Arkolith/Funds/Fund Advisors of America Inc

Fund Advisors of America Inc

CIK 2116327
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Fund Advisors of America Inc holds a diversified book of 120 reported positions worth $110.2M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Nike Inc -CL B and trimmed Apple Inc. Their largest long position is Nvidia Corp at 7% of the reported non-option book.

Opened
9
bought for the first time
+6 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
8
exited the position entirely
+5 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
35%
Top 20 holdings
51%

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

76% mapped to company sectors

Information Technology
37%
ETFs / funds
18%
Financials
12%
No sector on file yet
6%
Industrials
5%
Materials
5%
Utilities
5%
Consumer Discretionary
5%

+5 sectors below the cut, 9% 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 Fund Advisors of America Inc

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management9 / 80$161.9M
Prospect Hill Management, LLC9 / 80$243.0M
Conway Capital Management, Inc.15 / 80$195.1M
9823 Capital, L.P.11 / 80$127.3M
Ebert Capital Management Inc.16 / 80$89.9M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$385.3M
Greenbrier Partners Capital Management, LLC8 / 80$1.1B

Ranked by the share of each fund's own book sitting in the names it shares with Fund Advisors of America Inc: 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.

120 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$7.3M36.5K
6.6%
+0.1%
Added · +40 sh
2Apple Inc
COM
$6.1M21.1K
5.5%
−4.4%
Reduced · −971 sh
3Marvell Technology Inc
COM
$4.9M16.5K
4.5%
−17%
Reduced · −3K sh
4Berkshire Hathaway Inc Del
CL B NEW
$3.8M7.6K
3.4%
−6.4%
Reduced · −518 sh
5Micron Technology Inc
COM
$3.6M3.2K
3.3%
−32%
Reduced · −2K sh
6Main STR Cap Corp
COM
$3.0M57.8K
2.7%
−0.2%
Reduced · −123 sh
7International Business Machs
COM
$2.6M9.1K
2.3%
−2.8%
Reduced · −259 sh
8Eaton Vance Tax-Managed Glob
COM
$2.4M247.6K
2.2%
+0.3%
Added · +739 sh
9Eaton Vance Enhanced Equity
COM
$2.3M103.1K
2.1%
−3.4%
Reduced · −4K sh
10ASML Hldg NV
N Y REGISTRY SHS
$2.2M1.1K
2.0%
−9.1%
Reduced · −111 sh
11Corning Inc
COM
$2.0M7.9K
1.8%
−24%
Reduced · −2K sh
12Etfis Ser TR I
VIRTUS INFRCAP
$2.0M96.3K
1.8%
−5.9%
Reduced · −6K sh
13Amazon Com Inc
COM
$1.9M7.9K
1.7%
−10%
Reduced · −928 sh
14Enterprise Prods Partners L
COM
$1.8M49.2K
1.6%
+0.4%
Added · +177 sh
15Cloudflare Inc
CL A COM
$1.8M7.4K
1.6%
−12%
Reduced · −991 sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.4K
1.6%
−1.8%
Reduced · −43 sh
17Microsoft Corp
COM
$1.7M4.7K
1.6%
+0.2%
Added · +9 sh
18Williams Cos Inc
COM
$1.6M21.7K
1.5%
+3.5%
Added · +728 sh
19SPDR Gold TR
GOLD SHS
$1.6M4.3K
1.4%
−2.4%
Reduced · −106 sh
20Markel Group Inc
COM
$1.5M785
1.4%
+7.4%
Added · +54 sh
21Arm Holdings PLC
SPONSORED ADS
$1.5M4.2K
1.3%
−17%
Reduced · −827 sh
22Vanguard Index FDS
TOTAL STK MKT
$1.5M4.0K
1.3%
−1.9%
Reduced · −79 sh
23FS Credit Opportunities Corp
COMMON STOCK
$1.4M287.6K
1.3%
+4.4%
Added · +12K sh
24Caterpillar Inc
COM
$1.4M1.3K
1.2%
−1.1%
Reduced · −15 sh
25Vaneck ETF Trust
GOLD MINERS ETF
$1.4M17.9K
1.2%
−3.9%
Reduced · −719 sh
26Omega Healthcare Invs Inc
COM
$1.3M27.6K
1.2%
+0.7%
Added · +196 sh
27Palantir Technologies Inc
CL A
$1.2M10.6K
1.1%
+22%
Added · +2K sh
28Select Sector SPDR TR
ST STR TECHN ETF
$1.2M6.4K
1.1%
−6.5%
Reduced · −450 sh
29Invesco QQQ TR
UNIT SER 1
$1.2M1.6K
1.1%
−8.4%
Reduced · −145 sh
30Vanguard Index FDS
S&P 500 ETF SHS
$1.1M1.6K
1.0%
−13%
Reduced · −230 sh
31Energy Transfer L P
COM UT LTD PTN
$996K52.1K
0.9%
+1.2%
Added · +641 sh
32Netflix Inc.
COM
$986K13.8K
0.9%
+1.4%
Added · +192 sh
33Alphabet Inc
CAP STK CL C
$962K2.7K
0.9%
−7.9%
Reduced · −234 sh
34Philip Morris Intl Inc
COM
$936K5.2K
0.8%
−6.1%
Reduced · −334 sh
35Virtus Dividend Interest & P
COM
$903K59.5K
0.8%
+1.5%
Added · +856 sh
36Acm Resh Inc
COM CL A
$903K7.1K
0.8%
Held
37Cisco Sys Inc
COM
$892K7.6K
0.8%
+0.3%
Added · +20 sh
38Southern Copper Corp
COM
$870K5.0K
0.8%
+2.5%
Added · +123 sh
39Home Depot Inc
COM
$867K2.5K
0.8%
−3.6%
Reduced · −91 sh
40Vanguard Index FDS
SMALL CP ETF
$858K2.8K
0.8%
+1.7%
Added · +48 sh
41BlackRock Science & Technolo
SHS BEN INT
$848K28.2K
0.8%
+14%
Added · +3K sh
42Symbotic Inc
CLASS A COM
$834K18.6K
0.8%
−8.4%
Reduced · −2K sh
43Chevron Corporation
COM
$830K5.0K
0.8%
−1.0%
Reduced · −52 sh
44Abbvie Inc
COM
$827K3.3K
0.8%
−13%
Reduced · −504 sh
45Applied Matls Inc
COM
$804K1.1K
0.7%
−6.9%
Reduced · −82 sh
46Broadcom Inc
COM
$795K2.1K
0.7%
−0.2%
Reduced · −5 sh
47Altria Group Inc
COM
$762K10.6K
0.7%
−4.7%
Reduced · −519 sh
48Hilton Worldwide Hldgs Inc
COM
$751K2.3K
0.7%
−3.3%
Reduced · −77 sh
49Rio Tinto PLC
SPONSORED ADR
$749K7.9K
0.7%
−1.0%
Reduced · −77 sh
50Blackstone Inc
COM
$715K6.1K
0.6%
+0.2%
Added · +11 sh
Showing 50 of 120 positions
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Filing history

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

$110.2M · Q2 2026Q4 2025 · $109.0MQ2 2026 · $110.2M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202642d120$110.2M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d118$98.7M13F-HR
Q4 2025Dec 31, 2025Mar 13, 202672d119$109.0M13F-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.