Arkolith/Funds/Nalls Sherbakoff Group, LLC

Nalls Sherbakoff Group, LLC

CIK 1767500
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Nalls Sherbakoff Group, LLC holds a focused book of 378 stocks worth $140.7M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Schwab US Broad Market ETF. Their largest long position is Schwab US Broad Market ETF at 16% of the equity book.

Opened
198
bought for the first time
Added to
54
already held, bought more
Trimmed
93
sold some, still holds it
Sold out
45
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
47%
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

29% mapped to company sectors

ETF / fund or unclassified
71%
Financials
12%
Information Technology
9%
Industrials
2%
Consumer Discretionary
2%
Utilities
1%
Materials
1%
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 Nalls Sherbakoff Group, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO78 / 80$344.0B
WELLS FARGO & COMPANY/MN78 / 80$106.1B
ENVESTNET ASSET MANAGEMENT INC78 / 80$60.5B
LPL Financial LLC78 / 80$58.5B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$14.1B
OSAIC HOLDINGS, INC.78 / 80$13.8B
Kestra Advisory Services, LLC78 / 80$6.3B
Allworth Financial LP78 / 80$3.0B

Ranked by how many of Nalls Sherbakoff 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.

378 positions
#SecurityValueShares% PortLast moveHistory
1Schwab U.S. Broad Market ETF
ETF
$22.2M764.9K
15.7%
−3.1%
Reduced · −24K sh
2Schwab International Equity ETF
ETF
$12.2M439.3K
8.7%
−2.5%
Reduced · −11K sh
3Ishares 1-5 Year Investment Grade Corporate Bond ETF
ETF
$5.7M108.8K
4.1%
−2.8%
Reduced · −3K sh
4Schwab US Aggregate Bond ETF
ETF
$5.0M215.3K
3.5%
−2.1%
Reduced · −5K sh
5Vanguard Real Estate ETF
ETF
$4.6M47.2K
3.2%
−5.0%
Reduced · −3K sh
6Old Natl Bancorp Ind Com
Stock
$3.7M143.8K
2.6%
Held
7Alphabet Inc Cap STK CL A
Stock
$3.7M10.3K
2.6%
−3.4%
Reduced · −359 sh
8Invesco QQQ Trust Series I
ETF
$3.3M4.5K
2.4%
+4.9%
Added · +213 sh
9Apple Inc Com
Stock
$2.9M10.1K
2.1%
−14%
Reduced · −2K sh
10PNC Finl Svcs Group Inc Com
Stock
$2.7M11.0K
1.9%
−2.0%
Reduced · −222 sh
11Vanguard Morningstar Value ETF
ETF
$2.6M11.8K
1.8%
−4.6%
Reduced · −571 sh
12Schwab U.S. Large-Cap Growth ETF
ETF
$2.5M74.2K
1.8%
+0.1%
Added · +55 sh
13Sprott Asset Management LP Physical Gold An
CEF
$2.5M62.2K
1.8%
+3.0%
Added · +2K sh
14Dimensional US Small Cap Value ETF
ETF
$2.5M63.6K
1.8%
−1.5%
Reduced · −981 sh
15Dimensional Emerging Markets Core Equity 2 ETF
ETF
$2.4M59.3K
1.7%
−4.1%
Reduced · −3K sh
16Schwab U.S. Large-Cap Value ETF
ETF
$2.2M62.7K
1.6%
−2.8%
Reduced · −2K sh
17Invesco Rafi Developed Markets Ex-U.S. ETF
ETF
$1.9M25.0K
1.3%
−0.8%
Reduced · −194 sh
18Sprott Asset Management LP Physical Silver
CEF
$1.9M99.0K
1.3%
−1.7%
Reduced · −2K sh
19Schwab Emerging Markets Equity ETF
ETF
$1.9M51.2K
1.3%
+0.1%
Added · +49 sh
20Dimensional International Small Cap Value ETF
ETF
$1.8M45.2K
1.3%
−1.3%
Reduced · −615 sh
21Regions Financial Corp New Com
Stock
$1.6M53.3K
1.1%
Held
22Amazon Com Inc Com
Stock
$1.3M5.3K
0.9%
−0.3%
Reduced · −15 sh
23Ishares S&P Small-Cap 600 Value ETF
ETF
$1.2M8.8K
0.9%
−0.1%
Reduced · −12 sh
24Ishares Floating Rate Bond ETF
ETF
$1.2M23.5K
0.9%
−3.5%
Reduced · −863 sh
25Ishares Silver Trust
ETF
$1.2M22.1K
0.8%
−2.0%
Reduced · −451 sh
26Vanguard Intermediate-Term Bond ETF
ETF
$1.2M15.3K
0.8%
−5.2%
Reduced · −848 sh
27Procter & Gamble Co Com
Stock
$1.0M7.1K
0.7%
−7.7%
Reduced · −592 sh
28Schwab Fundamental U.S. Large Company ETF
ETF
$1.0M32.4K
0.7%
+0.1%
Added · +27 sh
29Vanguard Morningstar Small-Cap Growth ETF
ETF
$984K2.7K
0.7%
−0.3%
Reduced · −7 sh
30SPDR Gold Shares
ETF
$976K2.6K
0.7%
Held
31Invesco S&P Midcap Quality ETF
ETF
$929K8.2K
0.7%
−7.2%
Reduced · −637 sh
32Vanguard Morningstar Mid-Cap Growth ETF
ETF
$913K3.0K
0.6%
−4.2%
Reduced · −131 sh
33Vanguard Morningstar Mid-Cap Value ETF
ETF
$897K4.5K
0.6%
−1.5%
Reduced · −70 sh
34Schwab US Tips ETF
ETF
$877K33.1K
0.6%
−3.0%
Reduced · −1K sh
35Dimensional U.S. Equity Market ETF
ETF
$841K10.3K
0.6%
+0.2%
Added · +21 sh
36Alphabet Inc Cap STK CL C
Stock
$828K2.3K
0.6%
−20%
Reduced · −599 sh
37WW Grainger Inc Com
Stock
$816K600
0.6%
Held
38Schwab Fundamental U.S. Small Company ETF
ETF
$783K20.6K
0.6%
−0.5%
Reduced · −106 sh
39Ge Aerospace Com New
Stock
$780K2.1K
0.6%
+8.7%
Added · +167 sh
40Microsoft Corp Com
Stock
$769K2.1K
0.5%
~0%
Added · +1 sh
41Invesco S&P Global Water Index ETF
ETF
$746K11.3K
0.5%
+45%
Added · +4K sh
42Ferrari N V Com
Stock
$745K2.0K
0.5%
Held
43ExxonMobil Holdings Corp Com SHS
Stock
$636K4.7K
0.5%
New
New position
44Dimensional US Core Equity Market ETF
ETF
$614K11.9K
0.4%
+149%
Added · +7K sh
45Ge Vernova Inc Com
Stock
$611K520
0.4%
+8.6%
Added · +41 sh
46Truist Finl Corp Com
Stock
$579K11.6K
0.4%
Held
47Dimensional U.S. Targeted Value ETF
ETF
$564K8.1K
0.4%
+0.1%
Added · +11 sh
48State Street Utilities Select Sector SPDR ETF
ETF
$544K12.0K
0.4%
−22%
Reduced · −3K sh
49Nvidia Corporation Com
Stock
$538K2.7K
0.4%
~0%
Added · +1 sh
50Dimensional Global Credit ETF
ETF
$516K9.4K
0.4%
Held
Showing 50 of 378 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 2026378$140.7M13F-HR
Q1 2026Mar 31, 2026Aug 17, 2026414$135.9M13F-HR
Q4 2025Dec 31, 2025Mar 12, 2026442$138.6M13F-HR
Q3 2025Sep 30, 2025Mar 12, 2026425$148.2M13F-HR
Q2 2025Jun 30, 2025Mar 12, 2026428$137.4M13F-HR
Q1 2025Mar 31, 2025Mar 12, 2026435$123.0M13F-HR
Q4 2023Dec 31, 2023Apr 9, 2024460$112.3M13F-HR
Q3 2023Sep 30, 2023Oct 17, 2023464$102.8M13F-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.