Arkolith/Funds/LTG Capital LLC

LTG Capital LLC

CIK 1936987
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

LTG Capital LLC holds a concentrated book of 23 stocks worth $130.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Ishares S&P Small-Cap 600 Va. Their largest long position is Invesco S&P 500 Equal Weight at 22% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
10
existing
Trimmed
11
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
87%
Top 20 holdings
99%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Information Technology
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 LTG Capital LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.25 / 23$585.2B
MORGAN STANLEY25 / 23$170.4B
FMR LLC25 / 23$165.2B
JPMORGAN CHASE & CO25 / 23$134.0B
BANK OF AMERICA CORP /DE/25 / 23$122.7B
GOLDMAN SACHS GROUP INC25 / 23$73.1B
WELLS FARGO & COMPANY/MN25 / 23$65.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO25 / 23$57.8B

Ranked by how many of LTG Capital LLC's top 23 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.

23 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$28.7M149.8K
22.0%
+1.0%
Added · +1K sh
2Ishares TR
CORE S&P SCP ETF
$27.4M220.8K
21.0%
+0.7%
Added · +2K sh
3Ishares TR
CORE S&P MCP ETF
$23.8M353.0K
18.2%
+1.3%
Added · +5K sh
4Ishares TR
EAFE SML CP ETF
$8.0M102.3K
6.1%
+1.0%
Added · +973 sh
5Ishares TR
CORE MSCI EAFE
$6.5M71.9K
5.0%
+1.3%
Added · +925 sh
6Ishares TR
SP SMCP600VL ETF
$4.2M35.4K
3.2%
−1.3%
Reduced · −457 sh
7Ishares TR
S&P SML 600 GWT
$4.2M28.9K
3.2%
−0.3%
Reduced · −76 sh
8Ishares TR
S&P MC 400VL ETF
$3.7M28.1K
2.8%
−1.5%
Reduced · −433 sh
9Ishares TR
S&P MC 400GR ETF
$3.7M36.4K
2.8%
−1.2%
Reduced · −440 sh
10Ishares TR
MSCI EAFE ETF
$3.2M33.4K
2.5%
−0.2%
Reduced · −67 sh
11Ishares TR
CORE S&P500 ETF
$2.9M4.4K
2.2%
+2.8%
Added · +118 sh
12Schwab Strategic TR
US SML CAP ETF
$1.9M66.1K
1.5%
+0.5%
Added · +338 sh
13Schwab Strategic TR
US MID-CAP ETF
$1.7M54.2K
1.3%
+0.5%
Added · +285 sh
14SPDR Series Trust
STATE STREET SPD
$1.5M15.6K
1.1%
−0.8%
Reduced · −134 sh
15Ishares TR
S&P 500 VAL ETF
$1.4M6.4K
1.0%
−1.5%
Reduced · −98 sh
16SPDR Series Trust
STATE STREET SPD
$1.3M13.4K
1.0%
+0.1%
Added · +7 sh
17Schwab Strategic TR
INTL SCEQT ETF
$1.3M27.2K
1.0%
−0.3%
Reduced · −70 sh
18SPDR Series Trust
STATE STREET SPD
$1.3M13.0K
1.0%
~0%
Reduced · −1 sh
19SPDR Series Trust
STATE STREET SPD
$1.2M13.7K
0.9%
+0.1%
Added · +12 sh
20Ishares TR
S&P 500 GRWT ETF
$1.1M9.7K
0.8%
−0.6%
Reduced · −58 sh
21Schwab Strategic TR
INTL EQTY ETF
$1.1M44.1K
0.8%
−0.2%
Reduced · −98 sh
22Invesco QQQ TR
UNIT SER 1
$447K774
0.3%
Held
23Ishares TR
TRUST ISHARE 0-1
$400K3.6K
0.3%
Held
Showing all 23 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202623$130.9M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202625$128.3M13F-HR
Q3 2025Sep 30, 2025Dec 1, 202527$127.1M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202527$116.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.