Arkolith/Funds/Novare Capital Management LLC

Novare Capital Management LLC

CIK 1388409
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Novare Capital Management LLC holds a diversified book of 210 stocks worth $1.4B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Mondelez International Inc-A and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 5% of the equity book.

Opened
68
bought for the first time
Added to
63
already held, bought more
Trimmed
98
sold some, still holds it
Sold out
17
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
53%

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

Direct sector allocation

66% mapped to company sectors

ETF / fund or unclassified
34%
Information Technology
28%
Financials
9%
Consumer Discretionary
8%
Health Care
8%
Industrials
6%
Consumer Staples
1%
Real Estate
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 Novare Capital Management LLC

Manager / fundShared namesTheir $ in those
NewEdge Advisors, LLC79 / 80$10.7B
Steward Partners Investment Advisory, LLC79 / 80$6.8B
UBS Group AG78 / 80$160.4B
ENVESTNET ASSET MANAGEMENT INC78 / 80$85.0B
LPL Financial LLC78 / 80$81.5B
OSAIC HOLDINGS, INC.78 / 80$16.7B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 80$16.4B
MML INVESTORS SERVICES, LLC78 / 80$12.8B

Ranked by the share of each fund's own book sitting in the names it shares with Novare Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

210 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$77.5M103.7K
5.5%
−6.8%
Reduced · −8K sh
2Apple Inc
COM
$64.4M222.7K
4.6%
−2.2%
Reduced · −5K sh
3Ishares TR
CORE S&P500 ETF
$60.2M80.3K
4.3%
+12%
Added · +9K sh
4Alphabet Inc
CAP STK CL A
$52.4M146.8K
3.7%
−14%
Reduced · −25K sh
5Select Sector SPDR TR
ST STR TECHN ETF
$49.8M261.4K
3.5%
+108%
Added · +136K sh
6Microsoft Corp
COM
$44.9M120.4K
3.2%
+0.5%
Added · +620 sh
7Nvidia Corporation
COM
$42.5M212.2K
3.0%
−4.5%
Reduced · −10K sh
8Broadcom Inc
COM
$40.6M107.5K
2.9%
−19%
Reduced · −25K sh
9ETF Opportunities Trust
APPLIED FINA VAL
$34.8M751.4K
2.5%
−7.9%
Reduced · −65K sh
10Amazon Com Inc
COM
$32.8M137.7K
2.3%
+2.0%
Added · +3K sh
11Walmart Inc
COM
$32.4M286.1K
2.3%
−15%
Reduced · −51K sh
12Johnson & Johnson
COM
$28.9M113.7K
2.0%
−5.2%
Reduced · −6K sh
13Emerson Elec Co
COM
$26.6M186.0K
1.9%
−3.1%
Reduced · −6K sh
14JPMorgan Chase & Co
COM
$24.5M74.7K
1.7%
−6.3%
Reduced · −5K sh
15Berkshire Hathaway Inc Del
CL B NEW
$23.6M47.1K
1.7%
−5.4%
Reduced · −3K sh
16Visa Inc
COM CL A
$22.9M66.6K
1.6%
+17%
Added · +10K sh
17Unitedhealth Group Inc
COM
$22.2M53.3K
1.6%
−6.2%
Reduced · −4K sh
18Ishares TR
ISHARES SEMICDTR
$21.6M33.8K
1.5%
+254%
Added · +24K sh
19Cisco Sys Inc
COM
$20.4M173.3K
1.4%
−11%
Reduced · −21K sh
20Cummins Inc
COM
$19.2M27.0K
1.4%
−21%
Reduced · −7K sh
21Bank Of NY Mellon Corp
COM
$19.1M132.3K
1.4%
−7.2%
Reduced · −10K sh
22RTX Corporation
COM
$18.1M95.4K
1.3%
−8.1%
Reduced · −8K sh
23Select Sector SPDR TR
ST STR DISCR ETF
$16.2M138.4K
1.2%
−4.1%
Reduced · −6K sh
24Texas Instrs Inc
COM
$15.8M53.0K
1.1%
−3.7%
Reduced · −2K sh
25Ametek Inc
COM
$15.6M64.3K
1.1%
−8.4%
Reduced · −6K sh
26Goldman Sachs ETF TR
ACTIVEBETA US LG
$15.1M106.6K
1.1%
−1.6%
Reduced · −2K sh
27C H Robinson Worldwide In
COM NEW
$14.9M78.9K
1.1%
−11%
Reduced · −10K sh
28Abbvie Inc
COM
$14.8M58.7K
1.0%
+3.3%
Added · +2K sh
29Meta Platforms Inc
CL A
$14.2M25.3K
1.0%
+17%
Added · +4K sh
30Merck & Co Inc
COM
$14.2M110.2K
1.0%
−2.6%
Reduced · −3K sh
31TJX Cos Inc New
COM
$14.1M92.8K
1.0%
−7.0%
Reduced · −7K sh
32CSX Corp
COM
$13.8M290.9K
1.0%
−2.7%
Reduced · −8K sh
33Invesco QQQ TR
UNIT SER 1
$13.8M18.7K
1.0%
+12%
Added · +2K sh
34Ishares TR
EXPANDED TECH
$13.1M144.7K
0.9%
11×
Added · +132K sh
35ALPS ETF TR
ALERIAN MLP
$12.9M248.5K
0.9%
+0.4%
Added · +1K sh
36L3harris Technologies Inc
COM
$12.5M43.0K
0.9%
−1.4%
Reduced · −599 sh
37Thermo Fisher Scientific Inc
COM
$12.3M24.6K
0.9%
−3.2%
Reduced · −821 sh
38Ameriprise Finl Inc
COM
$12.2M26.7K
0.9%
+4.1%
Added · +1K sh
39Ishares TR
S&P 500 GRWT ETF
$11.9M86.3K
0.8%
+6.9%
Added · +6K sh
40Carlisle Cos Inc
COM
$11.8M32.5K
0.8%
+11%
Added · +3K sh
41Home Depot Inc
COM
$11.7M33.1K
0.8%
−3.4%
Reduced · −1K sh
42Vanguard Specialized Funds
DIV APP ETF
$11.7M49.3K
0.8%
+422%
Added · +40K sh
43Stryker Corporation
COM
$11.5M36.5K
0.8%
−5.3%
Reduced · −2K sh
44Eli Lilly & Co
COM
$11.4M9.5K
0.8%
+87%
Added · +4K sh
45Lowes Cos Inc
COM
$11.3M51.2K
0.8%
+6.1%
Added · +3K sh
46Verizon Communications Inc
COM
$10.8M255.9K
0.8%
−42%
Reduced · −183K sh
47Bank Of Amer Corp
COM
$10.7M187.4K
0.8%
−5.6%
Reduced · −11K sh
48Mondelez Intl Inc
CL A
$10.3M178.5K
0.7%
New
New position
49Chevron Corporation
COM
$9.8M59.2K
0.7%
−5.4%
Reduced · −3K sh
50Ishares TR
CORE MSCI EAFE
$9.8M101.3K
0.7%
New
New position
Showing 50 of 210 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026210$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026195$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025193$1.3B13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025197$1.2B13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025188$1.1B13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025186$1.2B13F-HR
Q3 2024Sep 30, 2024Oct 11, 2024191$1.2B13F-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.