Arkolith/Funds/BLB&B Advisors, LLC

BLB&B Advisors, LLC

CIK 1389059
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

BLB&B Advisors, LLC holds a focused book of 286 reported positions worth $2.7B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Ipath Bloomberg Commodity In. Their largest long position is Vanguard Ftse Developed ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2013 would be +280% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
19
bought for the first time
+16 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+280.0%
+10.9%/yr · since Oct '13
Their reported book
+259.0%
held from quarter-end
S&P 500
+451.0%
same window
$10K$21K$33K$44K$55KOct '13May '16Dec '18Jul '21Feb '24Sep '26
BLB&B Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 21.0 points over this window.

Growth of $10,000 cloning BLB&B Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 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: focused book

Top 5 holdings
35%
Top 10 holdings
49%
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.

Where the money is, by sector

41% mapped to company sectors

ETFs / funds
59%
Information Technology
16%
Financials
9%
Industrials
4%
Consumer Discretionary
3%
Health Care
3%
Utilities
1%
Materials
1%

+5 sectors below the cut, 3% 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 BLB&B Advisors, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.12 / 80$4.5B
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd47 / 80$1.0B
New World Advisors LLC41 / 80$538.9M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Kearns & Associates LLC20 / 80$195.2M
Planning Project LLC12 / 80$456.0M

Ranked by the share of each fund's own book sitting in the names it shares with BLB&B Advisors, 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.

286 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$254.8M3.58M
9.3%
+1.8%
Added · +62K sh
2Ishares TR
CORE S&P500 ETF
$226.9M303.0K
8.3%
+5.4%
Added · +15K sh
3Ishares TR
CORE S&P MCP ETF
$204.4M2.65M
7.5%
+3.7%
Added · +94K sh
4Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$167.6M2.81M
6.1%
+3.1%
Added · +85K sh
5Barclays Bank PLC
DJUBS CMDT ETN36
$102.9M2.35M
3.8%
−0.4%
Reduced · −10K sh
6Nvidia Corporation
COM
$90.9M454.1K
3.3%
−0.4%
Reduced · −2K sh
7Apple Inc
COM
$82.5M285.1K
3.0%
+0.3%
Added · +850 sh
8Vanguard Malvern FDS
CORE BD ETF
$82.1M1.06M
3.0%
+11%
Added · +108K sh
9Ishares TR
CORE S&P SCP ETF
$69.0M464.9K
2.5%
−0.2%
Reduced · −830 sh
10Microsoft Corp
COM
$62.3M166.9K
2.3%
+7.4%
Added · +12K sh
11SPDR Series Trust
ST BLOO HIGH ETF
$61.6M639.3K
2.3%
+9.4%
Added · +55K sh
12Ishares TR
CORE S&P TTL STK
$59.1M359.7K
2.2%
+2.7%
Added · +9K sh
13Alphabet Inc
CAP STK CL A
$50.8M142.2K
1.9%
+1.5%
Added · +2K sh
14Vanguard Index FDS
MID CAP ETF
$50.8M630.3K
1.9%
+298%
Added · +472K sh
15Ea Series Trust
ALPHA ARCHITECT
$48.8M857.6K
1.8%
−5.0%
Reduced · −45K sh
16Ishares TR
CORE MSCI EAFE
$47.4M491.2K
1.7%
+1.7%
Added · +8K sh
17Ishares Inc
CORE MSCI EMKT
$45.3M546.6K
1.7%
+0.1%
Added · +468 sh
18Schwab Strategic TR
US MID-CAP ETF
$44.1M1.20M
1.6%
−1.7%
Reduced · −21K sh
19JPMorgan Chase & Co
COM
$38.9M118.8K
1.4%
−0.7%
Reduced · −887 sh
20Amazon Com Inc
COM
$35.7M149.9K
1.3%
+0.1%
Added · +174 sh
21Palo Alto Networks Inc
COM
$32.6M95.6K
1.2%
~0%
Added · +30 sh
22State STR SPDR S&P 500 ETF T
TR UNIT
$32.3M43.2K
1.2%
+12%
Added · +5K sh
23Ishares TR
JPMORGAN USD EMG
$30.3M313.9K
1.1%
+5.3%
Added · +16K sh
24Vanguard Index FDS
SMALL CP ETF
$29.8M98.4K
1.1%
−2.5%
Reduced · −2K sh
25Caterpillar Inc
COM
$28.8M27.0K
1.1%
−1.3%
Reduced · −362 sh
26Vanguard Intl Equity Index F
ALLWRLD EX US
$28.6M341.6K
1.0%
+2.6%
Added · +9K sh
27Berkshire Hathaway Inc Del
CL B NEW
$28.4M56.8K
1.0%
~0%
Reduced · −14 sh
28Ge Vernova Inc
COM
$28.3M24.1K
1.0%
−7.9%
Reduced · −2K sh
29Costco Wholesale Corporation
COM
$23.5M25.1K
0.9%
+2.1%
Added · +530 sh
30Chevron Corporation
COM
$21.6M130.2K
0.8%
+2.4%
Added · +3K sh
31Arista Networks Inc
COM SHS
$21.1M124.0K
0.8%
−5.4%
Reduced · −7K sh
32Abbvie Inc
COM
$20.3M80.8K
0.7%
+0.7%
Added · +557 sh
33Visa Inc
COM CL A
$18.3M53.2K
0.7%
−1.2%
Reduced · −642 sh
34Broadcom Inc
COM
$16.9M44.7K
0.6%
+10%
Added · +4K sh
35Procter & Gamble Co
COM
$15.8M107.9K
0.6%
−0.1%
Reduced · −154 sh
36Prologis Inc.
COM
$15.8M116.6K
0.6%
~0%
Added · +2 sh
37Vanguard Index FDS
GROWTH ETF
$15.6M180.6K
0.6%
+429%
Added · +146K sh
38Cadence Design System Inc
COM
$14.5M38.5K
0.5%
−1.9%
Reduced · −737 sh
39Johnson & Johnson
COM
$13.8M54.4K
0.5%
−0.7%
Reduced · −391 sh
40PNC Finl Svcs Group Inc
COM
$13.5M54.8K
0.5%
+13%
Added · +6K sh
41Meta Platforms Inc
CL A
$12.9M22.8K
0.5%
−6.9%
Reduced · −2K sh
42Eli Lilly & Co
COM
$12.8M10.7K
0.5%
+479%
Added · +9K sh
43Waste Mgmt Inc Del
COM
$12.8M57.3K
0.5%
+2.8%
Added · +2K sh
44Salesforce Inc
COM
$12.7M80.8K
0.5%
+16%
Added · +11K sh
45TJX Cos Inc New
COM
$12.3M81.2K
0.5%
+0.3%
Added · +248 sh
46Vanguard Index FDS
VALUE ETF
$12.1M55.3K
0.4%
−1.1%
Reduced · −629 sh
47Stryker Corporation
COM
$11.9M37.8K
0.4%
+3.1%
Added · +1K sh
48Wec Energy Group Inc
COM
$11.4M97.8K
0.4%
+4.7%
Added · +4K sh
49Danaher Corp Del
COM
$11.4M59.9K
0.4%
+3.7%
Added · +2K sh
50Quanta Svcs Inc
COM
$11.4M15.8K
0.4%
−4.7%
Reduced · −785 sh
Showing 50 of 286 positions
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Filing history

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

$2.7B · Q2 2026Q3 2020 · $995.0MQ2 2026 · $2.7B

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202636d402$2.7B13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d384$2.4B13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d392$2.4B13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d389$2.3B13F-HR
Q2 2025Jun 30, 2025Aug 4, 202535d270$2.1B13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d276$2.0B13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d270$2.0B13F-HR
Q3 2024Sep 30, 2024Oct 22, 202422d283$2.0B13F-HR
Q2 2024Jun 30, 2024Jul 26, 202426d276$1.8B13F-HR
Q1 2024Mar 31, 2024Apr 26, 202426d278$1.8B13F-HR
Q4 2023Dec 31, 2023Jan 19, 202419d257$1.6B13F-HR
Q3 2023Sep 30, 2023Oct 25, 202325d241$1.4B13F-HR
Q2 2023Jun 30, 2023Jul 20, 202320d242$1.4B13F-HR
Q1 2023Mar 31, 2023Apr 24, 202324d235$1.3B13F-HR
Q4 2022Dec 31, 2022Jan 18, 202318d235$1.3B13F-HR
Q3 2022Sep 30, 2022Oct 14, 202214d229$1.2B13F-HR
Q2 2022Jun 30, 2022Jul 18, 202218d242$1.3B13F-HR
Q1 2022Mar 31, 2022Apr 20, 202220d250$1.5B13F-HR
Q4 2021Dec 31, 2021Jan 21, 202221d254$1.5B13F-HR
Q3 2021Sep 30, 2021Oct 19, 202119d273$1.5B13F-HR
Q2 2021Jun 30, 2021Jul 20, 202120d257$1.4B13F-HR
Q1 2021Mar 31, 2021Apr 19, 202119d249$1.3B13F-HR
Q4 2020Dec 31, 2020Jan 19, 202119d266$1.2B13F-HR
Q3 2020Sep 30, 2020Oct 20, 202020d242$995.0M13F-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.