Arkolith/Funds/CLG LLC

CLG LLC

CIK 2059872
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

CLG LLC holds a focused book of 156 stocks worth $455.4M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Grizzle Growth ETF and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 18% of the equity book.

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Use Arkolith to show CLG LLC's latest
holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
69
existing
Trimmed
51
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
53%
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.

Direct sector allocation

25% mapped to company sectors

ETF / fund or unclassified
75%
Information Technology
10%
Financials
5%
Energy
3%
Communication Services
3%
Consumer Discretionary
1%
Industrials
1%
Health Care
1%

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.

156 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$80.2M107.1K
17.6%
+4.3%
Added · +4K sh
2Wisdomtree TR
US LARGECAP DIVD
$44.4M460.7K
9.7%
+6.9%
Added · +30K sh
3Apple Inc
COM
$21.9M75.5K
4.8%
−2.1%
Reduced · −2K sh
4Capital Group Growth ETF
SHS CREAT UNIT
$16.4M348.3K
3.6%
+22%
Added · +62K sh
5Pimco ETF TR
MULTISECTOR BD
$14.7M554.6K
3.2%
+6.4%
Added · +33K sh
6Fidelity Covington Trust
BLUE CHIP GRWTH
$14.3M230.9K
3.1%
+15%
Added · +31K sh
7Chevron Corporation
COM
$12.9M77.9K
2.8%
−34%
Reduced · −40K sh
8Echostar Corp
CL A
$12.6M123.8K
2.8%
+0.5%
Added · +575 sh
9Capital Group Core Balanced
SHS
$11.4M300.5K
2.5%
+47%
Added · +96K sh
10Capital Group Dividend Value
SHS CREAT UNIT
$11.4M231.2K
2.5%
+6.8%
Added · +15K sh
11Goldman Sachs Physical Gold
UNIT
$10.9M276.5K
2.4%
+19%
Added · +44K sh
12Dimensional ETF Trust
CORE FIXE IN ETF
$7.5M178.5K
1.7%
+6.7%
Added · +11K sh
13First TR Exchange Traded FD
RISNG DIVD ACHIV
$7.2M89.0K
1.6%
−6.2%
Reduced · −6K sh
14Berkshire Hathaway Inc Del
CL B NEW
$7.0M14.1K
1.5%
−4.0%
Reduced · −580 sh
15Dimensional ETF Trust
US EQUI MARK ETF
$6.4M78.3K
1.4%
+6.9%
Added · +5K sh
16Fidelity Covington Trust
ENHANCED SML CAP
$5.5M113.4K
1.2%
+194%
Added · +75K sh
17Capital Group GBL Growth Eqt
SHS CREAT UNIT
$5.4M126.4K
1.2%
+23%
Added · +24K sh
18Dimensional ETF Trust
US SMALL CAP ETF
$5.1M61.5K
1.1%
+4.9%
Added · +3K sh
19Capital Group Intl Focus Eqt
SHS CREAT UNIT
$5.0M144.2K
1.1%
+8.4%
Added · +11K sh
20Dimensional ETF Trust
US LARG VALU ETF
$4.7M119.9K
1.0%
+6.3%
Added · +7K sh
21Tidal Trust II
GRIZZ GROWT ETF
$4.6M76.9K
1.0%
New
New position
22Dimensional ETF Trust
INTL CORE EQT MK
$4.5M108.8K
1.0%
+4.3%
Added · +4K sh
23Vaneck ETF Trust
RARE EAR STR ETF
$4.3M48.9K
1.0%
+4.1%
Added · +2K sh
24Vaneck ETF Trust
GOLD MINERS ETF
$4.0M52.7K
0.9%
+0.2%
Added · +103 sh
25Microsoft Corp
COM
$3.9M10.4K
0.9%
−1.3%
Reduced · −139 sh
26Alphabet Inc
CAP STK CL C
$3.9M11.0K
0.9%
+1.8%
Added · +189 sh
27Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$3.8M171.5K
0.8%
+7.7%
Added · +12K sh
28Dimensional ETF Trust
INTERNATNAL VAL
$3.8M70.6K
0.8%
+3.0%
Added · +2K sh
29Fidelity Covington Trust
ENHANCED INTL
$3.8M94.9K
0.8%
+72%
Added · +40K sh
30Nvidia Corporation
COM
$3.7M18.4K
0.8%
+0.8%
Added · +156 sh
31Amazon Com Inc
COM
$3.3M14.0K
0.7%
−5.3%
Reduced · −786 sh
32Wisdomtree TR
ARTI INT INN FD
$3.3M68.8K
0.7%
New
New position
33Tidal Trust I
UNLIMITED HFGM
$3.3M106.6K
0.7%
−1.5%
Reduced · −2K sh
34Ishares TR
MSCI INTL QUALTY
$3.0M61.5K
0.7%
+61%
Added · +23K sh
35Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$2.9M104.5K
0.6%
+14%
Added · +13K sh
36RBB Fund Trust
FIRST EAGLE GBL
$2.8M57.8K
0.6%
−37%
Reduced · −33K sh
37Tidal Trust II
RETURN STCKD US
$2.8M85.5K
0.6%
New
New position
38Ea Series Trust
ALPHA ARCHITECT
$2.7M30.2K
0.6%
−7.0%
Reduced · −2K sh
39Vaneck ETF Trust
SEMICONDUCTR ETF
$2.7M4.1K
0.6%
New
New position
40Janus Detroit STR TR
HENDRSN SHRT ETF
$2.6M53.3K
0.6%
+11%
Added · +5K sh
41Ea Series Trust
FREEDOM 100 EM
$2.5M34.7K
0.6%
+722%
Added · +30K sh
42Alphabet Inc
CAP STK CL A
$2.4M6.8K
0.5%
+1.6%
Added · +109 sh
43Pacer FDS TR
AMERICAN ENERGY
$2.4M52.5K
0.5%
New
New position
44First TR Exchange-Traded FD
SHS
$2.4M48.8K
0.5%
−10%
Reduced · −6K sh
45Capital Grp Fixed Incm ETF T
SHORT DURATION
$2.3M90.1K
0.5%
−3.2%
Reduced · −3K sh
46Ishares TR
S&P 500 VAL ETF
$2.3M10.2K
0.5%
+0.3%
Added · +27 sh
47Pacer FDS TR
DATA AND INFRAST
$2.2M70.5K
0.5%
New
New position
48Dimensional ETF Trust
INTL SMALL CAP E
$1.9M55.3K
0.4%
+3.7%
Added · +2K sh
49Fidelity Covington Trust
HIGH DIVID ETF
$1.9M31.6K
0.4%
New
New position
50Capital Group International
SHS
$1.8M50.3K
0.4%
+102%
Added · +25K sh
Showing 50 of 156 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026156$455.4M13F-HR
Q1 2026Mar 31, 2026May 14, 2026134$402.7M13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026143$401.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025135$367.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025127$320.6M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025120$288.1M13F-HR
Q4 2024Dec 31, 2024Apr 11, 2025117$280.1M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.