Arkolith/Funds/North Capital, Inc.

North Capital, Inc.

CIK 2065938
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

North Capital, Inc. holds a focused book of 102 stocks worth $132.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened LAM RESEARCH CORP COM NEW and trimmed STATE STREET SPDR S&P 500 ETF UNITS. Their largest long position is SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF at 26% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
51
existing
Trimmed
16
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
63%
Top 20 holdings
75%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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
  • ISHARES TR RUS 1000 GRW ETF
    +303%$522K
  • BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
    +29%$521K
  • DIMENSIONAL ETF TRUST US CORE EQT MKT
    +3.3%$515K
  • LAM RESEARCH CORP COM NEW
    New$400K
  • WARNER BROS DISCOVERY INC COM SER A
    New$385K
  • DIMENSIONAL ETF TRUST INTL CORE EQT MK
    +5.7%$383K
Trimmed / exited
  • STATE STREET SPDR S&P 500 ETF UNITS
    −11%$555K
  • INVESCO QQQ TR UNIT SER 1
    −5.5%$186K
  • BANK OF NEW YORK MELLON CORP COM USD0.01
    −22%$172K
  • WELLS FARGO CO NEW COM
    −38%$155K
  • HOME DEPOT INC
    −7.3%$48K
  • VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF
    −1.2%$34K

Holdings: largest first

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

102 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust State Street Bloomberg 1-3 Month T-Bill ETF
BLOOMBERG 1-3 MO
$34.3M374.2K
25.9%
+1.0%
Added · +4K sh
2Dimensional ETF Trust US Core Eqt MKT
US CORE EQT MKT
$16.3M314.4K
12.3%
+3.3%
Added · +10K sh
3Dimensional ETF Trust Intl Core Eqt MK
INTL CORE EQT MK
$7.2M173.3K
5.4%
+5.7%
Added · +9K sh
4Dimensional ETF Trust Emgr Cre Eqt MNG
EMGR CRE EQT MNG
$6.1M150.9K
4.6%
+2.9%
Added · +4K sh
5Apple Inc
COM
$5.0M17.4K
3.8%
+3.7%
Added · +629 sh
6State Street SPDR S&P 500 ETF Units
TR UNIT
$4.3M5.7K
3.2%
−11%
Reduced · −743 sh
7Invesco QQQ TR Unit Ser 1
UNIT SER 1
$3.2M4.4K
2.4%
−5.5%
Reduced · −253 sh
8Vanguard Scottsdale Funds Short-Term Treasury ETF
SHORT TERM TREAS
$2.8M47.7K
2.1%
−1.2%
Reduced · −579 sh
9Berkshire Hathaway Inc Com Usd0.0033 Class B
CL B NEW
$2.3M4.6K
1.8%
+29%
Added · +1K sh
10Alphabet Inc Cap STK CL A
CAP STK CL A
$2.2M6.3K
1.7%
+5.9%
Added · +348 sh
11Vanguard Ultra-Shorttreasury ETF
ULTRA-SHORT TREA
$2.1M28.0K
1.6%
−0.1%
Reduced · −30 sh
12UBS Etracs Alerian MLP Index Etn Series B
ETRACS ALERIAN M
$1.9M87.2K
1.4%
−1.0%
Reduced · −911 sh
13Vanguard Total International Stock Index Fund
VG TL INTL STK F
$1.8M21.6K
1.4%
+0.5%
Added · +98 sh
14Amazon.com Inc
COM
$1.7M7.3K
1.3%
+3.3%
Added · +234 sh
15Alphabet Inc Cap STK CL C
CAP STK CL C
$1.6M4.5K
1.2%
+1.8%
Added · +80 sh
16Meta Platforms Inc Class A Common Stock
CL A
$1.3M2.4K
1.0%
−0.7%
Reduced · −16 sh
17Microsoft Corp
COM
$1.3M3.5K
1.0%
+1.1%
Added · +39 sh
18JPMorgan Chase &CO. Com
COM
$1.3M4.0K
1.0%
+1.7%
Added · +65 sh
19Vanguard Small-Cap Index Fund
SMALL CP ETF
$1.1M3.7K
0.9%
+0.3%
Added · +11 sh
20Avantis US Equity ETF
US EQT ETF
$1.1M8.8K
0.9%
+0.1%
Added · +7 sh
21Broadcom Inc Com
COM
$1.1M2.9K
0.8%
+2.4%
Added · +68 sh
22Select Sector SPDR Trust State Street Technology Select Sector SPDR ETF
TECHNOLOGY
$1.1M5.7K
0.8%
Held
23Intel Corp Com Usd0.001
COM
$905K6.5K
0.7%
Held
24SPDR Gold TR Gold SHS
GOLD SHS
$765K2.1K
0.6%
+10%
Added · +189 sh
25Vanguard Intl Equity Index FDS Ftse Emr MKT ETF
FTSE EMR MKT ETF
$763K12.8K
0.6%
+0.1%
Added · +12 sh
26Berkshire Hathawayclass A
CL A
$749K1
0.6%
Held
27Ishares Short Duration Bond Active ETF
SHORT DURATION B
$703K13.9K
0.5%
+86%
Added · +6K sh
28Ishares TR Rus 1000 GRW ETF
RUS 1000 GRW ETF
$695K5.6K
0.5%
+303%
Added · +4K sh
29Dimensional ETF Trust US Core Equity 2
US CORE EQUITY 2
$649K14.6K
0.5%
~0%
Added · +1 sh
30Verizon Communications Inc
COM
$625K14.8K
0.5%
−0.5%
Reduced · −73 sh
31Invesco Exchange Traded FD TR S&P500 Eql WGT
S&P500 EQL WGT
$615K2.9K
0.5%
+0.1%
Added · +4 sh
32Ishares Trust 1-3 Year Treasury Bond ETF
1 3 YR TREAS BD
$615K7.5K
0.5%
Held
33Cisco Systems Inc
COM
$613K5.2K
0.5%
Held
34Home Depot Inc
COM
$611K1.7K
0.5%
−7.3%
Reduced · −137 sh
35Bank Of New York Mellon Corp Com Usd0.01
COM
$608K4.2K
0.5%
−22%
Reduced · −1K sh
36American Express Co Com Usd0.20
COM
$581K1.7K
0.4%
+9.0%
Added · +142 sh
37Vanguard Specialized Funds Div App ETF
DIV APP ETF
$574K2.4K
0.4%
Held
38Caterpillar Inc Com
COM
$522K490
0.4%
Held
39Eaton Corporation PLC
SHS
$517K1.2K
0.4%
+1.9%
Added · +23 sh
40Ishares Russell 2000 ETF
RUSSELL 2000 ETF
$507K1.7K
0.4%
+0.1%
Added · +1 sh
41Abbvie Inc Com Usd0.01
COM
$483K1.9K
0.4%
−1.4%
Reduced · −28 sh
42Edwards Lifesciences Corp
COM
$478K5.3K
0.4%
+0.4%
Added · +21 sh
43Procter And Gamble Co Com
COM
$469K3.2K
0.4%
+7.6%
Added · +226 sh
44Visa Inc
COM CL A
$461K1.3K
0.3%
+2.3%
Added · +30 sh
45Vanguard Index FDS Vanguard Total STK MKT ETF
TOTAL STK MKT
$459K1.2K
0.3%
+0.2%
Added · +3 sh
46RTX Corporation Com Usd1.00
COM
$450K2.4K
0.3%
+0.2%
Added · +5 sh
47Vanguard Mid-Cap Value Index Fund
MCAP VL IDXVIP
$445K2.3K
0.3%
+0.4%
Added · +10 sh
48Pacer FDS TR US Cash Cows 100
US CASH COWS 100
$444K7.1K
0.3%
+25%
Added · +1K sh
49JPMorgan Chase Finl Co LLC Alerian MLP Index Etn
CAL LKD 44
$434K12.6K
0.3%
−1.5%
Reduced · −190 sh
50Ishares Trust Ishares 0-1 Year Treasury Bond ETF
SHORT TREAS BD
$429K3.9K
0.3%
Held
Showing 50 of 102 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026102$132.4M13F-HR
Q1 2026Mar 31, 2026Apr 30, 202693$118.1M13F-HR
Q4 2025Dec 31, 2025Feb 18, 202689$116.0M13F-HR/A
Q3 2025Sep 30, 2025Oct 9, 2025730$129.3M13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025612$115.9M13F-HR
Q1 2025Mar 31, 2025Apr 28, 2025619$106.0M13F-HR
Amended / restated
  • Q4 2025 · filed Feb 18, 202613F-HR · superseded

Data source

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.