Arkolith/Funds/Freestone Capital Holdings, LLC

Freestone Capital Holdings, LLC

CIK 1470876
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Active Filer

Freestone Capital Holdings, LLC holds a focused book of 530 stocks worth $3.3B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Ishares Expanded Tech-Softwa and trimmed Microsoft Corp. Their largest long position is Ishares Core S&P 500 ETF at 14% of the equity book. They also disclosed $4.0M in put options (a bearish bet) and $8.4M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Freestone Capital Holdings, LLC's latest
holdings, largest changes, and filing provenance.
Opened
45
new positions
Added to
208
existing
Trimmed
225
reduced
Sold out
34
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
46%
Top 20 holdings
59%

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

Direct sector allocation

56% mapped to company sectors

ETF / fund or unclassified
44%
Information Technology
26%
Financials
7%
Consumer Discretionary
7%
Industrials
5%
Health Care
4%
Energy
2%
Materials
2%

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

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

530 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$450.3M689.4K
13.7%
+2.9%
Added · +19K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$188.9M2.95M
5.8%
+5.8%
Added · +163K sh
3Microsoft Corp
COM
$166.5M449.7K
5.1%
−0.1%
Reduced · −412 sh
4Nvidia Corporation
COM
$141.2M809.8K
4.3%
−2.4%
Reduced · −20K sh
5Apple Inc
COM
$129.2M509.1K
3.9%
−1.6%
Reduced · −8K sh
6Ishares TR
CORE US AGGBD ET
$94.2M948.4K
2.9%
+13%
Added · +106K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$92.7M142.6K
2.8%
+1.3%
Added · +2K sh
8Vanguard BD Index FDS
SHORT TRM BOND
$92.4M1.18M
2.8%
+18%
Added · +176K sh
9Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$87.2M1.61M
2.7%
+20%
Added · +270K sh
10Amazon Com Inc
COM
$81.5M391.6K
2.5%
+0.6%
Added · +2K sh
11Alphabet Inc
CAP STK CL A
$72.1M250.7K
2.2%
+0.8%
Added · +2K sh
12Vanguard Index FDS
S&P 500 ETF SHS
$54.0M90.4K
1.6%
+2.8%
Added · +3K sh
13Berkshire Hathaway Inc Del
CL B NEW
$42.5M88.7K
1.3%
+1.0%
Added · +844 sh
14Broadcom Inc
COM
$40.6M131.2K
1.2%
+0.6%
Added · +775 sh
15Meta Platforms Inc
CL A
$40.0M69.9K
1.2%
+1.9%
Added · +1K sh
16Costco Wholesale Corporation
COM
$39.6M39.7K
1.2%
−0.8%
Reduced · −334 sh
17JPMorgan Chase & Co
COM
$31.0M105.3K
0.9%
−0.3%
Reduced · −303 sh
18Exxon Mobil Corp
COM
$29.9M176.5K
0.9%
−3.5%
Reduced · −7K sh
19Kla Corp
COM NEW
$28.5M19.4K
0.9%
−4.5%
Reduced · −903 sh
20Nike Inc
CL B
$27.7M524.8K
0.8%
+0.3%
Added · +1K sh
21Alphabet Inc
CAP STK CL C
$26.1M90.9K
0.8%
+13%
Added · +10K sh
22Eli Lilly & Co
COM
$25.4M27.6K
0.8%
−3.2%
Reduced · −902 sh
23Ishares TR
SHRT NAT MUN ETF
$24.9M233.9K
0.8%
+17%
Added · +33K sh
24Invesco QQQ TR
UNIT SER 1
$23.8M41.3K
0.7%
+6.7%
Added · +3K sh
25Vanguard Index FDS
TOTAL STK MKT
$22.1M68.8K
0.7%
+3.5%
Added · +2K sh
26Ishares TR
NATIONAL MUN ETF
$22.1M207.8K
0.7%
+25%
Added · +41K sh
27Caterpillar Inc
COM
$21.1M29.7K
0.6%
−0.4%
Reduced · −111 sh
28Visa Inc
COM CL A
$20.5M67.9K
0.6%
+4.2%
Added · +3K sh
29Applied Matls Inc
COM
$19.8M58.0K
0.6%
+1.6%
Added · +893 sh
30Tesla Inc
COM
$18.9M50.8K
0.6%
+1.9%
Added · +946 sh
31Oracle Corp
COM
$18.4M125.3K
0.6%
+1.1%
Added · +1K sh
32Ishares TR
RUS 1000 GRW ETF
$18.0M42.2K
0.5%
−5.3%
Reduced · −2K sh
33Abbvie Inc
COM
$15.2M70.0K
0.5%
+1.1%
Added · +788 sh
34Union Pac Corp
COM
$15.2M62.7K
0.5%
+2.2%
Added · +1K sh
35Mastercard Incorporated
CL A
$15.2M30.4K
0.5%
+3.9%
Added · +1K sh
36Salesforce Inc
COM
$15.2M81.3K
0.5%
−13%
Reduced · −13K sh
37Home Depot Inc
COM
$14.9M45.3K
0.5%
+1.9%
Added · +866 sh
38Thermo Fisher Scientific Inc
COM
$14.7M29.8K
0.4%
−1.2%
Reduced · −359 sh
39Applovin Corp
COM CL A
$14.3M36.0K
0.4%
−7.6%
Reduced · −3K sh
40Wells Fargo & Co
COM
$13.9M174.5K
0.4%
+4.4%
Added · +7K sh
41Abbott Laboratories
COM
$13.8M134.9K
0.4%
+0.5%
Added · +720 sh
42Bank America Corp
COM
$13.6M279.3K
0.4%
+0.4%
Added · +1K sh
43RTX Corporation
COM
$13.4M69.3K
0.4%
+6.0%
Added · +4K sh
44Johnson & Johnson
COM
$13.3M54.6K
0.4%
+3.5%
Added · +2K sh
45Chevron Corporation
COM
$12.8M62.1K
0.4%
+1.5%
Added · +925 sh
46Qualcomm Inc
COM
$12.8M99.7K
0.4%
−4.3%
Reduced · −5K sh
47Walmart Inc
COM
$12.8M102.6K
0.4%
−2.2%
Reduced · −2K sh
48McKesson Corp
COM
$12.2M14.1K
0.4%
+0.8%
Added · +115 sh
49NextEra Energy Inc
COM
$12.1M129.8K
0.4%
+1.1%
Added · +1K sh
50Cardinal Health Inc
COM
$12.1M57.1K
0.4%
−3.4%
Reduced · −2K sh
Showing 50 of 530 positions

Largest options & derivatives disclosed

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

Put notional (bearish)$4.0M
Call notional (bullish)$8.4M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishUBS AG ET GL SHR COVR CL ETNGLDI$1.3M8K
CALL · bullishSPDR GOLD SHARESGLD$990K2K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$923K2K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$923K2K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$910K1K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$910K1K
CALL · bullishNVIDIA CORPNVDA$802K5K
PUT · bearishSPDR GOLD SHARESGLD$602K1K
CALL · bullishTESLA INCTSLA$595K2K
CALL · bullishPAYPAL HOLDINGS INCPYPL$452K10K
CALL · bullishISHARES RUSSELL 2000 ETFIWM$397K2K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$397K2K
CALL · bullishISHARES SILVER TRUSTSLV$341K5K
CALL · bullishWALMART INCWMT$174K1K
PUT · bearishWALMART INCWMT$174K1K
CALL · bullishADVANCED MICRO DEVICESAMD$142K700
CALL · bullishISHARES MSCI EAFE ETFEFA$136K1K
PUT · bearishISHARES MSCI EAFE ETFEFA$136K1K
PUT · bearishUNITED AIRLINES HOLDINGS INCUAL$129K1K
CALL · bullishUNITED AIRLINES HOLDINGS INCUAL$129K1K
CALL · bullishBROADCOM INCAVGO$124K400
CALL · bullishNIKE INC -CL BNKE$116K2K
PUT · bearishNIKE INC -CL BNKE$116K2K
PUT · bearishCVS HEALTH CORPCVS$115K2K
CALL · bullishCVS HEALTH CORPCVS$115K2K

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. Showing the largest 25 of 41 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 2026571$3.3B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026556$3.4B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025545$3.3B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025456$3.0B13F-HR
Q1 2025Mar 31, 2025May 13, 2025446$2.7B13F-HR
Q4 2024Dec 31, 2024Feb 6, 2025449$2.9B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024443$2.9B13F-HR
Q2 2024Jun 30, 2024Nov 22, 2024464$2.8B13F-HR/A
Q1 2024Mar 31, 2024Nov 22, 2024447$2.7B13F-HR/A
Q4 2023Dec 31, 2023Feb 13, 2024405$2.2B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023380$1.9B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023396$2.5B13F-HR
Q1 2023Mar 31, 2023May 12, 2023375$2.3B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023382$2.2B13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022378$2.2B13F-HR
Q2 2022Jun 30, 2022Aug 9, 2022422$2.6B13F-HR
Q1 2022Mar 31, 2022May 12, 2022581$2.5B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022508$2.4B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021419$2.0B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021413$2.0B13F-HR
Q1 2021Mar 31, 2021May 17, 2021397$1.8B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20211,279$1.7B13F-HR
Amended / restated
  • Q2 2024 · filed Aug 13, 202413F-HR · superseded
  • Q1 2024 · filed May 14, 202413F-HR · superseded

Data source

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.