Arkolith/Funds/International Assets Investment Management, LLC

International Assets Investment Management, LLC

CIK 1818604
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

International Assets Investment Management, LLC holds a diversified book of 2354 stocks worth $1.7B as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Apple Inc. Their largest long position is Nvidia Corp at 5% of the equity book. Cloning the disclosed picks since 2024 would be +54% (+28.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
960
new positions
Added to
863
existing
Trimmed
570
reduced
Sold out
118
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+53.9%
+28.0%/yr · since Oct '24
Their reported book
+48.7%
held from quarter-end
S&P 500
+29.5%
same window
$9K$10K$12K$14K$16KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
International Assets Investment Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.2 points over this window.

Growth of $10,000 cloning International Assets Investment Management, 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
25%
Top 20 holdings
35%

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

Direct sector allocation

60% mapped to company sectors

ETF / fund or unclassified
40%
Information Technology
28%
Financials
7%
Consumer Discretionary
7%
Industrials
4%
Health Care
4%
Utilities
2%
Materials
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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,354 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$90.5M477.6K
5.4%
+3.9%
Added · +18K sh
2Apple Inc
COM
$89.8M333.2K
5.4%
−3.8%
Reduced · −13K sh
3Amazon Com Inc
COM
$45.2M187.0K
2.7%
+1.8%
Added · +3K sh
4Invesco QQQ TR
UNIT SER 1
$44.4M61.2K
2.7%
−1.9%
Reduced · −1K sh
5Microsoft Corp
COM
$33.1M86.1K
2.0%
+1.4%
Added · +1K sh
6Broadcom Inc
COM
$25.3M68.4K
1.5%
+1.9%
Added · +1K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$25.3M33.9K
1.5%
−2.0%
Reduced · −690 sh
8Tesla Inc
COM
$23.0M54.0K
1.4%
+8.0%
Added · +4K sh
9Alphabet Inc
CAP STK CL A
$21.8M60.5K
1.3%
+3.0%
Added · +2K sh
10Palantir Technologies Inc
CL A
$19.8M157.7K
1.2%
−5.0%
Reduced · −8K sh
11Vanguard Index FDS
S&P 500 ETF SHS
$19.5M28.5K
1.2%
+14%
Added · +4K sh
12Eli Lilly & Co
COM
$19.5M16.3K
1.2%
−24%
Reduced · −5K sh
13Alphabet Inc
CAP STK CL C
$19.3M53.9K
1.2%
+5.8%
Added · +3K sh
14Advanced Micro Devices Inc
COM
$17.0M31.5K
1.0%
+5.3%
Added · +2K sh
15Vanguard Index FDS
TOTAL STK MKT
$15.4M41.7K
0.9%
+5.5%
Added · +2K sh
16Micron Technology Inc
COM
$15.4M249.7K
0.9%
+1.3%
Added · +3K sh
17Ishares TR
CORE S&P500 ETF
$14.2M18.9K
0.8%
+51%
Added · +6K sh
18Ishares TR
0-3 MTH TREASURY
$13.7M136.4K
0.8%
+13%
Added · +16K sh
19Meta Platforms Inc
CL A
$13.4M21.9K
0.8%
+13%
Added · +2K sh
20JPMorgan Chase & Co
COM
$12.7M1.67M
0.8%
+32%
Added · +406K sh
21United Parcel Svcs Inc
CL B
$11.4M104.4K
0.7%
+3.8%
Added · +4K sh
22Visa Inc
COM CL A
$10.5M29.9K
0.6%
−11%
Reduced · −4K sh
23First TR Exchange Traded FD
RISNG DIVD ACHIV
$10.4M128.8K
0.6%
−2.2%
Reduced · −3K sh
24Berkshire Hathaway Inc Del
CL B NEW
$9.5M19.1K
0.6%
+35%
Added · +5K sh
25Global X FDS
NASDAQ 100 COVER
$9.4M513.8K
0.6%
+7.5%
Added · +36K sh
26Sprott Asset Management LP
PHYSICAL SILVER
$9.3M491.2K
0.6%
−1.0%
Reduced · −5K sh
27Palo Alto Networks Inc
COM
$8.8M24.9K
0.5%
−15%
Reduced · −4K sh
28Netflix Inc.
COM
$8.7M117.7K
0.5%
+8.4%
Added · +9K sh
29J P Morgan Exchange Traded F
EQUITY PREMIUM
$8.4M150.2K
0.5%
−7.0%
Reduced · −11K sh
30Walmart Inc
COM
$8.4M77.3K
0.5%
−5.1%
Reduced · −4K sh
31Mastercard Incorporated
CL A
$8.3M15.9K
0.5%
−6.7%
Reduced · −1K sh
32Vanguard World FD
INF TECH ETF
$8.0M68.6K
0.5%
+682%
Added · +60K sh
33Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$8.0M114.1K
0.5%
+0.5%
Added · +572 sh
34Home Depot Inc
COM
$7.7M21.8K
0.5%
+2.2%
Added · +474 sh
35Citigroup Inc
COM NEW
$7.5M53.2K
0.4%
+1.3%
Added · +657 sh
36Select Sector SPDR TR
ST STR TECHN ETF
$7.4M39.8K
0.4%
+4.4%
Added · +2K sh
37Vaneck ETF Trust
SEMICONDUCTR ETF
$7.3M11.8K
0.4%
+35%
Added · +3K sh
38Unitedhealth Group Inc
COM
$7.1M425.7K
0.4%
−0.9%
Reduced · −4K sh
39Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$7.1M23.8K
0.4%
+91%
Added · +11K sh
40Bank Of Amer Corp
COM
$6.9M335.1K
0.4%
+2.6%
Added · +8K sh
41Costco Wholesale Corporation
COM
$6.9M7.4K
0.4%
−4.7%
Reduced · −365 sh
42J P Morgan Exchange Traded F
NASDAQ EQT PREM
$6.8M113.0K
0.4%
+14%
Added · +14K sh
43First TR Exchange-Traded FD
SHS
$6.7M137.1K
0.4%
+0.1%
Added · +163 sh
44Ge Vernova Inc
COM
$6.7M5.9K
0.4%
+6.6%
Added · +366 sh
45Ge Aerospace
COM NEW
$6.4M17.0K
0.4%
+3.0%
Added · +500 sh
46Agnc Invt Corp
COM
$6.3M586.3K
0.4%
+8.7%
Added · +47K sh
47Taiwan Semiconductor Manufac
SPONSORED ADS
$6.3M14.2K
0.4%
+10%
Added · +1K sh
48First TR Exchange Traded FD
RBA INDL ETF
$6.2M47.7K
0.4%
+26%
Added · +10K sh
49Exxon Mobil Corp
COM
$6.0M44.3K
0.4%
−4.1%
Reduced · −2K sh
50Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.0M27.9K
0.4%
+9.9%
Added · +3K sh
Showing 50 of 2,354 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 20262,359$1.7B13F-HR
Q1 2026Mar 31, 2026May 1, 20262,365$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 3, 20262,205$1.5B13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025835$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025849$1.2B13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025761$1.1B13F-HR
Q4 2024Dec 31, 2024Jan 8, 2025831$1.2B13F-HR
Q3 2024Sep 30, 2024Oct 22, 20241,827$36.5B13F-HR

Data source

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.