Arkolith/Funds/Fairscale Capital, LLC

Fairscale Capital, LLC

CIK 2032350
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Fairscale Capital, LLC holds a focused book of 441 reported positions worth $167.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Calamos SP500 Sa Pro ETF Jun and trimmed Ishares Expanded Tech Sector. Their largest long position is Vanguard S&P 500 ETF at 18% of the reported non-option book.

Opened
8
bought for the first time
+5 more · largest first
3 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
6
exited the position entirely
+3 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
52%
Top 20 holdings
65%

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

Where the money is, by sector

48% mapped to company sectors

ETFs / funds
52%
Information Technology
26%
Financials
6%
Consumer Discretionary
4%
Industrials
3%
Health Care
3%
Communication Services
1%
Materials
1%

+5 sectors below the cut, 3% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Fairscale Capital, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Hoffman, Alan N Investment Management9 / 80$167.3M
BlueSpruce Investments, LP8 / 80$639.3M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Prospect Hill Management, LLC11 / 80$248.1M
CIBC Capital Markets (Europe) S.A.8 / 80$704.0M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

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

441 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
ETF
$30.7M44.7K
18.3%
+1.0%
Added · +446 sh
2Ishares Expanded Tech Sector ETF
ETF
$14.1M86.2K
8.4%
−0.4%
Reduced · −341 sh
3Nvidia Corporation Com
COM
$11.9M59.2K
7.1%
−1.0%
Reduced · −575 sh
4Apple Inc Com
COM
$6.8M23.4K
4.0%
Held
5Vanguard S&P 500 Value ETF
ETF
$6.0M27.4K
3.6%
−0.2%
Reduced · −57 sh
6Invesco QQQ Trust Series I
ETF
$4.5M6.1K
2.7%
+16%
Added · +822 sh
7Alphabet Inc Cap STK CL A
COM
$3.9M10.8K
2.3%
−1.7%
Reduced · −188 sh
8Microsoft Corp Com
COM
$3.6M9.7K
2.2%
+0.3%
Added · +30 sh
9Pacer US Cash Cows 100 ETF
COM
$3.6M57.3K
2.1%
−0.4%
Reduced · −237 sh
10Amazon Com Inc Com
COM
$2.8M11.9K
1.7%
Held
11Visa Inc Com CL A
COM
$2.7M7.9K
1.6%
−0.1%
Reduced · −10 sh
12Alphabet Inc Cap STK CL C
COM
$2.6M7.4K
1.6%
−2.1%
Reduced · −160 sh
13Schwab US Dividend Equity ETF
ETF
$2.6M81.7K
1.5%
+4.7%
Added · +4K sh
14Tesla Inc Com
COM
$2.4M5.6K
1.4%
Held
15JPMorgan Chase & Co Com
COM
$2.3M6.9K
1.3%
−0.4%
Reduced · −28 sh
16Broadcom Inc Com
COM
$2.1M5.5K
1.2%
Held
17Meta Platforms Inc CL A
COM
$1.9M3.3K
1.1%
−0.8%
Reduced · −26 sh
18Vanguard High Dividend Yield Index ETF
ETF
$1.8M11.3K
1.1%
+14%
Added · +1K sh
19Ishares S&P Mid-Cap 400 Growth ETF
ETF
$1.5M13.1K
0.9%
+26%
Added · +3K sh
20Vanguard Morningstar Value ETF
ETF
$1.5M7.0K
0.9%
+1.0%
Added · +72 sh
21Berkshire Hathaway Inc Del CL B New
COM
$1.4M2.8K
0.8%
−8.7%
Reduced · −263 sh
22Vanguard Morningstar Total Stock Market ETF
ETF
$1.3M3.6K
0.8%
Held
23Vanguard Morningstar Mid-Cap Growth ETF
ETF
$1.3M4.3K
0.8%
−2.2%
Reduced · −98 sh
24Ishares S&P 500 Value ETF
ETF
$1.2M5.4K
0.7%
−1.0%
Reduced · −56 sh
25Netflix Inc. Com
COM
$1.2M16.5K
0.7%
−0.5%
Reduced · −80 sh
26Thermo Fisher Scientific Inc Com
COM
$1.2M2.3K
0.7%
−2.5%
Reduced · −59 sh
27State Street SPDR S&P 400 Mid Cap Growth ETF
ETF
$1.0M9.3K
0.6%
−2.9%
Reduced · −278 sh
28Crowdstrike Hldgs Inc CL A
COM
$1.0M1.3K
0.6%
Held
29Palo Alto Networks Inc Com
COM
$986K2.9K
0.6%
+4.6%
Added · +127 sh
30Johnson & Johnson Com
COM
$960K3.8K
0.6%
−0.6%
Reduced · −22 sh
31Vanguard Russell 3000 ETF
ETF
$887K2.7K
0.5%
Held
32Vanguard Morningstar Small-Cap ETF
ETF
$886K2.9K
0.5%
Held
33RTX Corporation Com
COM
$857K4.5K
0.5%
−0.6%
Reduced · −27 sh
34Vanguard Morningstar Mid-Cap Value ETF
ETF
$835K4.2K
0.5%
+31%
Added · +994 sh
35Corning Inc Com
COM
$827K3.2K
0.5%
Held
36Vanguard S&P 500 Growth ETF
ETF
$799K9.7K
0.5%
+515%
Added · +8K sh
37Vanguard Morningstar Growth ETF
ETF
$770K8.9K
0.5%
+500%
Added · +7K sh
38Ishares S&P Mid-Cap 400 Value ETF
ETF
$765K5.2K
0.5%
+4.1%
Added · +204 sh
39Amplify Cybersecurity ETF
COM
$738K7.0K
0.4%
−1.1%
Reduced · −80 sh
40Eli Lilly & Co Com
COM
$715K596
0.4%
Held
41Salesforce Inc Com
COM
$688K4.4K
0.4%
−5.5%
Reduced · −253 sh
42Applied Matls Inc Com
COM
$687K950
0.4%
+14%
Added · +113 sh
43Cummins Inc Com
COM
$683K958
0.4%
Held
44Unitedhealth Group Inc Com
COM
$658K1.6K
0.4%
−3.9%
Reduced · −65 sh
45State Street SPDR S&P 600 Small Cap Growth ETF
ETF
$637K5.3K
0.4%
+5.8%
Added · +293 sh
46Merck & Co Inc Com
COM
$629K4.9K
0.4%
Held
47Palantir Technologies Inc CL A
COM
$609K5.2K
0.4%
+2.9%
Added · +146 sh
48State Street SPDR S&P 600 Small Cap Value ETF
ETF
$609K5.6K
0.4%
+17%
Added · +802 sh
49NextEra Energy Inc Com
COM
$606K6.9K
0.4%
Held
50Blackstone Inc Com
COM
$603K5.1K
0.4%
~0%
Reduced · −1 sh
Showing 50 of 441 positions
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Filing history

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

$167.4M · Q2 2026Q3 2024 · $114.1MQ2 2026 · $167.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d441$167.4M13F-HR
Q1 2026Mar 31, 2026May 11, 202641d437$144.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d427$150.8M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d444$145.5M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d443$137.5M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d352$110.7M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202538d355$116.2M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d355$114.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.