Arkolith/Funds/Asset Management Group, Inc.

Asset Management Group, Inc.

CIK 1511550
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Asset Management Group, Inc. holds a diversified book of 137 reported positions worth $683.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Proshares Ultra QQQ and trimmed Vanguard Small-Cap Value ETF. Their largest long position is Vanguard Small-Cap Value ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2013 would be +184% (+8.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+184.0%
+8.5%/yr · since Nov '13
Their reported book
+212.8%
held from quarter-end
S&P 500
+423.0%
same window
$10K$21K$32K$43K$54KNov '13Jun '16Jan '19Aug '21Mar '24Sep '26
Asset Management Group, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +212.8%, a 28.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Asset Management Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
35%
Top 20 holdings
56%

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

18% mapped to company sectors

ETFs / funds
82%
Information Technology
7%
Industrials
4%
Financials
2%
Consumer Discretionary
2%
Health Care
1%
Materials
1%
Consumer Staples
1%

+4 sectors below the cut, 1% 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

Funds with the most overlap

Other tracked managers holding the same core names as Asset Management Group, Inc.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.12 / 80$4.5B
Swiss Re Ltd16 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.43 / 80$276.3B
Hoffman, Alan N Investment Management10 / 80$154.8M
Avalon Advisory Group8 / 80$236.8M
HT Partners LLC26 / 80$299.9M
LGL Partners, LLC25 / 80$222.4M
Vestwell Advisors, LLC10 / 80$339.5M

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

137 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
SM CP VAL ETF
$36.5M150.1K
5.3%
−1.7%
Reduced · −3K sh
2Invesco QQQ TR
UNIT SER 1
$29.2M39.6K
4.3%
−1.7%
Reduced · −682 sh
3Apple Inc
COM
$25.6M88.4K
3.7%
−3.8%
Reduced · −4K sh
4Ishares TR
RUS MDCP VAL ETF
$24.8M150.4K
3.6%
−0.9%
Reduced · −1K sh
5Ishares TR
CORE S&P MCP ETF
$22.5M292.4K
3.3%
−1.9%
Reduced · −6K sh
6Ishares TR
CORE S&P500 ETF
$22.4M29.9K
3.3%
−1.1%
Reduced · −318 sh
7Vanguard Index FDS
SML CP GRW ETF
$21.1M57.8K
3.1%
−2.0%
Reduced · −1K sh
8Proshares TR
PSHS ULT S&P 500
$19.1M282.8K
2.8%
−1.7%
Reduced · −5K sh
9Vanguard Index FDS
MCAP VL IDXVIP
$18.7M94.6K
2.7%
−1.3%
Reduced · −1K sh
10Schwab Strategic TR
US MID-CAP ETF
$18.4M498.1K
2.7%
−1.9%
Reduced · −10K sh
11Vanguard Index FDS
MID CAP ETF
$18.3M227.7K
2.7%
+296%
Added · +170K sh
12Vanguard Specialized Funds
DIV APP ETF
$17.7M75.0K
2.6%
−1.8%
Reduced · −1K sh
13Schwab Strategic TR
US TIPS ETF
$16.4M618.2K
2.4%
−0.1%
Reduced · −331 sh
14Vanguard Index FDS
TOTAL STK MKT
$16.0M43.3K
2.3%
−1.4%
Reduced · −641 sh
15Vanguard Index FDS
SMALL CP ETF
$15.6M51.4K
2.3%
−0.7%
Reduced · −348 sh
16Vanguard Scottsdale FDS
SHRT TRM CORP BD
$14.9M188.4K
2.2%
−1.8%
Reduced · −3K sh
17Ishares TR
S&P MC 400VL ETF
$13.1M88.9K
1.9%
−0.6%
Reduced · −545 sh
18Ishares TR
S&P 500 VAL ETF
$11.6M51.3K
1.7%
−0.4%
Reduced · −231 sh
19Ishares TR
SP SMCP600VL ETF
$11.5M84.0K
1.7%
−0.5%
Reduced · −421 sh
20Caterpillar Inc
COM
$10.7M10.0K
1.6%
−7.4%
Reduced · −796 sh
21Vanguard BD Index FDS
INTERMED TERM
$10.3M133.8K
1.5%
−1.9%
Reduced · −3K sh
22Dominos Pizza Inc
COM
$9.6M32.4K
1.4%
Held
23Amazon Com Inc
COM
$9.6M40.2K
1.4%
−1.9%
Reduced · −794 sh
24Ishares TR
EXPND TEC SC ETF
$8.4M51.5K
1.2%
−7.2%
Reduced · −4K sh
25Schwab Strategic TR
US SML CAP ETF
$8.3M229.4K
1.2%
−5.3%
Reduced · −13K sh
26Ishares TR
TIPS BD ETF
$8.2M75.3K
1.2%
+0.5%
Added · +407 sh
27SPDR Series Trust
ST STR SP600 SML
$8.2M142.8K
1.2%
−2.6%
Reduced · −4K sh
28Ishares TR
MSCI EAFE MIN VL
$7.4M84.6K
1.1%
+0.3%
Added · +278 sh
29Ishares TR
S&P MC 400GR ETF
$6.7M57.0K
1.0%
−0.6%
Reduced · −354 sh
30Ishares TR
S&P SML 600 GWT
$6.3M35.1K
0.9%
+0.1%
Added · +47 sh
31Vanguard World FD
INF TECH ETF
$6.2M51.9K
0.9%
+693%
Added · +45K sh
32SPDR Series Trust
ST STR P500GRW
$6.1M51.3K
0.9%
−3.1%
Reduced · −2K sh
33Vanguard Index FDS
MCAP GR IDXVIP
$6.1M19.8K
0.9%
−3.6%
Reduced · −734 sh
34Alphabet Inc
CAP STK CL A
$5.8M16.3K
0.9%
~0%
Added · +8 sh
35Vanguard Mun BD FDS
TAX EXEMPT BD
$5.8M114.3K
0.8%
+7.4%
Added · +8K sh
36Ishares TR
SELECT US REIT
$5.8M85.1K
0.8%
−6.3%
Reduced · −6K sh
37Ishares TR
RUS 1000 VAL ETF
$5.4M22.3K
0.8%
−0.1%
Reduced · −31 sh
38SPDR Series Trust
ST STR P500VAL
$5.3M86.7K
0.8%
−6.1%
Reduced · −6K sh
39PJT Partners Inc
COM CL A
$5.3M34.8K
0.8%
~0%
Added · +1 sh
40Disney Walt Co
COM
$5.2M54.0K
0.8%
−2.0%
Reduced · −1K sh
41Ishares TR
MSCI EMG MKT ETF
$5.0M73.0K
0.7%
−0.6%
Reduced · −438 sh
42Schwab Strategic TR
US LRG CAP ETF
$4.9M168.0K
0.7%
−0.3%
Reduced · −521 sh
43Microsoft Corp
COM
$4.7M12.7K
0.7%
+0.7%
Added · +85 sh
44Ishares TR
MSCI EAFE ETF
$4.6M44.5K
0.7%
+1.2%
Added · +516 sh
45Ishares TR
CORE S&P US VLU
$4.6M41.8K
0.7%
−3.9%
Reduced · −2K sh
46Johnson & Johnson
COM
$4.4M17.4K
0.6%
−4.3%
Reduced · −784 sh
47Ishares TR
S&P 500 GRWT ETF
$4.3M31.4K
0.6%
−15%
Reduced · −5K sh
48Ishares TR
CORE S&P SCP ETF
$4.3M29.0K
0.6%
+0.3%
Added · +79 sh
49Ishares TR
RUS MID CAP ETF
$4.3M38.9K
0.6%
−1.9%
Reduced · −737 sh
50Vanguard Admiral FDS Inc
500 GRTH IDX F
$4.2M50.4K
0.6%
+487%
Added · +42K sh
Showing 50 of 137 positions
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Filing history

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

$683.3M · Q2 2026Q3 2020 · $342.2MQ2 2026 · $683.3M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d138$683.3M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d139$618.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d138$618.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d136$611.3M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d135$573.7M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d132$541.1M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d132$562.4M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d135$571.1M13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d132$536.9M13F-HR
Q1 2024Mar 31, 2024May 15, 202445d133$532.7M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d130$499.1M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d126$454.6M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d126$471.1M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d122$448.4M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d122$425.6M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d118$400.4M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d120$416.8M13F-HR
Q1 2022Mar 31, 2022May 16, 202246d122$478.0M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d123$508.7M13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d127$487.2M13F-HR
Q2 2021Jun 30, 2021Aug 16, 202147d129$483.5M13F-HR
Q1 2021Mar 31, 2021May 17, 202147d122$461.9M13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d120$411.3M13F-HR
Q3 2020Sep 30, 2020Nov 16, 202047d118$342.2M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.