M6.0K
2.1%
Held
15Ishares Gold TR
ISHARES NEW
$2.7M36.2K
1.9%
−1.1%
Reduced · −409 sh
16Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.4M11.2K
1.7%
+2.9%
Added · +310 sh
17Ishares TR
MSCI USA QLT FCT
$1.6M7.5K
1.2%
+1.8%
Added · +133 sh
18Ishares TR
RUS 1000 ETF
$1.5M3.6K
1.1%
Held
19Eli Lilly & Co
COM
$1.5M1.2K
1.0%
Held
20Microsoft Corp
COM
$1.5M3.9K
1.0%
Held
21Ishares TR
RUS 1000 GRW ETF
$1.4M11.1K
1.0%
+283%
Added · +8K sh
22BlackRock ETF Trust
ISHARES US EQUIT
$1.2M17.9K
0.9%
+5.2%
Added · +892 sh
23Ishares TR
EAFE VALUE ETF
$1.2M15.4K
0.8%
−2.8%
Reduced · −449 sh
24Ishares Inc
CORE MSCI EMKT
$1.1M13.7K
0.8%
+4.8%
Added · +636 sh
25Chevron Corporation
COM
$1.1M6.4K
0.8%
Held
26Ishares TR
S&P 500 VAL ETF
$1.0M4.6K
0.7%
+6.9%
Added · +297 sh
27Ishares TR
S&P 500 GRWT ETF
$1.0M7.4K
0.7%
+6.3%
Added · +442 sh
28Wisdomtree TR
FLOATNG RAT TREA
$971K19.3K
0.7%
−0.5%
Reduced · −100 sh
29Ishares TR
MBS ETF
$969K10.3K
0.7%
−5.4%
Reduced · −584 sh
30Proshares TR
S&P 500 DV ARIST
$903K16.1K
0.6%
+134%
Added · +9K sh
31Ishares TR
SELECT DIVID ETF
$887K5.7K
0.6%
−0.7%
Reduced · −40 sh
32Alphabet Inc
CAP STK CL A
$875K2.4K
0.6%
−0.4%
Reduced · −10 sh
33Ishares TR
U.S. TECH ETF
$865K3.4K
0.6%
Held
34Advanced Micro Devices Inc
COM
$820K1.4K
0.6%
Held
35Amgen Inc
COM
$779K2.1K
0.5%
Held
36Ishares TR
EAFE GRWTH ETF
$774K6.2K
0.5%
+4.6%
Added · +273 sh
37Alphabet Inc
CAP STK CL C
$772K2.2K
0.5%
Held
38Vanguard Index FDS
S&P 500 ETF SHS
$758K1.1K
0.5%
New
New position
39Ishares TR
RUSSELL 3000 ETF
$731K1.7K
0.5%
Held
40JPMorgan Chase & Co
COM
$719K2.2K
0.5%
Held
41Amazon Com Inc
COM
$715K3.0K
0.5%
+6.0%
Added · +170 sh
42Ishares TR
ESG OPTIMIZED
$678K4.4K
0.5%
Held
43Ishares TR
CORE DIV GRWTH
$675K8.9K
0.5%
+6.1%
Added · +513 sh
44Ishares TR
10-20 YR TRS ETF
$670K6.7K
0.5%
−2.2%
Reduced · −149 sh
45Abbvie Inc
COM
$653K2.6K
0.5%
Held
46Corning Inc
COM
$639K2.5K
0.4%
Held
47Vanguard Index FDS
VALUE ETF
$630K2.9K
0.4%
Held
48Nvidia Corporation
COM
$614K3.1K
0.4%
Held
49BlackRock ETF Trust II
ISHA FLEX IN ETF
$591K11.3K
0.4%
+0.2%
Added · +24 sh
50Ishares Inc
MSCI EMERG MRKT
$572K7.6K
0.4%
−1.3%
Reduced · −98 sh
Showing 50 of 99 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202699$142.0M13F-HR
Q1 2026Mar 31, 2026Apr 9, 202691$125.2M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202694$127.3M13F-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.