Integrated Advisors Network LLC holds a diversified book of 687 stocks worth $1.9B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened Elanco Animal Health Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book. They also disclosed $97K in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1660177/holdings"
Use Arkolith to show Integrated Advisors Network LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% 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 | Ishares TR CORE S&P500 ETF | $92.5M | 141.7K | 4.9% | ▼−19% Reduced · −33K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $58.0M | 89.2K | 3.0% | ▼−24% Reduced · −29K sh | |
| 3 | SPDR Series Trust STATE STREET SPD | $52.2M | 569.2K | 2.7% | ▲+90% Added · +269K sh | |
| 4 | Apple Inc COM | $50.3M | 198.3K | 2.6% | ▼−15% Reduced · −36K sh | |
| 5 | Nvidia Corporation COM | $37.0M | 212.4K | 1.9% | ▼−23% Reduced · −64K sh | |
| 6 | Ishares TR MSCI ACWI EX US | $31.2M | 456.0K | 1.6% | ▲+20% Added · +75K sh | |
| 7 | Caterpillar Inc COM | $30.2M | 42.7K | 1.6% | ▼−6.5% Reduced · −3K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $27.7M | 47.9K | 1.5% | ▼−16% Reduced · −9K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $26.4M | 44.2K | 1.4% | ▼−14% Reduced · −7K sh | |
| 10 | Microsoft Corp COM | $25.5M | 68.9K | 1.3% | ▼−17% Reduced · −14K sh | |
| 11 | Alphabet Inc CAP STK CL A | $24.9M | 86.5K | 1.3% | ▼−28% Reduced · −34K sh | |
| 12 | Amazon Com Inc COM | $23.2M | 111.4K | 1.2% | ▼−23% Reduced · −33K sh | |
| 13 | Blackstone Inc COM | $22.3M | 193.7K | 1.2% | ▼−12% Reduced · −26K sh | |
| 14 | Schwab Strategic TR US DIVIDEND EQ | $19.8M | 644.3K | 1.0% | ▼−20% Reduced · −157K sh | |
| 15 | Ishares TR CORE MSCI EAFE | $18.1M | 200.5K | 1.0% | ▼−18% Reduced · −43K sh | |
| 16 | Broadcom Inc COM | $16.8M | 54.4K | 0.9% | ▼−18% Reduced · −12K sh | |
| 17 | Ishares TR RUSSELL 2000 ETF | $16.6M | 67.0K | 0.9% | ▲+49% Added · +22K sh | |
| 18 | JPMorgan Chase & Co COM | $15.1M | 51.4K | 0.8% | ▼−8.0% Reduced · −4K sh | |
| 19 | Dimensional ETF Trust US CORE EQUITY 2 | $14.4M | 371.7K | 0.8% | ▲+1.4% Added · +5K sh | |
| 20 | Palo Alto Networks Inc COM | $14.1M | 87.7K | 0.7% | ▼−1.4% Reduced · −1K sh | |
| 21 | Vanguard Specialized Funds DIV APP ETF | $13.5M | 62.8K | 0.7% | ▼−39% Reduced · −40K sh | |
| 22 | Ishares TR CORE S&P MCP ETF | $12.4M | 183.3K | 0.6% | ▼−11% Reduced · −23K sh | |
| 23 | Vanguard Whitehall FDS HIGH DIV YLD | $12.3M | 82.7K | 0.6% | ▼−21% Reduced · −22K sh | |
| 24 | Select Sector SPDR TR STATE STREET TEC | $12.1M | 91.1K | 0.6% | ▼−48% Reduced · −83K sh | |
| 25 | Crowdstrike Hldgs Inc CL A | $11.9M | 30.6K | 0.6% | ▼−3.3% Reduced · −1K sh | |
| 26 | Ishares TR NATIONAL MUN ETF | $11.9M | 112.3K | 0.6% | ▼−35% Reduced · −60K sh | |
| 27 | United Rentals Inc COM | $11.8M | 16.2K | 0.6% | ▲+1.7% Added · +269 sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $11.7M | 36.6K | 0.6% | ▼−31% Reduced · −17K sh | |
| 29 | Costco Wholesale Corporation COM | $11.6M | 11.6K | 0.6% | ▼−28% Reduced · −4K sh | |
| 30 | Tesla Inc COM | $11.4M | 30.6K | 0.6% | ▼−21% Reduced · −8K sh | |
| 31 | SPDR Gold TR GOLD SHS | $11.4M | 26.4K | 0.6% | ▼−40% Reduced · −18K sh | |
| 32 | Proshares TR ULTRASHRT S&P500 | $11.3M | 150.1K | 0.6% | ▲14× Added · +139K sh | |
| 33 | Mission Produce Inc COM | $11.2M | 813.0K | 0.6% | ▼−0.4% Reduced · −3K sh | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $11.1M | 172.7K | 0.6% | ▲+5.2% Added · +9K sh | |
| 35 | Chevron Corporation COM | $10.7M | 51.6K | 0.6% | ▲+24% Added · +10K sh | |
| 36 | Putnam ETF Trust FOCUSED LAR CAP | $10.5M | 226.2K | 0.6% | ▼−2.2% Reduced · −5K sh | |
| 37 | Vanguard Index FDS LARGE CAP ETF | $10.3M | 34.6K | 0.5% | ▲+0.3% Added · +124 sh | |
| 38 | Abbvie Inc COM | $10.3M | 47.5K | 0.5% | ▲+30% Added · +11K sh | |
| 39 | Eli Lilly & Co COM | $10.0M | 10.9K | 0.5% | ▼−20% Reduced · −3K sh | |
| 40 | Ishares TR CORE US AGGBD ET | $9.9M | 99.3K | 0.5% | ▼−3.0% Reduced · −3K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $9.3M | 19.4K | 0.5% | ▼−18% Reduced · −4K sh | |
| 42 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.0M | 167.2K | 0.5% | ▼−8.5% Reduced · −15K sh | |
| 43 | Proshares TR S&P 500 DV ARIST | $9.0M | 84.8K | 0.5% | ▲+44% Added · +26K sh | |
| 44 | First TR Exchange-Traded FD FIRST TR ENH NEW | $8.9M | 149.5K | 0.5% | ▲+17% Added · +22K sh | |
| 45 | Invesco Exchange Traded FD T S&P500 EQL WGT | $8.9M | 46.4K | 0.5% | ▼−46% Reduced · −39K sh | |
| 46 | Vanguard Scottsdale FDS SHORT TERM TREAS | $8.7M | 148.5K | 0.5% | ▲+3.1% Added · +5K sh | |
| 47 | Ishares TR S&P 500 VAL ETF | $8.6M | 40.9K | 0.5% | ▲+64% Added · +16K sh | |
| 48 | Ishares TR S&P 500 GRWT ETF | $8.6M | 75.7K | 0.4% | ▲+9.9% Added · +7K sh | |
| 49 | Vanguard Scottsdale FDS INT-TERM CORP | $8.5M | 102.8K | 0.4% | ▼−1.7% Reduced · −2K sh | |
| 50 | World Gold TR SPDR GLD MINIS | $8.4M | 90.1K | 0.4% | ▲+22% Added · +16K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ALIBABA GROUP HOLDING-SP ADRBABA | $63K | 500 |
| CALL · bullish | NVIDIA CORPNVDA | $17K | 100 |
| CALL · bullish | DELL TECHNOLOGIES -CDELL | $16K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 690 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 711 | $2.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 771 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 741 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 710 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 25, 2025 | 695 | $2.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 703 | $2.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 683 | $2.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 702 | $2.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 26, 2024 | 661 | $1.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 16, 2023 | 658 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 662 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 662 | $1.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 628 | $1.6B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 640 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 659 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 2, 2022 | 659 | $1.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 619 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 620 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 6, 2021 | 594 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 561 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 513 | $912.2M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 9, 2020 | 452 | $791.0M | 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.