Arkolith/Funds/Conquis Financial LLC

Conquis Financial LLC

CIK 2052436
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Conquis Financial LLC holds a concentrated book of 54 reported positions worth $124.0M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 23% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+12.9%
+14.9%/yr · since Oct '25
Their reported book
+11.4%
held from quarter-end
S&P 500
+12.7%
same window
$9K$10K$10K$11K$12KOct '25Jan '26Mar '26May '26Jul '26Sep '26
Conquis Financial LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Conquis Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 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.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
73%
Top 10 holdings
92%
Top 20 holdings
98%

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

3% mapped to company sectors

ETFs / funds
97%
Information Technology
2%
Health Care
1%

+6 sectors below the cut, under 0.5% 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

Funds with the most overlap

Other tracked managers holding the same core names as Conquis Financial LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 54$2.9B
Donor Advised Charitable Giving, Inc.8 / 54$4.4B
Swiss Re Ltd26 / 54$1.0B
Hoffman, Alan N Investment Management7 / 54$153.1M
Kearns & Associates LLC15 / 54$186.7M
Agave Capital Management Ltd6 / 54$745.7M
Dumac, Inc.6 / 54$889.2M
Prospect Hill Management, LLC9 / 54$206.7M

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

54 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
S&P 500 ETF SHS
$28.3M41.2K
22.8%
−3.9%
Reduced · −2K sh
2Dimensional World Ex U.S. Core Equity 2 ETF
WORLD EX US CORE
$21.9M595.3K
17.7%
−0.9%
Reduced · −5K sh
3Vanguard Dividend Appreciation ETF
DIV APP ETF
$15.7M66.5K
12.7%
+0.5%
Added · +319 sh
4Dimensional U.S. Core Equity 2 ETF
US COR EQU 2 ETF
$12.3M277.4K
9.9%
−1.5%
Reduced · −4K sh
5Schwab International Equity ETF
INTL EQTY ETF
$12.2M440.4K
9.8%
−1.3%
Reduced · −6K sh
6Vanguard Intermediate-Term Bond ETF
INTERMED TERM
$7.0M91.3K
5.6%
+4.4%
Added · +4K sh
7Vanguard Mid-Cap Value ETF
MCAP VL IDXVIP
$6.0M30.4K
4.9%
+0.2%
Added · +66 sh
8Ishares Core S&P Small Cap ETF
CORE S&P SCP ETF
$5.4M36.7K
4.4%
−1.2%
Reduced · −447 sh
9Vanguard Tax-Exempt Bond ETF
TAX EXEMPT BD
$3.5M69.7K
2.8%
+18%
Added · +10K sh
10Vanguard Core Bond ETF
CORE BD ETF
$2.2M29.1K
1.8%
+8.9%
Added · +2K sh
11Ishares California Muni Bond ETF
CALIF MUN BD ETF
$2.1M36.0K
1.7%
−0.7%
Reduced · −241 sh
12Ishares Long-Term National Muni Bond ETF
LONG TERM MUNI
$944K18.4K
0.8%
−34%
Reduced · −9K sh
13Adobe Inc Com
COM
$921K4.5K
0.7%
Held
14Intuitive Surgical Inc Com New
COM NEW
$766K1.9K
0.6%
Held
15Vanguard Total Stock Market ETF
TOTAL STK MKT
$678K1.8K
0.5%
Held
16Ishares New York Muni Bond ETF
NEW YORK MUN ETF
$585K10.9K
0.5%
Held
17Vanguard Ftse Developed Markets ETF
VAN FTSE DEV MKT
$415K5.8K
0.3%
−5.3%
Reduced · −328 sh
18Intel Corp Com
COM
$370K2.6K
0.3%
−9.3%
Reduced · −271 sh
19Autodesk Inc Com
COM
$301K1.5K
0.2%
Held
20Alphabet Inc Cap STK CL A
CAP STK CL A
$294K823
0.2%
−16%
Reduced · −152 sh
21State Street SPDR S&P 500 ETF
TR UNIT
$222K297
0.2%
+1.0%
Added · +3 sh
22Vanguard Total International Stock ETF
VG TL INTL STK F
$195K2.3K
0.2%
Held
23State Street SPDR Portfolio S&P 500 ETF
ST STR P500ETF
$181K2.1K
0.1%
+277%
Added · +2K sh
243M Co Com
COM
$137K848
0.1%
Held
25Walmart Inc Com
COM
$136K1.2K
0.1%
Held
26Ishares 0-5 Year High Yield Corporate Bond ETF
0-5YR HI YL CP
$133K3.1K
0.1%
Held
27Vanguard Small-Cap ETF
SMALL CP ETF
$132K434
0.1%
Held
28Amgen Inc Com
COM
$128K354
0.1%
Held
29Ishares Core S&P 500 ETF
CORE S&P500 ETF
$92K123
0.1%
Held
30Hewlett Packard Enterprise Co Com
COM
$76K1.7K
0.1%
Held
31Apple Inc Com
COM
$64K220
0.1%
Held
32Microsoft Corp Com
COM
$60K162
<0.1%
Held
33Procter & Gamble Co Com
COM
$59K401
<0.1%
Held
34Alphabet Inc Cap STK CL C
CAP STK CL C
$56K159
<0.1%
Held
35Ishares Core Msci Eafe ETF
CORE MSCI EAFE
$48K492
<0.1%
Held
36Meta Platforms Inc CL A
CL A
$43K77
<0.1%
Held
37Ishares Russell 2000 ETF
RUSSELL 2000 ETF
$41K135
<0.1%
Held
38HP Inc Com
COM
$36K1.6K
<0.1%
Held
39Dimensional U.S. Small Cap ETF
US SMALL CAP ETF
$36K438
<0.1%
Held
40Sight Sciences Inc Com
COM
$27K5.0K
<0.1%
Held
41Solventum Corp Com SHS
COM SHS
$16K212
<0.1%
Held
42Nvidia Corporation Com
COM
$15K75
<0.1%
Held
43Archer Aviation Inc Com CL A
COM CL A
$14K3.0K
<0.1%
Held
44WW Grainger Inc Com
COM
$5K4
<0.1%
Held
45Wells Fargo & Co Com
COM
$5K62
<0.1%
Held
46Visa Inc Com CL A
COM CL A
$4K13
<0.1%
Held
47Lowes Cos Inc Com
COM
$4K20
<0.1%
Held
48Mastercard Incorporated CL A
CL A
$4K8
<0.1%
Held
49Netflix Inc. Com
COM
$4K50
<0.1%
Held
50Amazon Com Inc Com
COM
$3K11
<0.1%
Held
Showing 50 of 54 positions
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Filing history

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

$124.0M · Q2 2026Q3 2025 · $105.6MQ2 2026 · $124.0M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d54$124.0M13F-HR
Q1 2026Mar 31, 2026May 7, 202637d54$120.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d66$116.3M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d56$105.6M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.