Manhattan West Asset Management, LLC holds a diversified book of 185 stocks worth $598.9M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Ishares MBS ETF. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Manhattan West Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% 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 Manhattan West Asset Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $4.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $500.2B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $6.4B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.9B |
| MORGAN STANLEY | 78 / 80 | $560.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $167.1B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $162.0B |
| UBS Group AG | 78 / 80 | $148.4B |
Ranked by how many of Manhattan West Asset Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $35.8M | 179.2K | 6.0% | ▲+6.6% Added · +11K sh | |
| 2 | Alphabet Inc CAP STK CL A | $33.0M | 92.3K | 5.5% | ▲+5.5% Added · +5K sh | |
| 3 | Amazon Com Inc COM | $21.3M | 89.3K | 3.6% | ▲+6.3% Added · +5K sh | |
| 4 | Apple Inc COM | $20.9M | 72.2K | 3.5% | ▲+10% Added · +7K sh | |
| 5 | Microsoft Corp COM | $20.7M | 55.5K | 3.5% | ▲+4.8% Added · +3K sh | |
| 6 | Ishares TR MBS ETF | $19.8M | 209.1K | 3.3% | ▼−8.9% Reduced · −20K sh | |
| 7 | Ishares TR CORE MSCI EAFE | $18.8M | 194.3K | 3.1% | ▲+3.7% Added · +7K sh | |
| 8 | Ishares TR CALIF MUN BD ETF | $18.8M | 325.3K | 3.1% | ▼−18% Reduced · −72K sh | |
| 9 | ASML Hldg NV N Y REGISTRY SHS | $16.2M | 8.2K | 2.7% | ▲+4.2% Added · +330 sh | |
| 10 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $13.8M | 137.4K | 2.3% | ▲+458% Added · +113K sh | |
| 11 | Ishares TR NATIONAL MUN ETF | $13.2M | 122.8K | 2.2% | ▼−13% Reduced · −18K sh | |
| 12 | First TR Exch Traded FD III MUNI HI INCM ETF | $13.1M | 269.8K | 2.2% | ▲+18% Added · +42K sh | |
| 13 | SPDR Series Trust ST LON TREAS ETF | $12.9M | 491.1K | 2.2% | ▼−7.0% Reduced · −37K sh | |
| 14 | Select Sector SPDR TR ST STR UTIL ETF | $12.2M | 268.4K | 2.0% | ▲+5.2% Added · +13K sh | |
| 15 | Broadcom Inc COM | $11.8M | 31.2K | 2.0% | ▲+9.7% Added · +3K sh | |
| 16 | Ishares TR CORE S&P500 ETF | $11.5M | 15.3K | 1.9% | ▼−0.4% Reduced · −65 sh | |
| 17 | Ishares TR LONG TERM MUNI | $10.6M | 206.9K | 1.8% | ▲+31% Added · +48K sh | |
| 18 | JPMorgan Chase & Co COM | $10.1M | 30.9K | 1.7% | ▲+5.4% Added · +2K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $9.6M | 19.3K | 1.6% | ▲+9.3% Added · +2K sh | |
| 20 | SPDR Series Trust ST SHO TREAS ETF | $9.0M | 310.0K | 1.5% | ▼−29% Reduced · −129K sh | |
| 21 | Citigroup Inc COM NEW | $8.9M | 63.8K | 1.5% | ▲+4.1% Added · +3K sh | |
| 22 | Ishares TR ISHS 5-10YR INVT | $8.6M | 161.2K | 1.4% | ▲+48% Added · +52K sh | |
| 23 | Vaneck ETF Trust LONG MUNI ETF | $8.3M | 466.0K | 1.4% | ▼−8.1% Reduced · −41K sh | |
| 24 | Fortinet Inc COM | $7.7M | 49.9K | 1.3% | ▲+4.3% Added · +2K sh | |
| 25 | Uber Technologies Inc COM | $7.5M | 104.0K | 1.3% | ▼−6.0% Reduced · −7K sh | |
| 26 | D R Horton Inc COM | $7.1M | 43.9K | 1.2% | ▲+4.8% Added · +2K sh | |
| 27 | General Dynamics Corp COM | $6.9M | 19.6K | 1.2% | ▲+10% Added · +2K sh | |
| 28 | SPDR Series Trust ST STR P500ETF | $6.1M | 69.8K | 1.0% | ▲+18% Added · +10K sh | |
| 29 | Costco Wholesale Corporation COM | $6.1M | 6.5K | 1.0% | ▲+12% Added · +685 sh | |
| 30 | Philip Morris Intl Inc COM | $5.7M | 31.7K | 1.0% | ▲+4.0% Added · +1K sh | |
| 31 | Linde PLC SHS | $5.7M | 11.0K | 1.0% | ▲+8.6% Added · +871 sh | |
| 32 | Snowflake Inc COM SHS | $5.5M | 21.7K | 0.9% | ▼−1.9% Reduced · −414 sh | |
| 33 | SPDR Series Trust ST STR P400MID | $5.1M | 75.8K | 0.9% | ▲+1.5% Added · +1K sh | |
| 34 | Visa Inc COM CL A | $5.1M | 14.9K | 0.9% | ▲+7.1% Added · +990 sh | |
| 35 | Procter & Gamble Co COM | $5.0M | 34.0K | 0.8% | ▼−1.5% Reduced · −524 sh | |
| 36 | Goldman Sachs Group Inc COM | $4.8M | 4.7K | 0.8% | ▼−15% Reduced · −824 sh | |
| 37 | Unitedhealth Group Inc COM | $4.7M | 11.2K | 0.8% | ▲+8.3% Added · +862 sh | |
| 38 | Autoliv Inc COM | $4.1M | 35.4K | 0.7% | ▲+6.7% Added · +2K sh | |
| 39 | Ishares TR SHRT NAT MUN ETF | $4.0M | 37.9K | 0.7% | ▲+0.2% Added · +72 sh | |
| 40 | Leidos Holdings Inc COM | $4.0M | 38.7K | 0.7% | ▲+25% Added · +8K sh | |
| 41 | Johnson & Johnson COM | $3.9M | 15.4K | 0.7% | ▲+9.4% Added · +1K sh | |
| 42 | Netflix Inc. COM | $3.9M | 54.3K | 0.6% | ▲+5.2% Added · +3K sh | |
| 43 | Select Sector SPDR TR ST STR CARE ETF | $3.7M | 23.4K | 0.6% | ▲+19% Added · +4K sh | |
| 44 | Canadian Pacific Kansas City COM | $3.7M | 42.4K | 0.6% | ▲+8.0% Added · +3K sh | |
| 45 | Targa Res Corp COM | $3.6M | 13.6K | 0.6% | ▲+11% Added · +1K sh | |
| 46 | Vanguard Index FDS REAL ESTATE ETF | $3.5M | 35.9K | 0.6% | ▲+9.1% Added · +3K sh | |
| 47 | Vanguard Mun BD FDS TAX EXEMPT BD | $3.4M | 67.1K | 0.6% | ▲+361% Added · +53K sh | |
| 48 | Iqvia Hldgs Inc COM | $3.2M | 16.6K | 0.5% | ▲+12% Added · +2K sh | |
| 49 | Sanofi Sa SPONSORED ADR | $3.1M | 73.4K | 0.5% | ▼−7.3% Reduced · −6K sh | |
| 50 | SPDR Series Trust ST STR SP600 SML | $3.1M | 53.7K | 0.5% | ▲+5.3% Added · +3K sh |
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/1904770/holdings"
Use Arkolith to show Manhattan West Asset Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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. The performance line is a simulation of the disclosed long book, not an audited return.