Arkolith/Funds/GTS Financial, LLC

GTS Financial, LLC

CIK 2112647
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

GTS Financial, LLC holds a focused book of 41 reported positions worth $137.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Schwab US Large-Cap ETF and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 18% of the reported non-option book. Cloning the disclosed picks since 2026 would be +2% (+7.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.4%
+7.5%/yr · since May '26
Their reported book
+9.1%
held from quarter-end
S&P 500
+3.2%
same window
$10K$10K$10K$10K$11KMay '26Jun '26Jul '26Jul '26Aug '26Sep '26
GTS Financial, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +9.1%, a 6.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning GTS Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
79%
Top 20 holdings
93%

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

1% mapped to company sectors

ETFs / funds
98%
Health Care
1%
No sector on file yet
1%

+2 sectors below the cut, 1% 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

Funds with the most overlap

Other tracked managers holding the same core names as GTS Financial, LLC

Manager / fundShared namesTheir $ in those
Beacon Wealthcare LLC4 / 41$188.8M
Stuart Investment Advisors, Inc.4 / 41$132.2M
SJS Investment Consulting Inc.9 / 41$440.2M
American Asset Management Inc.5 / 41$56.4M
Wealthcare Capital Management LLC8 / 41$483.0M
Brown Financial Advisory4 / 41$104.3M
Sunesis Advisors, LLC4 / 41$102.0M
Sage Financial Group Inc5 / 41$745.4M

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

41 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$24.9M342.1K
18.1%
−0.4%
Reduced · −1K sh
2Schwab Strategic TR
US LRG CAP ETF
$15.4M628.6K
11.2%
New
New position
3Aim ETF Products Trust
ALLIANZIM US EQT
$13.2M355.8K
9.6%
+495%
Added · +296K sh
4Federated Hermes ETF Trust
TOTA RETU BD ETF
$12.9M515.7K
9.4%
+2.9%
Added · +15K sh
5BlackRock ETF Trust II
ISHA FLEX IN ETF
$10.1M190.6K
7.3%
+7.8%
Added · +14K sh
6Ishares TR
CORE MSCI EURO
$9.4M142.3K
6.9%
New
New position
7Ishares TR
RUS TP200 VL ETF
$6.3M75.3K
4.6%
+8.3%
Added · +6K sh
8Innovator Etfs Trust
INTRNL DEV JULY
$6.1M192.2K
4.5%
+3.6%
Added · +7K sh
9Federated Hermes ETF Trust
MDT LARGE CAP
$5.1M167.7K
3.7%
+1.3%
Added · +2K sh
10Aim ETF Products Trust
ALLIANZIM US EQT
$4.7M139.9K
3.4%
−0.5%
Reduced · −642 sh
11Ishares TR
MBS ETF
$3.4M36.1K
2.5%
+2.6%
Added · +923 sh
12Vanguard Intl Equity Index F
ALLWRLD EX US
$2.2M33.3K
1.6%
+4.0%
Added · +1K sh
13Aim ETF Products Trust
ALLIANZIM US EQT
$2.2M65.4K
1.6%
+2.1%
Added · +1K sh
14Aim ETF Products Trust
ALLIA US JAN ETF
$2.1M61.5K
1.6%
+169%
Added · +39K sh
15Wisdomtree TR
FLOATNG RAT TREA
$2.1M42.4K
1.6%
Held
16Ishares TR
MSCI USA QLT FCT
$2.0M10.8K
1.4%
Held
17Aim ETF Products Trust
ALLIA US AUG ETF
$1.7M56.9K
1.3%
−2.3%
Reduced · −1K sh
18Aim ETF Products Trust
ALLIA US MAY ETF
$1.7M52.3K
1.2%
+9.4%
Added · +5K sh
19Innovator Etfs Trust
US EQTY PWR BF
$1.4M34.5K
1.0%
−2.8%
Reduced · −1K sh
20Vanguard Index FDS
TOTAL STK MKT
$825K2.7K
0.6%
−1.1%
Reduced · −30 sh
21Ishares TR
ESG MSCI LEADR
$817K7.5K
0.6%
+1.5%
Added · +110 sh
22Eli Lilly & Co
COM
$815K1.0K
0.6%
Held
23Innovator Etfs Trust
DEFINED WLT SHLD
$710K22.1K
0.5%
−11%
Reduced · −3K sh
24Ishares TR
ESG AWR MSCI USA
$685K5.1K
0.5%
−17%
Reduced · −1K sh
25Aim ETF Products Trust
ALLIANZIM US EQT
$647K19.9K
0.5%
−3.5%
Reduced · −732 sh
26Ishares TR
ESG MSCI USA ETF
$619K11.5K
0.5%
+20%
Added · +2K sh
27Innovator Etfs Trust
US EQTY BUFR FEB
$517K11.6K
0.4%
−85%
Reduced · −63K sh
28Berkshire Hathaway Inc Del
CL B NEW
$510K1.0K
0.4%
−1.4%
Reduced · −15 sh
29Dimensional ETF Trust
US COR EQU 2 ETF
$481K13.4K
0.4%
+29%
Added · +3K sh
30Aim ETF Products Trust
ALLIA US OCT ETF
$462K12.5K
0.3%
Held
31Innovator Etfs Trust
US EQTY PWR BUF
$437K9.9K
0.3%
−7.0%
Reduced · −742 sh
32American Centy ETF TR
AVAN RE INTL ETF
$353K5.2K
0.3%
−10%
Reduced · −595 sh
33BlackRock ETF Trust
ISHA US AWAR ETF
$351K5.2K
0.3%
+0.7%
Added · +36 sh
34Ishares TR
0-3 MTH TREASURY
$316K3.1K
0.2%
−98%
Reduced · −141K sh
35Innovator Etfs Trust
INNOVATOR INTL D
$300K10.6K
0.2%
New
New position
36Ishares TR
S&P 100 ETF
$272K895
0.2%
−93%
Reduced · −13K sh
37Ishares TR
ESG MSCI KLD ETF
$251K2.2K
0.2%
−2.0%
Reduced · −45 sh
38Innovator Etfs Trust
US EQUT BUFR AUG
$223K4.9K
0.2%
−4.0%
Reduced · −201 sh
39Ishares TR
ESG AWRE USD ETF
$222K9.5K
0.2%
+3.5%
Added · +322 sh
40Innovator Etfs Trust
US EQTY BUF OCT
$211K4.6K
0.2%
New
New position
41Autodesk Inc
COM
$202K652
0.1%
New
New position
Showing all 41 positions
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Filing history

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

$137.2M · Q2 2026Q1 2026 · $126.3MQ2 2026 · $137.2M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d41$137.2M13F-HR
Q1 2026Mar 31, 2026May 19, 202649d43$126.3M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.