Kings Path Partners LLC holds a focused book of 351 stocks worth $375.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Tortoise MLP ETF and trimmed Schwab Intl Equity ETF. Their largest long position is Vanguard Total Stock MKT ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% 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
Other tracked managers holding the same core names as Kings Path Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 79 / 80 | $88.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $9.0B |
| MORGAN STANLEY | 78 / 80 | $205.9B |
| JPMORGAN CHASE & CO | 78 / 80 | $187.1B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $179.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $56.9B |
| Allworth Financial LP | 77 / 80 | $6.4B |
| CWM, LLC | 77 / 80 | $3.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Kings Path Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $42.2M | 114.0K | 11.2% | ▲+21% Added · +20K sh | |
| 2 | Goldman Sachs ETF TR ACTIVEBETA US LG | $27.3M | 192.2K | 7.3% | ▲+18% Added · +30K sh | |
| 3 | Schwab Strategic TR INTL EQTY ETF | $23.9M | 862.3K | 6.4% | ▼−2.9% Reduced · −25K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $20.0M | 280.9K | 5.3% | ▲+17% Added · +42K sh | |
| 5 | Vanguard Scottsdale FDS INTER TERM TREAS | $16.8M | 284.3K | 4.5% | ▲+23% Added · +54K sh | |
| 6 | Vanguard Scottsdale FDS SHORT TERM TREAS | $16.1M | 276.3K | 4.3% | ▲+25% Added · +56K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $15.4M | 257.6K | 4.1% | ▲+14% Added · +31K sh | |
| 8 | American Centy ETF TR US LARGE CAP VLU | $14.9M | 163.5K | 4.0% | ▲+17% Added · +24K sh | |
| 9 | Dimensional ETF Trust CORE FIXED INCOM | $14.5M | 344.7K | 3.9% | ▲+5.5% Added · +18K sh | |
| 10 | Dimensional ETF Trust US TARGETED VLU | $14.2M | 203.7K | 3.8% | ▲+22% Added · +37K sh | |
| 11 | Goldman Sachs ETF TR ACTIVEBETA INT | $12.9M | 281.3K | 3.4% | ▲+20% Added · +47K sh | |
| 12 | Dimensional ETF Trust INTERNATNAL VAL | $10.2M | 189.0K | 2.7% | ▲+11% Added · +18K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $8.5M | 88.0K | 2.3% | ▲+19% Added · +14K sh | |
| 14 | Dimensional ETF Trust GLOBAL CORE PLUS | $8.3M | 152.7K | 2.2% | ▲+6.7% Added · +10K sh | |
| 15 | Vanguard Malvern FDS CORE BD ETF | $7.3M | 94.8K | 1.9% | ▲+13% Added · +11K sh | |
| 16 | American Centy ETF TR INTL SMCP VLU | $7.1M | 68.7K | 1.9% | ▲+16% Added · +9K sh | |
| 17 | Ishares TR NATIONAL MUN ETF | $6.8M | 63.0K | 1.8% | ▲+190% Added · +41K sh | |
| 18 | Ea Series Trust ALPHA ARCH 1-3 | $6.5M | 55.8K | 1.7% | ▲+11% Added · +6K sh | |
| 19 | Ishares TR SHRT NAT MUN ETF | $6.3M | 59.4K | 1.7% | ▲+240% Added · +42K sh | |
| 20 | Vanguard Mun BD FDS TAX EXEMPT BD | $6.2M | 123.3K | 1.7% | ▲+250% Added · +88K sh | |
| 21 | Dimensional ETF Trust NATL MUN BD ETF | $5.7M | 118.3K | 1.5% | ▲+361% Added · +93K sh | |
| 22 | Schwab Strategic TR US TIPS ETF | $4.7M | 179.1K | 1.3% | ▼−0.6% Reduced · −1K sh | |
| 23 | Tortoise Capital Series Trus MLP ETF | $4.1M | 147.4K | 1.1% | ▲New New position | |
| 24 | Targa Res Corp COM | $3.3M | 12.5K | 0.9% | —Held | |
| 25 | Ishares TR CORE S&P TTL STK | $3.3M | 20.2K | 0.9% | ▼−17% Reduced · −4K sh | |
| 26 | Schwab Strategic TR FUNDAMENTAL US L | $3.1M | 99.9K | 0.8% | ▼−0.6% Reduced · −580 sh | |
| 27 | Ishares TR CORE MSCI EAFE | $3.0M | 31.1K | 0.8% | ▼−0.6% Reduced · −202 sh | |
| 28 | Dimensional ETF Trust ULTRASHORT FIXED | $2.9M | 57.4K | 0.8% | ▲+131% Added · +33K sh | |
| 29 | Vanguard Scottsdale FDS LONG TERM TREAS | $2.3M | 41.6K | 0.6% | ▲+5.8% Added · +2K sh | |
| 30 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.6% | —Held | |
| 31 | Ishares TR CORE S&P500 ETF | $2.0M | 2.7K | 0.5% | —Held | |
| 32 | Ishares TR TRUST ISHARE 0-1 | $1.7M | 15.0K | 0.4% | ▲+4.1% Added · +588 sh | |
| 33 | PDF Solutions Inc COM | $1.4M | 19.6K | 0.4% | ▼−20% Reduced · −5K sh | |
| 34 | Vanguard BD Index FDS VANGUARD ULTRA | $1.4M | 27.2K | 0.4% | ▲16× Added · +25K sh | |
| 35 | Ligand Pharmaceuticals Inc COM NEW | $1.3M | 4.0K | 0.3% | —Held | |
| 36 | Exxon Mobil Corp COM | $1.1M | 8.3K | 0.3% | ▲+0.3% Added · +21 sh | |
| 37 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.1M | 22.8K | 0.3% | ▼−6.7% Reduced · −2K sh | |
| 38 | Vanguard Malvern FDS STRM INFPROIDX | $1.1M | 21.9K | 0.3% | ▼−2.7% Reduced · −605 sh | |
| 39 | Vanguard BD Index FDS TOTAL BND MRKT | $1.1M | 14.6K | 0.3% | ▼−3.3% Reduced · −498 sh | |
| 40 | American Centy ETF TR US SML CP VALU | $961K | 7.7K | 0.3% | ▲+4.9% Added · +359 sh | |
| 41 | Pimco ETF TR INTER MUN BD ACT | $916K | 17.4K | 0.2% | —Held | |
| 42 | Schwab Strategic TR FUNDAMENTAL INTL | $907K | 17.2K | 0.2% | —Held | |
| 43 | Vanguard Scottsdale FDS VNG RUS1000VAL | $895K | 8.4K | 0.2% | —Held | |
| 44 | Ishares Inc CORE MSCI EMKT | $866K | 10.5K | 0.2% | ▼−6.3% Reduced · −701 sh | |
| 45 | Ishares TR MSCI ACWI ETF | $798K | 5.1K | 0.2% | —Held | |
| 46 | Nve Corp COM NEW | $774K | 7.4K | 0.2% | —Held | |
| 47 | Cardinal Infrastructure Grou CL A | $698K | 7.4K | 0.2% | ▲New New position | |
| 48 | Solaris Energy Infras Inc COM CL A | $673K | 8.4K | 0.2% | —Held | |
| 49 | Karat Packaging Inc COM | $670K | 20.0K | 0.2% | —Held | |
| 50 | Meta Platforms Inc CL A | $665K | 1.2K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2030974/holdings"
Use Arkolith to show Kings Path Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 353 | $375.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Aug 21, 2026 | 292 | $290.8M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jul 14, 2026 | 295 | $285.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jul 13, 2026 | 319 | $271.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 283 | $248.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 4, 2025 | 257 | $204.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 288 | $234.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 299 | $238.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 282 | $212.2M | 13F-HR |
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.