Arkolith/Funds/Asset Dedication, LLC

Asset Dedication, LLC

CIK 1475896
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Asset Dedication, LLC holds a focused book of 1241 reported positions worth $1.6B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Dimensional Emrg MRKT Val. Their largest long position is Dimensional US Core Equity 2 at 12% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
54%
Top 20 holdings
62%

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

21% mapped to company sectors

ETFs / funds
68%
No sector on file yet
12%
Information Technology
8%
Financials
4%
Consumer Discretionary
2%
Industrials
2%
Health Care
2%
Communication Services
1%

+5 sectors below the cut, 2% 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
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Asset Dedication, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management9 / 80$161.9M
NorthAvenue LLC62 / 80$132.9M
Swiss Re Ltd30 / 80$1.0B
Sensible Money, LLC45 / 80$347.2M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Ramsey Quantitative Systems8 / 80$95.5M
9823 Capital, L.P.8 / 80$126.3M

Ranked by the share of each fund's own book sitting in the names it shares with Asset Dedication, LLC: 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.

1,241 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$198.0M4.46M
12.5%
+0.1%
Added · +7K sh
2Dimensional ETF Trust
US TARGETED VLU
$178.2M2.55M
11.2%
+0.3%
Added · +9K sh
3Dimensional ETF Trust
EMERGING MKTS VA
$105.4M2.47M
6.6%
−3.3%
Reduced · −83K sh
4Dimensional ETF Trust
EMERGING MKTS CO
$100.1M2.46M
6.3%
−0.9%
Reduced · −22K sh
5Dimensional ETF Trust
INTL CORE EQUITY
$91.7M2.46M
5.8%
+2.2%
Added · +53K sh
6Dimensional ETF Trust
WORLD EX US CORE
$57.9M1.57M
3.6%
−7.4%
Reduced · −125K sh
7Dimensional ETF Trust
INTL SMALL CAP V
$48.6M1.21M
3.1%
−0.9%
Reduced · −11K sh
8Dimensional ETF Trust
US EQUI MARK ETF
$29.5M359.6K
1.9%
+8.0%
Added · +27K sh
9Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$25.6M1.31M
1.6%
−3.4%
Reduced · −46K sh
10Apple Inc
COM
$20.5M70.7K
1.3%
−1.6%
Reduced · −1K sh
11Nvidia Corporation
COM
$17.0M84.9K
1.1%
−7.9%
Reduced · −7K sh
12Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$16.7M852.3K
1.1%
+1.2%
Added · +10K sh
13Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$15.8M778.3K
1.0%
+1.1%
Added · +8K sh
14SPDR Series Trust
ST STR SP400VAL
$14.0M147.2K
0.9%
−2.7%
Reduced · −4K sh
15Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$12.7M683.1K
0.8%
+3.5%
Added · +23K sh
16Broadcom Inc
COM
$12.5M33.0K
0.8%
−3.1%
Reduced · −1K sh
17Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$12.3M737.9K
0.8%
+2.9%
Added · +21K sh
18Caterpillar Inc
COM
$11.8M11.0K
0.7%
−3.6%
Reduced · −408 sh
19Microsoft Corp
COM
$11.7M31.4K
0.7%
−1.4%
Reduced · −447 sh
20SPDR Series Trust
ST STR SP600SM C
$11.6M106.4K
0.7%
−4.3%
Reduced · −5K sh
21Schwab Strategic TR
US LRG CAP ETF
$10.0M339.9K
0.6%
−5.9%
Reduced · −21K sh
22Schwab Strategic TR
US SML CAP ETF
$9.3M257.5K
0.6%
−1.6%
Reduced · −4K sh
23Ishares TR
IBONDS 26 TRM TS
$9.2M401.2K
0.6%
+16%
Added · +54K sh
24Amazon Com Inc
COM
$9.0M38.0K
0.6%
+1.7%
Added · +624 sh
25Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$9.0M549.1K
0.6%
+4.3%
Added · +23K sh
26Alphabet Inc
CAP STK CL C
$8.8M24.8K
0.6%
+2.9%
Added · +692 sh
27JPMorgan Chase & Co
COM
$8.6M26.2K
0.5%
−2.5%
Reduced · −677 sh
28Walmart Inc
COM
$8.5M75.3K
0.5%
+0.7%
Added · +539 sh
29Ishares TR
CORE DIV GRWTH
$7.8M103.1K
0.5%
−4.8%
Reduced · −5K sh
30Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$7.8M380.3K
0.5%
+6.1%
Added · +22K sh
31State STR SPDR S&P 500 ETF T
TR UNIT
$7.7M10.3K
0.5%
−0.8%
Reduced · −85 sh
32Ishares TR
CORE MSCI EAFE
$7.7M79.2K
0.5%
+0.6%
Added · +437 sh
33American Express Co
COM
$7.2M21.3K
0.5%
−1.8%
Reduced · −400 sh
34Schwab Strategic TR
FUND EM EQUI ETF
$7.0M177.3K
0.4%
−2.5%
Reduced · −5K sh
35Ishares TR
S&P MC 400VL ETF
$6.6M44.7K
0.4%
−12%
Reduced · −6K sh
36Vanguard Index FDS
S&P 500 ETF SHS
$6.6M9.5K
0.4%
+2.4%
Added · +228 sh
37Goldman Sachs Group Inc
COM
$6.5M6.4K
0.4%
−1.2%
Reduced · −81 sh
38Ishares Inc
CORE MSCI EMKT
$6.1M73.8K
0.4%
−1.8%
Reduced · −1K sh
39Invesco Exch TRD SLF Idx FD
BUL 2033 COR ETF
$6.0M286.7K
0.4%
+7.2%
Added · +19K sh
40Ishares TR
IBONDS 27 TRM TS
$5.8M259.8K
0.4%
+7.4%
Added · +18K sh
41Micron Technology Inc
COM
$5.8M5.0K
0.4%
−0.5%
Reduced · −25 sh
42Exxon Mobil Corp
COM
$5.8M42.1K
0.4%
−0.6%
Reduced · −243 sh
43Ishares TR
SP SMCP600VL ETF
$5.6M41.2K
0.4%
−1.1%
Reduced · −447 sh
44Ishares TR
IBONDS 28 TRM TS
$5.5M249.3K
0.3%
+20%
Added · +41K sh
45Vanguard Index FDS
TOTAL STK MKT
$5.5M14.8K
0.3%
+15%
Added · +2K sh
46Ishares TR
CORE MSCI INTL
$5.4M60.6K
0.3%
+2.9%
Added · +2K sh
47Ishares TR
IBONDS 29 TRM TS
$5.4M247.8K
0.3%
+13%
Added · +29K sh
48Schwab Strategic TR
US LCAP GR ETF
$5.2M152.3K
0.3%
+6.6%
Added · +9K sh
49Visa Inc
COM CL A
$5.1M15.0K
0.3%
+2.4%
Added · +358 sh
50Ishares TR
CORE S&P TTL STK
$5.1M31.0K
0.3%
+9.7%
Added · +3K sh
Showing 50 of 1,241 positions
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Filing history

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

$1.6B · Q2 2026Q3 2020 · $453.3MQ2 2026 · $1.6B

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d1,243$1.6B13F-HR
Q1 2026Mar 31, 2026May 29, 202659d1,114$1.4B13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d1,126$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 20, 202551d1,142$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 19, 202550d1,181$1.4B13F-HR
Q1 2025Mar 31, 2025May 1, 202531d1,131$1.2B13F-HR
Q4 2024Dec 31, 2024Jan 23, 202523d1,095$1.3B13F-HR
Q3 2024Sep 30, 2024Oct 15, 202415d1,149$1.5B13F-HR
Q2 2024Jun 30, 2024Aug 6, 202437d1,195$1.4B13F-HR
Q1 2024Mar 31, 2024Apr 16, 202416d1,024$1.3B13F-HR
Q4 2023Dec 31, 2023Feb 8, 202439d1,043$1.2B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d1,053$1.2B13F-HR
Q2 2023Jun 30, 2023Aug 22, 202353d1,027$1.2B13F-HR
Q1 2023Mar 31, 2023Apr 24, 202324d1,023$1.1B13F-HR
Q4 2022Dec 31, 2022Jan 19, 202319d1,087$985.8M13F-HR
Q3 2022Sep 30, 2022Oct 27, 202227d1,015$910.7M13F-HR
Q2 2022Jun 30, 2022Jul 19, 202219d569$673.1M13F-HR
Q1 2022Mar 31, 2022Apr 21, 202221d1,035$897.7M13F-HR
Q4 2021Dec 31, 2021Jan 21, 202221d948$830.2M13F-HR
Q3 2021Sep 30, 2021Oct 18, 202118d1,027$758.7M13F-HR
Q2 2021Jun 30, 2021Jul 21, 202121d868$671.3M13F-HR
Q1 2021Mar 31, 2021May 3, 202133d678$442.6M13F-HR
Q4 2020Dec 31, 2020Jan 28, 202128d784$501.6M13F-HR
Q3 2020Sep 30, 2020Oct 20, 202020d782$453.3M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.