Arkolith/Funds/Intellus Advisors LLC

Intellus Advisors LLC

CIK 2055137
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Intellus Advisors LLC holds a focused book of 134 stocks worth $823.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened First Trust Nasdaq Cybersecu and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 11% of the equity book.

Opened
14
bought for the first time
Added to
43
already held, bought more
Trimmed
56
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
54%
Top 20 holdings
81%

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

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
16%
Financials
9%
Materials
4%
Health Care
2%
Industrials
1%
Consumer Discretionary
1%
Utilities
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

Funds with the most overlap

Other tracked managers holding the same core names as Intellus Advisors LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$568.0B
LPL Financial LLC80 / 80$85.7B
ROYAL BANK OF CANADA79 / 80$164.7B
UBS Group AG79 / 80$148.1B
RAYMOND JAMES FINANCIAL INC79 / 80$99.3B
ENVESTNET ASSET MANAGEMENT INC79 / 80$74.7B
STIFEL FINANCIAL CORP79 / 80$31.2B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$20.2B

Ranked by how many of Intellus Advisors 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.

134 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ Trust
UNIT SER 1
$90.7M123.1K
11.0%
−1.6%
Reduced · −2K sh
2Vanguard Dividend Appreciation ETF
DIV APP ETF
$53.8M227.4K
6.5%
+1.9%
Added · +4K sh
3American Century Quality Diversified International ETF
QUALITY DIVRSFED
$51.5M741.6K
6.3%
+2.3%
Added · +17K sh
4Ishares Gold TR Ishares New
ISHARES NEW
$44.5M589.7K
5.4%
+2.3%
Added · +13K sh
5Hartford Multifactor Developed Markets (Ex-US) ETF
HARTFORD MLT ETF
$42.5M1.05M
5.2%
+0.4%
Added · +4K sh
6JPMorgan U.S. Quality Factor ETF
US QUALTY FCTR
$41.2M570.6K
5.0%
−1.1%
Reduced · −6K sh
7J P Morgan ETF Active Value ETF
ACTIVE VALUE ETF
$38.9M490.3K
4.7%
+1.8%
Added · +9K sh
8Federated Hermes MDT Small Cap Core ETF
MDT SMALL CAP
$29.3M784.7K
3.6%
+1.0%
Added · +8K sh
9Cambria Shareholder Yield ETF
SHSHLD YIELD ETF
$27.7M350.3K
3.4%
−0.3%
Reduced · −1K sh
10First Trust Value Line Dividend Index Fund
SHS
$27.0M560.9K
3.3%
+1.4%
Added · +8K sh
11First Trust Nasdaq Rising Dividend Achievers
RISNG DIVD ACHIV
$26.9M331.9K
3.3%
−0.1%
Reduced · −456 sh
12Alphabet Incorporated Cap STK Class A
CAP STK CL A
$26.0M72.6K
3.2%
−6.7%
Reduced · −5K sh
13Advanced Micro Devices Incorporated
COM
$25.8M44.4K
3.1%
−55%
Reduced · −53K sh
14Apple Incorporated
COM
$24.0M83.0K
2.9%
−4.9%
Reduced · −4K sh
15First Trust Nasdaq Cea Cybersecurity ETF
NASDAQ CYB ETF
$21.7M241.3K
2.6%
New
New position
16Cambria Foreign Shareholder Yield ETF
CAMBRIA FGN SHR
$21.0M576.1K
2.6%
+0.8%
Added · +5K sh
17JPMorgan Chase & Company
COM
$20.6M63.0K
2.5%
−1.1%
Reduced · −701 sh
18Vanguard Index Funds S&P 500 ETF SHS New
S&P 500 ETF SHS
$17.9M26.0K
2.2%
−1.1%
Reduced · −294 sh
19Broadcom Incorporated
COM
$17.0M45.1K
2.1%
−5.0%
Reduced · −2K sh
20Eli Lilly & Company
COM
$16.0M13.3K
1.9%
+0.6%
Added · +83 sh
21Microsoft Corporation
COM
$15.7M42.1K
1.9%
+4.4%
Added · +2K sh
22Eastman Chemical Company
COM
$13.8M206.3K
1.7%
+2.2%
Added · +4K sh
23JPMorgan Limited Duration Bond ETF
JPMORGAM LTD DUR
$12.7M244.2K
1.5%
+4.6%
Added · +11K sh
24Franco Nev Corporation (Canada)
COM
$9.8M47.1K
1.2%
+2.5%
Added · +1K sh
25Wheaton Precious Metals Corporation (Canada)
COM
$9.2M82.0K
1.1%
+2.0%
Added · +2K sh
26First Trust Capital Strength ETF
CAP STRENGTH ETF
$6.2M65.8K
0.8%
+7.3%
Added · +4K sh
27United Parcel Svcs Incorporated Class B
CL B
$5.0M46.6K
0.6%
−20%
Reduced · −12K sh
28Ishares TR Core Div GRWTH
CORE DIV GRWTH
$4.5M59.7K
0.5%
+4.3%
Added · +2K sh
29Amazon Com Incorporated
COM
$3.9M16.5K
0.5%
−20%
Reduced · −4K sh
30Alphabet Incorporated Cap STK Class C
CAP STK CL C
$3.0M8.4K
0.4%
+0.5%
Added · +38 sh
31Ishares TR Ishares Semicdtr
ISHARES SEMICDTR
$2.8M4.3K
0.3%
−28%
Reduced · −2K sh
32Sofi Technologies Incorporated
COM
$2.7M153.3K
0.3%
+14%
Added · +18K sh
33Meta Platforms Incorporated Class A
CL A
$2.7M4.7K
0.3%
−1.3%
Reduced · −64 sh
34Enterprise Products Partners L P
COM
$2.6M70.1K
0.3%
+0.1%
Added · +84 sh
35Nvidia Corporation
COM
$2.5M12.7K
0.3%
−36%
Reduced · −7K sh
36Palantir Technologies Inc
CL A
$2.4M20.5K
0.3%
+0.6%
Added · +119 sh
37Vanguard Total Stock Market ETF
TOTAL STK MKT
$2.4M6.4K
0.3%
−3.2%
Reduced · −212 sh
38Energy Transfer L P Com Ut Ltd PTN
COM UT LTD PTN
$2.3M119.2K
0.3%
+0.2%
Added · +202 sh
39Caterpillar Incorporated
COM
$2.2M2.1K
0.3%
−0.9%
Reduced · −19 sh
40Crowdstrike Hldgs Incorporated Class A
CL A
$2.0M2.6K
0.2%
+13%
Added · +297 sh
41Exxon Mobil Corporation
COM
$1.9M14.0K
0.2%
−0.5%
Reduced · −74 sh
42Schwab U.S. Small-Cap ETF
US SML CAP ETF
$1.9M51.3K
0.2%
+0.4%
Added · +214 sh
43State Street SPDR S&P 500 ETF Trust
TR UNIT
$1.6M2.1K
0.2%
−6.0%
Reduced · −132 sh
44Ishares 0-1 Year Treasury Bond ETF
TRUST ISHARE 0-1
$1.5M13.5K
0.2%
+44%
Added · +4K sh
45Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
$1.4M6.8K
0.2%
+1.1%
Added · +74 sh
46Ishares TR Core S&P500 ETF
CORE S&P500 ETF
$1.4M1.9K
0.2%
Held
47Micron Technology Incorporated
COM
$1.2M1.1K
0.2%
−13%
Reduced · −154 sh
48Raymond James Finl Incorporated
COM
$1.2M7.8K
0.1%
−48%
Reduced · −7K sh
49Visa Incorporated Com Class A
COM CL A
$1.2M3.5K
0.1%
+3.2%
Added · +109 sh
50Nyli Mackay Definedterm Muni
COM
$1.1M69.7K
0.1%
−5.8%
Reduced · −4K sh
Showing 50 of 134 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026134$823.5M13F-HR
Q1 2026Mar 31, 2026May 7, 2026125$731.8M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026134$753.8M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025134$731.4M13F-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.