Arkolith/Funds/CWA Asset Management Group, LLC

CWA Asset Management Group, LLC

CIK: 1667134Q1 2026
Active Filer
Portfolio Value
$2.9B
Positions
779
New Buys
87
80 sold
Changes
304 ↑ / 269 ↓

Top HoldingsQ1 2026

779 total positions
#SecurityValueShares% PortChangeΔ Shares
1NVIDIA CORPORATION
COM
$174.0M997.5K5.9%
ADDED
+7.1K
2APPLE INC
COM
$145.5M573.2K4.9%
ADDED
+15.9K
3MICROSOFT CORP
COM
$74.6M201.5K2.5%
REDUCED
-4,380
4ISHARES TR
1 3 YR TREAS BD
$72.5M877.6K2.5%
ADDED
+19.2K
5SPDR GOLD TR
GOLD SHS
$56.3M130.7K1.9%
ADDED
+105.1K
6AMAZON COM INC
COM
$50.7M243.5K1.7%
REDUCED
-7,200
7ALPHABET INC
CAP STK CL C
$44.9M156.6K1.5%
REDUCED
-1,113
8CAPITOL SER TR
STERLING CAP ENH
$42.0M1.67M1.4%
ADDED
+109.7K
9ALPHABET INC
CAP STK CL A
$40.6M141.2K1.4%
ADDED
+9.1K
10TEXAS PACIFIC LAND CORPORATI
COM
$40.0M84.4K1.4%
NEW
11VANGUARD SCOTTSDALE FDS
INT-TERM CORP
$39.6M478.1K1.3%
ADDED
+43.6K
12BERKSHIRE HATHAWAY INC DEL
CL B NEW
$37.1M77.5K1.3%
ADDED
+74
13ORLA MNG LTD NEW
COM
$37.1M2.30M1.3%
REDUCED
-1,072,170
14SPDR SERIES TRUST
STATE STREET SPD
$35.9M391.9K1.2%
REDUCED
-70,170
15
NOBLE CORP PLC
ORD SHS A
$34.7M707.9K1.2%
ADDED
+544.5K
16
TRANSOCEAN LTD
REGISTERED SHS
$34.5M5.20M1.2%
NEW
17COSTCO WHOLESALE CORPORATION
COM
$33.2M33.4K1.1%
REDUCED
-1,266
18VANGUARD INDEX FDS
TOTAL STK MKT
$32.9M102.5K1.1%
ADDED
+3.8K
19META PLATFORMS INC
CL A
$31.0M54.2K1.1%
REDUCED
-91
20TENARIS S A
SPONSORED ADS
$29.5M506.6K1.0%
NEW
21CORE LABORATORIES INC
COM
$29.2M1.74M1.0%
ADDED
+1.12M
22JPMORGAN CHASE & CO
COM
$28.5M96.9K1.0%
REDUCED
-1,762
23J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
$27.6M542.1K0.9%
ADDED
+101.2K
24BROADCOM INC
COM
$24.6M79.6K0.8%
ADDED
+2.2K
25JOHNSON & JOHNSON
COM
$23.7M96.9K0.8%
REDUCED
-887
Showing top 25 of 779 positions

Filing History

Q1 2026699 pos
$2.9B
Q4 2025643 pos
$2.8B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 20, 2026