Arkolith/Funds/DSG Capital Advisors, LLC

DSG Capital Advisors, LLC

CIK 2060765
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

DSG Capital Advisors, LLC holds a diversified book of 118 stocks worth $704.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the equity book.

Opened
36
bought for the first time
Added to
35
already held, bought more
Trimmed
57
sold some, still holds it
Sold out
10
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
47%
Top 20 holdings
68%

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

Direct sector allocation

85% mapped to company sectors

Information Technology
38%
Financials
17%
ETF / fund or unclassified
15%
Health Care
11%
Consumer Discretionary
9%
Industrials
5%
Energy
3%
Materials
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 DSG Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$20.2B
ASSETMARK, INC80 / 80$15.0B
MML INVESTORS SERVICES, LLC80 / 80$13.3B
NewEdge Advisors, LLC80 / 80$11.4B
O'SHAUGHNESSY ASSET MANAGEMENT, LLC80 / 80$8.8B
&PARTNERS80 / 80$8.7B
Kestra Advisory Services, LLC80 / 80$8.5B
Steward Partners Investment Advisory, LLC80 / 80$7.5B

Ranked by the share of each fund's own book sitting in the names it shares with DSG Capital Advisors, 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 stock's share of the portfolio. Click a row for its position history.

118 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$54.7M173.6K
7.8%
−0.7%
Reduced · −1K sh
2Broadcom Inc
COM
$40.4M103.7K
5.7%
−2.6%
Reduced · −3K sh
3Eli Lilly & Co
COM
$38.6M33.5K
5.5%
−1.2%
Reduced · −421 sh
4Alphabet Inc
CAP STK CL A
$38.2M106.1K
5.4%
−1.9%
Reduced · −2K sh
5Microsoft Corp
COM
$32.4M84.1K
4.6%
+3.1%
Added · +3K sh
6Nvidia Corporation
COM
$26.5M125.2K
3.8%
+3.9%
Added · +5K sh
7Unitedhealth Group Inc
COM
$26.4M62.0K
3.7%
−1.4%
Reduced · −898 sh
8Goldman Sachs Group Inc
COM
$25.2M22.1K
3.6%
−3.9%
Reduced · −902 sh
9JPMorgan Chase & Co
COM
$24.4M71.2K
3.5%
−0.3%
Reduced · −196 sh
10Taiwan Semiconductor Manufac
SPONSORED ADS
$22.9M54.5K
3.3%
+2.6%
Added · +1K sh
11Ishares TR
CORE US AGGBD ET
$20.4M207.7K
2.9%
+2.9%
Added · +6K sh
12Ishares TR
7-10 YR TRSY BD
$18.4M197.1K
2.6%
−23%
Reduced · −58K sh
13SPDR Gold TR
GOLD SHS
$17.3M46.6K
2.5%
+5.4%
Added · +2K sh
14Visa Inc
COM CL A
$14.7M41.2K
2.1%
+1.4%
Added · +586 sh
15Amazon Com Inc
COM
$14.4M58.0K
2.0%
+5.4%
Added · +3K sh
16Vanguard BD Index FDS
TOTAL BND MRKT
$14.4M197.4K
2.0%
+11%
Added · +20K sh
17Meta Platforms Inc
CL A
$14.0M21.1K
2.0%
+12%
Added · +2K sh
18Citigroup Inc
COM NEW
$13.1M98.3K
1.9%
−0.4%
Reduced · −442 sh
19Target Corp
COM
$11.3M84.4K
1.6%
−10%
Reduced · −9K sh
20Quanta Svcs Inc
COM
$11.1M16.7K
1.6%
−5.4%
Reduced · −952 sh
21Ishares Gold TR
ISHARES NEW
$10.8M141.6K
1.5%
+0.1%
Added · +113 sh
22Lam Research Corp
COM NEW
$10.2M29.6K
1.5%
−4.3%
Reduced · −1K sh
23Invesco QQQ TR
UNIT SER 1
$9.7M13.5K
1.4%
−0.5%
Reduced · −70 sh
24Howmet Aerospace Inc
COM
$9.3M33.7K
1.3%
−3.1%
Reduced · −1K sh
25Costco Wholesale Corporation
COM
$9.2M10.0K
1.3%
+3.7%
Added · +360 sh
26Walmart Inc
COM
$8.6M76.0K
1.2%
+8.4%
Added · +6K sh
27Autozone Inc
COM
$7.6M2.5K
1.1%
−0.7%
Reduced · −17 sh
28Ishares TR
3 7 YR TREAS BD
$6.9M58.7K
1.0%
+18%
Added · +9K sh
29TJX Cos Inc New
COM
$6.7M44.6K
1.0%
+6.7%
Added · +3K sh
30Ge Vernova Inc
COM
$6.6M6.2K
0.9%
+38%
Added · +2K sh
31Ishares TR
RUS 1000 GRW ETF
$5.5M44.5K
0.8%
+300%
Added · +33K sh
32Abbvie Inc
COM
$5.3M21.5K
0.7%
−49%
Reduced · −21K sh
33Netflix Inc.
COM
$5.2M71.1K
0.7%
−3.9%
Reduced · −3K sh
34Johnson & Johnson
COM
$5.0M19.8K
0.7%
−0.8%
Reduced · −150 sh
35Ishares TR
DOW JONES US ETF
$4.5M24.8K
0.6%
Held
36American Express Co
COM
$4.4M12.5K
0.6%
+71%
Added · +5K sh
37Caterpillar Inc
COM
$4.4M4.8K
0.6%
+175%
Added · +3K sh
38Ishares TR
US TREAS BD ETF
$4.3M190.4K
0.6%
−13%
Reduced · −29K sh
39ConocoPhillips
COM
$4.1M37.1K
0.6%
+6.0%
Added · +2K sh
40Devon Energy Corp New
COM
$4.1M94.9K
0.6%
+130%
Added · +54K sh
41Arista Networks Inc
COM SHS
$4.1M22.3K
0.6%
−1.6%
Reduced · −373 sh
42Amphenol Corp
CL A
$4.1M25.6K
0.6%
+43%
Added · +8K sh
43Chevron Corporation
COM
$3.4M18.9K
0.5%
Held
44Applied Matls Inc
COM
$3.3M5.6K
0.5%
−3.0%
Reduced · −175 sh
45Ishares TR
1 3 YR TREAS BD
$3.3M40.0K
0.5%
+2.5%
Added · +970 sh
46Travelers Companies Inc
COM
$3.2M9.5K
0.5%
−1.7%
Reduced · −167 sh
47Kla Corp
COM NEW
$2.9M12.6K
0.4%
+736%
Added · +11K sh
48McKesson Corp
COM
$2.8M3.4K
0.4%
+44%
Added · +1K sh
49Oracle Corp
COM
$2.6M20.1K
0.4%
+8.0%
Added · +1K sh
50Vertiv Holdings Co
COM CL A
$2.5M8.2K
0.4%
+13%
Added · +955 sh
Showing 50 of 118 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026118$704.2M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026123$625.3M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026119$656.5M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025123$627.5M13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025123$562.5M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025120$495.0M13F-HR
Q4 2024Dec 31, 2024Mar 19, 2025122$552.0M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.