Human Investing LLC holds a focused book of 105 stocks worth $771.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened McKesson Corp and trimmed Vanguard High DVD Yield ETF. Their largest long position is Vanguard S&P 500 ETF at 29% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767513/holdings"
Use Arkolith to show Human Investing LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Human Investing LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $224.0M | 326.2K | 29.1% | ▲+2.6% Added · +8K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $87.1M | 1.22M | 11.3% | ▲+1.2% Added · +15K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $43.5M | 563.8K | 5.6% | ▲+2.2% Added · +12K sh | |
| 4 | Vanguard Whitehall FDS HIGH DIV YLD | $39.1M | 247.3K | 5.1% | ▼−0.3% Reduced · −644 sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $37.1M | 156.7K | 4.8% | ▼−2.6% Reduced · −4K sh | |
| 6 | Vanguard BD Index FDS SHORT TRM BOND | $36.5M | 468.1K | 4.7% | ▲+4.1% Added · +19K sh | |
| 7 | Vanguard Charlotte FDS TOTAL INT BD ETF | $31.8M | 656.7K | 4.1% | ▲+4.7% Added · +29K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $29.4M | 39.3K | 3.8% | ▲+0.9% Added · +348 sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $22.8M | 153.6K | 3.0% | ▲+1.8% Added · +3K sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $20.7M | 347.2K | 2.7% | ▲+2.3% Added · +8K sh | |
| 11 | Vanguard BD Index FDS INTERMED TERM | $20.3M | 264.1K | 2.6% | ▲+4.2% Added · +11K sh | |
| 12 | Vanguard Scottsdale FDS SHORT TERM TREAS | $19.7M | 337.9K | 2.6% | ▲+3.8% Added · +12K sh | |
| 13 | Vanguard World FD ESG US STK ETF | $19.6M | 148.5K | 2.5% | ▼−2.0% Reduced · −3K sh | |
| 14 | Vanguard Whitehall FDS INTL HIGH ETF | $15.5M | 157.5K | 2.0% | ▼−0.7% Reduced · −1K sh | |
| 15 | Vanguard Whitehall FDS INTL DVD ETF | $12.5M | 133.9K | 1.6% | ▼−1.9% Reduced · −3K sh | |
| 16 | Broadcom Inc COM | $9.3M | 24.7K | 1.2% | ▼−0.6% Reduced · −151 sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $8.3M | 22.3K | 1.1% | ▲+1.9% Added · +410 sh | |
| 18 | Vanguard Index FDS LARGE CAP ETF | $7.3M | 21.1K | 0.9% | ▼−8.9% Reduced · −2K sh | |
| 19 | Vanguard World FD ESG INTL STK ETF | $6.4M | 77.7K | 0.8% | ▼−2.2% Reduced · −2K sh | |
| 20 | Vanguard BD Index FDS TOTAL BND MRKT | $5.3M | 72.5K | 0.7% | ▼−1.1% Reduced · −817 sh | |
| 21 | Apple Inc COM | $4.9M | 16.8K | 0.6% | ▼−2.3% Reduced · −391 sh | |
| 22 | Vanguard Index FDS REAL ESTATE ETF | $4.6M | 48.0K | 0.6% | ▼−0.2% Reduced · −115 sh | |
| 23 | Vanguard World FD ESG US CORP BD | $4.2M | 66.5K | 0.5% | ▲+3.5% Added · +2K sh | |
| 24 | Vanguard Scottsdale FDS INTER TERM TREAS | $3.3M | 56.3K | 0.4% | ▲+2.6% Added · +1K sh | |
| 25 | Microsoft Corp COM | $2.9M | 7.9K | 0.4% | ▼−6.8% Reduced · −573 sh | |
| 26 | Eli Lilly & Co COM | $2.7M | 2.3K | 0.4% | ▼−2.5% Reduced · −59 sh | |
| 27 | Vanguard Star FDS VG TL INTL STK F | $2.7M | 31.3K | 0.3% | ▲+1.7% Added · +517 sh | |
| 28 | Abbvie Inc COM | $2.4M | 9.3K | 0.3% | ▼−1.4% Reduced · −129 sh | |
| 29 | Alphabet Inc CAP STK CL A | $2.3M | 6.4K | 0.3% | ▼−3.7% Reduced · −248 sh | |
| 30 | Schwab Strategic TR US LRG CAP ETF | $1.9M | 64.1K | 0.2% | ▲+0.5% Added · +292 sh | |
| 31 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.2% | —Held | |
| 32 | Ishares TR SHRT NAT MUN ETF | $1.4M | 13.4K | 0.2% | ▲+17% Added · +2K sh | |
| 33 | Ishares TR CORE S&P TTL STK | $1.4M | 8.5K | 0.2% | ▲+1.5% Added · +125 sh | |
| 34 | Ishares TR CORE DIV GRWTH | $1.3M | 17.1K | 0.2% | ▲+0.2% Added · +28 sh | |
| 35 | Amgen Inc COM | $1.3M | 3.5K | 0.2% | ▼−1.3% Reduced · −46 sh | |
| 36 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.3M | 24.7K | 0.2% | ▲+19% Added · +4K sh | |
| 37 | Amazon Com Inc COM | $1.2M | 5.0K | 0.2% | ▼−8.8% Reduced · −488 sh | |
| 38 | Nike Inc CL B | $1.1M | 26.9K | 0.1% | ▲+20% Added · +4K sh | |
| 39 | Ishares Inc CORE MSCI EMKT | $1.1M | 12.8K | 0.1% | ▼−6.6% Reduced · −905 sh | |
| 40 | Micron Technology Inc COM | $1.0M | 896 | 0.1% | ▼−28% Reduced · −343 sh | |
| 41 | Ishares TR ESG SELECT SCRE | $996K | 17.5K | 0.1% | ▼−1.3% Reduced · −223 sh | |
| 42 | Block H & R Inc COM | $984K | 25.8K | 0.1% | ▼−2.3% Reduced · −612 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $948K | 1.9K | 0.1% | ▲+2.2% Added · +41 sh | |
| 44 | Ishares TR CORE MSCI EAFE | $941K | 9.7K | 0.1% | ▲+3.7% Added · +352 sh | |
| 45 | Vanguard Index FDS SMALL CP ETF | $915K | 3.0K | 0.1% | ▼−9.6% Reduced · −319 sh | |
| 46 | Nvidia Corporation COM | $896K | 4.5K | 0.1% | ▼−3.0% Reduced · −139 sh | |
| 47 | Interdigital Inc COM | $849K | 3.0K | 0.1% | —Held | |
| 48 | Ishares TR CORE HIGH DV ETF | $832K | 30.4K | 0.1% | ▲+400% Added · +24K sh | |
| 49 | Global X FDS S&P 500 CATHOLIC | $832K | 9.4K | 0.1% | ▼−2.2% Reduced · −208 sh | |
| 50 | Johnson & Johnson COM | $810K | 3.2K | 0.1% | ▼−0.1% Reduced · −4 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 137 | $771.1M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 132 | $686.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 128 | $708.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 130 | $676.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 118 | $634.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 125 | $567.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 357 | $563.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 126 | $552.8M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.