Arkolith/Funds/Auxano Advisors, LLC

Auxano Advisors, LLC

CIK 1811491
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Auxano Advisors, LLC holds a focused book of 207 stocks worth $527.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened SSR Mining Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 11% of the equity book. Cloning the disclosed picks since 2024 would be +42% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
22
bought for the first time
Added to
67
already held, bought more
Trimmed
88
sold some, still holds it
Sold out
14
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+42.3%
+16.8%/yr · since May '24
Their reported book
+39.2%
held from quarter-end
S&P 500
+54.9%
same window
$10K$11K$13K$14K$15KMay '24Oct '24Apr '25Sep '25Mar '26Aug '26
Auxano Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.2 points over this window.

Growth of $10,000 cloning Auxano Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 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.

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
54%
Top 20 holdings
67%

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

Direct sector allocation

67% mapped to company sectors

ETF / fund or unclassified
33%
Information Technology
30%
Consumer Discretionary
15%
Financials
10%
Health Care
4%
Materials
3%
Industrials
3%
Energy
1%

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.

207 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$60.2M208.1K
11.4%
~0%
Reduced · −50 sh
2Microsoft Corp
COM
$49.2M131.8K
9.3%
+13%
Added · +15K sh
3GMO ETF Trust
US QUALITY ETF
$39.6M950.9K
7.5%
−0.3%
Reduced · −2K sh
4Amazon Com Inc
COM
$28.7M120.5K
5.4%
−25%
Reduced · −41K sh
5Sprott Asset Management LP
PHYSICAL GOLD TR
$28.1M929.8K
5.3%
−7.7%
Reduced · −78K sh
6Costco Wholesale Corporation
COM
$21.9M23.4K
4.1%
−14%
Reduced · −4K sh
7Ishares TR
RUS 1000 ETF
$20.2M49.4K
3.8%
−0.7%
Reduced · −335 sh
8Tesla Inc
COM
$17.3M41.1K
3.3%
−1.7%
Reduced · −696 sh
9J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$12.1M237.2K
2.3%
−6.5%
Reduced · −16K sh
10Alphabet Inc
CAP STK CL A
$10.3M28.7K
1.9%
−3.1%
Reduced · −920 sh
11Invesco Exchange Traded FD T
S&P500 PUR GWT
$8.8M137.4K
1.7%
−1.8%
Reduced · −3K sh
12Nvidia Corporation
COM
$8.7M43.3K
1.6%
+0.2%
Added · +94 sh
13Ishares TR
MSCI INTL QUALTY
$8.0M161.5K
1.5%
+18%
Added · +25K sh
14Vanguard Index FDS
VALUE ETF
$7.2M33.1K
1.4%
+1.8%
Added · +573 sh
15American Centy ETF TR
US EQT ETF
$7.1M55.8K
1.4%
−4.5%
Reduced · −3K sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$5.8M7.8K
1.1%
+7.1%
Added · +515 sh
17Ishares TR
CORE S&P500 ETF
$5.7M7.6K
1.1%
+0.1%
Added · +8 sh
18Schwab Strategic TR
US DIVIDEND EQ
$4.5M142.8K
0.9%
+0.8%
Added · +1K sh
19J P Morgan Exchange Traded F
US VALUE FACTR
$4.2M71.8K
0.8%
+7.6%
Added · +5K sh
20Schwab Strategic TR
FUNDAMENTAL INTL
$3.9M73.8K
0.7%
+8.6%
Added · +6K sh
21Johnson & Johnson
COM
$3.9M15.2K
0.7%
−1.8%
Reduced · −274 sh
22Newmont Corp
COM
$3.9M41.4K
0.7%
18×
Added · +39K sh
23JPMorgan Chase & Co
COM
$3.7M11.3K
0.7%
~0%
Added · +3 sh
24Berkshire Hathaway Inc Del
CL B NEW
$3.6M7.2K
0.7%
−0.7%
Reduced · −54 sh
25American Centy ETF TR
US SML CP VALU
$3.6M28.9K
0.7%
+20%
Added · +5K sh
26Novo-Nordisk A S
ADR
$3.4M71.9K
0.7%
+12%
Added · +8K sh
27Visa Inc
COM CL A
$3.4M9.9K
0.6%
+0.3%
Added · +31 sh
28Alphabet Inc
CAP STK CL C
$3.2M9.0K
0.6%
+1.0%
Added · +86 sh
29Ishares TR
EAFE GRWTH ETF
$3.1M24.5K
0.6%
+8.5%
Added · +2K sh
30Select Sector SPDR TR
ST STR TECHN ETF
$2.8M14.6K
0.5%
~0%
Added · +1 sh
31Sprott ETF Trust
GOLD MINERS ETF
$2.8M43.9K
0.5%
+3.4%
Added · +1K sh
32Starbucks Corp
COM
$2.7M26.7K
0.5%
−9.8%
Reduced · −3K sh
33Coherent Corp
COM
$2.6M6.6K
0.5%
−1.0%
Reduced · −69 sh
34ASML Hldg NV
N Y REGISTRY SHS
$2.6M1.3K
0.5%
−0.4%
Reduced · −5 sh
35Eli Lilly & Co
COM
$2.5M2.1K
0.5%
+2.4%
Added · +50 sh
36J P Morgan Exchange Traded F
ULTRA SHRT ETF
$2.5M48.7K
0.5%
+0.4%
Added · +196 sh
37Ishares Inc
CORE MSCI EMKT
$2.3M27.7K
0.4%
Held
38Unilever PLC
SPON ADR NEW
$2.2M37.3K
0.4%
+18%
Added · +6K sh
39J P Morgan Exchange Traded F
ACTIVE BOND ETF
$2.2M41.8K
0.4%
+48%
Added · +14K sh
40Broadcom Inc
COM
$2.2M5.9K
0.4%
−4.1%
Reduced · −250 sh
41Kinross Gold Corp
COM
$2.2M94.0K
0.4%
+169%
Added · +59K sh
42SPDR Series Trust
ST STR PR SP1500
$2.1M23.6K
0.4%
+5.2%
Added · +1K sh
43Home Depot Inc
COM
$2.1M6.1K
0.4%
+0.1%
Added · +4 sh
44Rocket Cos Inc
COM CL A
$2.1M135.3K
0.4%
+0.2%
Added · +314 sh
45Disney Walt Co
COM
$2.1M21.4K
0.4%
+2.5%
Added · +525 sh
46Exxon Mobil Corp
COM
$2.0M14.4K
0.4%
−5.7%
Reduced · −871 sh
47Cimpress PLC
SHS EURO
$2.0M19.2K
0.4%
+1.1%
Added · +212 sh
48Meta Platforms Inc
CL A
$1.9M3.4K
0.4%
−11%
Reduced · −433 sh
49Merck & Co Inc
COM
$1.8M13.9K
0.3%
−0.4%
Reduced · −61 sh
50State STR SPDR Dow Jones Ind
UT SER 1
$1.8M3.4K
0.3%
Held
Showing 50 of 207 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026207$527.8M13F-HR
Q1 2026Mar 31, 2026May 4, 2026199$501.3M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026188$506.4M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025172$470.3M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025163$428.3M13F-HR
Q1 2025Mar 31, 2025May 5, 2025162$377.4M13F-HR
Q4 2024Dec 31, 2024Feb 6, 2025162$396.8M13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024160$386.3M13F-HR
Q2 2024Jun 30, 2024Aug 1, 2024150$361.7M13F-HR
Q1 2024Mar 31, 2024May 3, 2024152$343.4M13F-HR

Data source

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. The performance line is a simulation of the disclosed long book, not an audited return.