Arkolith/Funds/Balentine LLC

Balentine LLC

CIK 1586678
Holdings as of Mar 31, 2026·disclosed Apr 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Balentine LLC holds a concentrated book of 219 stocks worth $2.5B as of Q1 2026 (disclosed Apr 24, 2026, a ~45-day 13F lag). This quarter they opened S&P Global Inc and trimmed Invesco Russell 1000 Dyn M/F. Their largest long position is Vanguard Value ETF at 22% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
44
existing
Trimmed
94
reduced
Sold out
14
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
83%
Top 20 holdings
91%

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

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Information Technology
2%
Industrials
2%
Health Care
0%
Financials
0%
Consumer Discretionary
0%
Communication Services
0%
Energy
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.

219 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$558.4M2.85M
22.5%
129×
Added · +2.8M sh
2Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$311.5M5.18M
12.5%
−1.2%
Reduced · −65K sh
3Ishares TR
CORE US AGGBD ET
$294.3M2.96M
11.9%
−0.3%
Reduced · −9K sh
4Ishares TR
CORE MSCI EAFE
$195.0M2.15M
7.9%
−2.2%
Reduced · −49K sh
5Ishares TR
MSCI GLOBAL QUAL
$184.0M6.66M
7.4%
+1.1%
Added · +70K sh
6Ishares Inc
CORE MSCI EMKT
$151.6M2.17M
6.1%
−1.6%
Reduced · −36K sh
7Vanguard Index FDS
GROWTH ETF
$136.4M312.2K
5.5%
−80%
Reduced · −1.3M sh
8Ishares TR
0-3 MNTH TREASRY
$112.9M1.12M
4.5%
+11%
Added · +115K sh
9Ishares TR
CORE S&P500 ETF
$76.5M117.2K
3.1%
−4.2%
Reduced · −5K sh
10Vanguard Index FDS
TOTAL STK MKT
$42.7M133.0K
1.7%
−1.9%
Reduced · −3K sh
11Ishares TR
NATIONAL MUN ETF
$35.1M330.3K
1.4%
−53%
Reduced · −378K sh
12Outdoor Holding Co
COM
$34.7M17.24M
1.4%
Held
13Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$25.8M403.2K
1.0%
−2.0%
Reduced · −8K sh
14Vanguard Index FDS
S&P 500 ETF SHS
$21.8M36.4K
0.9%
+0.1%
Added · +57 sh
15Apple Inc
COM
$17.6M69.3K
0.7%
+0.2%
Added · +129 sh
16Vanguard Scottsdale FDS
VNG RUS1000VAL
$16.9M180.2K
0.7%
−4.8%
Reduced · −9K sh
17Ishares TR
RUSSELL 3000 ETF
$16.3M43.8K
0.7%
−6.3%
Reduced · −3K sh
18SPDR Series Trust
STATE STREET SPD
$10.9M137.5K
0.4%
−2.5%
Reduced · −4K sh
19Ishares TR
MSCI USA QLT FCT
$10.6M55.5K
0.4%
−4.8%
Reduced · −3K sh
20Ishares TR
IBONDS DEC2026
$10.0M413.9K
0.4%
+50%
Added · +137K sh
21Vanguard Index FDS
LARGE CAP ETF
$9.3M31.1K
0.4%
−14%
Reduced · −5K sh
22Vanguard Intl Equity Index F
ALLWRLD EX US
$8.4M112.0K
0.3%
Held
23State STR SPDR S&P 500 ETF T
TR UNIT
$7.1M10.9K
0.3%
−4.6%
Reduced · −523 sh
24BK Technologies Corporation
COM NEW
$6.7M89.2K
0.3%
Held
25Capital Group GBL Growth Eqt
SHS CREATION UNI
$6.1M182.8K
0.2%
−1.1%
Reduced · −2K sh
26SPDR Index SHS FDS
STATE STREET SPD
$5.9M77.6K
0.2%
+3.4%
Added · +3K sh
27Capital Group Dividend Value
SHS CREATION UNI
$5.6M131.4K
0.2%
Held
28Ishares TR
MSCI INTL QUALTY
$5.4M116.6K
0.2%
−5.2%
Reduced · −6K sh
29Ishares TR
SELECT DIVID ETF
$5.4M35.5K
0.2%
−5.6%
Reduced · −2K sh
30Nvidia Corporation
COM
$5.0M28.9K
0.2%
−14%
Reduced · −5K sh
31Vanguard Index FDS
SMALL CP ETF
$4.5M17.0K
0.2%
−0.4%
Reduced · −63 sh
32Microsoft Corp
COM
$4.1M11.1K
0.2%
+0.3%
Added · +35 sh
33SPDR Series Trust
STATE STREET SPD
$3.9M51.1K
0.2%
−0.4%
Reduced · −185 sh
34Eli Lilly & Co
COM
$3.8M4.1K
0.2%
−4.6%
Reduced · −198 sh
35Amazon Com Inc
COM
$3.8M18.0K
0.2%
−4.3%
Reduced · −814 sh
36Ishares TR
CORE MSCI TOTAL
$3.6M41.4K
0.1%
Held
37Vanguard Index FDS
EXTEND MKT ETF
$3.2M15.4K
0.1%
Held
38Taiwan Semiconductor Manufac
SPONSORED ADS
$3.2M9.4K
0.1%
−3.5%
Reduced · −341 sh
39Select Sector SPDR TR
STATE STREET ENE
$3.0M48.2K
0.1%
+51%
Added · +16K sh
40Vanguard Index FDS
MID CAP ETF
$2.9M10.2K
0.1%
−0.8%
Reduced · −84 sh
41Texas Pacific Land Corporati
COM
$2.8M5.9K
0.1%
Held
42Vanguard BD Index FDS
TOTAL BND MRKT
$2.7M36.7K
0.1%
+2.7%
Added · +975 sh
43Ishares TR
INTL SEL DIV ETF
$2.6M60.1K
0.1%
+0.1%
Added · +93 sh
44Invesco QQQ TR
UNIT SER 1
$2.5M4.4K
0.1%
+1.9%
Added · +84 sh
45Schwab Strategic TR
US DIVIDEND EQ
$2.5M81.5K
0.1%
Held
46Proshares TR
S&P 500 DV ARIST
$2.5M23.5K
0.1%
−1.4%
Reduced · −322 sh
47Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.5M10.4K
0.1%
Held
48Johnson & Johnson
COM
$2.4M9.7K
0.1%
+58%
Added · +4K sh
49Ishares TR
RUS 1000 GRW ETF
$2.4M5.5K
0.1%
−1.5%
Reduced · −84 sh
50Ishares TR
CORE S&P SCP ETF
$2.3M18.9K
0.1%
−11%
Reduced · −2K sh
Showing 50 of 219 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 24, 2026219$2.5B13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026224$2.6B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025234$2.7B13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025203$2.6B13F-HR
Q1 2025Mar 31, 2025May 5, 2025199$2.4B13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025181$2.5B13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024221$2.5B13F-HR
Q2 2024Jun 30, 2024Aug 7, 2024189$2.2B13F-HR
Q1 2024Mar 31, 2024May 15, 2024589$3.4B13F-HR
Q4 2023Dec 31, 2023Feb 9, 2024577$3.1B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023556$3.0B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023566$3.0B13F-HR
Q1 2023Mar 31, 2023May 11, 2023602$3.0B13F-HR
Q4 2022Dec 31, 2022Jan 31, 2023644$2.9B13F-HR
Q3 2022Sep 30, 2022Oct 26, 2022606$2.6B13F-HR
Q2 2022Jun 30, 2022Oct 26, 2022639$2.7B13F-HR/A
Q1 2022Mar 31, 2022Oct 26, 2022633$2.9B13F-HR/A
Q4 2021Dec 31, 2021Oct 26, 2022431$2.8B13F-HR/A
Q3 2021Sep 30, 2021Nov 15, 2021325$2.5B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021225$2.5B13F-HR
Q1 2021Mar 31, 2021May 10, 2021208$2.3B13F-HR
Amended / restated
  • Q2 2022 · filed Aug 15, 202213F-HR · superseded
  • Q1 2022 · filed May 6, 202213F-HR · superseded
  • Q4 2021 · filed Feb 2, 202213F-HR · superseded

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.