Arkolith/Funds/Maxele Advisors, LLC

Maxele Advisors, LLC

CIK 2096567
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Maxele Advisors, LLC holds a diversified book of 98 reported positions worth $143.1M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Invesco S&P 500 Equal Weight and trimmed First Trust Nasdq 100 Tech I. Their largest long position is First Trust Nasdq 100 Tech I at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
3
bought for the first time
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
6
exited the position entirely
+3 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.4%
+22.7%/yr · since Dec '25
Their reported book
+39.5%
held from quarter-end
S&P 500
+13.0%
same window
$9K$10K$11K$11K$12KDec '25Jan '26Mar '26May '26Jul '26Sep '26
Maxele Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +39.5%, a 22.1-point gap that is the cost of the ~48-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Maxele Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~48 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: diversified book

Top 5 holdings
25%
Top 10 holdings
40%
Top 20 holdings
60%

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

30% mapped to company sectors

ETFs / funds
70%
Information Technology
14%
Financials
5%
Consumer Discretionary
4%
Health Care
3%
Industrials
1%
Utilities
1%
Consumer Staples
1%

+3 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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
Karnit Road Accident Victims Compensation Fund8 / 80$166.1M
Swiss Re Ltd29 / 80$1.0B
Kopp Family Office, LLC9 / 80$136.2M
Emerald Advisors, LLC27 / 80$654.5M
Hoey Investments, Inc43 / 80$607.8M
Marest Capital, LLC12 / 80$157.2M
Outlook Capital Management, LLC14 / 80$241.4M
Trust Asset Management LLC23 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Maxele Advisors, LLC: 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.

98 positions
#SecurityValueShares% PortLast moveHistory
1First TR Exchange-Traded FD
SHS
$9.7M29.1K
6.8%
−1.9%
Reduced · −553 sh
2Ishares TR
ISHARES SEMICDTR
$7.0M11.0K
4.9%
−0.1%
Reduced · −8 sh
3Nvidia Corporation
COM
$6.9M34.3K
4.8%
−1.3%
Reduced · −439 sh
4Vanguard Index FDS
S&P 500 ETF SHS
$5.8M8.5K
4.1%
+0.8%
Added · +72 sh
5Fidelity Covington Trust
MSCI INFO TECH I
$5.6M19.7K
3.9%
−0.3%
Reduced · −61 sh
6Vanguard Index FDS
VALUE ETF
$5.4M24.7K
3.8%
+1.1%
Added · +265 sh
7Select Sector SPDR TR
ST STR INDL ETF
$5.2M27.9K
3.6%
−0.9%
Reduced · −244 sh
8Ishares TR
CORE S&P500 ETF
$4.5M6.0K
3.1%
+0.2%
Added · +10 sh
9Select Sector SPDR TR
ST STR FINL ETF
$3.5M65.7K
2.5%
−0.7%
Reduced · −487 sh
10Select Sector SPDR TR
ST STR CARE ETF
$3.5M22.1K
2.5%
−3.1%
Reduced · −708 sh
11Ishares TR
CORE US AGGBD ET
$3.4M34.0K
2.4%
−5.4%
Reduced · −2K sh
12Space Exploration Techn Corp
CLASS A COM STK
$3.3M19.4K
2.3%
Listed
Newly reportable
13Apple Inc
COM
$3.3M11.5K
2.3%
−1.9%
Reduced · −225 sh
14Ishares TR
US AER DEF ETF
$3.2M13.3K
2.3%
+0.5%
Added · +65 sh
15Applied Matls Inc
COM
$3.1M4.3K
2.2%
−2.7%
Reduced · −119 sh
16SPDR Gold TR
GOLD SHS
$3.0M8.2K
2.1%
+2.2%
Added · +177 sh
17Fidelity Covington Trust
MSCI ENERGY IDX
$2.8M93.3K
1.9%
+1.9%
Added · +2K sh
18Fidelity Covington Trust
MSCI CONSM DIS
$2.4M23.6K
1.7%
−1.1%
Reduced · −270 sh
19Fidelity Covington Trust
MSCI FINLS IDX
$2.4M31.5K
1.7%
+2.9%
Added · +896 sh
20Ishares TR
RUSSELL 2000 ETF
$2.2M7.5K
1.6%
+6.3%
Added · +445 sh
21Eli Lilly & Co
COM
$2.1M1.7K
1.4%
−0.2%
Reduced · −3 sh
22Amazon Com Inc
COM
$2.0M8.2K
1.4%
+0.3%
Added · +27 sh
23Ishares TR
CORE S&P SCP ETF
$1.9M12.8K
1.3%
+0.6%
Added · +81 sh
24Fidelity Covington Trust
MSCI INDL INDX
$1.8M18.5K
1.3%
−0.3%
Reduced · −62 sh
25Ishares TR
RUS 1000 VAL ETF
$1.8M7.4K
1.3%
~0%
Added · +1 sh
26Ishares TR
CORE S&P MCP ETF
$1.7M22.1K
1.2%
−0.6%
Reduced · −128 sh
27Fidelity Covington Trust
MSCI HLTH CARE I
$1.7M21.6K
1.2%
−2.1%
Reduced · −470 sh
28JPMorgan Chase & Co
COM
$1.5M4.7K
1.1%
−5.1%
Reduced · −251 sh
29Ishares TR
1 3 YR TREAS BD
$1.5M18.2K
1.0%
−2.9%
Reduced · −547 sh
30Ishares TR
RUS 1000 GRW ETF
$1.4M11.2K
1.0%
+291%
Added · +8K sh
31Fidelity Covington Trust
MSCI COMMNTN SVC
$1.3M19.2K
0.9%
~0%
Added · +6 sh
32Fidelity Covington Trust
MSCI UTILS INDEX
$1.3M22.3K
0.9%
−1.9%
Reduced · −438 sh
33Ishares TR
S&P 100 ETF
$1.3M3.5K
0.9%
−2.1%
Reduced · −74 sh
34Costco Wholesale Corporation
COM
$1.2M1.3K
0.9%
−0.9%
Reduced · −12 sh
35Ishares TR
RUS 2000 VAL ETF
$1.2M5.4K
0.8%
+2.4%
Added · +126 sh
36Vanguard World FD
CONSUM DIS ETF
$1.2M2.9K
0.8%
−4.8%
Reduced · −148 sh
37State STR SPDR Dow Jones Ind
UT SER 1
$1.1M2.2K
0.8%
−1.9%
Reduced · −42 sh
38Caterpillar Inc
COM
$1.1M1.0K
0.8%
−6.5%
Reduced · −72 sh
39Meta Platforms Inc
CL A
$1.1M1.9K
0.7%
−0.9%
Reduced · −17 sh
40Fidelity Covington Trust
MSCI MATLS INDEX
$1.1M18.1K
0.7%
+15%
Added · +2K sh
41Ameren Corp
COM
$1.0M9.2K
0.7%
+0.1%
Added · +6 sh
42Micron Technology Inc
COM
$1.0M881
0.7%
+17%
Added · +126 sh
43Abbott Laboratories
COM
$970K10.7K
0.7%
−6.3%
Reduced · −720 sh
44Walmart Inc
COM
$951K8.4K
0.7%
−0.8%
Reduced · −66 sh
45Ishares TR
ISHARES BIOTECH
$904K4.8K
0.6%
+2.2%
Added · +103 sh
46Vanguard BD Index FDS
INTERMED TERM
$893K11.6K
0.6%
+23%
Added · +2K sh
47Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$768K12.9K
0.5%
+29%
Added · +3K sh
48Fidelity Covington Trust
CONSMR STAPLES
$728K13.9K
0.5%
~0%
Added · +4 sh
49State STR SPDR S&P 500 ETF T
TR UNIT
$718K961
0.5%
−10%
Reduced · −109 sh
50Wisdomtree TR
JAPN HEDGE EQT
$716K4.1K
0.5%
+0.9%
Added · +37 sh
Showing 50 of 98 positions
Build

Ask your agent what Maxele Advisors, LLC owns

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2096567/holdings"
Ask your agent
Use Arkolith to show Maxele Advisors, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

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

$143.1M · Q2 2026Q1 2025 · $103.5MQ2 2026 · $143.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 202648d98$143.1M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d100$123.1M13F-HR
Q2 2025Jun 30, 2025Dec 1, 2025154d101$114.7M13F-HR
Q1 2025Mar 31, 2025Dec 1, 2025245d97$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.