Arkolith/Funds/Mitchell & Pahl Private Wealth, LLC

Mitchell & Pahl Private Wealth, LLC

CIK 1836506Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Mitchell & Pahl Private Wealth, LLC holds a diversified book of 149 reported positions worth $272.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Sandisk Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the reported non-option book.

Mitchell & Pahl Private Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
34%

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

100% mapped to company sectors

Information Technology
23%
Financials
14%
Health Care
12%
Industrials
11%
Consumer Discretionary
9%
Materials
9%
Utilities
8%
Energy
7%

+4 sectors below the cut, 7% 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

Funds with the most overlap

Other tracked managers holding the same core names as Mitchell & Pahl Private Wealth, LLC

Manager / fundShared namesTheir $ in those
Evelyn Partners Group Ltd65 / 80$43.3B
Emerald Advisors, LLC32 / 80$633.9M
Independent Investors Inc25 / 80$411.0M
AdviceOne Advisory Services, LLC10 / 80$124.0M
Granite Group Advisors, LLC29 / 80$115.8M
McDaniel Terry & Co29 / 80$768.8M
Guinness Asset Management LTD28 / 80$3.5B
Channing Global Advisors, LLC8 / 80$110.9M

Ranked by the share of each fund's own book sitting in the names it shares with Mitchell & Pahl Private Wealth, 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.

149 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$8.1M28.0K
3.0%
−0.5%
Reduced · −131 sh
2Seagate Technology HLDNGS PL
ORD SHS
$7.5M7.8K
2.8%
−1.6%
Reduced · −123 sh
3Broadcom Inc
COM
$6.5M17.1K
2.4%
−3.3%
Reduced · −586 sh
4Microsoft Corp
COM
$5.5M14.8K
2.0%
+0.9%
Added · +132 sh
5Cisco Sys Inc
COM
$4.9M41.9K
1.8%
+0.7%
Added · +287 sh
6Johnson & Johnson
COM
$4.8M18.7K
1.7%
+1.7%
Added · +316 sh
7Teradyne Inc
COM
$4.6M9.4K
1.7%
−0.5%
Reduced · −50 sh
8Texas Instrs Inc
COM
$4.5M15.2K
1.7%
+0.9%
Added · +137 sh
9Goldman Sachs Group Inc
COM
$4.5M4.5K
1.7%
+0.8%
Added · +36 sh
10Exxon Mobil Corp
COM
$4.4M32.0K
1.6%
+0.8%
Added · +240 sh
11Linde PLC
SHS
$4.2M8.0K
1.5%
+1.1%
Added · +89 sh
12Unitedhealth Group Inc
COM
$4.0M9.7K
1.5%
+1.8%
Added · +175 sh
13Valero Energy Corp
COM
$4.0M15.4K
1.5%
+1.1%
Added · +174 sh
14Abbvie Inc
COM
$3.9M15.6K
1.4%
+2.0%
Added · +309 sh
15Novartis AG
SPONSORED ADR
$3.6M23.3K
1.3%
+1.5%
Added · +347 sh
16Ecolab Inc
COM
$3.6M13.1K
1.3%
+2.6%
Added · +338 sh
17Phillips 66
COM
$3.6M21.0K
1.3%
+1.6%
Added · +323 sh
18General Dynamics Corp
COM
$3.5M9.9K
1.3%
+1.9%
Added · +189 sh
19Waste Mgmt Inc Del
COM
$3.5M15.7K
1.3%
+2.1%
Added · +324 sh
20NextEra Energy Inc
COM
$3.5M39.8K
1.3%
+1.5%
Added · +607 sh
213M Co
COM
$3.5M21.5K
1.3%
+2.2%
Added · +473 sh
22Taiwan Semiconductor Manufac
SPONSORED ADS
$3.4M7.1K
1.3%
−0.7%
Reduced · −52 sh
23Home Depot Inc
COM
$3.3M9.5K
1.2%
+2.8%
Added · +256 sh
24Procter & Gamble Co
COM
$3.3M22.4K
1.2%
+2.9%
Added · +630 sh
25Wec Energy Group Inc
COM
$3.2M27.7K
1.2%
+2.4%
Added · +646 sh
26Aflac Inc
COM
$3.2M27.6K
1.2%
+1.9%
Added · +517 sh
27US Bancorp
COM NEW
$3.2M52.6K
1.2%
+2.7%
Added · +1K sh
28Sempra
COM
$3.0M32.3K
1.1%
+2.3%
Added · +742 sh
29Air Products And Chemicals I
COM
$3.0M10.2K
1.1%
+2.2%
Added · +222 sh
30Emerson Elec Co
COM
$3.0M20.9K
1.1%
+2.2%
Added · +453 sh
31Bank Of Amer Corp
COM
$2.9M51.7K
1.1%
−0.2%
Reduced · −121 sh
32Sherwin Williams Co
COM
$2.9M8.4K
1.1%
+3.0%
Added · +248 sh
33Costco Wholesale Corporation
COM
$2.9M3.0K
1.0%
+2.0%
Added · +59 sh
34RTX Corporation
COM
$2.8M15.0K
1.0%
+0.4%
Added · +64 sh
35BlackRock Inc
COM
$2.7M2.8K
1.0%
+2.5%
Added · +69 sh
36Mondelez Intl Inc
CL A
$2.7M47.0K
1.0%
+2.2%
Added · +995 sh
37Chubb Limited
COM
$2.7M7.9K
1.0%
+2.8%
Added · +216 sh
38ASML Hldg NV
N Y REGISTRY SHS
$2.6M1.3K
1.0%
+0.4%
Added · +5 sh
39McDonalds Corp
COM
$2.6M9.7K
1.0%
+3.9%
Added · +362 sh
40Amgen Inc
COM
$2.6M7.2K
1.0%
+4.1%
Added · +280 sh
41Chevron Corporation
COM
$2.6M15.5K
0.9%
+4.6%
Added · +680 sh
42UBS Group AG
SHS
$2.5M51.1K
0.9%
−0.2%
Reduced · −119 sh
43Verizon Communications Inc
COM
$2.5M59.6K
0.9%
+2.3%
Added · +1K sh
44Illinois Tool WKS Inc
COM
$2.5M9.3K
0.9%
+3.8%
Added · +337 sh
45Interactive Brokers Group In
COM CL A
$2.5M28.5K
0.9%
−0.2%
Reduced · −63 sh
46Comcast Corp New
CL A
$2.5M100.7K
0.9%
+4.6%
Added · +4K sh
47United Parcel Svcs Inc
CL B
$2.5M22.8K
0.9%
+3.2%
Added · +709 sh
48Target Corp
COM
$2.4M18.3K
0.9%
+3.0%
Added · +541 sh
49Disney Walt Co
COM
$2.4M24.4K
0.9%
+3.2%
Added · +756 sh
50Starbucks Corp
COM
$2.3M22.8K
0.9%
+3.2%
Added · +703 sh
Showing 50 of 149 positions
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Filing history

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

$272.2M · Q2 2026Q3 2024 · $214.8MQ2 2026 · $272.2M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202613d149$272.2M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202624d145$246.3M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d143$240.9M13F-HR
Q3 2025Sep 30, 2025Oct 9, 20259d144$238.5M13F-HR
Q2 2025Jun 30, 2025Jul 11, 202511d144$226.4M13F-HR
Q1 2025Mar 31, 2025Apr 9, 20259d145$214.5M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202516d146$214.1M13F-HR
Q3 2024Sep 30, 2024Oct 16, 202416d145$214.8M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.