Arkolith/Funds/Innealta Capital, LLC

Innealta Capital, LLC

CIK 1752579
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Innealta Capital, LLC holds a focused book of 91 stocks worth $187.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened SS SPDR BB 1-3M T-Bill ETF and trimmed SS Technology Select Sector. Their largest long position is SS Comm Select Sector SPDR at 8% of the equity book.

Opened
165
bought for the first time
Added to
16
already held, bought more
Trimmed
9
sold some, still holds it
Sold out
11
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
47%
Top 20 holdings
68%

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

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Financials
1%
Industrials
1%
Consumer Discretionary
1%
Energy
0%
Consumer Staples
0%
Information Technology
0%
Health Care
0%

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 Innealta Capital, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY73 / 80$79.3B
LPL Financial LLC72 / 80$32.7B
BANK OF AMERICA CORP /DE/71 / 80$107.9B
ROYAL BANK OF CANADA71 / 80$19.8B
OSAIC HOLDINGS, INC.71 / 80$5.6B
JPMORGAN CHASE & CO70 / 80$61.0B
WELLS FARGO & COMPANY/MN70 / 80$38.6B
UBS Group AG70 / 80$28.8B

Ranked by how many of Innealta Capital, 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.

91 positions
#SecurityValueShares% PortLast moveHistory
1Comm Serv Select Sector SPDR
ETP
$15.9M148.1K
8.5%
Held
2Technology Select Sect SPDR
ETP
$13.5M70.8K
7.2%
−26%
Reduced · −24K sh
3Industrial Select Sect SPDR
ETP
$10.5M56.5K
5.6%
Held
4SPDR Bloomberg 1-3 Month T-B
ETP
$9.0M98.6K
4.8%
New
New position
5Financial Select Sector SPDR
ETP
$8.7M162.9K
4.7%
+13%
Added · +19K sh
6Franklin Ftse Japan ETF
ETP
$7.6M190.0K
4.0%
Held
7Franklin Ftse Taiwan ETF
ETP
$6.9M65.0K
3.7%
+17%
Added · +10K sh
8Vanguard Total Stock MKT ETF
ETP
$5.3M14.3K
2.8%
+1.2%
Added · +170 sh
9JPMorgan Active Bond ETF
ETP
$5.1M95.0K
2.7%
+3.9%
Added · +4K sh
10Ishares Msci South Korea ETF
ETP
$4.9M24.0K
2.6%
+25%
Added · +5K sh
11Utilities Select Sector SPDR
ETP
$4.8M106.4K
2.6%
Held
12Consumer Discretionary Selt
ETP
$4.8M40.5K
2.5%
Held
13Health Care Select Sector
ETP
$4.4M27.7K
2.3%
Held
14Vanguard Ftse Developed ETF
ETP
$4.4M61.3K
2.3%
+0.4%
Added · +267 sh
15SPDR S&P Aerospace & Def ETF
ETP
$4.3M15.2K
2.3%
Held
16Energy Select Sector SPDR
ETP
$4.0M75.8K
2.1%
−40%
Reduced · −51K sh
17Franklin Ftse Canada ETF
ETP
$3.8M74.8K
2.1%
Held
18Franklin Ftse United Kingdom
ETP
$3.6M101.4K
1.9%
Held
19Vanguard Tot World STK ETF
ETP
$3.1M19.9K
1.7%
Held
20Consumer Staples SPDR
ETP
$2.8M33.5K
1.5%
Held
21Franklin Ftse Germany ETF
ETP
$2.7M84.9K
1.5%
Held
22SPDR Port S&P 500 Value
ETP
$2.7M44.8K
1.5%
Held
23Ishares Russell 2000 ETF
ETP
$2.7M9.0K
1.4%
Held
24Franklin Ftse China ETF
ETP
$2.5M123.0K
1.3%
Held
25Ishares Msci Brazil ETF
ETP
$2.4M70.5K
1.3%
+51%
Added · +24K sh
26Ishares Msci Mexico ETF
ETP
$2.3M31.1K
1.2%
Held
27Ishares Msci Spain ETF
ETP
$2.3M39.3K
1.2%
Held
28Franklin Ftse South Korea
ETP
$2.3M35.0K
1.2%
Held
29Ishares Core S&P Midcap ETF
ETP
$1.9M24.6K
1.0%
+0.5%
Added · +125 sh
30Vanguard Ftse Emerging Marke
ETP
$1.9M31.6K
1.0%
+0.3%
Added · +92 sh
31Ishares Msci South Africa Et
ETP
$1.9M29.8K
1.0%
Held
32Ishares Msci Peru And Global
ETP
$1.8M21.9K
1.0%
+5.4%
Added · +1K sh
33Franklin Ftse India ETF
ETP
$1.8M50.5K
1.0%
Held
34Franklin Ftse Switzerland
ETP
$1.5M35.2K
0.8%
Held
35Ishares Msci Chile ETF
ETP
$1.5M36.8K
0.8%
−0.5%
Reduced · −167 sh
36Ishares Msci Emr MRK Ex Chna
ETP
$1.3M12.8K
0.7%
+3.3%
Added · +406 sh
37Ishares Msci Netherlands ETF
ETP
$1.3M18.4K
0.7%
Held
38Ishares Core S&P Small-Cap E
ETP
$1.3M8.5K
0.7%
+3.6%
Added · +296 sh
39Franklin Ftse Australia ETF
ETP
$1.3M37.3K
0.7%
Held
40JPMorgan Intl BND ETF
ETP
$1.2M25.7K
0.7%
−0.5%
Reduced · −139 sh
41Ishares Msci France ETF
ETP
$1.2M26.4K
0.6%
Held
42Ishares Core S&P 500
ETP
$1.2M1.4K
0.6%
New
New position
43SPDR Gold Shares
ETP
$1.1M3.1K
0.6%
−2.9%
Reduced · −91 sh
44Ishares Iboxx Investment Gra
ETP
$1.1M9.9K
0.6%
−1.2%
Reduced · −124 sh
45Alpha Architect 1-3 MNTH Box
ETP
$991K8.5K
0.5%
+18%
Added · +1K sh
46Vanguard Total Bond Market
ETP
$888K12.1K
0.5%
−1.1%
Reduced · −135 sh
47Ishares Msci Hong Kong ETF
ETP
$850K40.6K
0.5%
Held
48Ishares Msci United Kingdom
ETP
$825K17.9K
0.4%
Held
49Ishares Msci Sweden ETF
ETP
$704K14.1K
0.4%
Held
50Ishares Nasdaq 100 Usd Acc
ETP
$652K377
0.3%
New
New position
Showing 50 of 91 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202691$187.4M13F-HR
Q1 2026Mar 31, 2026May 4, 202675$161.0M13F-HR
Q4 2025Dec 31, 2025Jan 30, 202685$184.7M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025107$200.1M13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025104$189.6M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025116$184.6M13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025129$205.5M13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024155$246.4M13F-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.