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 reported positions worth $610.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book.

Opened
49
bought for the first time
+46 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

How much sits in the biggest positions

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.

Where the money is, by sector

65% mapped to company sectors

ETFs / funds
31%
Information Technology
22%
Financials
10%
Industrials
9%
Energy
7%
Consumer Discretionary
4%
Utilities
4%
Health Care
4%

+5 sectors below the cut, 8% 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 Childress Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management8 / 80$160.9M
Prospect Hill Management, LLC9 / 80$243.9M
Mirae Asset Global Investments Co., Ltd.61 / 80$282.9B
Uhlmann Price Securities, LLC45 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Draper Asset Management, LLC9 / 80$174.6M
Hoey Investments, Inc47 / 80$672.5M

Ranked by the share of each fund's own book sitting in the names it shares with Childress Capital 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.

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
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Filing history

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

$623.2M · Q4 2025Q3 2024 · $370.4MQ2 2026 · $610.4M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202627d378$610.4M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202629d376$555.0M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d405$623.2M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202523d313$547.2M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202518d246$397.4M13F-HR
Q1 2025Mar 31, 2025Apr 22, 202522d228$345.1M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202524d215$358.4M13F-HR
Q3 2024Sep 30, 2024Oct 25, 202425d231$370.4M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.