Arkolith/Funds/Marotta Asset Management

Marotta Asset Management

CIK 1802091
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Marotta Asset Management holds a focused book of 103 stocks worth $600.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ftse Developed ETF and trimmed Vanguard Mid-Cap Value ETF. Their largest long position is Vanguard Mid-Cap Value ETF at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
39
existing
Trimmed
44
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
49%
Top 20 holdings
71%

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

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
1%
Industrials
1%
Financials
1%
Health Care
1%
Consumer Discretionary
0%
Materials
0%
Energy
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

Holdings: largest first

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

103 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Mid Cap Value ETF
COM
$42.8M216.0K
7.1%
−0.7%
Reduced · −1K sh
2Columbia Emrg MKTS Core Ex-China ETF
COM
$41.9M818.7K
7.0%
−6.1%
Reduced · −53K sh
3Vanguard Small Cap Value ETF
COM
$35.9M147.8K
6.0%
~0%
Added · +39 sh
4Vanguard Info Technology ETF
COM
$34.8M297.1K
5.8%
+627%
Added · +256K sh
5Vanguard Short Inflation-Protected ETF
COM
$33.0M667.2K
5.5%
+1.7%
Added · +11K sh
6Vanguard Total International Bond ETF
COM
$30.8M637.1K
5.1%
+3.9%
Added · +24K sh
7Fidelity Msci Information Technology ETF
COM
$20.2M72.2K
3.4%
+5.9%
Added · +4K sh
8Vanguard Ftse Emerging Market ETF
COM
$20.0M337.6K
3.3%
+2.6%
Added · +9K sh
9Vanguard Emerging Market Govt Bond ETF
COM
$17.6M263.1K
2.9%
+6.7%
Added · +17K sh
10SPDR USA Strategic Factors
COM
$15.9M85.0K
2.6%
+27%
Added · +18K sh
11Fidelity Msci Health ETF
COM
$15.9M204.2K
2.6%
+22%
Added · +37K sh
12Vanguard Health Care ETF
COM
$15.2M50.6K
2.5%
−5.1%
Reduced · −3K sh
13Vanguard Consumer Staples ETF
COM
$14.1M62.5K
2.3%
−9.0%
Reduced · −6K sh
14Schwab US Tips ETF
COM
$14.0M534.4K
2.3%
+5.3%
Added · +27K sh
15Schwab Short Term US Treasury
COM
$13.4M558.4K
2.2%
−1.1%
Reduced · −6K sh
16Ishares Msci Ireland Capped ETF
COM
$13.0M165.5K
2.2%
+1.5%
Added · +3K sh
17Ishares Msci Denmark ETF
COM
$12.0M107.5K
2.0%
+1.3%
Added · +1K sh
18Fidelity Msci Consumer Staples ETF
COM
$11.6M220.7K
1.9%
+13%
Added · +26K sh
19Ishares Msci Netherlands
COM
$11.2M164.6K
1.9%
−1.7%
Reduced · −3K sh
20Ishares Msci Finland ETF
COM
$11.2M213.8K
1.9%
−6.2%
Reduced · −14K sh
21Franklin Ftse Switzerland ETF
COM
$11.1M257.6K
1.9%
+4.3%
Added · +11K sh
22Ishares Msci Austria
COM
$11.0M264.4K
1.8%
−2.8%
Reduced · −8K sh
23Ishares Msci Sweden
COM
$10.6M213.1K
1.8%
+4.3%
Added · +9K sh
24SPDR S&P Biotech ETF
COM
$10.5M66.8K
1.7%
+1.1%
Added · +702 sh
25Ishares Msci New Zealand
COM
$8.8M195.9K
1.5%
+10%
Added · +18K sh
26Fidelity Msci Real Estate ETF
COM
$8.0M271.6K
1.3%
+7.5%
Added · +19K sh
27Franklin Ftse Germany ETF
COM
$7.6M238.1K
1.3%
+4.8%
Added · +11K sh
28Vanguard Short Govt Bond Idx ETF
COM
$7.2M123.8K
1.2%
+13%
Added · +14K sh
29Vanguard S&P 500 ETF
COM
$6.4M9.4K
1.1%
−15%
Reduced · −2K sh
30Schwab US Aggregate Bond ETF
COM
$6.2M268.1K
1.0%
−0.5%
Reduced · −1K sh
31Vanguard Global Ex-US Real Estate ETF
COM
$5.3M117.5K
0.9%
+14%
Added · +14K sh
32Schwab Emerging Market Equity ETF
COM
$4.6M128.8K
0.8%
−8.9%
Reduced · −13K sh
33Franklin Ftse Taiwan ETF
COM
$4.3M42.2K
0.7%
−8.5%
Reduced · −4K sh
34Vanguard Real Estate ETF
COM
$4.3M43.9K
0.7%
−6.9%
Reduced · −3K sh
35Franklin Ftse South Korea ETF
COM
$4.0M65.8K
0.7%
−18%
Reduced · −14K sh
36Vanguard Emrg MKTS Ex-China ETF
COM
$4.0M41.9K
0.7%
+161%
Added · +26K sh
37SPDR S&P 400 Mid Cap Value ETF
COM
$3.8M40.7K
0.6%
−12%
Reduced · −6K sh
38Vanguard Total Stock Market ETF
COM
$3.4M9.3K
0.6%
−1.9%
Reduced · −179 sh
39SPDR S&P 600 Small Cap Value ETF
COM
$3.2M29.9K
0.5%
−16%
Reduced · −6K sh
40Ishares Global Technology
COM
$3.2M22.8K
0.5%
−1.8%
Reduced · −407 sh
41General Dynamics Corp
COM
$3.1M8.6K
0.5%
−1.4%
Reduced · −120 sh
42Wells Fargo Co
COM
$3.0M35.1K
0.5%
Held
43Vanguard Total Bond Market ETF
COM
$3.0M41.0K
0.5%
+12%
Added · +4K sh
44Vanguard Value ETF
COM
$2.6M11.9K
0.4%
−11%
Reduced · −2K sh
45Ishares Msci Chile Investable Market
COM
$2.4M60.2K
0.4%
−9.4%
Reduced · −6K sh
46Amazon Com Inc
COM
$2.1M8.8K
0.4%
+1.0%
Added · +90 sh
47Apple Computer Inc
COM
$1.9M6.4K
0.3%
+1.7%
Added · +105 sh
48Ishares S&P Global Healthcare
COM
$1.9M18.9K
0.3%
−3.9%
Reduced · −758 sh
49Franklin Ftse Mexico ETF
COM
$1.8M48.3K
0.3%
−2.1%
Reduced · −1K sh
50Meta Platforms Inc
COM
$1.6M2.6K
0.3%
+0.8%
Added · +21 sh
Showing 50 of 103 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026103$600.9M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026103$543.1M13F-HR
Q4 2025Dec 31, 2025Jan 7, 2026102$540.2M13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025109$531.2M13F-HR
Q2 2025Jun 30, 2025Jul 2, 2025105$498.6M13F-HR
Q1 2025Mar 31, 2025Apr 2, 2025111$509.4M13F-HR
Q4 2024Dec 31, 2024Jan 10, 2025110$478.0M13F-HR
Q3 2024Sep 30, 2024Oct 3, 2024111$509.4M13F-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.