Arkolith/Funds/J.Safra Asset Management Corp

J.Safra Asset Management Corp

CIK 1535293
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

J.Safra Asset Management Corp holds a focused book of 633 stocks worth $2.2B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Space Exploration Techn Corpclass A Com ST and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 13% of the equity book.

Opened
76
bought for the first time
Added to
169
already held, bought more
Trimmed
183
sold some, still holds it
Sold out
58
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
64%
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

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
8%
Financials
3%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%
Communication Services
0%
Utilities
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 J.Safra Asset Management Corp

Manager / fundShared namesTheir $ in those
Steward Partners Investment Advisory, LLC80 / 80$6.7B
Integrated Wealth Concepts LLC80 / 80$3.6B
Global Retirement Partners, LLC80 / 80$1.6B
IFP Advisors, Inc80 / 80$1.3B
MORGAN STANLEY79 / 80$559.2B
JPMORGAN CHASE & CO79 / 80$508.4B
BANK OF AMERICA CORP /DE/79 / 80$396.5B
WELLS FARGO & COMPANY/MN79 / 80$149.8B

Ranked by how many of J.Safra Asset Management Corp'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.

633 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ Trust
UNIT SER 1
$272.3M369.8K
12.5%
−1.2%
Reduced · −5K sh
2Select Sector SPDR TR Technology
TECHNOLOGY
$264.4M1.39M
12.2%
−1.2%
Reduced · −16K sh
3Ishares Russell 1000 Growth ETF
RUS 1000 GRW ETF
$156.5M1.26M
7.2%
+291%
Added · +938K sh
4Select Sector SPDR Trust The Financial Selec
FINANCIAL
$140.0M2.61M
6.4%
−0.3%
Reduced · −7K sh
5Ishares Msci All Country Asia Ex Japan Index
MSCI AC ASIA ETF
$104.4M874.7K
4.8%
+0.3%
Added · +3K sh
6Listed FD TR Roundhill Magn
ROUNDHILL MAGNIF
$99.1M1.54M
4.6%
−1.9%
Reduced · −30K sh
7Select Sector SPDR TR Communication
COMMUNICATION
$95.0M886.4K
4.4%
−0.7%
Reduced · −6K sh
8Vanguard Intl Equity Ind FD Ftse All World E
ALLWRLD EX US
$90.5M1.08M
4.2%
−0.6%
Reduced · −7K sh
9Select Sector SPDR TR Energy
ENERGY
$85.8M1.62M
4.0%
+0.1%
Added · +1K sh
10Select Sector SPDR Trust The Health Care Sel
SBI HEALTHCARE
$72.1M454.2K
3.3%
+1.7%
Added · +8K sh
11Select Sector SPDR Trust The Industrial Sele
INDL
$62.2M335.9K
2.9%
+2.4%
Added · +8K sh
12SPDR S&P Dividend ETF
S&P Divid EFT
$57.5M378.0K
2.6%
+2.6%
Added · +10K sh
13Invesco Exchange Traded Fund Trust Invesco S
S&P500 EQL WGT
$48.3M226.9K
2.2%
48×
Added · +222K sh
14Stoxx Europe Aerospace & Defense ETF
SELECT STOXX EUR
$42.3M1.00M
1.9%
+3.0%
Added · +29K sh
15Vaneck ETF Trust Pharmaceutcl E
PHARMACEUTCL ETF
$35.0M319.6K
1.6%
+2.8%
Added · +9K sh
16SPDR Gold TR Gold SHS
GOLD SHS
$30.6M83.0K
1.4%
+11%
Added · +8K sh
17Nvidia Corp
COM
$28.0M140.0K
1.3%
+19%
Added · +22K sh
18Global X Funds Global X Copper Miners ETF
GLOBAL X COPPER
$23.3M303.3K
1.1%
+1.7%
Added · +5K sh
19Alphabet Inc Class C Capital Stock
CaAP STK CL C
$21.3M60.1K
1.0%
+41%
Added · +17K sh
20Select Sector SPDR TR Sbi Materials
SBI MATERIAL
$20.0M393.1K
0.9%
+2.8%
Added · +11K sh
21Vaneck ETF Trust Semiconductr
SEMICONDUCTR ETF
$15.5M23.7K
0.7%
−79%
Reduced · −90K sh
22Ishares TR JPMorgan Usd E
JPMORGAN USD EMG
$15.3M158.3K
0.7%
+20%
Added · +27K sh
23SPDR S&P 500 ETF Trust
ETF TR UNIT
$14.7M19.6K
0.7%
~0%
Added · +9 sh
24Microsoft
COM
$14.1M37.9K
0.7%
+2.0%
Added · +757 sh
25Vanguard S&P 500 ETF
S&P 500 ETF SHS
$13.4M19.5K
0.6%
+12%
Added · +2K sh
26Ishares Iboxx $ High Yield Corporate Bond Et
IBOXX HI YD ETF
$13.2M164.7K
0.6%
+19%
Added · +26K sh
27Ishares U S Technology ETF
U.S. TECH ETF
$12.1M47.9K
0.6%
Held
28Taiwan Semiconductor MFG Ltdsponsored Ads
SPONSORED ADS
$10.8M22.6K
0.5%
+8.1%
Added · +2K sh
29Apple Computer Inc
COM
$10.0M34.7K
0.5%
−28%
Reduced · −13K sh
30Amazon Com Inc Com
COM
$9.9M41.6K
0.5%
−8.6%
Reduced · −4K sh
31Alphabet Inc Class A Common Stock
CAP STK CL A
$9.1M25.4K
0.4%
−0.6%
Reduced · −150 sh
32Lilly, Eli And Company
COM
$8.3M6.9K
0.4%
+22%
Added · +1K sh
33BlackRock ETF TR II Ishares High Yield Muni
ISHARES SHORT-TE
$7.8M156.0K
0.4%
−0.3%
Reduced · −562 sh
34Facebook Inc CL A
COM
$6.8M12.1K
0.3%
+0.8%
Added · +101 sh
35Broadcom Inc Common Stock
COM
$6.7M17.6K
0.3%
−25%
Reduced · −6K sh
36SPDR Ser TR Bloomberg 1-3
Bloomberg 1-3 Month
$6.6M72.1K
0.3%
+39%
Added · +20K sh
37Janus Detroit STR TR Hendrson Aaa C
HENDRSON AAA CL
$5.5M109.9K
0.3%
+10.0%
Added · +10K sh
38Tesla Inc Common Stock
COM
$5.4M13.0K
0.3%
−5.8%
Reduced · −800 sh
39J P Morgan Exchange Traded Fultra SHT Munc
ULTRA SHT MUNCPL
$4.9M96.9K
0.2%
−0.4%
Reduced · −386 sh
40Ishares TR Core US Aggbd
CORE US AGGBD ET
$4.9M49.1K
0.2%
+36%
Added · +13K sh
41Ishares Russell 1000 ETF
RUS 1000 ETF
$4.8M11.8K
0.2%
+0.2%
Added · +23 sh
42JPMorgan Chase & Co
COM
$4.8M14.8K
0.2%
+1.8%
Added · +265 sh
43Applovin Corp Com CL A
COM CL A
$4.5M8.7K
0.2%
+24%
Added · +2K sh
44Invesco Exch Traded FD TR Iisr LN ETF
SR LN ETF
$4.4M215.4K
0.2%
+13%
Added · +25K sh
45Flex Ltd Ord
ORD
$4.2M25.9K
0.2%
−21%
Reduced · −7K sh
46Visa Inc CL A Common Stock
COM
$4.2M12.1K
0.2%
+7.8%
Added · +878 sh
47Ishares Iboxx Inv Grade Corporate Bond ETF
IBOXX INV CP ETF
$4.1M38.0K
0.2%
+18%
Added · +6K sh
48Vanguard Scottsdale FDS SHRT TRM Corp
SHRT TRM CORP BD
$4.1M52.1K
0.2%
+19%
Added · +8K sh
49Space Exploration Techn Corpclass A Com ST
CLASS A COM STK
$3.8M22.1K
0.2%
New
New position
50Advanced Micro Devices Inc Com
COM
$3.8M6.5K
0.2%
+53%
Added · +2K sh
Showing 50 of 633 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026633$2.2B13F-HR
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
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, 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.