Outbound Financial Inc holds a focused book of 45 stocks worth $154.4M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Dimensional Emrg MRKT Val and trimmed Avantis U.S. Equity ETF. Their largest long position is Dimensional US Core Equity 2 at 24% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2144328/holdings"
Use Arkolith to show Outbound Financial Inc's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $36.5M | 822.0K | 23.6% | ▲+8.4% Added · +64K sh | |
| 2 | Dimensional ETF Trust GLOB CO PLUS ETF | $16.8M | 307.6K | 10.9% | ▲+8.7% Added · +25K sh | |
| 3 | American Centy ETF TR US EQT ETF | $11.2M | 87.6K | 7.3% | ▼−0.3% Reduced · −304 sh | |
| 4 | Dimensional ETF Trust GLOBAL CR ETF | $9.6M | 175.0K | 6.2% | ▲+8.2% Added · +13K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQUITY | $9.3M | 250.9K | 6.1% | ▼−0.4% Reduced · −1K sh | |
| 6 | Dimensional ETF Trust NATL MUN BD ETF | $9.1M | 188.5K | 5.9% | ▲+12% Added · +20K sh | |
| 7 | Dimensional ETF Trust EMERGING MKTS CO | $4.9M | 119.4K | 3.1% | ▼−0.4% Reduced · −531 sh | |
| 8 | Dimensional ETF Trust SHOR DUR FIX ETF | $4.2M | 87.1K | 2.7% | ▼−7.2% Reduced · −7K sh | |
| 9 | Dimensional ETF Trust ULTR FIX INC ETF | $3.8M | 75.7K | 2.5% | ▲+92% Added · +36K sh | |
| 10 | American Centy ETF TR INTL EQT ETF | $3.8M | 42.7K | 2.5% | ▼−0.2% Reduced · −94 sh | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $3.4M | 88.7K | 2.2% | ▼−8.7% Reduced · −8K sh | |
| 12 | Dimensional ETF Trust US COR EQU 1 ETF | $3.4M | 41.9K | 2.2% | ▼−2.6% Reduced · −1K sh | |
| 13 | Dimensional ETF Trust US HIGH PROF ETF | $3.2M | 77.5K | 2.1% | ▼−4.6% Reduced · −4K sh | |
| 14 | Dimensional ETF Trust WORLD EX US CORE | $2.5M | 67.6K | 1.6% | ▲+396% Added · +54K sh | |
| 15 | Dimensional ETF Trust CORE FIXE IN ETF | $2.4M | 58.0K | 1.6% | ▲+11% Added · +6K sh | |
| 16 | Palantir Technologies Inc CL A | $2.4M | 20.9K | 1.6% | —Held | |
| 17 | Dimensional ETF Trust INTL COR FIX ETF | $2.4M | 45.4K | 1.6% | ▲+7.7% Added · +3K sh | |
| 18 | American Centy ETF TR AVANTIS EMGMKT | $2.3M | 24.2K | 1.5% | ▼−0.3% Reduced · −67 sh | |
| 19 | SPDR Series Trust ST STR BLO 1 ETF | $2.2M | 23.6K | 1.4% | ▲+31% Added · +6K sh | |
| 20 | Tesla Inc COM | $2.0M | 4.7K | 1.3% | —Held | |
| 21 | Ishares TR CORE S&P500 ETF | $1.9M | 2.5K | 1.2% | ▼−2.2% Reduced · −56 sh | |
| 22 | Dimensional ETF Trust GLOBAL REAL EST | $1.7M | 59.4K | 1.1% | ▲+6.5% Added · +4K sh | |
| 23 | Dimensional ETF Trust US SUSTAINABILTY | $1.3M | 26.8K | 0.8% | ▼−1.4% Reduced · −379 sh | |
| 24 | Vanguard Index FDS SMALL CP ETF | $1.2M | 3.9K | 0.8% | —Held | |
| 25 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.1M | 15.2K | 0.7% | ▲+24% Added · +3K sh | |
| 26 | Vanguard Index FDS VALUE ETF | $955K | 4.4K | 0.6% | ▼−0.1% Reduced · −4 sh | |
| 27 | Dimensional ETF Trust INTL SMALL CAP V | $921K | 22.9K | 0.6% | ▼−5.5% Reduced · −1K sh | |
| 28 | Dimensional ETF Trust INTL HIGH PROFIT | $888K | 26.0K | 0.6% | ▼−3.9% Reduced · −1K sh | |
| 29 | Vanguard Index FDS MID CAP ETF | $885K | 11.0K | 0.6% | ▲+300% Added · +8K sh | |
| 30 | Vanguard Mun BD FDS CORE TAX EXEMPT | $803K | 10.5K | 0.5% | —Held | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $690K | 1.9K | 0.4% | ▲+33% Added · +462 sh | |
| 32 | Vanguard Star FDS VG TL INTL STK F | $663K | 7.8K | 0.4% | ▲+45% Added · +2K sh | |
| 33 | Alphabet Inc CAP STK CL C | $643K | 1.8K | 0.4% | —Held | |
| 34 | Dimensional ETF Trust EMERGING MKTS HI | $634K | 14.8K | 0.4% | ▼−9.0% Reduced · −1K sh | |
| 35 | Dimensional ETF Trust EMERGING MKTS VA | $601K | 14.1K | 0.4% | ▲New New position | |
| 36 | Vanguard Index FDS S&P 500 ETF SHS | $551K | 802 | 0.4% | —Held | |
| 37 | Nvidia Corporation COM | $496K | 2.5K | 0.3% | —Held | |
| 38 | Ishares Inc CORE MSCI EMKT | $466K | 5.6K | 0.3% | ▲+2.1% Added · +117 sh | |
| 39 | SPDR Series Trust ST STR BL 12 ETF | $459K | 4.6K | 0.3% | ▼−16% Reduced · −851 sh | |
| 40 | Vanguard Index FDS SM CP VAL ETF | $420K | 1.7K | 0.3% | ▲+13% Added · +192 sh | |
| 41 | Dimensional ETF Trust INTERNATIONAL | $415K | 9.2K | 0.3% | ▲+0.9% Added · +79 sh | |
| 42 | Vanguard Index FDS MCAP VL IDXVIP | $382K | 1.9K | 0.2% | ▲+15% Added · +253 sh | |
| 43 | Vanguard Whitehall FDS INTL HIGH ETF | $342K | 3.5K | 0.2% | —Held | |
| 44 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $306K | 4.0K | 0.2% | ▲New New position | |
| 45 | Schwab Strategic TR US LRG CAP ETF | $263K | 8.9K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
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.