Arkolith/Funds/Mma Asset Management LLC

Mma Asset Management LLC

CIK 1842667
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Mma Asset Management LLC holds a diversified book of 181 stocks worth $314.3M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Vanguard Mid-Cap Growth ETF and trimmed Ishares S&P 500 Value ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show MMA ASSET MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
186
new positions
Added to
74
existing
Trimmed
72
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.5%
+12.7%/yr · since Feb '25
Their reported book
+21.4%
held from quarter-end
S&P 500
+27.2%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Aug '26
Mma Asset Management LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +21.4%, a 1.9-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Mma Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
39%
Top 20 holdings
54%

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

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Information Technology
7%
Financials
4%
Consumer Discretionary
2%
Health Care
1%
Industrials
1%
Energy
1%
Consumer Staples
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 Mma Asset Management LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.80 / 80$17.8B
BANK OF AMERICA CORP /DE/79 / 80$421.4B
ENVESTNET ASSET MANAGEMENT INC79 / 80$122.1B
LPL Financial LLC79 / 80$104.5B
Cetera Investment Advisers79 / 80$25.3B
MORGAN STANLEY78 / 80$540.3B
ROYAL BANK OF CANADA78 / 80$143.8B
Farther Finance Advisors, LLC78 / 80$3.3B

Ranked by how many of Mma 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.

Holdings: largest first

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

181 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$32.4M272.4K
10.3%
+1.3%
Added · +3K sh
2Vanguard Admiral FDS Inc
500 VAL IDX FD
$19.5M89.0K
6.2%
+3.6%
Added · +3K sh
3Ishares TR
US TREAS BD ETF
$13.2M579.1K
4.2%
+9.7%
Added · +51K sh
4Ishares TR
S&P 500 VAL ETF
$11.9M52.2K
3.8%
−1.7%
Reduced · −923 sh
5SPDR Series Trust
STATE STREET SPD
$9.8M111.7K
3.1%
−0.6%
Reduced · −712 sh
6Vanguard Index FDS
MCAP GR IDXVIP
$8.4M27.5K
2.7%
New
New position
7Ishares TR
CORE S&P500 ETF
$7.3M9.7K
2.3%
−2.5%
Reduced · −253 sh
8Ishares TR
SP SMCP600VL ETF
$6.9M50.3K
2.2%
+1.5%
Added · +728 sh
9Ishares TR
MBS ETF
$6.0M63.8K
1.9%
+7.5%
Added · +4K sh
10Vanguard Scottsdale FDS
INT-TERM CORP
$5.9M71.2K
1.9%
−1.2%
Reduced · −895 sh
11Ishares TR
S&P SML 600 GWT
$5.8M32.7K
1.9%
−1.1%
Reduced · −368 sh
12Ishares TR
IBOXX INV CP ETF
$5.8M53.0K
1.8%
+14%
Added · +7K sh
13Franklin Templeton ETF TR
FTSE JAPAN ETF
$5.3M132.3K
1.7%
−1.2%
Reduced · −2K sh
14Vanguard Whitehall FDS
EM MK GOV BD ETF
$5.1M76.1K
1.6%
+7.4%
Added · +5K sh
15Franklin Templeton ETF TR
FTSE UNTD KGDM
$4.9M138.6K
1.6%
−1.8%
Reduced · −2K sh
16Vanguard BD Index FDS
TOTAL BND MRKT
$4.7M64.7K
1.5%
−2.0%
Reduced · −1K sh
17Ishares Inc
CORE MSCI EMKT
$4.5M54.0K
1.4%
+5.1%
Added · +3K sh
18Ishares TR
EAFE VALUE ETF
$4.4M57.7K
1.4%
+7.9%
Added · +4K sh
19Schwab Strategic TR
HIGH YIELD BD ET
$4.1M158.2K
1.3%
+6.4%
Added · +10K sh
20SPDR Gold TR
GOLD SHS
$4.0M10.9K
1.3%
−0.9%
Reduced · −105 sh
21Ishares Inc
MSCI SPAIN ETF
$3.8M64.8K
1.2%
−1.8%
Reduced · −1K sh
22Ishares TR
EAFE GRWTH ETF
$3.5M28.1K
1.1%
+10.0%
Added · +3K sh
23Franklin Templeton ETF TR
FTSE CHINA
$3.5M170.0K
1.1%
+31%
Added · +40K sh
24Select Sector SPDR TR
STATE STREET TEC
$3.3M17.5K
1.1%
−6.5%
Reduced · −1K sh
25J P Morgan Exchange Traded F
INTL BD OPP ETF
$3.3M68.6K
1.1%
+0.6%
Added · +427 sh
26Apple Inc
COM
$3.3M11.4K
1.1%
+0.9%
Added · +104 sh
27Vanguard Scottsdale FDS
SHRT TRM CORP BD
$3.3M41.2K
1.0%
−3.0%
Reduced · −1K sh
28Microsoft Corp
COM
$3.2M8.6K
1.0%
+14%
Added · +1K sh
29Nvidia Corporation
COM
$2.9M14.6K
0.9%
+1.3%
Added · +195 sh
30Franklin Templeton ETF TR
FTSE SOUTH KOREA
$2.7M41.1K
0.9%
+1.5%
Added · +625 sh
31Franklin Templeton ETF TR
FTSE BRAZIL
$2.7M126.7K
0.9%
+5.1%
Added · +6K sh
32SPDR Series Trust
STATE STREET SPD
$2.5M37.0K
0.8%
−2.0%
Reduced · −748 sh
33Ishares TR
RUS 1000 GRW ETF
$2.4M19.0K
0.8%
+300%
Added · +14K sh
34Vanguard BD Index FDS
SHORT TRM BOND
$2.3M29.8K
0.7%
−2.8%
Reduced · −850 sh
35Alphabet Inc
CAP STK CL C
$2.3M6.5K
0.7%
+0.1%
Added · +10 sh
36Amazon Com Inc
COM
$2.2M9.1K
0.7%
+0.3%
Added · +30 sh
37Ishares Inc
MSCI MEXICO ETF
$2.0M26.9K
0.6%
+14%
Added · +3K sh
38Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.0M28.3K
0.6%
+7.8%
Added · +2K sh
39Ishares TR
CORE MSCI EAFE
$2.0M20.7K
0.6%
~0%
Added · +1 sh
40Ishares TR
RUS 1000 VAL ETF
$1.8M7.5K
0.6%
Held
41Ishares Inc
MSCI AUST ETF
$1.8M63.0K
0.6%
New
New position
42Ishares TR
S&P 500 GRWT ETF
$1.6M11.8K
0.5%
−0.1%
Reduced · −9 sh
43Ishares TR
CORE S&P MCP ETF
$1.6M20.9K
0.5%
+8.4%
Added · +2K sh
44Ishares TR
RUS 2000 GRW ETF
$1.5M3.9K
0.5%
−1.6%
Reduced · −64 sh
45Berkshire Hathaway Inc Del
CL A
$1.5M2
0.5%
Held
46Select Sector SPDR TR
STATE STREET FIN
$1.4M26.3K
0.4%
−5.0%
Reduced · −1K sh
47Alphabet Inc
CAP STK CL A
$1.4M3.9K
0.4%
+0.5%
Added · +21 sh
48Vanguard Scottsdale FDS
LG-TERM COR BD
$1.4M18.6K
0.4%
−4.0%
Reduced · −777 sh
49Vanguard Mun BD FDS
LONG TERM TAX EX
$1.3M12.8K
0.4%
+6.6%
Added · +794 sh
50Ishares U S ETF TR
SHORT MATURITY M
$1.3M26.3K
0.4%
−3.2%
Reduced · −876 sh
Showing 50 of 181 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026181$314.3M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026179$284.1M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026182$280.5M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025302$299.6M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025163$260.8M13F-HR
Q1 2025Mar 31, 2025May 8, 2025132$237.4M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025128$228.8M13F-HR
Q3 2024Sep 30, 2024Feb 5, 2025124$375.1M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.