Arkolith/Funds/Fortress Private Ledger, LLC

Fortress Private Ledger, LLC

CIK 1718251
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Fortress Private Ledger, LLC holds a diversified book of 271 stocks worth $365.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Oklo Inc and trimmed Palantir Technologies Inc-A. Their largest long position is Palantir Technologies Inc-A at 9% of the equity book. They also disclosed $563K in put options (a bearish bet) and $1.3M in call options (bullish), shown separately below and excluded from the equity book.

Opened
87
bought for the first time
Added to
122
already held, bought more
Trimmed
84
sold some, still holds it
Sold out
23
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
34%
Top 20 holdings
45%

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

Direct sector allocation

76% mapped to company sectors

Information Technology
37%
ETF / fund or unclassified
24%
Financials
9%
Industrials
7%
Health Care
5%
Consumer Discretionary
5%
Consumer Staples
4%
Materials
3%

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 Fortress Private Ledger, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$601.0B
JPMORGAN CHASE & CO80 / 80$578.0B
ROYAL BANK OF CANADA80 / 80$166.2B
RAYMOND JAMES FINANCIAL INC80 / 80$103.5B
LPL Financial LLC80 / 80$81.2B
ENVESTNET ASSET MANAGEMENT INC80 / 80$62.3B
HighTower Advisors, LLC80 / 80$29.6B
Mariner, LLC80 / 80$29.5B

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

271 positions
#SecurityValueShares% PortLast moveHistory
1Palantir Technologies Inc
CL A
$32.3M276.5K
8.8%
−1.1%
Reduced · −3K sh
2Nvidia Corporation
COM
$21.3M106.4K
5.8%
+5.7%
Added · +6K sh
3Capital Group Dividend Value
SHS CREAT UNIT
$16.0M324.4K
4.4%
−12%
Reduced · −44K sh
4Apple Inc
COM
$15.1M52.2K
4.1%
−4.8%
Reduced · −3K sh
5Microsoft Corp
COM
$8.2M21.9K
2.2%
+2.3%
Added · +498 sh
6Vanguard Index FDS
S&P 500 ETF SHS
$7.3M10.6K
2.0%
+4.2%
Added · +430 sh
7Taiwan Semiconductor Manufac
SPONSORED ADS
$6.2M13.0K
1.7%
+9.8%
Added · +1K sh
8SPDR Gold TR
GOLD SHS
$5.8M15.9K
1.6%
−24%
Reduced · −5K sh
9Ea Series Trust
ALPHA ARCH 1-3
$5.8M49.9K
1.6%
+29%
Added · +11K sh
10Invesco QQQ TR
UNIT SER 1
$5.4M7.4K
1.5%
+23%
Added · +1K sh
11Eli Lilly & Co
COM
$5.3M4.4K
1.4%
+1.3%
Added · +57 sh
12Amazon Com Inc
COM
$4.7M19.8K
1.3%
+1.9%
Added · +373 sh
13Alphabet Inc
CAP STK CL A
$4.6M12.8K
1.3%
+21%
Added · +2K sh
14Broadcom Inc
COM
$4.6M12.1K
1.2%
+22%
Added · +2K sh
15Rigetti Computing Inc
COMMON STOCK
$4.2M217.3K
1.1%
−0.2%
Reduced · −534 sh
16Ionq Inc
COM
$4.1M77.5K
1.1%
−0.1%
Reduced · −87 sh
17Alphabet Inc
CAP STK CL C
$3.6M10.2K
1.0%
+1.0%
Added · +102 sh
18Select Sector SPDR TR
ST STR ENERG ETF
$3.5M65.7K
1.0%
+265%
Added · +48K sh
19Meta Platforms Inc
CL A
$3.2M5.7K
0.9%
−5.4%
Reduced · −325 sh
20Schwab Strategic TR
US LCAP GR ETF
$3.2M94.2K
0.9%
+0.8%
Added · +784 sh
21RBB Fund Trust
FIRST EAGLE GBL
$3.2M64.9K
0.9%
−40%
Reduced · −43K sh
22Visa Inc
COM CL A
$3.1M9.0K
0.8%
−0.8%
Reduced · −70 sh
23Citigroup Inc
COM NEW
$2.8M20.3K
0.8%
−3.8%
Reduced · −797 sh
24Advanced Micro Devices Inc
COM
$2.6M4.5K
0.7%
−0.4%
Reduced · −18 sh
25Proshares TR
ULTRAPRO QQQ
$2.5M30.3K
0.7%
−19%
Reduced · −7K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$2.4M3.3K
0.7%
−0.6%
Reduced · −21 sh
27Philip Morris Intl Inc
COM
$2.4M13.4K
0.7%
+8.0%
Added · +995 sh
28Marvell Technology Inc
COM
$2.4M8.2K
0.7%
+134%
Added · +5K sh
29Vaneck ETF Trust
SEMICONDUCTR ETF
$2.4M3.7K
0.7%
+35%
Added · +958 sh
30JPMorgan Chase & Co
COM
$2.4M7.3K
0.7%
+6.4%
Added · +442 sh
31Exxon Mobil Corp
COM
$2.3M17.1K
0.6%
+7.1%
Added · +1K sh
32Goldman Sachs Group Inc
COM
$2.3M2.3K
0.6%
−3.5%
Reduced · −83 sh
33British Amern Tob PLC
SPONSORED ADR
$2.3M37.2K
0.6%
+6.1%
Added · +2K sh
34Coca Cola Cons Inc
COM
$2.2M11.4K
0.6%
−64%
Reduced · −20K sh
35Ezcorp Inc
CL A NON VTG
$2.1M61.5K
0.6%
−43%
Reduced · −46K sh
36Tesla Inc
COM
$2.0M4.8K
0.6%
−2.9%
Reduced · −143 sh
37Berkshire Hathaway Inc Del
CL B NEW
$1.9M3.8K
0.5%
−12%
Reduced · −539 sh
38First TR Exchng Traded FD VI
FT LADD BUFF ETF
$1.9M51.6K
0.5%
+21%
Added · +9K sh
39McDonalds Corp
COM
$1.8M6.7K
0.5%
+3.8%
Added · +245 sh
40Tidal Trust I
FUND GRAN US ETF
$1.8M65.5K
0.5%
+7.5%
Added · +5K sh
41Chevron Corporation
COM
$1.8M10.9K
0.5%
−3.2%
Reduced · −362 sh
42Micron Technology Inc
COM
$1.8M1.6K
0.5%
−55%
Reduced · −2K sh
43Lam Research Corp
COM NEW
$1.8M4.1K
0.5%
+2.6%
Added · +107 sh
44Caterpillar Inc
COM
$1.7M1.6K
0.5%
+4.9%
Added · +77 sh
45Walmart Inc
COM
$1.7M15.2K
0.5%
+2.1%
Added · +314 sh
46RTX Corporation
COM
$1.7M9.1K
0.5%
+2.8%
Added · +244 sh
47Vanguard Admiral FDS Inc
500 VAL IDX FD
$1.7M7.8K
0.5%
+75%
Added · +3K sh
48Ge Aerospace
COM NEW
$1.7M4.6K
0.5%
+42%
Added · +1K sh
49Oklo Inc
COM CL A
$1.6M31.3K
0.4%
New
New position
50Vertiv Holdings Co
COM CL A
$1.6M4.9K
0.4%
−2.2%
Reduced · −111 sh
Showing 50 of 271 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$563K
Call notional (bullish)$1.3M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishMICRON TECHNOLOGY INCMU$1.2M1K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$373K500
PUT · bearishBLACKSTONE INCBX$118K1K
CALL · bullishLIQUIDIA CORPLQDA$80K1K
PUT · bearishNVIDIA CORPNVDA$60K300
CALL · bullishWEYERHAEUSER COWY$12K500
PUT · bearishVANGUARD INFO TECH ETFVGT$12K100
CALL · bullishISHARES BITCOIN TRUST ETFIBIT$7K200

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 7, 2026281$367.6M13F-HR
Q1 2026Mar 31, 2026May 13, 2026252$320.2M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026219$303.7M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025202$274.3M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025185$220.2M13F-HR
Q1 2025Mar 31, 2025May 15, 2025175$179.3M13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025147$163.7M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.