Arkolith/Funds/Hengehold Capital Management LLC

Hengehold Capital Management LLC

CIK 1536430
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Hengehold Capital Management LLC holds a focused book of 229 stocks worth $1.3B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Imgp Dbi Managed Futures STR and trimmed Schwab US Broad Market ETF. Their largest long position is Schwab US Broad Market ETF at 17% of the equity book.

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Use Arkolith to show HENGEHOLD CAPITAL MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
65
new positions
Added to
126
existing
Trimmed
67
reduced
Sold out
8
exited

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
50%
Top 20 holdings
66%

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

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Financials
5%
Materials
5%
Information Technology
5%
Health Care
3%
Industrials
2%
Consumer Discretionary
2%
Energy
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

Holdings: largest first

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

229 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US BRD MKT ETF
$221.3M7.64M
17.2%
−1.1%
Reduced · −82K sh
2Procter & Gamble Co
COM
$60.4M412.0K
4.7%
−5.6%
Reduced · −24K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$58.3M78.1K
4.5%
+5.1%
Added · +4K sh
4Vanguard World FD
MEGA GRWTH IND
$53.0M602.8K
4.1%
+406%
Added · +484K sh
5SPDR Index SHS FDS
ST STR ACWI ETF
$49.4M1.21M
3.8%
+2.2%
Added · +27K sh
6Ishares TR
CORE S&P500 ETF
$42.3M56.5K
3.3%
+13%
Added · +6K sh
7Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$39.2M2.40M
3.0%
+6.5%
Added · +147K sh
8Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$39.1M1.90M
3.0%
+0.3%
Added · +6K sh
9Ishares TR
IBDS DEC28 ETF
$38.4M1.52M
3.0%
+5.9%
Added · +85K sh
10Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$38.1M2.29M
3.0%
+6.3%
Added · +136K sh
11Ishares Inc
CORE MSCI EMKT
$33.2M401.1K
2.6%
+6.3%
Added · +24K sh
12Ishares TR
RUSSELL 2000 ETF
$30.1M100.3K
2.3%
+2.7%
Added · +3K sh
13Ishares TR
IBONDS 29 TRM TS
$24.1M1.11M
1.9%
+7.1%
Added · +74K sh
14Schwab Strategic TR
US LRG CAP ETF
$22.9M776.4K
1.8%
−0.2%
Reduced · −1K sh
15Schwab Strategic TR
US DIVIDEND EQ
$20.1M633.7K
1.6%
+4.5%
Added · +27K sh
16Wisdomtree TR
US QTLY DIV GRT
$18.7M195.7K
1.5%
+1.1%
Added · +2K sh
17ETF Ser Solutions
DEFIA QUANT ETF
$18.7M113.1K
1.5%
+4.5%
Added · +5K sh
18Vanguard Specialized Funds
DIV APP ETF
$14.8M62.6K
1.1%
+7.9%
Added · +5K sh
19Sprott Asset Management LP
PHYSICAL GOLD TR
$13.1M434.5K
1.0%
−2.0%
Reduced · −9K sh
20Litman Gregory FDS TR
IMGP DBI MAN ETF
$12.6M411.4K
1.0%
New
New position
21Ishares TR
IBONDS DEC 28
$11.8M461.9K
0.9%
+15%
Added · +59K sh
22Abrdn Etfs
BBRG ALL COMMDY
$11.8M345.2K
0.9%
+3.3%
Added · +11K sh
23First TR Exchange-Traded FD
NASDAQ CYB ETF
$11.2M124.5K
0.9%
+5.5%
Added · +7K sh
24Ishares Inc
MSCI GBL ETF NEW
$10.5M181.0K
0.8%
New
New position
25Ishares TR
ULTRA SHORT DUR
$10.5M206.7K
0.8%
+6.5%
Added · +13K sh
26Microsoft Corp
COM
$10.1M27.2K
0.8%
+4.5%
Added · +1K sh
27Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$9.9M484.8K
0.8%
+3.7%
Added · +18K sh
28Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$9.9M502.6K
0.8%
+5.0%
Added · +24K sh
29United Parcel Svcs Inc
CL B
$9.7M90.0K
0.8%
~0%
Added · +18 sh
30Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$9.5M488.6K
0.7%
+4.2%
Added · +20K sh
31Apple Inc
COM
$9.4M32.6K
0.7%
+2.3%
Added · +730 sh
32Broadcom Inc
COM
$9.0M23.7K
0.7%
−2.5%
Reduced · −609 sh
33JPMorgan Chase & Co
COM
$8.8M26.8K
0.7%
−0.5%
Reduced · −128 sh
34Tema ETF Trust
ELECTRIFICATION
$8.8M209.2K
0.7%
+5.0%
Added · +10K sh
35Nvidia Corporation
COM
$8.2M41.1K
0.6%
+2.4%
Added · +976 sh
36Schwab Strategic TR
FUNDAMENTAL INTL
$7.9M149.3K
0.6%
+0.6%
Added · +874 sh
37Schwab Strategic TR
INTL EQTY ETF
$7.8M283.2K
0.6%
−2.5%
Reduced · −7K sh
38Schwab Strategic TR
US AGGREGATE B
$7.3M314.7K
0.6%
+1.9%
Added · +6K sh
39Abbvie Inc
COM
$7.1M28.4K
0.6%
+2.3%
Added · +643 sh
40Johnson & Johnson
COM
$7.0M27.6K
0.5%
−0.5%
Reduced · −136 sh
41First TR Exchange Traded FD
NASD TECH DIV
$6.9M60.3K
0.5%
−2.0%
Reduced · −1K sh
42Vanguard Index FDS
GROWTH ETF
$6.8M78.6K
0.5%
+502%
Added · +66K sh
43Ishares TR
CORE S&P MCP ETF
$6.5M84.6K
0.5%
−11%
Reduced · −10K sh
44Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$6.5M348.6K
0.5%
+51%
Added · +117K sh
45Merck & Co Inc
COM
$6.1M47.5K
0.5%
+3.5%
Added · +2K sh
46SPDR Series Trust
ST STR P500ETF
$5.9M66.7K
0.5%
+0.9%
Added · +597 sh
47Schwab Strategic TR
US LCAP GR ETF
$5.6M166.9K
0.4%
−1.4%
Reduced · −2K sh
48Chevron Corporation
COM
$5.4M32.8K
0.4%
−0.6%
Reduced · −208 sh
49Exxon Mobil Corp
COM
$5.3M38.5K
0.4%
+0.7%
Added · +286 sh
50US Bancorp
COM NEW
$5.2M86.9K
0.4%
+5.9%
Added · +5K sh
Showing 50 of 229 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026229$1.3B13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026213$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026219$1.2B13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025215$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025211$1.1B13F-HR
Q1 2025Mar 31, 2025Apr 17, 2025200$1.1B13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025202$1.1B13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024204$1.1B13F-HR

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.