Arkolith/Funds/Passive Capital Management, LLC.

Passive Capital Management, LLC.

CIK 1958250
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Passive Capital Management, LLC. holds a focused book of 94 reported positions worth $319.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Avantis Resp US Equity ETF and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.6%
+12.4%/yr · since Nov '24
Their reported book
+20.1%
held from quarter-end
S&P 500
+33.8%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Passive Capital Management, LLC. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.5 points over this window.

Growth of $10,000 cloning Passive Capital Management, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
71%
Top 20 holdings
83%

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

Where the money is, by sector

4% mapped to company sectors

ETFs / funds
83%
No sector on file yet
12%
Information Technology
2%
Financials
1%
Consumer Discretionary
1%
Real Estate
1%

+5 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Passive Capital Management, LLC.

Manager / fundShared namesTheir $ in those
Swiss Re Ltd15 / 80$1.0B
Capstone Capital LLC12 / 80$157.7M
Hoffman, Alan N Investment Management8 / 80$151.8M
CBIZ Investment Advisory Services, LLC33 / 80$2.4B
Rachor Investment Advisory Services, LLC19 / 80$163.9M
Vannoy Advisory Group, Inc.18 / 80$138.6M
ZynergyRetirementPlanningLLC15 / 80$143.4M
Red Lighthouse Investment Management, LLC29 / 80$260.2M

Ranked by the share of each fund's own book sitting in the names it shares with Passive 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 position's share of the portfolio. Click a row for its position history.

94 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQUITY 2
$53.4M1.35M
16.7%
−5.0%
Reduced · −71K sh
2Vanguard Index FDS
REAL ESTATE ETF
$38.4M433.7K
12.0%
~0%
Reduced · −78 sh
3Schwab Strategic TR
SHT TM US TRES
$28.4M1.17M
8.9%
−5.5%
Reduced · −68K sh
4American Century ETF TR
US EQT ETF
$21.0M188.2K
6.6%
+0.2%
Added · +453 sh
5Dimensional ETF Trust
INTL CORE EQUITY
$19.3M560.5K
6.0%
−7.8%
Reduced · −47K sh
6Vanguard Mun BD FDS
TAX EXEMPT BD
$16.0M317.9K
5.0%
−2.2%
Reduced · −7K sh
7American Century ETF TR
INTL EQT ETF
$15.3M186.4K
4.8%
+0.4%
Added · +730 sh
8Schwab Strategic TR
US BRD MKT ETF
$13.8M526.7K
4.3%
−0.3%
Reduced · −1K sh
9Dimensional ETF Trust
SHORT DURATION
$11.1M232.5K
3.5%
−11%
Reduced · −30K sh
10American Century ETF TR
AVANTIS EMGMKT
$9.4M122.0K
2.9%
+0.4%
Added · +456 sh
11Dimensional ETF Trust
EMERGING MKTS CO
$7.2M218.0K
2.3%
−4.5%
Reduced · −10K sh
12Schwab Strategic TR
US REIT ETF
$6.3M299.8K
2.0%
−3.9%
Reduced · −12K sh
13Dimensional ETF Trust
US TARGETED VLU
$4.6M77.0K
1.4%
−2.4%
Reduced · −2K sh
14American Century ETF TR
US SML CP VALU
$4.2M40.7K
1.3%
−8.9%
Reduced · −4K sh
15Vanguard Malvern FDS
STRM INFPROIDX
$3.9M78.8K
1.2%
+13%
Added · +9K sh
16American Century ETF TR
U.S. SML CP EQUITY
$3.7M62.5K
1.1%
Held
17Ishares TR
0-5 YR TIPS ETF
$3.5M33.9K
1.1%
+4.2%
Added · +1K sh
18Ishares Inc
MSCI EMRG CHN
$2.4M33.0K
0.8%
−1.8%
Reduced · −590 sh
19Vanguard BD Index FDS
TOTAL BND MRKT
$2.3M31.7K
0.7%
−21%
Reduced · −8K sh
20Schwab Strategic TR
INT-TRM US TRES
$2.3M92.9K
0.7%
+3.8%
Added · +3K sh
21Apple Inc
COM
$2.1M7.5K
0.6%
−3.8%
Reduced · −300 sh
22Invesco QQQ TR
UNIT SER 1
$2.0M3.3K
0.6%
Held
23Vanguard Index FDS
S&P 500 ETF SHS
$2.0M3.2K
0.6%
−5.9%
Reduced · −200 sh
24Schwab Strategic TR
INTL EQTY ETF
$2.0M82.4K
0.6%
+0.3%
Added · +264 sh
25Vanguard Wellington FD
SHORT TRM TAX EX
$1.9M18.6K
0.6%
−23%
Reduced · −6K sh
26Schwab Strategic TR
US TIPS ETF
$1.8M68.9K
0.6%
+1.2%
Added · +818 sh
27American Century ETF TR
INTL SMCP VLU
$1.8M19.3K
0.6%
+0.4%
Added · +73 sh
28Schwab Strategic TR
EMRG MKTEQ ETF
$1.7M52.4K
0.5%
+0.8%
Added · +419 sh
29Schwab Strategic TR
US LARGE CAP ETF
$1.7M62.3K
0.5%
Held
30Ishares TR
NATIONAL MUN ETF
$1.5M13.6K
0.5%
−2.3%
Reduced · −316 sh
31Vanguard Index FDS
GROWTH ETF
$1.4M3.0K
0.5%
−3.7%
Reduced · −115 sh
32Schwab Strategic TR
US SML CAP ETF
$1.4M49.0K
0.4%
−1.2%
Reduced · −582 sh
33SPDR S&P 500 ETF TR
TR UNIT
$1.2M1.8K
0.4%
Held
34Corporate Offices Trust
COM
$1.2M42.9K
0.4%
Held
35Dimensional ETF Trust
INTL CORE EQT MK
$1.0M27.5K
0.3%
+1.0%
Added · +281 sh
36American Century ETF TR
RESPONSIBLE US EQUITY
$1.0M13.6K
0.3%
New
New position
37Vanguard World FD
ESG US STK ETF
$1.0M8.5K
0.3%
+1.4%
Added · +118 sh
38Microsoft Corp
COM
$1.0M2.1K
0.3%
−3.3%
Reduced · −73 sh
39Vanguard World FD
INF TECH ETF
$966K1.3K
0.3%
+0.1%
Added · +1 sh
40Vanguard Index FDS
SMALL CP ETF
$903K3.5K
0.3%
Held
41Dimensional ETF Trust
INTL SMALL CAP V
$793K20.9K
0.2%
−4.3%
Reduced · −933 sh
42Vanguard Index FDS
VALUE ETF
$793K4.2K
0.2%
Held
43Eli Lilly & Co
COM
$763K710
0.2%
−2.7%
Reduced · −20 sh
44T. Rowe Price
TAX EFFICIENT ENT EQUITY
$755K8.6K
0.2%
New
New position
45Schwab Strategic TR
INTL SCEQT ETF
$728K16.0K
0.2%
+3.2%
Added · +498 sh
46Mastercard Inc
COM
$708K1.2K
0.2%
+5.4%
Added · +64 sh
47Ishares TR
CORE S&P 500 ETF
$699K1.0K
0.2%
+6.9%
Added · +66 sh
48Alarm.com
COM
$609K11.9K
0.2%
Held
49Alphabet Inc.
COM
$603K1.9K
0.2%
+3.7%
Added · +69 sh
50Vanguard Index FDS
LARGE CAP ETF
$596K1.9K
0.2%
Held
Showing 50 of 94 positions
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Filing history

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

$334.9M · Q1 2026Q3 2024 · $286.5MQ2 2026 · $319.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d94$319.8M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d104$334.9M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d94$319.8M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d88$306.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d82$321.4M13F-HR
Q1 2025Mar 31, 2025May 7, 202537d83$315.8M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202536d65$284.1M13F-HR
Q3 2024Sep 30, 2024Nov 15, 202446d65$286.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.