Finivi Inc. holds a diversified book of 111 stocks worth $194.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P HC Services ETF and trimmed SS Doubleline TR Tact ETF. Their largest long position is SS Doubleline TR Tact ETF at 5% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2101641/holdings"
Use Arkolith to show Finivi Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Finivi Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 80 / 80 | $1.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $12.8B |
| Kestra Advisory Services, LLC | 78 / 80 | $6.9B |
| Merit Financial Group, LLC | 78 / 80 | $2.6B |
| AdvisorNet Financial, Inc | 78 / 80 | $272.6M |
| FMR LLC | 77 / 80 | $830.6B |
| MORGAN STANLEY | 77 / 80 | $562.6B |
| JPMORGAN CHASE & CO | 77 / 80 | $523.3B |
Ranked by how many of Finivi Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ssga Active ETF TR ST STR TOTAL ETF | $10.3M | 261.5K | 5.3% | ▼−1.1% Reduced · −3K sh | |
| 2 | Vanguard Scottsdale FDS INT-TERM CORP | $10.2M | 123.2K | 5.2% | ▼~0% Reduced · −23 sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $10.1M | 13.8K | 5.2% | ▼−12% Reduced · −2K sh | |
| 4 | Alphabet Inc CAP STK CL C | $6.9M | 19.6K | 3.5% | ▼−11% Reduced · −2K sh | |
| 5 | Broadcom Inc COM | $6.7M | 17.8K | 3.5% | ▼−13% Reduced · −3K sh | |
| 6 | Apple Inc COM | $6.4M | 22.2K | 3.3% | ▼−4.2% Reduced · −982 sh | |
| 7 | Amazon Com Inc COM | $6.3M | 26.4K | 3.2% | ▼−2.0% Reduced · −532 sh | |
| 8 | Eli Lilly & Co COM | $6.3M | 5.2K | 3.2% | ▼−3.3% Reduced · −181 sh | |
| 9 | Walmart Inc COM | $5.5M | 48.9K | 2.8% | ▼−6.0% Reduced · −3K sh | |
| 10 | Nvidia Corporation COM | $5.5M | 27.6K | 2.8% | ▲+0.2% Added · +52 sh | |
| 11 | Microsoft Corp COM | $5.1M | 13.7K | 2.6% | ▲+0.4% Added · +56 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $4.2M | 8.4K | 2.2% | ▼−4.1% Reduced · −359 sh | |
| 13 | Meta Platforms Inc CL A | $4.0M | 7.1K | 2.1% | ▲+0.2% Added · +15 sh | |
| 14 | JPMorgan Chase & Co COM | $4.0M | 12.2K | 2.0% | ▲+0.7% Added · +84 sh | |
| 15 | Costco Wholesale Corporation COM | $3.9M | 4.1K | 2.0% | ▲+2.1% Added · +84 sh | |
| 16 | Select Sector SPDR TR ST STR INDL ETF | $3.7M | 20.1K | 1.9% | ▼~0% Reduced · −1 sh | |
| 17 | SPDR Series Trust ST STR SP HCSVC | $3.5M | 26.8K | 1.8% | ▲New New position | |
| 18 | Citigroup Inc COM NEW | $3.3M | 23.6K | 1.7% | ▼−6.8% Reduced · −2K sh | |
| 19 | Oreilly Automotive Inc COM | $3.3M | 35.8K | 1.7% | ▼−0.9% Reduced · −333 sh | |
| 20 | Vertiv Holdings Co COM CL A | $3.3M | 9.7K | 1.7% | ▼−28% Reduced · −4K sh | |
| 21 | Nu Hldgs Ltd ORD SHS CL A | $3.1M | 235.6K | 1.6% | ▼−13% Reduced · −36K sh | |
| 22 | NextEra Energy Inc COM | $2.9M | 33.6K | 1.5% | ▲+0.8% Added · +251 sh | |
| 23 | Applied Matls Inc COM | $2.8M | 3.8K | 1.4% | ▲+2.0% Added · +74 sh | |
| 24 | Philip Morris Intl Inc COM | $2.7M | 15.0K | 1.4% | ▲+67% Added · +6K sh | |
| 25 | McDonalds Corp COM | $2.6M | 9.8K | 1.4% | ▼−8.9% Reduced · −951 sh | |
| 26 | AT&T Inc COM | $2.5M | 122.0K | 1.3% | ▼~0% Reduced · −11 sh | |
| 27 | Kroger Co COM | $2.5M | 44.9K | 1.3% | ▲+2.4% Added · +1K sh | |
| 28 | Corning Inc COM | $2.4M | 9.4K | 1.2% | ▲+53% Added · +3K sh | |
| 29 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.2M | 3.1K | 1.1% | ▲+0.3% Added · +11 sh | |
| 30 | Goldman Sachs Group Inc COM | $2.1M | 2.0K | 1.1% | ▼−1.3% Reduced · −27 sh | |
| 31 | Simon Ppty Group Inc New COM | $1.7M | 7.8K | 0.9% | ▲New New position | |
| 32 | Robinhood MKTS Inc COM CL A | $1.7M | 17.4K | 0.9% | ▼−8.8% Reduced · −2K sh | |
| 33 | Barrick MNG Corp COM SHS | $1.7M | 47.2K | 0.9% | ▼−8.4% Reduced · −4K sh | |
| 34 | Mueller Inds Inc COM | $1.7M | 14.1K | 0.9% | ▲+1.9% Added · +270 sh | |
| 35 | Micron Technology Inc COM | $1.5M | 1.3K | 0.8% | ▲New New position | |
| 36 | Union Pac Corp COM | $1.5M | 5.5K | 0.8% | ▲+404% Added · +4K sh | |
| 37 | Rockwell Automation Inc COM | $1.5M | 2.9K | 0.7% | ▲+1.0% Added · +30 sh | |
| 38 | Procter & Gamble Co COM | $1.4M | 9.8K | 0.7% | ▲+0.2% Added · +16 sh | |
| 39 | Unitedhealth Group Inc COM | $1.3M | 3.2K | 0.7% | ▲+3.1% Added · +96 sh | |
| 40 | Palo Alto Networks Inc COM | $1.3M | 3.7K | 0.6% | ▼−3.3% Reduced · −128 sh | |
| 41 | Canadian Nat Res Ltd Med Ter COM | $1.2M | 31.6K | 0.6% | ▼−2.8% Reduced · −897 sh | |
| 42 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.2M | 18.9K | 0.6% | ▼−7.2% Reduced · −1K sh | |
| 43 | Caterpillar Inc COM | $1.2M | 1.1K | 0.6% | ▼−5.0% Reduced · −57 sh | |
| 44 | Deere & Co COM | $1.1M | 1.8K | 0.6% | ▼−7.0% Reduced · −136 sh | |
| 45 | Vanguard BD Index FDS VANGUARD ULTRA | $1.1M | 22.2K | 0.6% | ▲+92% Added · +11K sh | |
| 46 | Bank Of Amer Corp COM | $1.1M | 18.7K | 0.5% | ▲+0.1% Added · +19 sh | |
| 47 | Chubb Limited COM | $1.0M | 3.0K | 0.5% | —Held | |
| 48 | SPDR Gold TR GOLD SHS | $1.0M | 2.8K | 0.5% | ▼−26% Reduced · −963 sh | |
| 49 | Visa Inc COM CL A | $1.0M | 2.9K | 0.5% | ▲+0.7% Added · +21 sh | |
| 50 | Space Exploration Techn Corp CLASS A COM STK | $1.0M | 5.9K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 111 | $194.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 103 | $183.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 103 | $172.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 19, 2025 | 97 | $157.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Dec 19, 2025 | 99 | $147.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Dec 19, 2025 | 86 | $124.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Dec 19, 2025 | 89 | $125.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 19, 2025 | 85 | $123.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.