Arkolith/Funds/J.Safra Asset Management Corp

J.Safra Asset Management Corp

CIK 1535293
Holdings as of Mar 31, 2026·disclosed May 4, 2026·~34-day 13F lag·13F-HR
Active Filer

J.Safra Asset Management Corp holds a focused book of 615 stocks worth $1.9B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Select Stoxx Eur Aer De ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 12% of the equity book.

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Use Arkolith to show J.Safra Asset Management Corp's latest
holdings, largest changes, and filing provenance.
Opened
63
new positions
Added to
284
existing
Trimmed
86
reduced
Sold out
69
exited

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
64%
Top 20 holdings
82%

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

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
6%
Financials
3%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%
Communication Services
1%
Consumer Staples
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

Holdings: largest first

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

615 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ Trust
UNIT SER 1
$216.1M374.3K
11.6%
−4.3%
Reduced · −17K sh
2Select Sector SPDR TR Technology
TECHNOLOGY
$186.6M1.40M
10.1%
+2.5%
Added · +35K sh
3Ishares Russell 1000 Growth ETF
RUS 1000 GRW ETF
$137.6M322.6K
7.4%
−16%
Reduced · −61K sh
4Select Sector SPDR Trust The Financial Selec
FINANCIAL
$129.3M2.62M
7.0%
+47%
Added · +833K sh
5Select Sector SPDR TR Energy
ENERGY
$98.9M1.62M
5.3%
+3.8%
Added · +59K sh
6Select Sector SPDR TR Communication
COMMUNICATION
$98.9M892.4K
5.3%
+3.6%
Added · +31K sh
7Listed FD TR Roundhill Magn
ROUNDHILL MAGNIF
$91.1M1.57M
4.9%
+4.0%
Added · +61K sh
8Ishares Msci All Country Asia Ex Japan Index
MSCI AC ASIA ETF
$84.0M872.0K
4.5%
+3.3%
Added · +28K sh
9Vanguard Intl Equity Ind FD Ftse All World E
ALLWRLD EX US
$81.7M1.09M
4.4%
+3.9%
Added · +41K sh
10Select Sector SPDR Trust The Health Care Sel
SBI HEALTHCARE
$65.5M446.6K
3.5%
+2.6%
Added · +11K sh
11SPDR S&P Dividend ETF
S&P Divid EFT
$53.8M368.5K
2.9%
+4.1%
Added · +15K sh
12Select Sector SPDR Trust The Industrial Sele
INDL
$53.1M328.2K
2.9%
+0.2%
Added · +570 sh
13Vaneck ETF Trust Semiconductr
SEMICONDUCTR ETF
$43.6M113.6K
2.3%
+4.0%
Added · +4K sh
14Stoxx Europe Aerospace & Defense ETF
SELECT STOXX EUR
$39.7M973.4K
2.1%
New
New position
15Vaneck ETF Trust Pharmaceutcl E
PHARMACEUTCL ETF
$32.3M310.8K
1.7%
+1.7%
Added · +5K sh
16SPDR Gold TR Gold SHS
GOLD SHS
$32.2M74.8K
1.7%
−1.6%
Reduced · −1K sh
17Global X Funds Global X Copper Miners ETF
GLOBAL X COPPER
$22.8M298.1K
1.2%
65×
Added · +294K sh
18Nvidia Corp
COM
$20.6M117.9K
1.1%
−8.0%
Reduced · −10K sh
19Select Sector SPDR TR Sbi Materials
SBI MATERIAL
$19.1M382.4K
1.0%
+2.9%
Added · +11K sh
20Microsoft
COM
$13.8M37.2K
0.7%
−0.3%
Reduced · −119 sh
21SPDR S&P 500 ETF Trust
ETF TR UNIT
$12.8M19.6K
0.7%
−73%
Reduced · −53K sh
22Ishares TR JPMorgan Usd E
JPMORGAN USD EMG
$12.3M131.4K
0.7%
+6.8%
Added · +8K sh
23Alphabet Inc Class C Capital Stock
CaAP STK CL C
$12.2M42.7K
0.7%
−6.7%
Reduced · −3K sh
24Apple Computer Inc
COM
$12.2M48.0K
0.7%
−5.3%
Reduced · −3K sh
25Ishares Iboxx $ High Yield Corporate Bond Et
IBOXX HI YD ETF
$11.1M138.9K
0.6%
+6.9%
Added · +9K sh
26Vanguard S&P 500 ETF
S&P 500 ETF SHS
$10.4M17.3K
0.6%
+0.2%
Added · +30 sh
27Amazon Com Inc Com
COM
$9.5M45.6K
0.5%
−3.8%
Reduced · −2K sh
28Ishares U S Technology ETF
U.S. TECH ETF
$8.7M47.9K
0.5%
Held
29BlackRock ETF TR II Ishares High Yield Muni
ISHARES HIGH YIE
$7.5M156.6K
0.4%
−3.4%
Reduced · −5K sh
30Alphabet Inc Class A Common Stock
CAP STK CL A
$7.3M25.6K
0.4%
−2.1%
Reduced · −548 sh
31Broadcom Inc Common Stock
COM
$7.3M23.6K
0.4%
−4.2%
Reduced · −1K sh
32Taiwan Semiconductor MFG Ltdsponsored Ads
SPONSORED ADS
$7.1M20.9K
0.4%
+22%
Added · +4K sh
33Facebook Inc CL A
COM
$6.9M12.0K
0.4%
+6.5%
Added · +740 sh
34Lilly, Eli And Company
COM
$5.2M5.7K
0.3%
+6.8%
Added · +361 sh
35Tesla Inc Common Stock
COM
$5.1M13.8K
0.3%
−31%
Reduced · −6K sh
36Janus Detroit STR TR Hendrson Aaa C
HENDRSON AAA CL
$5.0M99.9K
0.3%
+7.8%
Added · +7K sh
37J P Morgan Exchange Traded Fultra SHT Munc
ULTRA SHT MUNCPL
$5.0M97.3K
0.3%
−3.3%
Reduced · −3K sh
38SPDR Ser TR Bloomberg 1-3
Bloomberg 1-3 Month
$4.7M51.8K
0.3%
+3.0%
Added · +1K sh
39JPMorgan Chase & Co
COM
$4.3M14.5K
0.2%
+0.3%
Added · +44 sh
40Ishares Russell 1000 ETF
RUS 1000 ETF
$4.2M11.8K
0.2%
+0.2%
Added · +27 sh
41Invesco Exch Traded FD TR Iisr LN ETF
SR LN ETF
$3.9M190.8K
0.2%
+7.4%
Added · +13K sh
42Ishares TR Core US Aggbd
CORE US AGGBD ET
$3.6M36.2K
0.2%
+2.5%
Added · +893 sh
43Ishares Iboxx Inv Grade Corporate Bond ETF
IBOXX INV CP ETF
$3.5M32.1K
0.2%
+8.1%
Added · +2K sh
44Vanguard Scottsdale FDS SHRT TRM Corp
SHRT TRM CORP BD
$3.5M43.8K
0.2%
+8.2%
Added · +3K sh
45Visa Inc CL A Common Stock
COM
$3.4M11.3K
0.2%
+11%
Added · +1K sh
46Vaneck ETF Trust BDC Income ETF
BDC INCOME ETF
$2.9M225.3K
0.2%
+4.2%
Added · +9K sh
47Applovin Corp Com CL A
COM CL A
$2.8M7.1K
0.2%
+114%
Added · +4K sh
48Roku Inc Class A Common Stock
COM CL A
$2.8M29.2K
0.1%
+11%
Added · +3K sh
49Carvana Co Class A Common Stock
CL A
$2.6M8.2K
0.1%
+130%
Added · +5K sh
50Vaneck ETF Trust Intrmdt Muni E
INTRMDT MUNI ETF
$2.5M53.4K
0.1%
−3.4%
Reduced · −2K sh
Showing 50 of 615 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 4, 2026615$1.9B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026622$1.9B13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025469$1.6B13F-HR
Q2 2025Jun 30, 2025Oct 29, 2025367$1.4B13F-HR/A
Q1 2025Mar 31, 2025Oct 29, 2025346$1.2B13F-HR/A
Q4 2024Dec 31, 2024Feb 6, 2025341$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024298$1.1B13F-HR
Q2 2024Jun 30, 2024Jul 17, 2024268$991.1M13F-HR
Q1 2024Mar 31, 2024May 9, 2024168$883.6M13F-HR
Q4 2023Dec 31, 2023Feb 2, 2024126$711.4M13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023103$686.2M13F-HR
Q2 2023Jun 30, 2023Aug 4, 202397$720.8M13F-HR
Q1 2023Mar 31, 2023May 12, 202398$632.7M13F-HR
Q4 2022Dec 31, 2022Feb 10, 202382$568.1M13F-HR
Q3 2022Sep 30, 2022Nov 7, 202295$6.0M13F-HR
Q2 2022Jun 30, 2022Aug 1, 202270$5.9M13F-HR
Q1 2022Mar 31, 2022May 9, 2022144$5.4M13F-HR
Q4 2021Dec 31, 2021Feb 18, 202225$4.9M13F-HR/A
Q3 2021Sep 30, 2021Nov 15, 202125$412.9M13F-HR
Q2 2021Jun 30, 2021Aug 11, 202132$207.3M13F-HR
Amended / restated
  • Q2 2025 · filed Jul 28, 202513F-HR · superseded
  • Q1 2025 · filed Apr 25, 202513F-HR · superseded
  • Q4 2021 · filed Feb 4, 202213F-HR/A · superseded
  • Q4 2021 · filed Jan 31, 202213F-HR · superseded

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.