Arkolith/Funds/Ocean Park Asset Management, LLC

Ocean Park Asset Management, LLC

CIK 1538052
Holdings as of Mar 31, 2026·disclosed Apr 16, 2026·~16-day 13F lag·13F-HR/AAmended
Inactive

Ocean Park Asset Management, LLC holds a concentrated book of 34 stocks worth $1.7B as of Q1 2026 (disclosed Apr 16, 2026, a ~45-day 13F lag). This quarter they opened ISHARES TR and trimmed SS SPDR P HIGH YIELD ETF. Their largest long position is SS SPDR P HIGH YIELD ETF at 17% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
12
existing
Trimmed
14
reduced
Sold out
11
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
83%
Top 20 holdings
96%

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
Trimmed / exited

Holdings: largest first

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

56 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
BROAD USD HIGH
$261.5M7.10M
15.1%
−7.4%
Reduced · −570K sh
2Ishares TR
IBOXX HI YD ETF
$214.0M2.69M
12.4%
−19%
Reduced · −644K sh
3SPDR Series Trust
STATE STREET SPD
$182.5M1.91M
10.5%
Held
4SPDR Series Trust
STATE STREET SPD
$158.5M2.07M
9.2%
~0%
Reduced · −655 sh
5Invesco Exch Traded FD TR II
SR LN ETF
$154.6M7.57M
8.9%
+100%
Added · +3.8M sh
6SPDR Series Trust
STATE STREET SPD
$92.5M3.96M
5.3%
+1.3%
Added · +53K sh
7Vanguard BD Index FDS
TOTAL BND MRKT
$58.1M789.6K
3.4%
−48%
Reduced · −717K sh
8Ssga Active ETF TR
STATE STREET BLA
$51.2M1.27M
3.0%
+86%
Added · +589K sh
9J P Morgan Exchange Traded F
MORTGAGE BACKED
$45.9M901.0K
2.7%
Held
10Ishares TR
CONV BD ETF
$42.8M420.2K
2.5%
New
New position
11Ishares TR
MBS ETF
$42.0M442.2K
2.4%
+4.2%
Added · +18K sh
12DBX ETF TR
XTRACK USD HIGH
$41.8M1.16M
2.4%
Held
13Ishares TR
20 YR TR BD ETF
$39.8M459.6K
2.3%
+250%
Added · +328K sh
14Vanguard BD Index FDS
LONG TERM BOND
$32.7M475.1K
1.9%
New
New position
15Janus Detroit STR TR
HENDRSON AAA CL
$32.2M639.9K
1.9%
+81%
Added · +286K sh
16Ishares TR
0-5YR HI YL CP
$21.8M516.0K
1.3%
−49%
Reduced · −493K sh
17Vanguard Index FDS
VALUE ETF
$19.4M98.9K
1.1%
New
New position
18J P Morgan Exchange Traded F
ACTIVE BOND ETF
$18.9M351.7K
1.1%
Held
19Pimco ETF TR
ACTIVE BD ETF
$18.8M204.1K
1.1%
Held
20SPDR Series Trust
STATE STREET SPD
$16.4M654.6K
0.9%
−66%
Reduced · −1.3M sh
21Ishares Inc
MSCI CDA ETF
$16.3M297.8K
0.9%
+21%
Added · +51K sh
22Janus Detroit STR TR
B-BBB CLO ETF
$12.9M276.2K
0.7%
New
New position
23J P Morgan Exchange Traded F
BETABUILDERS USD
$12.2M265.7K
0.7%
Held
24Ishares TR
INTL SEL DIV ETF
$11.4M267.1K
0.7%
37×
Added · +260K sh
25Pacer FDS TR
GLOBL CASH ETF
$11.3M243.8K
0.7%
New
New position
26Vanguard Index FDS
SML CP GRW ETF
$11.0M36.5K
0.6%
−31%
Reduced · −17K sh
27Ishares TR
TIPS BD ETF
$10.9M98.8K
0.6%
New
New position
28Wisdomtree TR
JAPN HEDGE EQT
$10.1M63.7K
0.6%
Held
29Ishares TR
MSCI EAFE MIN VL
$9.1M99.8K
0.5%
New
New position
30Franklin Templeton ETF TR
FRANKLIN DYN MUN
$8.7M351.2K
0.5%
+307%
Added · +265K sh
31American Centy ETF TR
US SML CP VALU
$6.5M59.2K
0.4%
+142%
Added · +35K sh
32Ishares TR
FLTG RATE NT ETF
$6.2M122.5K
0.4%
−11%
Reduced · −15K sh
33Bny Mellon ETF Trust
HIGH YIELD ETF
$6.2M131.6K
0.4%
Held
34Schwab Strategic TR
US LRG CAP ETF
$5.6M216.9K
0.3%
+70%
Added · +89K sh
35First TR Exch Traded FD III
MUNI HI INCM ETF
$5.5M116.3K
0.3%
Held
36Invesco Exchange Traded FD T
S&P500 EQL ENR
$4.5M41.1K
0.3%
New
New position
37Pgim ETF TR
ACTV HY BD ETF
$4.4M128.3K
0.3%
Held
38First TR Exchange-Traded FD
UTILITIES ALPH
$4.3M85.9K
0.2%
New
New position
39SPDR Series Trust
STATE STREET SPD
$3.9M42.5K
0.2%
+75%
Added · +18K sh
40Global X FDS
GLB X MLP ENRG I
$3.8M52.0K
0.2%
New
New position
41Global X FDS
S&P 500 COVERED
$3.7M95.5K
0.2%
New
New position
42Principal Exchange Traded FD
SPECTRUM PFD
$3.6M192.0K
0.2%
Held
43Ishares TR
CMBS ETF
$3.1M63.3K
0.2%
Held
44Vaneck ETF Trust
OIL SERVICES ETF
$2.3M5.7K
0.1%
−37%
Reduced · −3K sh
45Ishares TR
CORE S&P MCP ETF
$1.2M18.1K
0.1%
−12%
Reduced · −3K sh
46Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.2M6.2K
0.1%
−12%
Reduced · −870 sh
47Dimensional ETF Trust
US LARGE CAP VAL
$761K21.3K
0.0%
New
New position
48Dimensional ETF Trust
US SMALL CAP ETF
$740K10.4K
0.0%
New
New position
49Pacer FDS TR
US CASH COWS 100
$641K10.3K
0.0%
−12%
Reduced · −1K sh
50Ishares TR
SELECT DIVID ETF
$630K4.2K
0.0%
−12%
Reduced · −582 sh
Showing 50 of 56 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 16, 202656$1.7B13F-HR/A
Q4 2025Dec 31, 2025Jan 15, 202685$2.1B13F-HR
Q3 2025Sep 30, 2025Oct 20, 202594$2.4B13F-HR
Q2 2025Jun 30, 2025Jul 31, 202577$2.8B13F-HR
Q1 2025Mar 31, 2025Apr 24, 202577$2.8B13F-HR
Q4 2024Dec 31, 2024Jan 29, 202582$2.9B13F-HR
Q3 2024Sep 30, 2024Nov 12, 202477$2.3B13F-HR
Q2 2024Jun 30, 2024Aug 8, 202476$2.1B13F-HR
Q1 2024Mar 31, 2024May 1, 202469$2.1B13F-HR
Q4 2023Dec 31, 2023Jan 22, 202468$2.0B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202354$2.2B13F-HR
Q2 2023Jun 30, 2023Jul 31, 202339$2.9B13F-HR
Q1 2023Mar 31, 2023May 9, 202318$1.1B13F-HR
Q4 2022Dec 31, 2022Jan 17, 202315$1.6B13F-HR
Q3 2022Sep 30, 2022Nov 9, 20221$5.0M13F-HR
Q2 2022Jun 30, 2022Aug 15, 20221$5.5M13F-HR
Q1 2022Mar 31, 2022May 16, 20225$68.5M13F-HR
Q4 2021Dec 31, 2021Feb 18, 20225$1.2B13F-HR
Amended / restated
  • Q1 2026 · filed Apr 15, 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. The performance line is a simulation of the disclosed long book, not an audited return.