Positano Wealth Management Ltd holds a concentrated book of 24 reported positions worth $184.8M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). Their largest long position is Alphabet Inc-CL A at 15% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+19.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Positano Wealth Management Ltd is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +21.3%, a 16.3-point gap that is the cost of the ~20-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Positano Wealth Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 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.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% 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.
Other tracked managers holding the same core names as Positano Wealth Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 24 | $4.4B |
| Palidye Holdings (Caymans) Ltd | 3 / 24 | $532.2M |
| Mishpacha Holdings Corp | 2 / 24 | $224.5M |
| Ketron Financial | 9 / 24 | $256.4M |
| Fund Resources Investment Holding Group Co Ltd | 2 / 24 | $634.2M |
| Voyager Global Management LP | 5 / 24 | $2.7B |
| Hoffman, Alan N Investment Management | 4 / 24 | $122.6M |
| 7G Capital Management, LLC | 5 / 24 | $153.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Positano Wealth Management Ltd: 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $26.9M | 75.2K | 14.5% | ▲+2.1% Added · +2K sh | |
| 2 | Micron Technology Inc COM | $26.7M | 23.1K | 14.4% | ▲+1.7% Added · +381 sh | |
| 3 | Nvidia Corporation COM | $25.8M | 128.8K | 13.9% | ▲+6.1% Added · +7K sh | |
| 4 | Microsoft Corp COM | $20.6M | 55.3K | 11.2% | ▲+24% Added · +11K sh | |
| 5 | Visa Inc COM CL A | $19.7M | 57.4K | 10.7% | ▲+17% Added · +9K sh | |
| 6 | Chubb Ltd Switz COM | $19.3M | 56.7K | 10.5% | ▲+39% Added · +16K sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $9.7M | 20.4K | 5.3% | ▲+0.8% Added · +170 sh | |
| 8 | Salesforce Inc COM | $8.5M | 54.5K | 4.6% | ▲+29% Added · +12K sh | |
| 9 | Hewlett Packard Enterprise C COM | $8.1M | 180.4K | 4.4% | —Held | |
| 10 | Marriott Intl Inc New CL A | $8.0M | 21.6K | 4.3% | ▼−31% Reduced · −10K sh | |
| 11 | Qualcomm Inc COM | $3.1M | 17.0K | 1.7% | ▼−50% Reduced · −17K sh | |
| 12 | Broadcom Inc COM | $2.7M | 7.1K | 1.4% | —Held | |
| 13 | Markel Group Inc COM | $1.8M | 899 | 1.0% | ▲69× Added · +886 sh | |
| 14 | Uber Technologies Inc COM | $1.2M | 16.0K | 0.6% | ▲+51% Added · +5K sh | |
| 15 | Intuit COM | $857K | 3.3K | 0.5% | ▲+90% Added · +2K sh | |
| 16 | Fiserv Inc COM | $575K | 11.7K | 0.3% | —Held | |
| 17 | Futu Hldgs Ltd SPON ADS CL A | $480K | 5.1K | 0.3% | ▲+114% Added · +3K sh | |
| 18 | Meta Platforms Inc CL A | $393K | 698 | 0.2% | ▲+5.9% Added · +39 sh | |
| 19 | Gallagher Arthur J & Co COM | $220K | 957 | 0.1% | ▲15× Added · +893 sh | |
| 20 | Ciena Corp COM NEW | $121K | 246 | 0.1% | —Held | |
| 21 | Apple Inc COM | $23K | 80 | <0.1% | ▼−98% Reduced · −5K sh | |
| 22 | Adobe Inc COM | $20K | 97 | <0.1% | —Held | |
| 23 | S&P Global Inc COM | $17K | 41 | <0.1% | —Held | |
| 24 | Applied Optoelectronics Inc COM | $12K | 80 | <0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Positano Wealth Management Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| No filings ingested yet | ||||||
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.