Arkolith/Funds/Napier Financial, LLC

Napier Financial, LLC

CIK 2086579
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Napier Financial, LLC holds a focused book of 472 stocks worth $480.0M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Space Exploration and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ishares Russell 1000 ETF at 13% of the equity book.

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Use Arkolith to show Napier Financial, LLC's latest
holdings, largest changes, and filing provenance.
Opened
28
new positions
Added to
100
existing
Trimmed
137
reduced
Sold out
164
exited

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
54%
Top 20 holdings
74%

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

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
5%
Financials
3%
Industrials
1%
Consumer Discretionary
1%
Health Care
1%
Communication Services
0%
Energy
0%

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 Napier Financial, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$580.0B
MORGAN STANLEY80 / 80$509.5B
BANK OF AMERICA CORP /DE/80 / 80$416.5B
WELLS FARGO & COMPANY/MN80 / 80$156.0B
ROYAL BANK OF CANADA80 / 80$141.9B
LPL Financial LLC80 / 80$92.4B
HighTower Advisors, LLC80 / 80$27.9B
OSAIC HOLDINGS, INC.80 / 80$17.9B

Ranked by how many of Napier Financial, 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.

472 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Russell
MF Closed and MF Open
$62.6M152.9K
13.0%
+0.4%
Added · +550 sh
2Ishares Core
MF Closed and MF Open
$45.9M61.3K
9.6%
+0.3%
Added · +195 sh
3Ishares Msci
MF Closed and MF Open
$26.0M250.2K
5.4%
+0.2%
Added · +484 sh
4Ishares 3-7YR
MF Closed and MF Open
$20.3M173.1K
4.2%
+2.2%
Added · +4K sh
5Ishares Russell
MF Closed and MF Open
$19.4M80.2K
4.0%
+1.3%
Added · +993 sh
6Vanguard Mid
MF Closed and MF Open
$18.7M231.7K
3.9%
+305%
Added · +174K sh
7First Trust
MF Closed and MF Open
$18.1M223.7K
3.8%
+0.9%
Added · +2K sh
8Ishares Msci
MF Closed and MF Open
$15.9M232.6K
3.3%
+0.1%
Added · +126 sh
9Wisdomtree Floating
MF Closed and MF Open
$15.7M311.0K
3.3%
+5.3%
Added · +16K sh
10State Street
MF Closed and MF Open
$15.0M20.0K
3.1%
−2.7%
Reduced · −550 sh
11Vaneck Morningstar
MF Closed and MF Open
$13.0M125.5K
2.7%
+0.7%
Added · +821 sh
12Ishares Russell
MF Closed and MF Open
$12.8M103.2K
2.7%
+294%
Added · +77K sh
13Vanguard Small
MF Closed and MF Open
$11.9M39.3K
2.5%
+0.6%
Added · +227 sh
14Vanguard Short
MF Closed and MF Open
$11.7M147.7K
2.4%
+1.9%
Added · +3K sh
15Vanguard Intermediate
MF Closed and MF Open
$11.3M137.1K
2.4%
+2.4%
Added · +3K sh
16Apple Inc
Common Stock
$9.3M32.1K
1.9%
−10%
Reduced · −4K sh
17SPDR Gold
MF Closed and MF Open
$9.1M114.7K
1.9%
−0.3%
Reduced · −322 sh
18Ishares 1-3YR
MF Closed and MF Open
$7.0M85.4K
1.5%
+2.6%
Added · +2K sh
19Vanguard Russell
MF Closed and MF Open
$6.5M19.1K
1.3%
+3.0%
Added · +561 sh
20State Street
MF Closed and MF Open
$6.4M110.4K
1.3%
+1.3%
Added · +1K sh
21Vaneck Fallen
MF Closed and MF Open
$6.1M207.8K
1.3%
+2.2%
Added · +5K sh
22Dimensional US
MF Closed and MF Open
$5.9M71.5K
1.2%
+1.2%
Added · +845 sh
23Ishares Broad
MF Closed and MF Open
$5.7M111.4K
1.2%
+0.8%
Added · +869 sh
24State Street
MF Closed and MF Open
$5.2M56.4K
1.1%
−3.6%
Reduced · −2K sh
25Vanguard Ftse
MF Closed and MF Open
$5.1M72.0K
1.1%
+1.2%
Added · +879 sh
26State Street
MF Closed and MF Open
$4.5M114.8K
0.9%
+3.2%
Added · +4K sh
27Ishares Floating
MF Closed and MF Open
$3.8M74.7K
0.8%
−5.1%
Reduced · −4K sh
28State Street
MF Closed and MF Open
$3.6M125.4K
0.8%
+0.7%
Added · +864 sh
29Thermo Fisher
Common Stock
$3.6M7.3K
0.8%
~0%
Reduced · −2 sh
30State Street
MF Closed and MF Open
$3.3M114.6K
0.7%
+6.9%
Added · +7K sh
31Ishares Core
MF Closed and MF Open
$2.7M32.8K
0.6%
+2.0%
Added · +662 sh
32Ishares Fallen
MF Closed and MF Open
$2.4M86.6K
0.5%
+1.1%
Added · +934 sh
33Microsoft Corp
Common Stock
$2.3M6.0K
0.5%
−2.2%
Reduced · −136 sh
34Vanguard Total
MF Closed and MF Open
$2.1M5.8K
0.4%
+3.3%
Added · +187 sh
35Vanguard Total
MF Closed and MF Open
$2.0M41.8K
0.4%
+4.0%
Added · +2K sh
36Alphabet Inc
Common Stock
$1.8M5.0K
0.4%
−7.3%
Reduced · −393 sh
37Nvidia Corp
Common Stock
$1.8M8.8K
0.4%
−1.6%
Reduced · −143 sh
38State Street
MF Closed and MF Open
$1.7M23.2K
0.4%
−0.7%
Reduced · −155 sh
39Vanguard Esg
MF Closed and MF Open
$1.6M12.4K
0.3%
+1.2%
Added · +145 sh
40Ishares Esg
MF Closed and MF Open
$1.6M28.7K
0.3%
−0.5%
Reduced · −153 sh
41Ishares Core
MF Closed and MF Open
$1.6M32.1K
0.3%
+1.2%
Added · +377 sh
42Alphabet Inc
Common Stock
$1.5M4.3K
0.3%
−7.5%
Reduced · −350 sh
43Ishares JPMorgan
MF Closed and MF Open
$1.5M16.0K
0.3%
+2.4%
Added · +381 sh
44State Street
MF Closed and MF Open
$1.3M33.5K
0.3%
+3.1%
Added · +1K sh
45Global X
MF Closed and MF Open
$1.3M28.6K
0.3%
+0.7%
Added · +202 sh
46JPMorgan Chase
Common Stock
$1.2M3.7K
0.2%
−1.6%
Reduced · −58 sh
47Nuveen Esg
MF Closed and MF Open
$1.2M22.9K
0.2%
−0.1%
Reduced · −28 sh
48Johnson & Johnson
Common Stock
$1.1M4.5K
0.2%
−1.3%
Reduced · −58 sh
49Vanguard Mid
MF Closed and MF Open
$1.1M5.5K
0.2%
−0.2%
Reduced · −12 sh
50State Street
MF Closed and MF Open
$1.1M11.8K
0.2%
+0.6%
Added · +74 sh
Showing 50 of 472 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026472$480.0M13F-HR
Q1 2026Mar 31, 2026May 5, 2026609$436.0M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202653$400.4M13F-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.