Arkolith/Funds/Genesee Capital Advisors, LLC

Genesee Capital Advisors, LLC

CIK 1652348
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Genesee Capital Advisors, LLC holds a focused book of 172 stocks worth $317.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Roundhill Magnificent Seven and trimmed Schwab US Broad Market ETF. Their largest long position is Schwab US Broad Market ETF at 10% of the equity book.

Opened
43
bought for the first time
Added to
50
already held, bought more
Trimmed
57
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
48%
Top 20 holdings
61%

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

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Information Technology
14%
Financials
6%
Consumer Discretionary
2%
Health Care
2%
Industrials
2%
Utilities
1%
Materials
1%

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 Genesee Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$435.5B
UBS Group AG80 / 80$112.7B
WELLS FARGO & COMPANY/MN80 / 80$111.3B
OSAIC HOLDINGS, INC.80 / 80$13.0B
ROYAL BANK OF CANADA78 / 80$116.6B
BANK OF AMERICA CORP /DE/77 / 80$290.1B
LPL Financial LLC77 / 80$59.1B
ENVESTNET ASSET MANAGEMENT INC77 / 80$46.2B

Ranked by how many of Genesee Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

172 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US BRD MKT ETF
$30.5M1.05M
9.6%
−35%
Reduced · −577K sh
2First TR Exchange-Traded Alp
COM SHS
$23.6M163.9K
7.5%
+142%
Added · +96K sh
3First TR Exchange-Traded FD
TECH ALPHADEX
$23.4M107.9K
7.4%
−6.4%
Reduced · −7K sh
4Schwab Strategic TR
US LCAP GR ETF
$17.7M523.6K
5.6%
+899%
Added · +471K sh
5Invesco QQQ TR
UNIT SER 1
$16.0M21.8K
5.0%
+8.3%
Added · +2K sh
6Apple Inc
COM
$12.4M43.0K
3.9%
+0.6%
Added · +257 sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$9.4M12.6K
3.0%
+26%
Added · +3K sh
8Advanced Micro Devices Inc
COM
$6.6M11.3K
2.1%
+15%
Added · +2K sh
9NEOS ETF Trust
NASDAQ 100 HIGH
$6.6M115.7K
2.1%
28×
Added · +112K sh
10Ishares TR
EXPANDED TECH
$6.0M66.7K
1.9%
+596%
Added · +57K sh
11Listed FDS TR
ROUN MA SEVE ETF
$5.2M81.5K
1.7%
New
New position
12Ishares TR
MSCI USA MMENTM
$4.5M13.2K
1.4%
+9.4%
Added · +1K sh
13Nvidia Corporation
COM
$4.4M22.1K
1.4%
+11%
Added · +2K sh
14Berkshire Hathaway Inc Del
CL B NEW
$4.2M8.3K
1.3%
−31%
Reduced · −4K sh
15SPDR Series Trust
ST STR SP REGBNK
$4.1M55.0K
1.3%
New
New position
16Ishares TR
ISHARES SEMICDTR
$4.1M6.4K
1.3%
+514%
Added · +5K sh
17SPDR Series Trust
ST LON TREAS ETF
$4.0M153.9K
1.3%
−4.4%
Reduced · −7K sh
18Alphabet Inc
CAP STK CL A
$3.4M9.6K
1.1%
+31%
Added · +2K sh
19Ishares TR
RUSSELL 2000 ETF
$3.3M10.8K
1.0%
−0.6%
Reduced · −64 sh
20Invesco Exch Traded FD TR II
DORSEY WRGT DVLP
$3.0M53.6K
0.9%
+56%
Added · +19K sh
21Microsoft Corp
COM
$2.8M7.6K
0.9%
+4.5%
Added · +328 sh
22Amazon Com Inc
COM
$2.7M11.2K
0.8%
−2.5%
Reduced · −290 sh
23First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.7M32.9K
0.8%
−58%
Reduced · −45K sh
24ALPS ETF TR
INTL SEC DV DOG
$2.7M64.5K
0.8%
+0.4%
Added · +276 sh
25Ishares TR
RUS 1000 ETF
$2.6M6.3K
0.8%
−1.6%
Reduced · −104 sh
26First TR Exchange Traded FD
DORSEY WRIGHT
$2.5M94.5K
0.8%
−0.8%
Reduced · −732 sh
27Nebius Group N.V.
SHS CLASS A
$2.5M9.2K
0.8%
+115%
Added · +5K sh
28Ishares TR
20 YR TR BD ETF
$2.4M28.1K
0.8%
+450%
Added · +23K sh
29Williams Cos Inc
COM
$2.3M30.3K
0.7%
−8.0%
Reduced · −3K sh
30Broadcom Inc
COM
$2.2M5.9K
0.7%
−30%
Reduced · −2K sh
31Vanguard Intl Equity Index F
FTSE EUROPE ETF
$2.2M24.7K
0.7%
−0.2%
Reduced · −60 sh
32Invesco Exchange Traded FD T
DORSEY WRGT TECH
$2.2M15.9K
0.7%
Held
33Tesla Inc
COM
$2.1M5.0K
0.7%
+1.3%
Added · +66 sh
34Meta Platforms Inc
CL A
$1.9M3.4K
0.6%
+0.6%
Added · +19 sh
35Schwab Strategic TR
US DIVIDEND EQ
$1.8M58.2K
0.6%
−58%
Reduced · −81K sh
36Ishares TR
CORE MSCI EURO
$1.8M23.7K
0.6%
−1.8%
Reduced · −429 sh
37Ge Aerospace
COM NEW
$1.7M4.4K
0.5%
−4.8%
Reduced · −222 sh
38Invesco Exchange Traded FD T
DORSEY WRGT INDS
$1.6M6.2K
0.5%
Held
39SPDR Series Trust
ST STR SP500DIV
$1.6M33.9K
0.5%
−80%
Reduced · −132K sh
40Global X FDS
DAX GERMANY ETF
$1.6M35.9K
0.5%
−6.3%
Reduced · −2K sh
41Morgan Stanley
COM NEW
$1.6M7.5K
0.5%
+14%
Added · +903 sh
42Vanguard Scottsdale FDS
INT-TERM CORP
$1.6M18.8K
0.5%
+16%
Added · +3K sh
43Goldman Sachs Group Inc
COM
$1.5M1.5K
0.5%
−20%
Reduced · −366 sh
44Proshares TR
PSHS ULT S&P 500
$1.5M22.4K
0.5%
+258%
Added · +16K sh
45Intercontinental Exchange In
COM
$1.5M12.2K
0.5%
+2.1%
Added · +246 sh
46BlackRock Inc
COM
$1.5M1.5K
0.5%
−4.5%
Reduced · −72 sh
47International Business Machs
COM
$1.4M4.9K
0.4%
−3.4%
Reduced · −173 sh
48Ishares Bitcoin Trust ETF
SHS BEN INT
$1.4M40.6K
0.4%
−23%
Reduced · −12K sh
49Proshares TR
PSHS ULTRUSS2000
$1.3M20.0K
0.4%
New
New position
50Ishares TR
MSCI EAFE ETF
$1.3M12.9K
0.4%
+3.5%
Added · +434 sh
Showing 50 of 172 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026172$317.3M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026138$238.6M13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026129$248.5M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025123$230.2M13F-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.