Arkolith/Funds/Layline Advisors, LLC

Layline Advisors, LLC

CIK 1724910
Holdings as of Jun 30, 2026·disclosed Aug 20, 2026·~51-day 13F lag·13F-HR
Active Filer

Layline Advisors, LLC holds a focused book of 76 stocks worth $111.5M as of Q2 2026 (disclosed Aug 20, 2026, a ~51-day 13F lag). Their largest long position is Ishares Core S&P 500 ETF at 22% of the equity book. They also disclosed $20K in put options (a bearish bet), shown separately below and excluded from the equity book.

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.

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
65%
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

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
5%
Financials
5%
Industrials
4%
Materials
1%
Health Care
1%
Consumer Discretionary
1%
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.

Funds with the most overlap

Other tracked managers holding the same core names as Layline Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY76 / 76$516.3B
ROYAL BANK OF CANADA76 / 76$144.1B
WELLS FARGO & COMPANY/MN75 / 76$147.1B
ENVESTNET ASSET MANAGEMENT INC75 / 76$97.4B
OSAIC HOLDINGS, INC.75 / 76$14.8B
Farther Finance Advisors, LLC75 / 76$2.8B
JPMORGAN CHASE & CO74 / 76$447.3B
BANK OF AMERICA CORP /DE/74 / 76$369.8B

Ranked by how many of Layline Advisors, LLC's top 76 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.

76 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$24.8M33.1K
22.3%
New
New position
2Ishares TR
1 3 YR TREAS BD
$7.2M87.6K
6.4%
New
New position
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$7.1M99.0K
6.3%
New
New position
4Dimensional ETF Trust
US HIGH PROF ETF
$6.9M166.3K
6.2%
New
New position
5Ishares Inc
CORE MSCI EMKT
$5.9M70.8K
5.3%
New
New position
6Morgan Stanley ETF Trust
EATO VANC BD ETF
$4.7M92.6K
4.2%
New
New position
7Ishares TR
CORE S&P MCP ETF
$4.4M56.9K
3.9%
New
New position
8Doubleline ETF Trust
MORTGAGE ETF
$4.3M88.4K
3.9%
New
New position
9Sprott Asset Management LP
PHYSICAL GOLD TR
$3.5M116.2K
3.1%
New
New position
10J P Morgan Exchange Traded F
INCOME ETF
$3.3M72.0K
3.0%
New
New position
11American Centy ETF TR
US LARGE CAP VLU
$2.3M25.1K
2.1%
New
New position
12Ishares TR
RUS 1000 ETF
$2.2M5.5K
2.0%
New
New position
13Schwab Strategic TR
1 5YR CORP BD
$2.2M89.8K
2.0%
New
New position
14Paychex Inc
COM
$2.0M20.6K
1.8%
New
New position
15Ishares TR
CORE MSCI EAFE
$1.9M20.1K
1.7%
New
New position
16Ishares TR
EAFE VALUE ETF
$1.9M25.0K
1.7%
New
New position
17Ishares TR
CORE S&P SCP ETF
$1.7M11.1K
1.5%
New
New position
18Invesco Exch Traded FD TR II
RAFI EMRGNG MRKT
$1.3M46.6K
1.2%
New
New position
19Ishares TR
INTERNATIONAL SL
$1.3M29.3K
1.1%
New
New position
20Vanguard Scottsdale FDS
LG-TERM COR BD
$1.2M16.2K
1.1%
New
New position
21Ishares TR
NEW YORK MUN ETF
$1.1M19.6K
0.9%
New
New position
22Nvidia Corporation
COM
$866K4.3K
0.8%
New
New position
23Alphabet Inc
CAP STK CL A
$810K2.3K
0.7%
New
New position
24Ishares TR
MBS ETF
$793K8.4K
0.7%
New
New position
25Apple Inc
COM
$735K2.5K
0.7%
New
New position
26Corning Inc
COM
$644K2.5K
0.6%
New
New position
27BlackRock ETF Trust II
ISHA FLEX IN ETF
$638K12.2K
0.6%
New
New position
28Schwab Strategic TR
US BRD MKT ETF
$608K21.0K
0.5%
New
New position
29Amazon Com Inc
COM
$575K2.4K
0.5%
New
New position
30SPDR Series Trust
ST SHO TREAS ETF
$557K19.2K
0.5%
New
New position
31Invesco Exch Traded FD TR II
NY AMT FRE MUN
$499K21.9K
0.4%
New
New position
32Ishares TR
RUSSELL 2000 ETF
$499K1.7K
0.4%
New
New position
33Vanguard Index FDS
TOTAL STK MKT
$484K1.3K
0.4%
New
New position
34Microsoft Corp
COM
$460K1.2K
0.4%
New
New position
35Amphenol Corp
CL A
$416K2.4K
0.4%
New
New position
36Ies Holdings Inc
COM
$409K557
0.4%
New
New position
37J P Morgan Exchange Traded F
CORE PLUS BD ETF
$398K8.5K
0.4%
New
New position
38Berkshire Hathaway Inc Del
CL B NEW
$394K788
0.4%
New
New position
39Listed FDS TR
WAHED DOW JONES
$394K10.0K
0.4%
New
New position
40Advanced Micro Devices Inc
COM
$393K677
0.4%
New
New position
41Schein Henry Inc
COM
$371K4.4K
0.3%
New
New position
42Comfort Sys USA Inc
COM
$366K184
0.3%
New
New position
43Micron Technology Inc
COM
$355K307
0.3%
New
New position
44Mueller Inds Inc
COM
$335K2.7K
0.3%
New
New position
45Ishares TR
RUS 1000 VAL ETF
$333K1.4K
0.3%
New
New position
46Abbott Laboratories
COM
$330K3.6K
0.3%
New
New position
47Cencora Inc
COM
$326K1.1K
0.3%
New
New position
48Thermo Fisher Scientific Inc
COM
$321K640
0.3%
New
New position
49Stryker Corporation
COM
$319K1.0K
0.3%
New
New position
50McKesson Corp
COM
$317K419
0.3%
New
New position
Showing 50 of 76 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$20K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishMICRON TECHNOLOGY INCMU$11K200
PUT · bearishADVANCED MICRO DEVICESAMD$6K400
PUT · bearishCORNING INCGLW$3K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 20, 202682$111.5M13F-HR

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.