Arkolith/Funds/Childress Capital Advisors, LLC

Childress Capital Advisors, LLC

CIK 1849561
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Childress Capital Advisors, LLC holds a diversified book of 378 stocks worth $610.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Fidelity High Dividend ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show CHILDRESS CAPITAL ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
153
new positions
Added to
116
existing
Trimmed
177
reduced
Sold out
46
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.7%
+14.5%/yr · since Oct '24
Their reported book
+25.3%
held from quarter-end
S&P 500
+29.9%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Childress Capital Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Childress Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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: diversified book

Top 5 holdings
23%
Top 10 holdings
35%
Top 20 holdings
51%

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

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
22%
Financials
10%
Industrials
8%
Energy
7%
Consumer Discretionary
4%
Utilities
4%
Health Care
4%

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 Childress Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$633.8B
ROYAL BANK OF CANADA80 / 80$176.5B
RAYMOND JAMES FINANCIAL INC80 / 80$106.6B
LPL Financial LLC80 / 80$76.1B
ENVESTNET ASSET MANAGEMENT INC80 / 80$60.8B
Mariner, LLC80 / 80$30.8B
Cetera Investment Advisers80 / 80$20.1B
NewEdge Advisors, LLC80 / 80$9.0B

Ranked by how many of Childress Capital Advisors, 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.

378 positions
#SecurityValueShares% PortLast moveHistory
1Fidelity Covington Trust
HIGH DIVID ETF
$39.9M661.0K
6.5%
+0.8%
Added · +5K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$29.6M39.6K
4.8%
−16%
Reduced · −8K sh
3Exxon Mobil Corp
COM
$27.9M203.9K
4.6%
−3.8%
Reduced · −8K sh
4Goldman Sachs Group Inc
COM
$22.3M22.1K
3.7%
−24%
Reduced · −7K sh
5Goldman Sachs ETF TR
S&P 500 PREMIUM
$19.9M358.2K
3.3%
+30%
Added · +83K sh
6Nvidia Corporation
COM
$19.3M96.6K
3.2%
−3.9%
Reduced · −4K sh
7Apple Inc
COM
$17.9M61.8K
2.9%
−3.0%
Reduced · −2K sh
8Main STR Cap Corp
COM
$13.4M257.7K
2.2%
−12%
Reduced · −36K sh
9ConocoPhillips
COM
$12.6M121.3K
2.1%
−0.5%
Reduced · −586 sh
10Lam Research Corp
COM NEW
$12.6M29.0K
2.1%
−4.4%
Reduced · −1K sh
11Kla Corp
COM NEW
$12.5M41.3K
2.0%
+885%
Added · +37K sh
12Alphabet Inc
CAP STK CL A
$12.3M34.3K
2.0%
+6.8%
Added · +2K sh
13Microsoft Corp
COM
$11.7M31.4K
1.9%
−2.4%
Reduced · −785 sh
14Energy Transfer L P
COM UT LTD PTN
$11.5M602.3K
1.9%
+0.7%
Added · +4K sh
15Vanguard Whitehall FDS
HIGH DIV YLD
$9.2M58.5K
1.5%
−10%
Reduced · −7K sh
16Amazon Com Inc
COM
$9.2M38.8K
1.5%
+5.0%
Added · +2K sh
17J P Morgan Exchange Traded F
NASDAQ EQT PREM
$8.5M138.5K
1.4%
+0.2%
Added · +314 sh
18Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$7.3M45.0K
1.2%
New
New position
19Vanguard Index FDS
S&P 500 ETF SHS
$7.1M10.4K
1.2%
+1.1%
Added · +111 sh
20J P Morgan Exchange Traded F
EQUITY PREMIUM
$6.6M117.0K
1.1%
−7.9%
Reduced · −10K sh
21Broadcom Inc
COM
$6.6M17.5K
1.1%
−3.4%
Reduced · −609 sh
22Alphabet Inc
CAP STK CL C
$6.6M18.6K
1.1%
−4.4%
Reduced · −849 sh
23Meta Platforms Inc
CL A
$6.4M11.3K
1.0%
+26%
Added · +2K sh
24Ea Series Trust
ALPHA ARCH 1-3
$6.3M54.0K
1.0%
+1.9%
Added · +1K sh
25Enterprise Prods Partners L
COM
$6.1M166.0K
1.0%
Held
26Tesla Inc
COM
$6.1M14.4K
1.0%
+14%
Added · +2K sh
27SPDR Series Trust
ST PORT HIGH ETF
$4.7M198.9K
0.8%
New
New position
28Micron Technology Inc
COM
$4.7M4.0K
0.8%
−5.6%
Reduced · −239 sh
29Ishares TR
ESG MSCI KLD ETF
$4.6M32.1K
0.7%
−1.0%
Reduced · −324 sh
30Fidelity Wise Origin Bitcoin
SHS
$4.6M89.5K
0.7%
+164%
Added · +56K sh
31Goldman Sachs ETF TR
NASDA 100 ETF
$4.3M72.5K
0.7%
+182%
Added · +47K sh
32Tidal Trust I
SP FDS S&P 500
$4.3M74.7K
0.7%
Held
33Johnson &Johnson
COM
$4.0M15.9K
0.7%
−1.5%
Reduced · −249 sh
34Eli Lilly &CO
COM
$3.9M3.2K
0.6%
+6.6%
Added · +201 sh
35Berkshire Hathaway Inc Del
CL B NEW
$3.9M7.7K
0.6%
−5.2%
Reduced · −424 sh
36MPLX LP
COM UNIT REP LTD
$3.8M67.6K
0.6%
Held
37Vanguard Specialized Funds
DIV APP ETF
$3.7M15.8K
0.6%
Held
38Advanced Micro Devices Inc
COM
$3.4M5.8K
0.5%
+2.2%
Added · +126 sh
39JPMorgan Chase &CO
COM
$3.2M9.9K
0.5%
+3.4%
Added · +324 sh
40Wheaton Precious Metals Corp
COM
$3.2M28.3K
0.5%
New
New position
41Caterpillar Inc
COM
$3.0M2.8K
0.5%
−5.2%
Reduced · −155 sh
42Vanguard World FD
INF TECH ETF
$2.8M23.4K
0.5%
+281%
Added · +17K sh
43Ishares TR
RUSSELL 2000 ETF
$2.7M9.1K
0.4%
−0.3%
Reduced · −29 sh
44Merck &CO Inc
COM
$2.7M21.0K
0.4%
−4.1%
Reduced · −905 sh
45Applied Matls Inc
COM
$2.6M3.6K
0.4%
−7.2%
Reduced · −283 sh
46Ishares TR
MSCI EAFE ETF
$2.6M24.7K
0.4%
+0.1%
Added · +29 sh
47Visa Inc
COM CL A
$2.5M7.3K
0.4%
−2.9%
Reduced · −220 sh
48Cisco Sys Inc
COM
$2.5M21.3K
0.4%
−13%
Reduced · −3K sh
49Janus Detroit STR TR
HENDRSON AAA CL
$2.5M49.5K
0.4%
+86%
Added · +23K sh
50Fidelity Covington Trust
BLUE CHIP GRWTH
$2.5M39.9K
0.4%
Held
Showing 50 of 378 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026378$610.4M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026376$555.0M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026405$623.2M13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025313$547.2M13F-HR
Q2 2025Jun 30, 2025Jul 18, 2025246$397.4M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025228$345.1M13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025215$358.4M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024231$370.4M13F-HR

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