Arkolith/Funds/Dunhill Financial, LLC

Dunhill Financial, LLC

CIK 1948904
Holdings as of Dec 31, 2025·disclosed Jan 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Dunhill Financial, LLC holds a focused book of 2019 stocks worth $408.9M as of Q4 2025 (disclosed Jan 29, 2026, a ~29-day 13F lag). This quarter they opened Avantis Emerging Markets Eq and trimmed Vanguard Small-Cap ETF. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1224
bought for the first time
Added to
539
already held, bought more
Trimmed
196
sold some, still holds it
Sold out
71
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.2%
+15.5%/yr · since Nov '24
Their reported book
+26.1%
held from quarter-end
S&P 500
+34.0%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Dunhill Financial, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.1 points over this window.

Growth of $10,000 cloning Dunhill Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 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
50%
Top 10 holdings
61%
Top 20 holdings
74%

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

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
10%
Financials
3%
Communication Services
2%
Health Care
2%
Consumer Discretionary
1%
Industrials
1%
Utilities
0%

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 Dunhill Financial, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$596.8B
JPMORGAN CHASE & CO80 / 80$556.6B
ROYAL BANK OF CANADA80 / 80$169.3B
UBS Group AG80 / 80$157.1B
LPL Financial LLC80 / 80$95.2B
OSAIC HOLDINGS, INC.80 / 80$20.0B
BANK OF AMERICA CORP /DE/79 / 80$460.4B
WELLS FARGO & COMPANY/MN79 / 80$184.4B

Ranked by how many of Dunhill Financial, 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.

2,019 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$75.2M119.9K
18.4%
+9.9%
Added · +11K sh
2Vanguard Intl Equity Index F
ALLWRLD EX US
$47.9M651.5K
11.7%
+45%
Added · +202K sh
3Vanguard BD Index FDS
TOTAL BND MRKT
$35.3M467.2K
8.6%
+26%
Added · +97K sh
4Vanguard Scottsdale FDS
LONG TERM TREAS
$31.3M548.1K
7.7%
+8.9%
Added · +45K sh
5Vanguard Index FDS
SMALL CP ETF
$14.7M57.4K
3.6%
−27%
Reduced · −21K sh
6Vanguard Index FDS
TOTAL STK MKT
$12.2M36.4K
3.0%
+2.3%
Added · +805 sh
7First TR Exchange Trad FD VI
FST TR GLB FD
$8.9M377.0K
2.2%
+49%
Added · +123K sh
8Netflix Inc
COM
$8.5M90.9K
2.1%
10×
Added · +82K sh
9Apple Inc
COM
$8.4M30.8K
2.1%
+17%
Added · +4K sh
10Ishares TR
ESG MSCI KLD 400
$7.5M58.5K
1.8%
−35%
Reduced · −31K sh
11Vaneck ETF Trust
INTERNATIONAL HI
$7.5M331.6K
1.8%
+181%
Added · +214K sh
12First TR Exchange Traded FD
NASDAQ CYB ETF
$7.5M103.2K
1.8%
+30%
Added · +24K sh
13Shopify Inc
CL A SUB VTG SHS
$6.5M40.6K
1.6%
−0.1%
Reduced · −35 sh
14American Centy ETF TR
AVANTIS EMGMKT
$5.9M75.1K
1.4%
New
New position
15Alphabet Inc
CAP STK CL C
$4.9M15.6K
1.2%
+4.3%
Added · +647 sh
16Microsoft Corp
COM
$4.8M10.5K
1.2%
+24%
Added · +2K sh
17Nvidia Corporation
COM
$4.3M24.4K
1.0%
+1.6%
Added · +376 sh
18Ishares TR
CORE S&P500 ETF
$4.2M6.2K
1.0%
+15%
Added · +788 sh
19Bank America Corp
COM
$4.2M76.5K
1.0%
+140%
Added · +45K sh
20SPDR S&P 500 ETF TR
TR UNIT
$4.0M5.9K
1.0%
−26%
Reduced · −2K sh
21Vanguard BD Index FDS
LONG TERM BOND
$3.6M52.2K
0.9%
+57%
Added · +19K sh
22First TR Exchange Traded FD
NASDQ CLN EDGE
$3.6M23.6K
0.9%
−16%
Reduced · −5K sh
23Pimco ETF TR
ACTIVE BD ETF
$3.6M38.2K
0.9%
−66%
Reduced · −74K sh
24Ishares TR
ESG AW MSCI EAFE
$3.4M36.0K
0.8%
−11%
Reduced · −5K sh
25Ishares TR
CORE S&P SCP ETF
$3.2M26.8K
0.8%
−1.7%
Reduced · −454 sh
26Vanguard Intl Equity Index F
GLB EX US ETF
$3.1M66.3K
0.8%
+30%
Added · +15K sh
27Alphabet Inc
CAP STK CL A
$2.6M8.3K
0.6%
+0.5%
Added · +43 sh
28Pfizer Inc
COM
$2.5M99.3K
0.6%
−6.5%
Reduced · −7K sh
29J P Morgan Exchange Traded F
ULTRA SHRT ETF
$2.2M44.2K
0.5%
+41%
Added · +13K sh
30Mastercard Incorporated
CL A
$2.1M3.7K
0.5%
−31%
Reduced · −2K sh
31Invesco Exch Traded FD TR II
INTL CORP BD
$1.8M73.0K
0.4%
New
New position
32Ishares TR
RUSSELL 3000 ETF
$1.7M4.4K
0.4%
−7.2%
Reduced · −344 sh
33Amazon Com Inc
COM
$1.6M9.3K
0.4%
+31%
Added · +2K sh
34Vanguard Index FDS
REAL ESTATE ETF
$1.4M15.8K
0.3%
+5.7%
Added · +856 sh
35Visa Inc
COM CL A
$1.3M4.1K
0.3%
−5.2%
Reduced · −223 sh
36Invesco QQQ TR
UNIT SER 1
$1.2M2.0K
0.3%
+10%
Added · +180 sh
37Vanguard World FD
INF TECH ETF
$1.2M1.6K
0.3%
+11%
Added · +155 sh
38Ishares TR
0-3 MNTH TREASRY
$1.1M11.3K
0.3%
+35%
Added · +3K sh
39Abrdn Etfs
BBRG ALL COMD K1
$1.1M55.9K
0.3%
New
New position
40Meta Platforms Inc
CL A
$1.1M1.6K
0.3%
+1.1%
Added · +18 sh
41Ishares TR
CORE US AGGBD ET
$1.1M10.6K
0.3%
−46%
Reduced · −9K sh
42Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.1M7.5K
0.3%
12×
Added · +7K sh
43Texas Instrs Inc
COM
$1.1M6.1K
0.3%
+265%
Added · +4K sh
44SPDR Gold TR
GOLD SHS
$1.0M2.6K
0.3%
−9.3%
Reduced · −270 sh
45First TR Exch TRD Alphdx FD
EUROPE ALPHADEX
$1.0M18.6K
0.2%
+270%
Added · +14K sh
46Qualcomm Inc
COM
$943K5.4K
0.2%
+262%
Added · +4K sh
47Abbvie Inc
COM
$891K3.9K
0.2%
+4.6%
Added · +171 sh
48Booking Holdings Inc
COM
$827K170
0.2%
+9.0%
Added · +14 sh
49Berkshire Hathaway Inc Del
CL B NEW
$804K1.9K
0.2%
+20%
Added · +309 sh
50Vaneck ETF Trust
HIGH YLD MUNIETF
$791K15.5K
0.2%
New
New position
Showing 50 of 2,019 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q4 2025Dec 31, 2025Jan 29, 20262,019$408.9M13F-HR
Q2 2025Jun 30, 2025Aug 5, 20251,002$345.3M13F-HR
Q1 2025Mar 31, 2025Apr 21, 20251,004$219.9M13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025919$215.0M13F-HR
Q3 2024Sep 30, 2024Nov 15, 2024940$194.7M13F-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.