Arkolith/Funds/Cherry Creek Investment Advisors, Inc.

Cherry Creek Investment Advisors, Inc.

CIK 1877829
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Cherry Creek Investment Advisors, Inc. holds a diversified book of 128 stocks worth $254.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Quantinuum Inc and trimmed Invesco Variable Rate Invest. Their largest long position is Invesco Variable Rate Invest at 6% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
66
existing
Trimmed
36
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
46%
Top 20 holdings
66%

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

Direct sector allocation

70% mapped to company sectors

Information Technology
35%
ETF / fund or unclassified
30%
Consumer Discretionary
11%
Financials
6%
Industrials
5%
Health Care
5%
Energy
2%
Real Estate
2%

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 Cherry Creek Investment Advisors, Inc.

Manager / fundShared namesTheir $ in those
IFP Advisors, Inc79 / 80$1.0B
Farther Finance Advisors, LLC76 / 80$2.0B
MORGAN STANLEY75 / 80$430.3B
JPMORGAN CHASE & CO75 / 80$390.7B
ROYAL BANK OF CANADA75 / 80$123.7B
UBS Group AG75 / 80$108.7B
WELLS FARGO & COMPANY/MN75 / 80$105.7B
ENVESTNET ASSET MANAGEMENT INC75 / 80$47.5B

Ranked by how many of Cherry Creek Investment Advisors, Inc.'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.

128 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Actively Managed Exc
VAR RATE INVT
$15.8M628.8K
6.2%
−7.7%
Reduced · −52K sh
2First TR Exchange Traded FD
NASD TECH DIV
$15.8M137.2K
6.2%
−0.7%
Reduced · −919 sh
3Nvidia Corporation
COM
$15.4M76.9K
6.1%
~0%
Added · +23 sh
4Amazon Com Inc
COM
$14.3M59.8K
5.6%
+0.3%
Added · +204 sh
5Apple Inc
COM
$12.7M44.0K
5.0%
−3.3%
Reduced · −2K sh
6International Business Machs
COM
$10.7M37.9K
4.2%
+1.1%
Added · +419 sh
7Microsoft Corp
COM
$9.5M25.4K
3.7%
−11%
Reduced · −3K sh
8First TR Exchange-Traded FD
SHS
$8.4M174.0K
3.3%
+0.5%
Added · +781 sh
9Vertiv Holdings Co
COM CL A
$8.0M24.0K
3.2%
−0.5%
Reduced · −113 sh
10Walmart Inc
COM
$7.6M66.7K
3.0%
−0.5%
Reduced · −359 sh
11Micron Technology Inc
COM
$7.3M6.3K
2.9%
+4.0%
Added · +242 sh
12Abbvie Inc
COM
$6.9M27.6K
2.7%
+1.1%
Added · +309 sh
13Visa Inc
COM CL A
$5.4M15.6K
2.1%
+2.0%
Added · +313 sh
14Palantir Technologies Inc
CL A
$5.3M45.1K
2.1%
+0.3%
Added · +118 sh
15Qxo Inc
COM NEW
$5.0M287.8K
2.0%
+138%
Added · +167K sh
16Everpure Inc
CL A
$4.4M55.7K
1.7%
+0.6%
Added · +331 sh
17Alphabet Inc
CAP STK CL C
$3.8M10.9K
1.5%
+10%
Added · +1K sh
18Costco Wholesale Corporation
COM
$3.8M4.0K
1.5%
−1.1%
Reduced · −46 sh
19Coca Cola Co
COM
$3.7M45.1K
1.4%
+1.5%
Added · +653 sh
20Eqt Corp
COM
$3.7M68.8K
1.4%
−0.2%
Reduced · −134 sh
21Vanguard World FD
ENERGY ETF
$3.5M23.2K
1.4%
+0.4%
Added · +94 sh
22Digital Rlty TR Inc
COM
$3.4M18.8K
1.3%
+0.3%
Added · +59 sh
23AT&T Inc
COM
$3.2M155.7K
1.3%
+1.3%
Added · +2K sh
24Vanguard Index FDS
S&P 500 ETF SHS
$3.1M4.4K
1.2%
−7.1%
Reduced · −338 sh
25United Parcel Svcs Inc
CL B
$2.8M25.8K
1.1%
+1.8%
Added · +449 sh
26Legg Mason ETF Invt
FRANKLIN INTL LW
$2.7M66.1K
1.1%
+3.3%
Added · +2K sh
27Graniteshares Gold TR
SHS BEN INT
$2.6M65.9K
1.0%
+0.2%
Added · +119 sh
28Vanguard World FD
MEGA GRWTH IND
$2.5M28.5K
1.0%
+382%
Added · +23K sh
29First TR Exchange Traded FD
SMID RISNG ETF
$2.5M57.9K
1.0%
−2.0%
Reduced · −1K sh
30NEOS ETF Trust
REAL EST HIG ETF
$2.1M43.4K
0.8%
+6.2%
Added · +3K sh
31Rocket Lab Corp
COM
$2.0M19.7K
0.8%
+7.5%
Added · +1K sh
32First TR Exchange Trad FD VI
FST TR GLB FD
$1.9M72.0K
0.8%
+2.5%
Added · +2K sh
33Astera Labs Inc
COM
$1.8M3.8K
0.7%
Held
34Invesco QQQ TR
UNIT SER 1
$1.8M2.5K
0.7%
−4.3%
Reduced · −110 sh
35First Westn Finl Inc
COM
$1.7M51.9K
0.7%
Held
363M Co
COM
$1.6M10.1K
0.6%
−2.7%
Reduced · −280 sh
37Dutch Bros Inc
CL A
$1.4M19.5K
0.6%
+2.1%
Added · +401 sh
38Mongodb Inc
CL A
$1.4M4.1K
0.5%
−60%
Reduced · −6K sh
39Quantinuum Inc
CL A COM
$1.3M16.0K
0.5%
New
New position
40Thrive Series Trust
PROSPERA INCOME
$1.3M53.2K
0.5%
+178%
Added · +34K sh
41Arm Holdings PLC
SPONSORED ADS
$1.2M3.4K
0.5%
+0.8%
Added · +27 sh
42First TR Exchange-Traded FD
NO AMER ENERGY
$1.2M27.7K
0.5%
+0.3%
Added · +87 sh
43Bank Of Amer Corp
COM
$1.2M20.7K
0.5%
−0.2%
Reduced · −43 sh
44NEOS ETF Trust
NEOS ENH INC 1-3
$1.1M23.0K
0.5%
+4.1%
Added · +900 sh
45Gilead Sciences Inc
COM
$1.1M9.0K
0.4%
+3.0%
Added · +265 sh
46Crowdstrike Hldgs Inc
CL A
$1.1M1.5K
0.4%
Held
47Shopify Inc
CL A SUB VTG SHS
$1.1M9.7K
0.4%
+9.0%
Added · +800 sh
48First TR Exchange-Traded FD
CAP STRENGTH ETF
$1.1M11.7K
0.4%
−9.1%
Reduced · −1K sh
49MPLX LP
COM UNIT REP LTD
$948K16.8K
0.4%
+2.8%
Added · +453 sh
50Chevron Corporation
COM
$889K5.4K
0.3%
+1.5%
Added · +81 sh
Showing 50 of 128 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026128$254.1M13F-HR
Q1 2026Mar 31, 2026Apr 30, 2026124$230.1M13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026117$233.8M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025117$231.3M13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025114$213.3M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025111$192.2M13F-HR
Q4 2024Dec 31, 2024Jan 22, 2025110$203.5M13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024108$193.5M13F-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.