Dala Group, LLC holds a focused book of 59 stocks worth $119.6M as of Q1 2026 (disclosed Jun 1, 2026, a ~45-day 13F lag). Their largest long position is INVESCO EXCHANGE TRADED FD T at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2129058/holdings"
Use Arkolith to show Dala Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $15.1M | 104.2K | 12.6% | ▲New New position | |
| 2 | DBX ETF TR XTRACK MSCI EAFE | $12.2M | 246.3K | 10.2% | ▲New New position | |
| 3 | Vanguard Specialized Funds DIV APP ETF | $11.8M | 54.9K | 9.9% | ▲New New position | |
| 4 | Alphabet Inc CAP STK CL A | $11.7M | 40.7K | 9.8% | ▲New New position | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $5.1M | 8.5K | 4.3% | ▲New New position | |
| 6 | Ishares TR ISHARES SEMICDTR | $4.9M | 14.8K | 4.1% | ▲New New position | |
| 7 | First TR Exchange-Traded FD NASDAQ CYB ETF | $4.8M | 76.7K | 4.0% | ▲New New position | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.7K | 2.6% | ▲New New position | |
| 9 | Mercadolibre Inc COM | $3.0M | 1.7K | 2.5% | ▲New New position | |
| 10 | Apple Inc COM | $2.7M | 10.6K | 2.3% | ▲New New position | |
| 11 | JPMorgan Chase & Co COM | $2.4M | 8.2K | 2.0% | ▲New New position | |
| 12 | Wisdomtree TR JAPN HEDGE EQT | $2.1M | 13.3K | 1.8% | ▲New New position | |
| 13 | Schwab U.S. Dividend Equity ETF US DIVIDEND EQ | $2.0M | 65.7K | 1.7% | ▲New New position | |
| 14 | Vanguard Index FDS MID CAP ETF | $1.9M | 6.7K | 1.6% | ▲New New position | |
| 15 | Home Depot Inc COM | $1.9M | 5.7K | 1.6% | ▲New New position | |
| 16 | Proshares S&P 500 Dividend Aristocrats ETF S&P 500 DV ARIST | $1.8M | 16.9K | 1.5% | ▲New New position | |
| 17 | Microsoft Corp COM | $1.8M | 4.8K | 1.5% | ▲New New position | |
| 18 | Amazon Com Inc COM | $1.8M | 8.4K | 1.5% | ▲New New position | |
| 19 | Alphabet Inc CAP STK CL C | $1.6M | 5.7K | 1.4% | ▲New New position | |
| 20 | NextEra Energy Inc COM | $1.5M | 16.4K | 1.3% | ▲New New position | |
| 21 | Nvidia Corporation COM | $1.5M | 8.6K | 1.3% | ▲New New position | |
| 22 | Axon Enterprise Inc COM | $1.3M | 3.1K | 1.1% | ▲New New position | |
| 23 | Owens Corning New COM | $1.2M | 10.9K | 1.0% | ▲New New position | |
| 24 | Unitedhealth Group Inc COM | $1.1M | 4.0K | 0.9% | ▲New New position | |
| 25 | Dimensional ETF Trust EMERGING MKTS CO | $1.1M | 30.6K | 0.9% | ▲New New position | |
| 26 | Trane Technologies PLC SHS | $1.0M | 2.5K | 0.9% | ▲New New position | |
| 27 | Vanguard Small-Cap Index Fund ETF Shares SMALL CP ETF | $951K | 3.6K | 0.8% | ▲New New position | |
| 28 | Avantis US Small Cap Value ETF US SML CP VALU | $879K | 8.0K | 0.7% | ▲New New position | |
| 29 | Ishares TR CORE US AGGBD ET | $846K | 8.5K | 0.7% | ▲New New position | |
| 30 | Markel Group Inc COM | $825K | 430 | 0.7% | ▲New New position | |
| 31 | Caterpillar Inc COM | $735K | 1.0K | 0.6% | ▲New New position | |
| 32 | Ishares Msci Eafe Small-Cap ETF EAFE SML CP ETF | $706K | 9.0K | 0.6% | ▲New New position | |
| 33 | Vanguard Index FDS SML CP GRW ETF | $703K | 2.3K | 0.6% | ▲New New position | |
| 34 | Ishares Russell 1000 Growth ETF RUS 1000 GRW ETF | $582K | 1.4K | 0.5% | ▲New New position | |
| 35 | Motley Fool 100 Index ETF MOTLEY FOL ETF | $575K | 8.7K | 0.5% | ▲New New position | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $563K | 2.6K | 0.5% | ▲New New position | |
| 37 | Vanguard Index FDS REAL ESTATE ETF | $514K | 5.8K | 0.4% | ▲New New position | |
| 38 | Johnson & Johnson COM | $480K | 2.0K | 0.4% | ▲New New position | |
| 39 | Wisdomtree TR US SMALLCAP FUND | $464K | 8.0K | 0.4% | ▲New New position | |
| 40 | Mastercard Inc Class Class A CL A | $460K | 920 | 0.4% | ▲New New position | |
| 41 | Vanguard Total World Stock Index Fund ETF Shares TT WRLD ST ETF | $443K | 3.2K | 0.4% | ▲New New position | |
| 42 | Waste Mgmt Inc Del COM | $417K | 1.8K | 0.3% | ▲New New position | |
| 43 | Cisco Sys Inc COM | $405K | 5.2K | 0.3% | ▲New New position | |
| 44 | Exxon Mobil Corp COM | $400K | 2.4K | 0.3% | ▲New New position | |
| 45 | Schwab Charles Corp COM | $379K | 4.0K | 0.3% | ▲New New position | |
| 46 | Wisdomtree India Earnings Fund INDIA ERNGS FD | $378K | 9.3K | 0.3% | ▲New New position | |
| 47 | Visa Inc Class Class A COM CL A | $376K | 1.2K | 0.3% | ▲New New position | |
| 48 | Ishares Russell 2000 ETF RUSSELL 2000 ETF | $353K | 1.4K | 0.3% | ▲New New position | |
| 49 | Honeywell Intl Inc COM | $345K | 1.5K | 0.3% | ▲New New position | |
| 50 | Meta Platforms Inc CL A | $331K | 576 | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Jun 1, 2026 | 73 | $119.6M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.