Arkolith/Funds/Hicks Capital Management LLC

Hicks Capital Management LLC

CIK 2062978
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Hicks Capital Management LLC holds a focused book of 39 reported positions worth $122.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Vanguard Growth ETF and trimmed Fidelity Enhanced Intl ETF. Their largest long position is Ishares Core S&P 500 ETF at 27% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
70%
Top 20 holdings
89%

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

5% mapped to company sectors

ETFs / funds
93%
Financials
5%
No sector on file yet
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 (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 Hicks Capital Management LLC

Manager / fundShared namesTheir $ in those
Planning Project LLC5 / 39$360.9M
Vestwell Advisors, LLC3 / 39$298.1M
Mann Financial Group, Inc.7 / 39$82.1M
GR Financial Group, LLC3 / 39$502.9M
Potomac Fund Management Inc5 / 39$2.7B
Valley Forge Investment Consultants Inc Adv10 / 39$259.1M
New England Professional Planning Group Inc.6 / 39$174.4M
Leverty Financial Group, LLC7 / 39$333.0M

Ranked by the share of each fund's own book sitting in the names it shares with Hicks Capital Management 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.

39 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$33.3M44.4K
27.3%
+0.1%
Added · +68 sh
2Fidelity Merrimack STR TR
TOTAL BD ETF
$12.1M265.8K
9.9%
+5.5%
Added · +14K sh
3Fidelity Covington Trust
ENHANCED INTL
$10.8M268.1K
8.8%
−0.2%
Reduced · −651 sh
4Ishares TR
CORE S&P MCP ETF
$7.4M96.0K
6.1%
−0.9%
Reduced · −905 sh
5Vanguard Index FDS
GROWTH ETF
$4.9M56.6K
4.0%
New
New position
6JPMorgan Chase &CO
COM
$4.8M14.8K
4.0%
+1.1%
Added · +161 sh
7Ishares TR
CORE S&P SCP ETF
$3.7M25.0K
3.0%
+1.9%
Added · +456 sh
8Fidelity Covington Trust
FIDELITY FUND LR
$3.1M88.3K
2.5%
−0.3%
Reduced · −298 sh
9Vanguard Whitehall FDS
HIGH DIV YLD
$3.0M18.9K
2.4%
−0.3%
Reduced · −53 sh
10Fidelity Covington Trust
ENHANCED SML CAP
$2.9M60.2K
2.4%
New
New position
11Ishares TR
S&P 500 GRWT ETF
$2.8M20.2K
2.3%
~0%
Reduced · −4 sh
12Vanguard Specialized Funds
DIV APP ETF
$2.6M11.2K
2.2%
Held
13Fidelity Merrimack STR TR
MUN BD OPPORTUN
$2.6M49.9K
2.1%
+51%
Added · +17K sh
14Fidelity Covington Trust
BLUE CHIP GRWTH
$2.5M40.5K
2.1%
+7.1%
Added · +3K sh
15Ishares TR
MSCI USA MIN ETF
$2.3M23.6K
1.9%
+0.2%
Added · +49 sh
16American Centy ETF TR
AVANTIS EMGMKT
$2.3M23.3K
1.8%
+2.7%
Added · +619 sh
17Ishares TR
SELECT DIVID ETF
$2.0M12.7K
1.6%
+2.3%
Added · +290 sh
18Ishares TR
RUS 1000 GRW ETF
$1.9M15.3K
1.6%
New
New position
19Ishares TR
CORE MSCI EAFE
$1.7M17.6K
1.4%
+1.5%
Added · +265 sh
20Putnam ETF Trust
FOCUSED LAR CAP
$1.7M33.3K
1.4%
+0.3%
Added · +106 sh
21Fidelity Covington Trust
SML MID MLTFCT
$1.6M29.3K
1.3%
−3.5%
Reduced · −1K sh
22Franklin Templeton ETF TR
FRANKLIN DYN MUN
$1.1M43.0K
0.9%
+123%
Added · +24K sh
23Vanguard Scottsdale FDS
LONG TERM TREAS
$1.1M19.2K
0.9%
+2.3%
Added · +426 sh
24J P Morgan Exchange Traded F
HEDG EQU LAD ETF
$986K14.6K
0.8%
−5.0%
Reduced · −766 sh
25Fifth Third Bancorp
COM
$935K16.6K
0.8%
~0%
Added · +3 sh
26J P Morgan Exchange Traded F
ACTIVE BOND ETF
$907K17.0K
0.7%
+2.0%
Added · +338 sh
27Fidelity Covington Trust
ENHANCED LARGE
$874K20.0K
0.7%
+3.6%
Added · +702 sh
28Dimensional ETF Trust
US SUSTAINABILTY
$858K18.4K
0.7%
Held
29Pacer FDS TR
US CASH COWS 100
$852K13.7K
0.7%
−0.1%
Reduced · −16 sh
30Invesco Exch Traded FD TR II
S&P500 LOW VOL
$782K10.4K
0.6%
~0%
Added · +4 sh
31J P Morgan Exchange Traded F
MUNICIPAL ETF
$618K12.2K
0.5%
+10.0%
Added · +1K sh
32Capital Group Growth ETF
SHS CREAT UNIT
$531K11.3K
0.4%
+11%
Added · +1K sh
33J P Morgan Exchange Traded F
ULTRA SHRT ETF
$527K10.4K
0.4%
−2.7%
Reduced · −293 sh
34Ea Series Trust
STRIVE ENHANCED
$512K25.3K
0.4%
−5.8%
Reduced · −2K sh
35Farmers &Merchants Bancorp
COM
$444K14.5K
0.4%
Held
36Pgim ETF TR
ACTV HY BD ETF
$432K12.4K
0.4%
−13%
Reduced · −2K sh
37Ishares TR
CORE HIGH DV ETF
$371K13.6K
0.3%
New
New position
38Thornburg Incm Builder Opp T
COM
$284K12.9K
0.2%
Held
39Vaneck ETF Trust
BDC INCOME ETF
$131K10.4K
0.1%
New
New position
Showing all 39 positions
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Filing history

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

$122.0M · Q2 2026Q1 2025 · $75.4MQ2 2026 · $122.0M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d39$122.0M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d37$100.0M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d33$99.3M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d28$61.2M13F-HR
Q2 2025Jun 30, 2025Aug 4, 202535d25$63.2M13F-HR
Q1 2025Mar 31, 2025Apr 24, 202524d27$75.4M13F-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.