Arkolith/Funds/Kraft, Davis & Associates, LLC

Kraft, Davis & Associates, LLC

CIK 1919438
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Kraft, Davis & Associates, LLC holds a diversified book of 155 reported positions worth $478.8M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Invesco Short Term Treasury and trimmed Vaneck Semiconductor ETF. Their largest long position is Vaneck Semiconductor ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.2%
+13.0%/yr · since Nov '24
Their reported book
+30.4%
held from quarter-end
S&P 500
+30.3%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Kraft, Davis & Associates, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +30.4%, a 5.2-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Kraft, Davis & Associates, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
42%
Top 20 holdings
64%

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

Where the money is, by sector

9% mapped to company sectors

ETFs / funds
88%
Information Technology
5%
Financials
3%
No sector on file yet
3%
Consumer Discretionary
1%

+7 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Kraft, Davis & Associates, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
Swiss Re Ltd17 / 80$1.0B
Prospect Hill Management, LLC8 / 80$238.7M
Hoffman, Alan N Investment Management8 / 80$154.1M
Uhlmann Price Securities, LLC25 / 80$2.4B
Draper Asset Management, LLC8 / 80$168.5M
9823 Capital, L.P.8 / 80$125.6M

Ranked by the share of each fund's own book sitting in the names it shares with Kraft, Davis & Associates, 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.

Holdings: largest first

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

155 positions
#SecurityValueShares% PortLast moveHistory
1Vaneck ETF Trust
SEMICONDUCTR ETF
$35.5M60.2K
7.4%
−18%
Reduced · −13K sh
2Vanguard Index FDS
TOTAL STK MKT
$26.0M70.6K
5.4%
~0%
Added · +35 sh
3Ishares TR
CORE S&P500 ETF
$23.2M31.0K
4.8%
+0.2%
Added · +50 sh
4Fidelity Covington Trust
MSCI INFO TECH I
$20.9M76.4K
4.4%
−2.3%
Reduced · −2K sh
5Vanguard Specialized Funds
DIV APP ETF
$17.5M73.5K
3.6%
+0.1%
Added · +84 sh
6Ishares TR
MSCI USA QLT FCT
$16.2M74.7K
3.4%
+2.0%
Added · +2K sh
7ETF Ser Solutions
DEFIA QUANT ETF
$16.1M106.3K
3.4%
~0%
Reduced · −50 sh
8Vanguard Index FDS
GROWTH ETF
$15.6M182.1K
3.3%
~0%
Added · +87 sh
9Dimensional ETF Trust
US EQUI MARK ETF
$15.0M184.6K
3.1%
+1.1%
Added · +2K sh
10Vanguard Whitehall FDS
INTL HIGH ETF
$13.7M137.6K
2.9%
+0.8%
Added · +1K sh
11Ishares U S ETF TR
SHOR DURA BD ETF
$13.1M259.1K
2.7%
+0.5%
Added · +1K sh
12SPDR Series Trust
ST SHOR CORP ETF
$11.7M392.2K
2.4%
−2.6%
Reduced · −11K sh
13Invesco Exch Traded FD TR II
S&P 500 REVENUE
$11.6M89.5K
2.4%
+5.1%
Added · +4K sh
14Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$11.4M163.3K
2.4%
−1.0%
Reduced · −2K sh
15Etfis Ser TR I
VIRTUS REAVES UT
$10.9M135.7K
2.3%
+3.2%
Added · +4K sh
16Vanguard Intl Equity Index F
ALLWRLD EX US
$10.3M125.1K
2.2%
+0.2%
Added · +257 sh
17Ishares TR
US AER DEF ETF
$9.5M39.5K
2.0%
+4.0%
Added · +2K sh
18World Gold TR
SPDR GLD MINIS
$9.2M114.6K
1.9%
+1.1%
Added · +1K sh
19J P Morgan Exchange Traded F
JPMORGAM LTD DUR
$9.1M175.9K
1.9%
+297%
Added · +132K sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$8.1M10.9K
1.7%
+3.0%
Added · +317 sh
21Proshares TR
S&P 500 DV ARIST
$8.1M142.7K
1.7%
+94%
Added · +69K sh
22Vaneck ETF Trust
RARE EAR STR ETF
$7.7M97.6K
1.6%
+2.8%
Added · +3K sh
23Vanguard Scottsdale FDS
SHRT TRM CORP BD
$7.4M93.7K
1.5%
+1.9%
Added · +2K sh
24Ishares Inc
MSCI EMRG CHN
$7.4M76.2K
1.5%
−2.4%
Reduced · −2K sh
25Nvidia Corporation
COM
$7.0M34.9K
1.5%
+2.3%
Added · +781 sh
26Invesco Exch Traded FD TR II
SHORT TERM ETF
$6.4M60.1K
1.3%
New
New position
27Fidelity Merrimack STR TR
LOW DURTIN ETF
$5.6M112.6K
1.2%
−2.8%
Reduced · −3K sh
28Wisdomtree TR
US QTLY DIV GRT
$5.4M55.8K
1.1%
−0.4%
Reduced · −204 sh
29Ishares TR
USD INV GRDE ETF
$5.1M99.8K
1.1%
−42%
Reduced · −73K sh
30Dimensional ETF Trust
INTERNATNAL VAL
$5.0M92.1K
1.1%
+7.6%
Added · +6K sh
31Ishares TR
S&P 500 GRWT ETF
$5.0M36.8K
1.0%
−0.5%
Reduced · −193 sh
32Goldman Sachs ETF TR
NASDA 100 ETF
$4.7M83.1K
1.0%
+14%
Added · +10K sh
33Ssga Active ETF TR
ST STR UL BD ETF
$4.2M104.9K
0.9%
New
New position
34Innovator Etfs Trust
DEFINED WLT SHLD
$4.2M121.4K
0.9%
−4.5%
Reduced · −6K sh
35Vanguard Index FDS
VALUE ETF
$4.1M18.9K
0.9%
+11%
Added · +2K sh
36First TR Exchange-Traded FD
SHS
$4.0M82.7K
0.8%
−11%
Reduced · −10K sh
37Invesco QQQ TR
UNIT SER 1
$3.7M5.2K
0.8%
+1.9%
Added · +94 sh
38American Centy ETF TR
AVANTIS EMGMKT
$3.6M38.7K
0.7%
+12%
Added · +4K sh
39Global X FDS
1 3 MO T BI ET
$2.9M28.7K
0.6%
−2.0%
Reduced · −584 sh
40Ishares TR
MSCI INTL QUALTY
$2.7M54.9K
0.6%
−0.1%
Reduced · −84 sh
41Alphabet Inc
CAP STK CL A
$2.6M7.3K
0.5%
−8.1%
Reduced · −639 sh
42First TR Exchange-Traded FD
DJ INTERNT IDX
$2.5M9.3K
0.5%
−3.6%
Reduced · −348 sh
43Principal Exchange Traded FD
INTL EQUITY ETF
$2.4M67.4K
0.5%
−36%
Reduced · −38K sh
44Ishares TR
INTL DIV GRWTH
$2.1M23.6K
0.4%
−7.2%
Reduced · −2K sh
45Amazon Com Inc
COM
$2.1M8.7K
0.4%
+2.5%
Added · +214 sh
46Alphabet Inc
CAP STK CL C
$2.0M5.8K
0.4%
+0.8%
Added · +45 sh
47Microsoft Corp
COM
$2.0M5.2K
0.4%
+6.7%
Added · +325 sh
48Vanguard Index FDS
MID CAP ETF
$1.9M23.4K
0.4%
+46%
Added · +7K sh
49SPDR Gold TR
GOLD SHS
$1.7M4.6K
0.4%
+0.6%
Added · +27 sh
50SPDR Series Trust
ST STR SP AERO
$1.7M6.1K
0.3%
+14%
Added · +760 sh
Showing 50 of 155 positions
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Filing history

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

$478.8M · Q2 2026Q3 2024 · $335.5MQ2 2026 · $478.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 20269d155$478.8M13F-HR
Q1 2026Mar 31, 2026May 1, 202631d151$469.3M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d151$446.2M13F-HR
Q3 2025Sep 30, 2025Nov 5, 202536d146$411.0M13F-HR
Q2 2025Jun 30, 2025Jul 29, 202529d139$364.5M13F-HR
Q1 2025Mar 31, 2025Apr 24, 202524d126$310.1M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d137$350.3M13F-HR
Q3 2024Sep 30, 2024Nov 8, 202439d143$335.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.