Arkolith/Funds/Commerce Advisors, LLC

Commerce Advisors, LLC

CIK 1567247
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Commerce Advisors, LLC holds a focused book of 128 stocks worth $184.1M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Astera Labs Inc and trimmed Eagle Capital Select Eqty. Their largest long position is Alpha Architect 1-3 MNTH Box at 9% of the equity book. Cloning the disclosed picks since 2026 would be +2%. That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
58
existing
Trimmed
38
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.4%
since May '26
Their reported book
+8.4%
held from quarter-end
S&P 500
+2.6%
same window
$10K$10K$10K$10K$10KMay '26May '26Jun '26Jul '26Jul '26Aug '26
Commerce Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +8.4%, a 6.0-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Commerce Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
54%
Top 20 holdings
71%

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

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Information Technology
11%
Consumer Staples
5%
Consumer Discretionary
3%
Financials
3%
Energy
1%
Materials
1%
Industrials
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

Funds with the most overlap

Other tracked managers holding the same core names as Commerce Advisors, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 80$15.6B
WELLS FARGO & COMPANY/MN77 / 80$129.5B
LPL Financial LLC77 / 80$75.1B
ENVESTNET ASSET MANAGEMENT INC77 / 80$71.0B
MORGAN STANLEY76 / 80$449.0B
RAYMOND JAMES FINANCIAL INC76 / 80$67.4B
IFP Advisors, Inc76 / 80$1.1B
HighTower Advisors, LLC75 / 80$24.8B

Ranked by how many of Commerce 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.

128 positions
#SecurityValueShares% PortLast moveHistory
1Ea Series Trust
ALPHA ARCH 1-3
$17.4M148.6K
9.5%
+51%
Added · +50K sh
2Vanguard Index FDS
TOTAL STK MKT
$16.2M43.7K
8.8%
15×
Added · +41K sh
3Invesco Exchange Traded FD T
S&P500 EQL WGT
$11.6M54.4K
6.3%
+315%
Added · +41K sh
42023 ETF Series Trust
EAGL CAP SEL ETF
$11.5M357.7K
6.3%
−1.6%
Reduced · −6K sh
5Coca Cola Co
COM
$8.7M107.0K
4.7%
+0.2%
Added · +221 sh
6Vanguard Star FDS
VG TL INTL STK F
$7.9M92.6K
4.3%
15×
Added · +87K sh
7Nvidia Corporation
COM
$7.1M35.4K
3.9%
+0.9%
Added · +321 sh
8Unified Ser TR
BALLAST SMLMD CP
$6.7M132.2K
3.7%
+129%
Added · +74K sh
9Apple Inc
COM
$6.5M22.5K
3.5%
−0.5%
Reduced · −116 sh
10GMO ETF Trust
GMO US VALUE
$6.4M215.0K
3.5%
+319%
Added · +164K sh
11Ishares TR
RUS MID CAP ETF
$4.6M41.4K
2.5%
11×
Added · +38K sh
12Pacer FDS TR
US CASH COWS 100
$4.3M68.7K
2.3%
−0.3%
Reduced · −225 sh
13First TR Exchange-Traded FD
WCM INTL EQUITY
$4.1M207.9K
2.2%
+178%
Added · +133K sh
14Vaneck ETF Trust
MRNGSTR WDE MOAT
$3.7M36.0K
2.0%
−1.0%
Reduced · −350 sh
15GMO ETF Trust
US QUALITY ETF
$3.3M80.3K
1.8%
+1.2%
Added · +987 sh
16Vanguard Intl Equity Index F
FTSE EUROPE ETF
$2.6M29.9K
1.4%
12×
Added · +27K sh
17Ishares TR
CORE S&P500 ETF
$2.5M3.3K
1.4%
−1.7%
Reduced · −58 sh
18Pacer FDS TR
US LRG CP CASH
$2.4M59.4K
1.3%
+0.8%
Added · +471 sh
19Ishares TR
CORE MSCI EAFE
$1.8M18.8K
1.0%
+4.2%
Added · +761 sh
20Autozone Inc
COM
$1.8M555
1.0%
−4.3%
Reduced · −25 sh
21Exchange Listed FDS TR
SABA INT RATE
$1.6M63.5K
0.9%
+0.2%
Added · +110 sh
22Pacer FDS TR
US SM CAP CA ETF
$1.6M30.8K
0.8%
−17%
Reduced · −6K sh
23International Business Machs
COM
$1.5M5.4K
0.8%
+0.2%
Added · +11 sh
24Procter & Gamble Co
COM
$1.4M9.8K
0.8%
−7.6%
Reduced · −802 sh
25Ishares Inc
MSCI EMRG CHN
$1.3M12.3K
0.7%
+8.3%
Added · +943 sh
26Exxon Mobil Corp
COM
$1.2M9.0K
0.7%
−9.0%
Reduced · −884 sh
27Pacer FDS TR
GLOBL CASH ETF
$1.2M27.8K
0.7%
−0.5%
Reduced · −149 sh
28Pacer FDS TR
ARIST HIGH ETF
$1.2M24.9K
0.6%
+0.1%
Added · +16 sh
29Microsoft Corp
COM
$1.1M2.9K
0.6%
+2.3%
Added · +67 sh
30Wec Energy Group Inc
COM
$1.0M8.8K
0.6%
+0.9%
Added · +80 sh
31Global X FDS
US INFR DEV ETF
$1.0M17.1K
0.5%
~0%
Added · +8 sh
32Innovator Etfs Trust
US EQTY BUFR JUL
$1000K18.4K
0.5%
Held
33Walmart Inc
COM
$929K8.2K
0.5%
−1.7%
Reduced · −141 sh
34Calamos ETF TR
AUTOC INCOM ETF
$894K32.9K
0.5%
+127%
Added · +18K sh
35Amazon Com Inc
COM
$891K3.7K
0.5%
+3.4%
Added · +123 sh
36Bristol-Myers Squibb Co
COM
$846K14.7K
0.5%
+0.3%
Added · +43 sh
37First Horizon Corporation
COM
$829K32.3K
0.5%
−11%
Reduced · −4K sh
38Fedex Corp
COM
$818K2.6K
0.4%
+0.2%
Added · +6 sh
39Ares Capital Corp
COM
$815K44.0K
0.4%
+0.6%
Added · +284 sh
40State STR SPDR S&P 500 ETF T
TR UNIT
$811K1.1K
0.4%
−1.7%
Reduced · −19 sh
41Caterpillar Inc
COM
$800K752
0.4%
+1.5%
Added · +11 sh
42Golub Cap BDC Inc
COM
$786K61.0K
0.4%
−2.6%
Reduced · −2K sh
43Pacer FDS TR
METAURUS CAP 400
$762K16.9K
0.4%
−1.1%
Reduced · −185 sh
44J P Morgan Exchange Traded F
ULTRA SHRT ETF
$757K15.0K
0.4%
−17%
Reduced · −3K sh
45Hercules Capital Inc
COM
$722K45.8K
0.4%
+1.4%
Added · +612 sh
46Innovator Etfs Trust
US EQTY PWR BUF
$688K15.0K
0.4%
Held
47Valued Advisers TR
REGAN FLTG RATE
$681K26.5K
0.4%
+12%
Added · +3K sh
48Triumph Financial Inc
COM
$628K8.2K
0.3%
Held
49Johnson & Johnson
COM
$615K2.4K
0.3%
~0%
Added · +1 sh
50Invesco QQQ TR
UNIT SER 1
$595K808
0.3%
−0.4%
Reduced · −3 sh
Showing 50 of 128 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026128$184.1M13F-HR
Q1 2026Mar 31, 2026May 12, 2026122$119.0M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.