Arkolith/Funds/Mayfair Advisory Group, LLC

Mayfair Advisory Group, LLC

CIK 1801926
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Mayfair Advisory Group, LLC holds a focused book of 185 stocks worth $331.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened FT NDQ100 Mod Buff ETF - May and trimmed Vanguard Int High DVD Yld In. Their largest long position is Vanguard Value ETF at 8% of the equity book.

Opened
59
bought for the first time
Added to
87
already held, bought more
Trimmed
49
sold some, still holds it
Sold out
10
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
45%
Top 20 holdings
61%

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

Direct sector allocation

21% mapped to company sectors

ETF / fund or unclassified
79%
Information Technology
8%
Financials
5%
Energy
2%
Industrials
2%
Consumer Discretionary
1%
Health Care
1%
Utilities
1%

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 Mayfair Advisory Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$474.9B
JPMORGAN CHASE & CO80 / 80$423.7B
WELLS FARGO & COMPANY/MN80 / 80$148.2B
ENVESTNET ASSET MANAGEMENT INC80 / 80$89.8B
RAYMOND JAMES FINANCIAL INC80 / 80$81.4B
LPL Financial LLC79 / 80$81.7B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$20.4B
OSAIC HOLDINGS, INC.79 / 80$18.7B

Ranked by how many of Mayfair Advisory Group, LLC's top 80 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.

185 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$25.6M116.0K
7.7%
+3.7%
Added · +4K sh
2Fidelity Covington Trust
ENHANCED INTL
$22.6M568.2K
6.8%
+9.9%
Added · +51K sh
3Vanguard Index FDS
GROWTH ETF
$20.8M249.1K
6.3%
+520%
Added · +209K sh
4Fidelity Covington Trust
ENH MID COR ETF
$17.5M430.6K
5.3%
+8.9%
Added · +35K sh
5Fidelity Covington Trust
ENHANCED SML CAP
$13.9M297.6K
4.2%
+5.9%
Added · +17K sh
6Schwab Strategic TR
US DIVIDEND EQ
$11.1M332.6K
3.3%
+2.9%
Added · +9K sh
7Vanguard World FD
MEGA CAP VAL ETF
$10.7M65.3K
3.2%
+8.1%
Added · +5K sh
8Apple Inc
COM
$9.7M29.2K
2.9%
+1.4%
Added · +394 sh
9Fidelity Merrimack STR TR
TOTAL BD ETF
$9.3M207.6K
2.8%
+9.1%
Added · +17K sh
10Schwab Strategic TR
US LCAP GR ETF
$8.4M251.1K
2.5%
+1.5%
Added · +4K sh
11Vanguard Whitehall FDS
INTL HIGH ETF
$7.2M70.9K
2.2%
−0.1%
Reduced · −42 sh
12J P Morgan Exchange Traded F
EQUITY PREMIUM
$7.0M123.1K
2.1%
−18%
Reduced · −28K sh
13Fidelity Covington Trust
EMERG MKTS MLTFT
$5.7M167.2K
1.7%
+15%
Added · +21K sh
14Vanguard World FD
MEGA GRWTH IND
$5.5M65.1K
1.7%
+438%
Added · +53K sh
15American Centy ETF TR
US SML CP VALU
$5.3M42.3K
1.6%
+1.7%
Added · +716 sh
16J P Morgan Exchange Traded F
CORE PLUS BD ETF
$4.6M100.2K
1.4%
+23%
Added · +19K sh
17Pimco ETF TR
MULTISECTOR BD
$4.6M177.1K
1.4%
+11%
Added · +17K sh
18Vanguard Index FDS
TOTAL STK MKT
$4.5M12.4K
1.4%
+0.5%
Added · +56 sh
19Nvidia Corporation
COM
$4.0M19.1K
1.2%
+9.8%
Added · +2K sh
20Ishares TR
MSCI USA QLT FCT
$3.9M18.1K
1.2%
−3.1%
Reduced · −586 sh
21J P Morgan Exchange Traded F
NASDAQ EQT PREM
$3.9M67.0K
1.2%
+12%
Added · +7K sh
22Ishares TR
CORE S&P500 ETF
$3.6M4.9K
1.1%
+11%
Added · +477 sh
23Exxon Mobil Corp
COM
$3.4M21.7K
1.0%
−0.5%
Reduced · −105 sh
24Schwab Strategic TR
US BRD MKT ETF
$3.3M115.4K
1.0%
−0.6%
Reduced · −733 sh
25J P Morgan Exchange Traded F
ULTRA SHRT ETF
$3.2M64.1K
1.0%
−7.6%
Reduced · −5K sh
26Schwab Strategic TR
US LRG CAP ETF
$2.8M97.5K
0.9%
−0.3%
Reduced · −301 sh
27Dimensional ETF Trust
US SMALL CAP ETF
$2.6M31.7K
0.8%
+7.4%
Added · +2K sh
28Royal BK Cda
COM
$2.5M11.8K
0.7%
Held
29Invesco Exchange Traded FD T
S&P500 QUALITY
$2.4M28.4K
0.7%
−0.5%
Reduced · −155 sh
30Ametek Inc
COM
$2.1M8.7K
0.6%
Held
31First TR Exchng Traded FD VI
FT VEST LAD
$2.1M73.6K
0.6%
−3.5%
Reduced · −3K sh
32Goldman Sachs ETF TR
NASDA 100 ETF
$2.0M37.1K
0.6%
+85%
Added · +17K sh
33Southern Co
COM
$2.0M20.7K
0.6%
+4.6%
Added · +906 sh
34Fidelity Covington Trust
HIGH DIVID ETF
$1.9M29.8K
0.6%
−3.7%
Reduced · −1K sh
35BlackRock ETF Trust II
ISHA FLEX IN ETF
$1.8M34.7K
0.5%
+23%
Added · +6K sh
36Norfolk Southn Corp
COM
$1.7M5.0K
0.5%
+2.0%
Added · +96 sh
37Palantir Technologies Inc
CL A
$1.7M14.1K
0.5%
−4.2%
Reduced · −612 sh
38Schwab Strategic TR
FUNDAMENTAL INTL
$1.7M32.6K
0.5%
+41%
Added · +9K sh
39Advisors Inner Circle FD III
STRATEGAS MACRO
$1.7M39.5K
0.5%
+55%
Added · +14K sh
40J P Morgan Exchange Traded F
HEDG EQU LAD ETF
$1.6M24.3K
0.5%
−5.9%
Reduced · −2K sh
41Microsoft Corp
COM
$1.6M4.3K
0.5%
+14%
Added · +516 sh
42Eli Lilly & Co
COM
$1.6M1.4K
0.5%
−9.7%
Reduced · −145 sh
43Vanguard Specialized Funds
DIV APP ETF
$1.5M6.4K
0.5%
+0.8%
Added · +52 sh
44Pimco ETF TR
MUNI INCOME OPP
$1.5M32.9K
0.4%
+39%
Added · +9K sh
45JPMorgan Chase & Co
COM
$1.5M4.1K
0.4%
+11%
Added · +410 sh
46Chevron Corporation
COM
$1.4M7.2K
0.4%
−3.0%
Reduced · −221 sh
47Amazon Com Inc
COM
$1.4M6.1K
0.4%
+16%
Added · +824 sh
48Goldman Sachs ETF TR
S&P 500 PREMIUM
$1.4M25.5K
0.4%
+7.8%
Added · +2K sh
49Coca Cola Co
COM
$1.4M16.9K
0.4%
+4.9%
Added · +799 sh
50Vanguard Index FDS
SML CP GRW ETF
$1.3M3.8K
0.4%
−4.0%
Reduced · −158 sh
Showing 50 of 185 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026185$331.7M13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026175$286.4M13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026177$257.5M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025190$233.1M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025174$212.1M13F-HR
Q1 2025Mar 31, 2025Apr 18, 2025158$173.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025158$169.8M13F-HR
Q3 2024Sep 30, 2024Oct 23, 2024154$158.6M13F-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.