Arkolith/Funds/Awm Capital, LLC

Awm Capital, LLC

CIK 1806820
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Awm Capital, LLC holds a focused book of 122 stocks worth $1.2B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Kodiak Gas Services Inc and trimmed Avantis U.S. Equity ETF. Their largest long position is Dimensional US Core Equity 2 at 18% of the equity book.

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Use Arkolith to show AWM CAPITAL, LLC's latest
holdings, largest changes, and filing provenance.
Opened
33
new positions
Added to
64
existing
Trimmed
32
reduced
Sold out
9
exited

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
72%
Top 20 holdings
89%

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

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Information Technology
1%
Financials
1%
Consumer Discretionary
0%
Utilities
0%
Energy
0%
Industrials
0%
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 Awm Capital, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$414.6B
LPL Financial LLC79 / 80$78.9B
OSAIC HOLDINGS, INC.79 / 80$14.7B
ENVESTNET ASSET MANAGEMENT INC78 / 80$90.0B
JPMORGAN CHASE & CO77 / 80$359.9B
ROYAL BANK OF CANADA77 / 80$117.8B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$17.7B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC77 / 80$14.7B

Ranked by how many of Awm Capital, LLC's top 80 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.

122 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$229.9M5.18M
18.4%
+6.8%
Added · +330K sh
2Dimensional ETF Trust
US SUSTAINABILTY
$163.8M3.51M
13.1%
+7.0%
Added · +231K sh
3Dimensional ETF Trust
INTL CORE EQUITY
$135.6M3.64M
10.9%
+3.5%
Added · +125K sh
4Dimensional ETF Trust
EMERGING MKTS CO
$77.5M1.91M
6.2%
+5.5%
Added · +100K sh
5Invesco Exch Traded FD TR II
SHORT TERM ETF
$65.4M620.0K
5.2%
+2.9%
Added · +17K sh
6American Centy ETF TR
US EQT ETF
$53.9M421.1K
4.3%
−1.0%
Reduced · −4K sh
7Vanguard Instl Index FD
0 3 MO TR BI ETF
$52.9M698.4K
4.2%
+77%
Added · +304K sh
8Dimensional ETF Trust
INTERNATIONAL
$44.9M995.3K
3.6%
+6.9%
Added · +64K sh
9Dimensional ETF Trust
EMER MARK SU ETF
$40.2M821.9K
3.2%
+8.0%
Added · +61K sh
10Ishares TR
0-3 MTH TREASURY
$38.5M382.1K
3.1%
−42%
Reduced · −281K sh
11Dimensional ETF Trust
NATL MUN BD ETF
$35.0M725.1K
2.8%
+0.9%
Added · +7K sh
12Dimensional ETF Trust
US CORE EQT MKT
$29.3M567.0K
2.3%
−3.3%
Reduced · −19K sh
13Ishares TR
RUS 1000 VAL ETF
$25.4M104.7K
2.0%
−0.4%
Reduced · −391 sh
14Dimensional ETF Trust
INTL CORE EQT MK
$22.5M546.2K
1.8%
−2.2%
Reduced · −12K sh
15Dimensional ETF Trust
SHOR DUR FIX ETF
$22.2M464.6K
1.8%
+17%
Added · +69K sh
16Dimensional ETF Trust
EMGR CRE EQT MNG
$16.3M406.4K
1.3%
−2.0%
Reduced · −8K sh
17American Centy ETF TR
INTL EQT ETF
$15.4M172.9K
1.2%
−4.1%
Reduced · −7K sh
18Dimensional ETF Trust
GLOBAL REAL EST
$15.1M519.8K
1.2%
+56%
Added · +187K sh
19Dimensional ETF Trust
US EQUI MARK ETF
$13.6M166.3K
1.1%
−0.1%
Reduced · −167 sh
20Vanguard Index FDS
REAL ESTATE ETF
$10.2M105.5K
0.8%
−29%
Reduced · −43K sh
21Ishares TR
CORE S&P500 ETF
$10.1M13.5K
0.8%
+0.5%
Added · +73 sh
22Dimensional ETF Trust
US REAL ESTA ETF
$7.6M291.5K
0.6%
+9.9%
Added · +26K sh
23Ishares TR
SELECT US REIT
$7.5M110.6K
0.6%
−22%
Reduced · −31K sh
24American Centy ETF TR
AVANTIS EMGMKT
$7.5M77.5K
0.6%
−0.3%
Reduced · −256 sh
25Dimensional ETF Trust
WORLD EX US CORE
$6.2M167.8K
0.5%
−1.6%
Reduced · −3K sh
26Dimensional ETF Trust
INTERNATNAL VAL
$4.6M85.3K
0.4%
+0.3%
Added · +265 sh
27Ishares TR
CORE S&P MCP ETF
$4.2M55.1K
0.3%
+0.1%
Added · +71 sh
28Dimensional ETF Trust
INFLATION PROTE
$4.0M97.2K
0.3%
+16%
Added · +13K sh
29First Finl Bankshares Inc
COM
$3.4M98.3K
0.3%
+0.6%
Added · +624 sh
30Vanguard Specialized Funds
DIV APP ETF
$3.4M14.4K
0.3%
+0.6%
Added · +90 sh
31Invesco QQQ TR
UNIT SER 1
$3.0M4.1K
0.2%
−1.2%
Reduced · −49 sh
32American Centy ETF TR
AVANTIS RESPON U
$2.9M33.1K
0.2%
~0%
Added · +11 sh
33Vanguard Intl Equity Index F
GLB EX US ETF
$2.8M61.4K
0.2%
−21%
Reduced · −16K sh
34SPDR Index SHS FDS
ST DOW INTL ETF
$2.6M94.6K
0.2%
−26%
Reduced · −33K sh
35Ishares TR
MSCI USA QLT FCT
$2.5M11.3K
0.2%
−0.1%
Reduced · −8 sh
36Schwab Strategic TR
INTL EQTY ETF
$2.4M86.0K
0.2%
+0.2%
Added · +164 sh
37Ishares TR
S&P 500 GRWT ETF
$2.4M17.1K
0.2%
+1.4%
Added · +246 sh
38Schwab Strategic TR
US REIT ETF
$2.3M96.9K
0.2%
+0.2%
Added · +159 sh
39Apple Inc
COM
$2.2M7.5K
0.2%
+30%
Added · +2K sh
40Ishares TR
CORE S&P SCP ETF
$2.1M13.8K
0.2%
+0.3%
Added · +40 sh
41Alphabet Inc
CAP STK CL A
$2.0M5.6K
0.2%
+11%
Added · +578 sh
42Amazon Com Inc
COM
$2.0M8.2K
0.2%
+14%
Added · +995 sh
43Vanguard Index FDS
S&P 500 ETF SHS
$1.9M2.8K
0.2%
+0.8%
Added · +23 sh
44Goldman Sachs ETF TR
ACTIVEBETA INT
$1.8M40.0K
0.1%
Held
45State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.4K
0.1%
−0.1%
Reduced · −2 sh
46Dimensional ETF Trust
US SMALL CAP ETF
$1.7M20.9K
0.1%
−1.0%
Reduced · −204 sh
47Ishares TR
S&P 500 VAL ETF
$1.7M7.5K
0.1%
+1.8%
Added · +136 sh
48Microsoft Corp
COM
$1.7M4.5K
0.1%
+16%
Added · +630 sh
49Kodiak Gas Svcs Inc
COM
$1.7M22.6K
0.1%
New
New position
50Ishares Inc
MSCI EMRG CHN
$1.6M15.3K
0.1%
Held
Showing 50 of 122 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026122$1.2B13F-HR
Q1 2026Mar 31, 2026May 12, 2026113$1.1B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026103$1.1B13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025103$1.1B13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025101$950.6M13F-HR
Q1 2025Mar 31, 2025May 7, 2025105$856.9M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202594$817.4M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202495$828.1M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.