Arkolith/Funds/OpenArc Corporate Advisory, LLC

OpenArc Corporate Advisory, LLC

CIK 2111345
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

OpenArc Corporate Advisory, LLC holds a diversified book of 789 stocks worth $8.4B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Russell 1000 ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book.

Opened
151
bought for the first time
Added to
383
already held, bought more
Trimmed
250
sold some, still holds it
Sold out
46
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
33%
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

44% mapped to company sectors

ETF / fund or unclassified
56%
Information Technology
18%
Consumer Discretionary
7%
Financials
6%
Industrials
4%
Health Care
4%
Utilities
1%
Materials
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 OpenArc Corporate Advisory, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO79 / 80$560.8B
ENVESTNET ASSET MANAGEMENT INC79 / 80$114.3B
OSAIC HOLDINGS, INC.79 / 80$17.0B
LPL Financial LLC78 / 80$94.4B
NewEdge Advisors, LLC78 / 80$11.2B
Integrated Wealth Concepts LLC78 / 80$4.0B
MORGAN STANLEY77 / 80$578.2B
RAYMOND JAMES FINANCIAL INC77 / 80$87.4B

Ranked by how many of OpenArc Corporate Advisory, 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.

789 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$449.1M2.24M
5.3%
−1.0%
Reduced · −24K sh
2Ishares TR
RUS 1000 GRW ETF
$373.1M3.00M
4.4%
+299%
Added · +2.3M sh
3BlackRock ETF Trust
ISHARES A I INNO
$280.0M5.31M
3.3%
−33%
Reduced · −2.6M sh
4AB Active Etfs Inc
EMER MKTS OP ETF
$256.6M4.91M
3.1%
+6.2%
Added · +288K sh
5J P Morgan Exchange Traded F
CORE PLUS BD ETF
$254.2M5.42M
3.0%
+13%
Added · +606K sh
6Vanguard Scottsdale FDS
VNG RUS1000VAL
$251.2M2.36M
3.0%
+30%
Added · +541K sh
7Ishares TR
CORE MSCI EAFE
$247.4M2.56M
2.9%
+9.3%
Added · +218K sh
8BlackRock ETF Trust
ISHARES US EQUIT
$243.1M3.57M
2.9%
+7.6%
Added · +252K sh
9Home Depot Inc
COM
$234.2M664.2K
2.8%
+14%
Added · +80K sh
10TCW Transform ETF Trust
TRANSFORM SYSTEM
$223.2M1.81M
2.7%
−22%
Reduced · −518K sh
11J P Morgan Exchange Traded F
ACTIVE VALUE ETF
$211.3M2.66M
2.5%
+14%
Added · +323K sh
12Ishares TR
RUS 1000 VAL ETF
$195.7M807.0K
2.3%
+8.0%
Added · +60K sh
13Ishares TR
RUS 1000 ETF
$179.1M437.2K
2.1%
New
New position
14SPDR Gold TR
GOLD SHS
$175.9M477.4K
2.1%
+10%
Added · +44K sh
15BlackRock ETF Trust II
ISHARES FLEXIBLE
$170.6M3.26M
2.0%
+20%
Added · +546K sh
16Ishares TR
EAFE VALUE ETF
$166.6M2.18M
2.0%
+47%
Added · +698K sh
17Vanguard Index FDS
GROWTH ETF
$150.7M1.75M
1.8%
+681%
Added · +1.5M sh
18Apple Inc
COM
$146.5M506.3K
1.7%
+3.5%
Added · +17K sh
19United Parcel Service Inc
CL B
$122.7M1.14M
1.5%
+8.1%
Added · +86K sh
20Amazon Com Inc
COM
$108.1M453.6K
1.3%
−0.3%
Reduced · −1K sh
21Amgen Inc
COM
$100.1M276.4K
1.2%
+13%
Added · +32K sh
22Dell Technologies Inc
CL C
$99.8M231.2K
1.2%
+30%
Added · +53K sh
23Trimtabs ETF TR
FCF US QLTY ETF
$94.9M1.10M
1.1%
+4.5%
Added · +48K sh
24Microsoft Corp
COM
$90.0M241.2K
1.1%
−0.5%
Reduced · −1K sh
25BlackRock ETF Trust II
ISHARES TOTAL RE
$87.3M1.74M
1.0%
+20%
Added · +289K sh
26Roper Technologies Inc
COM
$81.6M241.0K
1.0%
−23%
Reduced · −71K sh
27Ishares TR
US TREAS BD ETF
$80.2M3.52M
1.0%
+28%
Added · +771K sh
28Broadcom Inc
COM
$79.2M209.7K
0.9%
+2.8%
Added · +6K sh
29Alphabet Inc
CAP STK CL C
$77.3M218.7K
0.9%
+4.4%
Added · +9K sh
30Ishares TR
3 7 YR TREAS BD
$67.6M575.6K
0.8%
+21%
Added · +100K sh
31Invesco Exchange Traded FD T
S&P500 EQL WGT
$66.6M313.1K
0.8%
−3.3%
Reduced · −11K sh
32Alphabet Inc
CAP STK CL A
$62.3M174.5K
0.7%
+1.7%
Added · +3K sh
33Ishares TR
10-20 YR TRS ETF
$61.1M608.9K
0.7%
+27%
Added · +131K sh
34Ishares TR
CORE S&P500 ETF
$60.7M81.1K
0.7%
+80%
Added · +36K sh
35Meta Platforms Inc
CL A
$59.8M106.2K
0.7%
−5.0%
Reduced · −6K sh
36Walmart Inc
COM
$59.5M525.8K
0.7%
+5.6%
Added · +28K sh
37Ishares Inc
CORE MSCI EMKT
$56.9M686.4K
0.7%
−3.5%
Reduced · −25K sh
38Ishares TR
US CONSM STAPLES
$55.0M757.2K
0.7%
−24%
Reduced · −233K sh
39Palantir Technologies Inc
CL A
$54.9M470.2K
0.7%
−2.1%
Reduced · −10K sh
40Southern Co
COM
$48.3M504.4K
0.6%
+12%
Added · +53K sh
41Hca Healthcare Inc
COM
$47.2M121.1K
0.6%
+1.8%
Added · +2K sh
42Ishares TR
U.S. FIN SVC ETF
$44.1M487.6K
0.5%
−36%
Reduced · −278K sh
43Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$40.6M679.9K
0.5%
+39%
Added · +191K sh
44Disney Walt Co
COM
$39.4M409.0K
0.5%
+4.0%
Added · +16K sh
45Ishares TR
US AER DEF ETF
$38.2M157.4K
0.5%
+15%
Added · +21K sh
46Lam Research Corp
COM NEW
$36.1M83.2K
0.4%
+84%
Added · +38K sh
47Advanced Micro Devices Inc
COM
$35.2M60.5K
0.4%
+61%
Added · +23K sh
48J P Morgan Exchange Traded F
MUNICIPAL ETF
$33.0M651.1K
0.4%
+35%
Added · +169K sh
49BlackRock ETF Trust II
ISHARES INTERMED
$32.9M1.35M
0.4%
+25%
Added · +271K sh
50Eli Lilly & Co
COM
$32.1M26.7K
0.4%
+5.6%
Added · +1K sh
Showing 50 of 789 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 2026789$8.4B13F-HR
Q1 2026Mar 31, 2026May 11, 2026716$7.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026646$6.0B13F-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.