Arkolith/Funds/DV Equities, LLC

DV Equities, LLC

CIK 1841659
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

DV Equities, LLC holds a focused book of 100 stocks worth $689.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core Msci Emerging and trimmed Vanguard Ftse Developed ETF. Their largest long position is Ishares Core Msci Emerging at 16% of the equity book. They also disclosed $5.5M in put options (a bearish bet) and $2.3M in call options (bullish), shown separately below and excluded from the equity book.

Opened
56
bought for the first time
Added to
28
already held, bought more
Trimmed
14
sold some, still holds it
Sold out
677
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
56%
Top 20 holdings
72%

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

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Health Care
23%
Information Technology
17%
Consumer Discretionary
8%
Financials
3%
Energy
2%
Consumer Staples
1%
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 DV Equities, LLC

Manager / fundShared namesTheir $ in those
UBS Group AG80 / 80$37.3B
MORGAN STANLEY79 / 80$131.8B
ROYAL BANK OF CANADA79 / 80$34.7B
BANK OF AMERICA CORP /DE/78 / 80$99.6B
BlackRock, Inc.77 / 80$492.9B
JPMORGAN CHASE & CO77 / 80$94.5B
GOLDMAN SACHS GROUP INC75 / 80$66.1B
CITIGROUP INC75 / 80$14.9B

Ranked by how many of DV Equities, 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.

100 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Inc
CORE MSCI EMKT
$111.7M1.35M
16.2%
New
New position
2Sony Group Corp
SPONSORED ADR
$50.7M2.53M
7.4%
+748%
Added · +2.2M sh
3Tango Therapeutics Inc
COM
$41.2M1.32M
6.0%
New
New position
4Honda Motor Co Ltd
ADR ECH CNV IN 3
$41.2M1.52M
6.0%
New
New position
5Ishares Inc
MSCI STH KOR ETF
$31.4M155.5K
4.6%
New
New position
6Novo-Nordisk A S
ADR
$30.3M631.2K
4.4%
+134%
Added · +362K sh
7Ishares TR
CHINA LG-CAP ETF
$27.2M861.6K
3.9%
New
New position
8Ishares TR
MSCI EAFE ETF
$19.2M184.4K
2.8%
New
New position
9Pharvaris N V
COM
$16.7M482.5K
2.4%
New
New position
10Ishares TR
MSCI INDIA ETF
$16.1M326.7K
2.3%
25×
Added · +314K sh
11Micron Technology Inc
COM
$15.0M13.0K
2.2%
+730%
Added · +11K sh
12Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$14.6M204.5K
2.1%
−94%
Reduced · −3.2M sh
13Ishares Inc
MSCI AUST ETF
$11.1M392.5K
1.6%
−70%
Reduced · −916K sh
14Ishares Inc
MSCI JAPN SMCETF
$10.6M100.4K
1.5%
New
New position
15Alphabet Inc
CAP STK CL A
$10.4M29.1K
1.5%
+259%
Added · +21K sh
16Diageo PLC
SPON ADR NEW
$10.1M126.0K
1.5%
New
New position
17BP PLC
SPONSORED ADR
$10.1M272.9K
1.5%
68×
Added · +269K sh
18GSK PLC
SPONSORED ADR
$9.9M188.8K
1.4%
28×
Added · +182K sh
19Ishares TR
CORE MSCI TOTAL
$9.5M100.0K
1.4%
Held
20Microsoft Corp
COM
$9.5M25.4K
1.4%
+146%
Added · +15K sh
21Revolution Medicines Inc
COM
$8.9M47.7K
1.3%
New
New position
22Veradermics Inc
COMMON STOCK
$8.6M70.0K
1.2%
New
New position
23ING Groep N.V.
SPONSORED ADR
$7.5M239.3K
1.1%
New
New position
24Ishares TR
GLOBAL TECH ETF
$7.2M50.0K
1.0%
Held
25Sandisk Corp
COM
$6.4M2.8K
0.9%
14×
Added · +3K sh
26Assembly Biosciences Inc
COM NEW
$6.2M226.4K
0.9%
New
New position
27Avalo Therapeutics Inc
COM NEW
$6.1M332.2K
0.9%
New
New position
28Liquidia Corporation
COM NEW
$5.9M74.5K
0.9%
New
New position
29Banco Santander Sa
ADR
$5.7M413.4K
0.8%
−45%
Reduced · −344K sh
30Ishares TR
EAFE VALUE ETF
$5.3M69.5K
0.8%
New
New position
31Baidu Inc
SPON ADR REP A
$4.3M37.4K
0.6%
12×
Added · +34K sh
32Minerva Neurosciences Inc
COM NEW
$4.2M754.4K
0.6%
New
New position
33Telefonaktiebolaget LM Erics
ADR B SEK 10
$4.1M370.0K
0.6%
+19%
Added · +58K sh
34Ishares Inc
MSCI HONG KG ETF
$4.0M193.3K
0.6%
+37%
Added · +52K sh
35Corning Inc
COM
$4.0M15.6K
0.6%
14×
Added · +15K sh
36Banco Bilbao Vizcaya Argenta
SPONSORED ADR
$3.9M154.9K
0.6%
+5.3%
Added · +8K sh
37Enliven Therapeutics Inc
COM
$3.9M76.3K
0.6%
New
New position
38Jd.com Inc
SPON ADS CL A
$3.7M144.3K
0.5%
+33%
Added · +36K sh
39Ishares Inc
MSCI SPAIN ETF
$3.6M59.9K
0.5%
New
New position
40Unilever PLC
SPON ADR NEW
$3.5M58.2K
0.5%
New
New position
41Damora Therapeutics Inc
COM NEW
$3.4M130.0K
0.5%
New
New position
42Ishares Inc
MSCI FRANCE ETF
$3.4M74.0K
0.5%
New
New position
43Rayliant FDS TR
CHIN TR TECH ETF
$3.3M125.0K
0.5%
New
New position
44Bilibili Inc
SPONS ADS REP Z
$3.3M191.4K
0.5%
+150%
Added · +115K sh
45Netease Com Inc
SPONSORED ADS
$3.2M25.3K
0.5%
+273%
Added · +19K sh
46Natwest Group PLC
SPONS ADR
$3.2M180.5K
0.5%
15×
Added · +169K sh
47Ishares Inc
MSCI SWEDEN ETF
$3.1M62.5K
0.5%
New
New position
48Relx PLC
SPONSORED ADR
$3.1M97.2K
0.4%
6k×
Added · +97K sh
49Western Digital Corp
COM
$2.9M4.5K
0.4%
+823%
Added · +4K sh
50Toyota Motor Corp
ADS
$2.8M16.7K
0.4%
New
New position
Showing 50 of 100 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$5.5M
Call notional (bullish)$2.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSANDISK CORP$4.5M2K
CALL · bullishBROADCOM INC$1.3M3K
PUT · bearishMETA PLATFORMS INC$507K900
CALL · bullishTORONTO DOMINION BK ONT$498K4K
PUT · bearishSILICON LABORATORIES INC$437K2K
CALL · bullishSILICON LABORATORIES INC$415K2K
CALL · bullishXPENG INC$152K12K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026107$697.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026756$557.5M13F-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.