Arkolith/Funds/MRA Advisory Group

MRA Advisory Group

CIK 1841816
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

MRA Advisory Group holds a diversified book of 157 stocks worth $275.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Altria Group Inc and trimmed Ishares Msci South Korea ETF. Their largest long position is Vanguard Ftse Europe ETF at 6% of the equity book. They also disclosed $363K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +27% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
39
bought for the first time
Added to
60
already held, bought more
Trimmed
47
sold some, still holds it
Sold out
20
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.2%
+13.4%/yr · since Oct '24
Their reported book
+26.4%
held from quarter-end
S&P 500
+36.1%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jul '25Nov '25Apr '26Aug '26
MRA Advisory Group (copied at disclosure) S&P 500

Growth of $10,000 cloning MRA Advisory Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 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
25%
Top 10 holdings
42%
Top 20 holdings
63%

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

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Information Technology
13%
Health Care
4%
Consumer Discretionary
4%
Industrials
2%
Financials
2%
Consumer Staples
2%
Energy
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 MRA Advisory Group

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$514.0B
ROYAL BANK OF CANADA80 / 80$148.3B
UBS Group AG80 / 80$133.4B
LPL Financial LLC80 / 80$70.6B
ENVESTNET ASSET MANAGEMENT INC80 / 80$67.5B
Cetera Investment Advisers80 / 80$18.7B
WELLS FARGO & COMPANY/MN79 / 80$139.2B
RAYMOND JAMES FINANCIAL INC79 / 80$74.9B

Ranked by how many of MRA Advisory Group'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.

157 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Intl Equity Index F
FTSE EUROPE ETF
$17.6M198.3K
6.4%
+2.9%
Added · +6K sh
2Invesco Exchange Traded FD T
DJ INDL AVG DV
$16.0M252.8K
5.8%
+1.6%
Added · +4K sh
3Janus Detroit STR TR
HENDRSON AAA CL
$12.5M247.4K
4.5%
+2.0%
Added · +5K sh
4Ishares TR
MSCI USA QLT FCT
$11.5M52.4K
4.2%
+2.5%
Added · +1K sh
5Pimco ETF TR
ACTIVE BD ETF
$11.0M119.8K
4.0%
+2.9%
Added · +3K sh
6Ssga Active ETF TR
ST STR BL LN ETF
$10.5M259.6K
3.8%
+2.7%
Added · +7K sh
7Ishares Inc
MSCI STH KOR ETF
$9.7M47.8K
3.5%
−13%
Reduced · −7K sh
8Ishares TR
US AER DEF ETF
$9.2M38.0K
3.3%
+1.0%
Added · +363 sh
9Direxion Shares ETF Trust
NASDAQ 100 EQ WT
$8.9M72.7K
3.2%
+1.0%
Added · +743 sh
10Ishares TR
CORE S&P500 ETF
$8.6M11.5K
3.1%
−1.5%
Reduced · −173 sh
11SPDR Series Trust
ST STR SP BANK
$7.7M112.6K
2.8%
+4.9%
Added · +5K sh
12First TR Exchange-Traded FD
FST LOW OPPT EFT
$7.4M148.2K
2.7%
+1.8%
Added · +3K sh
13Ishares TR
MRGSTR SM CP GR
$7.3M110.8K
2.6%
+1.0%
Added · +1K sh
14Vanguard Whitehall FDS
EM MK GOV BD ETF
$5.8M86.9K
2.1%
+2.2%
Added · +2K sh
15Vaneck ETF Trust
JUNIOR GOLD MINE
$5.6M57.2K
2.0%
+3.3%
Added · +2K sh
16First TR Exchange Traded FD
RBA INDL ETF
$5.5M41.4K
2.0%
−3.6%
Reduced · −2K sh
17Global X FDS
US INFR DEV ETF
$5.1M87.2K
1.9%
−1.8%
Reduced · −2K sh
18Vanguard World FD
UTILITIES ETF
$4.7M24.2K
1.7%
−0.6%
Reduced · −144 sh
19Select Sector SPDR TR
ST STR ENERG ETF
$4.4M83.7K
1.6%
−1.8%
Reduced · −1K sh
20Apple Inc
COM
$4.3M15.0K
1.6%
−15%
Reduced · −3K sh
21Amazon Com Inc
COM
$3.5M14.6K
1.3%
−10%
Reduced · −2K sh
22Bloom Energy Corp
COM CL A
$3.1M10.2K
1.1%
+87%
Added · +5K sh
23Microsoft Corp
COM
$3.0M8.1K
1.1%
−37%
Reduced · −5K sh
24Eaton Vance Tax Advt Div Inc
COM
$2.5M89.1K
0.9%
+1.9%
Added · +2K sh
25Alphabet Inc
CAP STK CL C
$2.4M6.9K
0.9%
−27%
Reduced · −3K sh
26Walmart Inc
COM
$2.2M19.9K
0.8%
+40%
Added · +6K sh
27Nvidia Corporation
COM
$2.2M10.8K
0.8%
−56%
Reduced · −14K sh
28Cisco Sys Inc
COM
$2.1M17.9K
0.8%
+327%
Added · +14K sh
29Altria Group Inc
COM
$2.1M29.2K
0.8%
New
New position
30Abbvie Inc
COM
$2.0M7.9K
0.7%
+195%
Added · +5K sh
31Enpro Inc
COM
$1.8M4.9K
0.7%
Held
32Guardant Health Inc
COM
$1.8M12.0K
0.7%
+6.2%
Added · +706 sh
33Broadcom Inc
COM
$1.8M4.7K
0.6%
−9.6%
Reduced · −499 sh
34Vertiv Holdings Co
COM CL A
$1.8M5.2K
0.6%
−28%
Reduced · −2K sh
35Lumentum Hldgs Inc
COM
$1.7M2.0K
0.6%
−16%
Reduced · −378 sh
36Pgim ETF TR
ACTV HY BD ETF
$1.7M49.8K
0.6%
−3.7%
Reduced · −2K sh
37Astera Labs Inc
COM
$1.7M3.6K
0.6%
New
New position
38DBX ETF TR
XTRACKERS LOW
$1.7M37.0K
0.6%
−4.3%
Reduced · −2K sh
39Meta Platforms Inc
CL A
$1.7M3.0K
0.6%
−53%
Reduced · −3K sh
40Pimco Dynamic Income FD
SHS
$1.6M98.1K
0.6%
+3.4%
Added · +3K sh
41Chevron Corporation
COM
$1.6M9.7K
0.6%
+416%
Added · +8K sh
42Home Depot Inc
COM
$1.6M4.4K
0.6%
+304%
Added · +3K sh
43Coca Cola Co
COM
$1.5M19.0K
0.6%
+376%
Added · +15K sh
44Amgen Inc
COM
$1.5M4.3K
0.6%
+431%
Added · +3K sh
45Credo Technology Group Holdi
ORDINARY SHARES
$1.5M5.4K
0.5%
New
New position
46Digitalocean Hldgs Inc
COM
$1.5M9.3K
0.5%
New
New position
47Caterpillar Inc
COM
$1.4M1.3K
0.5%
−11%
Reduced · −169 sh
48Bristol-Myers Squibb Co
COM
$1.4M23.7K
0.5%
New
New position
49Citigroup Inc
COM NEW
$1.3M9.6K
0.5%
+338%
Added · +7K sh
50State STR SPDR S&P 500 ETF T
TR UNIT
$1.2M1.7K
0.5%
−25%
Reduced · −570 sh
Showing 50 of 157 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$363K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishAXON ENTERPRISE INCAXON$280K500
CALL · bullishAEROVIRONMENT INCAVAV$83K500

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026159$275.8M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026142$245.3M13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026135$238.2M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025140$229.3M13F-HR
Q2 2025Jun 30, 2025Jul 8, 2025137$213.5M13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025130$187.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025123$188.7M13F-HR
Q3 2024Sep 30, 2024Oct 4, 2024119$182.9M13F-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.