Arkolith/Funds/Employees' Retirement Fund of the City of Fort Worth

Employees' Retirement Fund of the City of Fort Worth

CIK 1986812Pension / sovereign
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Employees' Retirement Fund of the City of Fort Worth holds a focused book of 21 stocks worth $280.1M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Dimensional International Co. Their largest long position is Vanguard Long-Term Corp Bond at 20% of the equity book.

Opened
1
bought for the first time
Added to
8
already held, bought more
Trimmed
10
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
78%
Top 20 holdings
100%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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 Employees' Retirement Fund of the City of Fort Worth

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.22 / 21$2.6B
FIFTH THIRD BANCORP22 / 21$1.2B
MORGAN STANLEY21 / 21$23.8B
ENVESTNET ASSET MANAGEMENT INC21 / 21$15.2B
LPL Financial LLC21 / 21$12.1B
UBS Group AG21 / 21$8.9B
ROYAL BANK OF CANADA21 / 21$7.5B
JPMORGAN CHASE & CO21 / 21$6.9B

Ranked by how many of Employees' Retirement Fund of the City of Fort Worth's top 21 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.

21 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard
LG-TERM COR BD
$57.3M761.6K
20.5%
+65%
Added · +300K sh
2Vanguard
MTG-BKD SECS ETF
$30.5M652.2K
10.9%
+23%
Added · +121K sh
3Vanguard
REAL ESTATE ETF
$27.3M283.0K
9.7%
+241%
Added · +200K sh
4Vanguard
SHRT TRM CORP BD
$21.8M276.3K
7.8%
+22%
Added · +50K sh
5IShares
GLB INFRASTR ETF
$20.9M314.0K
7.5%
+6.0%
Added · +18K sh
6SPDR Ser TR
BLOOMBERG SHT TE
$17.4M693.8K
6.2%
+17%
Added · +100K sh
7Vaneck
CLO ETF
$14.1M266.6K
5.0%
+18%
Added · +40K sh
8Dimensional
INTL CORE EQT MK
$12.5M303.8K
4.5%
−14%
Reduced · −49K sh
9Vanguard
VAN FTSE DEV MKT
$9.0M126.0K
3.2%
−23%
Reduced · −38K sh
10Vanguard
HIGH DIV YLD
$8.5M53.6K
3.0%
−14%
Reduced · −9K sh
11Vanguard
INTL HIGH ETF
$8.3M85.0K
3.0%
−15%
Reduced · −15K sh
12VanEck
MRNGSTR WDE MOAT
$7.8M75.1K
2.8%
−31%
Reduced · −33K sh
13Vanguard
TOTAL STK MKT
$7.4M20.0K
2.6%
New
New position
14Vanguard
DIV APP ETF
$7.1M30.0K
2.5%
−26%
Reduced · −11K sh
15Vanguard
FTSE EMR MKT ETF
$6.1M103.0K
2.2%
−23%
Reduced · −31K sh
16Vanguard
SM CP VAL ETF
$5.8M24.0K
2.1%
+4.8%
Added · +1K sh
17IShares
MRGSTR MD CP GRW
$5.5M55.5K
1.9%
Held
18IShares
MSCI INTL QUALTY
$5.4M109.0K
1.9%
−48%
Reduced · −100K sh
19Dimensional
EMGR CRE EQT MNG
$4.6M113.3K
1.6%
−19%
Reduced · −26K sh
20Vaneck
AA BB CLO ETF
$2.0M39.2K
0.7%
Held
21Vanguard
S&P SMALL CAP 600 V
$774K6.6K
0.3%
−54%
Reduced · −8K sh
Showing all 21 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202621$280.1M13F-HR
Q1 2026Mar 31, 2026May 11, 202621$230.4M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202620$223.5M13F-HR
Q3 2025Sep 30, 2025Dec 18, 202519$213.9M13F-HR/A

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.