Arkolith/Funds/Kroeger Financial Partners

Kroeger Financial Partners

CIK 2146729
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Kroeger Financial Partners holds a focused book of 141 reported positions worth $103.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). Their largest long position is Vanguard Ftse Developed ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2026 would be +1%. That is a simulation of the disclosed long book, not audited returns.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+1.1%
since Jul '26
Their reported book
+0.1%
held from quarter-end
S&P 500
+3.6%
same window
$10K$10K$10K$10K$11KJul '26Aug '26Aug '26Aug '26Aug '26Sep '26
Kroeger Financial Partners (copied at disclosure) S&P 500

Growth of $10,000 cloning Kroeger Financial Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 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: focused book

Top 5 holdings
43%
Top 10 holdings
65%
Top 20 holdings
87%

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

7% mapped to company sectors

ETFs / funds
93%
Information Technology
4%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%

+6 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.

Funds with the most overlap

Other tracked managers holding the same core names as Kroeger Financial Partners

Manager / fundShared namesTheir $ in those
Swiss Re Ltd24 / 80$1.0B
New World Advisors LLC26 / 80$521.6M
Independent Investors Inc21 / 80$416.7M
Vestwell Advisors, LLC8 / 80$326.1M
Golden Road Advisors LLC20 / 80$158.6M
CBIZ Investment Advisory Services, LLC43 / 80$2.1B
Stembrook Asset Management, LLC17 / 80$88.5M
Arcataur Capital Management LLC26 / 80$307.4M

Ranked by the share of each fund's own book sitting in the names it shares with Kroeger Financial Partners: 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.

141 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Ftse Developed Markets Index Fund ETF Shares
SHARES
$12.1M170.4K
11.7%
New
New position
2Ishares 1-5 Year Investment Grade Corporate Bond ETF
SHARES
$10.1M193.3K
9.8%
New
New position
3State Street SPDR Portfolio S&P 500 ETF
SHARES
$8.3M94.9K
8.1%
New
New position
4Vanguard Intermediate-Term Bond Index Fund ETF Shares
SHARES
$8.1M105.5K
7.8%
New
New position
5JPMorgan International Bond Opportunities ETF
SHARES
$5.3M109.3K
5.1%
New
New position
6Invesco S&P 500 Quality ETF
SHARES
$5.0M55.0K
4.8%
New
New position
7Ishares Convertible Bond ETF
SHARES
$4.8M39.8K
4.7%
New
New position
8Vanguard Value Index Fund ETF Shares
SHARES
$4.8M22.1K
4.6%
New
New position
9Imgp Dbi Managed Futures Strategy ETF
SHARES
$4.8M156.2K
4.6%
New
New position
10Invesco Variable Rate Preferred ETF
SHARES
$4.1M170.0K
4.0%
New
New position
11Ishares Ultra Short Duration Bond Active ETF
SHARES
$3.2M63.6K
3.1%
New
New position
12Apple Inc
COM
$2.9M10.1K
2.8%
New
New position
13Ishares Core International Aggregate Bond ETF
SHARES
$2.9M57.3K
2.8%
New
New position
14Ishares Core Universal Usd Bond ETF
SHARES
$2.8M61.4K
2.7%
New
New position
15State Street SPDR Portfolio Emerging Markets ETF
SHARES
$2.7M53.1K
2.7%
New
New position
16Vanguard Growth Index Fund ETF Shares
SHARES
$2.0M23.3K
1.9%
New
New position
17State Street SPDR Portfolio S&P 600 Small Cap ETF
SHARES
$1.7M28.9K
1.6%
New
New position
18Vanguard S&P 500 Growth Index Fund ETF Shares
SHARES
$1.6M19.0K
1.5%
New
New position
19Vanguard Small-Cap Index Fund ETF Shares
SHARES
$1.5M4.9K
1.4%
New
New position
20Franklin Ftse India ETF
SHARES
$941K26.4K
0.9%
New
New position
21State Street SPDR Portfolio S&P 500 Growth ETF
SHARES
$675K5.7K
0.7%
New
New position
22Ishares Core S&P 500 ETF
SHARES
$583K778
0.6%
New
New position
23TJX Cos Inc New
COM
$582K3.8K
0.6%
New
New position
24Ishares Short-Term California Muni Active ETF
SHARES
$514K10.2K
0.5%
New
New position
25Ishares Russell 1000 Growth ETF
SHARES
$497K4.0K
0.5%
New
New position
26Cisco Sys Inc
COM
$492K4.2K
0.5%
New
New position
27Schwab U.S. Tips ETF
SHARES
$492K18.6K
0.5%
New
New position
28Caterpillar Inc
COM
$483K454
0.5%
New
New position
29Vanguard Long-Term Treas Index FD ETF SHS
SHARES
$422K7.6K
0.4%
New
New position
30Ishares Core S&P U.S. Growth ETF
SHARES
$357K1.9K
0.3%
New
New position
31Ishares Core S&P U.S. Value ETF
SHARES
$355K3.2K
0.3%
New
New position
32Vanguard High Dividend Yield Index Fund ETF Shares
SHARES
$345K2.2K
0.3%
New
New position
33Avantis Emerging Markets Equity ETF
SHARES
$311K3.2K
0.3%
New
New position
34Vanguard Small-Cap Value Index Fund ETF Shares
SHARES
$294K1.2K
0.3%
New
New position
35Ishares Msci USA Momentum Factor ETF
SHARES
$288K839
0.3%
New
New position
36Vanguard Russell 1000 Growth Index Fund ETF Shares
SHARES
$264K2.1K
0.3%
New
New position
37Novo Nordisk A/s
SHARES
$243K5.1K
0.2%
New
New position
38NextEra Energy Inc
COM
$235K2.7K
0.2%
New
New position
39Vanguard Ftse Europe ETF
SHARES
$229K2.6K
0.2%
New
New position
40State Street SPDR S&P 500 ETF Trust
SHARES
$217K290
0.2%
New
New position
41State Street SPDR S&P 400 Mid Cap Growth ETF
SHARES
$214K1.9K
0.2%
New
New position
42Flexshares International Quality Dividend Index Fund
SHARES
$201K5.8K
0.2%
New
New position
43Ishares Msci Eafe ETF
SHARES
$191K1.8K
0.2%
New
New position
44Ishares Global Equity Factor ETF
SHARES
$185K3.1K
0.2%
New
New position
45Home Depot Inc
COM
$181K514
0.2%
New
New position
46Vanguard Short Term Corp BD ETF
SHARES
$175K2.2K
0.2%
New
New position
47Invesco QQQ TR
SHARES
$171K232
0.2%
New
New position
48Johnson & Johnson
COM
$169K666
0.2%
New
New position
49Lockheed Martin Corp
COM
$168K330
0.2%
New
New position
50Ishares Select Dividend ETF
SHARES
$165K1.1K
0.2%
New
New position
Showing 50 of 141 positions
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Filing history

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202627d141$103.5M13F-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.