Morangie Management LLC holds a focused book of 34 stocks worth $120.4M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Mid-Cap ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056670/holdings"
Use Arkolith to show Morangie Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Morangie Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 37 / 34 | $400.6B |
| JPMORGAN CHASE & CO | 37 / 34 | $359.3B |
| WELLS FARGO & COMPANY/MN | 37 / 34 | $116.9B |
| ROYAL BANK OF CANADA | 37 / 34 | $116.2B |
| AMERIPRISE FINANCIAL INC | 37 / 34 | $89.5B |
| ENVESTNET ASSET MANAGEMENT INC | 37 / 34 | $62.0B |
| LPL Financial LLC | 37 / 34 | $58.9B |
| RAYMOND JAMES FINANCIAL INC | 37 / 34 | $55.5B |
Ranked by how many of Morangie Management LLC's top 34 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $15.1M | 20.1K | 12.5% | ▼−0.4% Reduced · −81 sh | |
| 2 | Amazon Com Inc COM | $12.6M | 52.7K | 10.4% | ▼−0.7% Reduced · −360 sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $9.2M | 12.5K | 7.6% | ▲+0.1% Added · +18 sh | |
| 4 | Goldman Sachs Group Inc COM | $8.2M | 8.1K | 6.8% | ▼−0.4% Reduced · −35 sh | |
| 5 | Morgan Stanley COM NEW | $8.1M | 38.6K | 6.7% | ▼−0.4% Reduced · −160 sh | |
| 6 | Apple Inc COM | $7.1M | 24.5K | 5.9% | ▲~0% Added · +1 sh | |
| 7 | JPMorgan Chase & Co COM | $6.3M | 19.3K | 5.3% | ▼−0.5% Reduced · −103 sh | |
| 8 | Draftkings Inc New COM CL A | $6.3M | 247.6K | 5.2% | ▼−21% Reduced · −65K sh | |
| 9 | Bank Of Amer Corp COM | $6.1M | 107.8K | 5.1% | ▼−0.7% Reduced · −779 sh | |
| 10 | Klaviyo Inc COM SER A | $6.1M | 403.2K | 5.1% | ▼−4.9% Reduced · −21K sh | |
| 11 | Welltower Inc COM | $4.0M | 17.4K | 3.3% | ▲+1.6% Added · +284 sh | |
| 12 | Snowflake Inc COM SHS | $3.0M | 11.9K | 2.5% | —Held | |
| 13 | Nvidia Corporation COM | $3.0M | 14.9K | 2.5% | ▲~0% Added · +5 sh | |
| 14 | Alphabet Inc CAP STK CL A | $2.9M | 8.0K | 2.4% | ▲~0% Added · +1 sh | |
| 15 | Microsoft Corp COM | $2.9M | 7.6K | 2.4% | ▼−6.0% Reduced · −486 sh | |
| 16 | Simon Ppty Group Inc New COM | $2.3M | 10.3K | 1.9% | ▼~0% Reduced · −1 sh | |
| 17 | Tidal Trust I FUND GRAN US ETF | $2.2M | 78.2K | 1.8% | ▼−1.1% Reduced · −888 sh | |
| 18 | Ishares TR RUSSELL 2000 ETF | $2.1M | 6.9K | 1.7% | —Held | |
| 19 | Salesforce Inc COM | $1.5M | 9.5K | 1.2% | ▼−12% Reduced · −1K sh | |
| 20 | Palantir Technologies Inc CL A | $1.5M | 12.6K | 1.2% | ▼−4.1% Reduced · −538 sh | |
| 21 | Alphabet Inc CAP STK CL C | $1.4M | 4.0K | 1.2% | ▼−0.8% Reduced · −32 sh | |
| 22 | Ishares TR CORE S&P500 ETF | $1.4M | 1.9K | 1.2% | ▼−0.2% Reduced · −4 sh | |
| 23 | J P Morgan Exchange Traded F EQUITY FOCUS ETF | $1.2M | 14.8K | 1.0% | ▼−1.6% Reduced · −245 sh | |
| 24 | Vanguard Scottsdale FDS VNG RUS2000VAL | $1.2M | 5.9K | 1.0% | —Held | |
| 25 | Select Sector SPDR TR ST STR ENERG ETF | $1.1M | 20.9K | 0.9% | —Held | |
| 26 | Servicenow Inc COM | $718K | 7.2K | 0.6% | ▼−5.9% Reduced · −452 sh | |
| 27 | Select Sector SPDR TR ST STR FINL ETF | $707K | 13.2K | 0.6% | —Held | |
| 28 | Ishares TR MSCI ACWI EX US | $585K | 7.7K | 0.5% | —Held | |
| 29 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $443K | 6.2K | 0.4% | —Held | |
| 30 | Vanguard World FD INF TECH ETF | $382K | 3.2K | 0.3% | ▲+700% Added · +3K sh | |
| 31 | Vanguard Index FDS MID CAP ETF | $331K | 4.1K | 0.3% | ▲New New position | |
| 32 | Vanguard Index FDS GROWTH ETF | $284K | 3.3K | 0.2% | ▲+500% Added · +3K sh | |
| 33 | Uber Technologies Inc COM | $237K | 3.3K | 0.2% | ▼−17% Reduced · −680 sh | |
| 34 | Vanguard Specialized Funds DIV APP ETF | $229K | 969 | 0.2% | ▼−0.1% Reduced · −1 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 34 | $120.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 34 | $108.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 34 | $125.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 32 | $116.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 34 | $115.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 27 | $103.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 28 | $125.0M | 13F-HR |
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.