Arkolith/Funds/Private Advisor Group, LLC

Private Advisor Group, LLC

CIK 1567755Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Private Advisor Group, LLC holds a diversified book of 2512 stocks worth $21.8B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Thornburg Multi Sector B ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 2% of the equity book. Cloning the disclosed picks since 2014 would be +319% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
279
bought for the first time
Added to
984
already held, bought more
Trimmed
1192
sold some, still holds it
Sold out
384
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+318.6%
+12.1%/yr · since Feb '14
Their reported book
+207.4%
held from quarter-end
S&P 500
+415.2%
same window
$10K$20K$31K$41K$52KFeb '14Aug '16Feb '19Aug '21Mar '24Aug '26
Private Advisor Group, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 111.2 points over this window.

Growth of $10,000 cloning Private Advisor Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
18%
Top 20 holdings
27%

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

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Information Technology
13%
Financials
4%
Consumer Discretionary
3%
Industrials
2%
Health Care
2%
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 Private Advisor Group, LLC

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA80 / 80$142.0B
LPL Financial LLC80 / 80$129.6B
RAYMOND JAMES FINANCIAL INC80 / 80$109.7B
Cetera Investment Advisers80 / 80$30.3B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$25.4B
OSAIC HOLDINGS, INC.80 / 80$23.6B
Steward Partners Investment Advisory, LLC80 / 80$7.3B
Integrated Wealth Concepts LLC80 / 80$5.8B

Ranked by how many of Private Advisor Group, 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.

2,512 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$539.6M1.86M
2.5%
−15%
Reduced · −326K sh
2SPDR Series Trust
ST STR P500ETF
$523.5M5.96M
2.4%
+19%
Added · +970K sh
3Nvidia Corporation
COM
$450.7M2.25M
2.1%
+6.1%
Added · +129K sh
4Vanguard Index FDS
TOTAL STK MKT
$427.5M1.16M
2.0%
−1.7%
Reduced · −20K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$412.6M552.5K
1.9%
−3.1%
Reduced · −18K sh
6Invesco QQQ TR
UNIT SER 1
$368.4M500.3K
1.7%
+4.9%
Added · +23K sh
7Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$333.5M1.10M
1.5%
+23%
Added · +205K sh
8SPDR Series Trust
ST STR P500GRW
$311.7M2.62M
1.4%
+20%
Added · +429K sh
9Capital Group Dividend Value
SHS CREAT UNIT
$288.7M5.86M
1.3%
+56%
Added · +2.1M sh
10First TR Exchange Traded FD
RISNG DIVD ACHIV
$259.3M3.20M
1.2%
+23%
Added · +596K sh
11Amazon Com Inc
COM
$251.3M1.05M
1.2%
+1.0%
Added · +11K sh
12SPDR Series Trust
ST STR PR SP1500
$238.8M2.63M
1.1%
−15%
Reduced · −463K sh
13Microsoft Corp
COM
$226.5M607.1K
1.0%
−4.7%
Reduced · −30K sh
14J P Morgan Exchange Traded F
ACTIVE BOND ETF
$208.4M3.89M
1.0%
+9.5%
Added · +339K sh
15Select Sector SPDR TR
ST STR TECHN ETF
$190.1M997.9K
0.9%
−22%
Reduced · −276K sh
16SPDR Series Trust
ST STR P500VAL
$185.5M3.05M
0.8%
+10%
Added · +288K sh
17Vanguard Index FDS
S&P 500 ETF SHS
$161.4M235.0K
0.7%
−22%
Reduced · −65K sh
18Vanguard Index FDS
VALUE ETF
$151.8M696.7K
0.7%
−36%
Reduced · −387K sh
19Alphabet Inc
CAP STK CL A
$145.8M407.8K
0.7%
−4.5%
Reduced · −19K sh
20Berkshire Hathaway Inc Del
CL B NEW
$145.6M290.9K
0.7%
−9.2%
Reduced · −30K sh
21Alphabet Inc
CAP STK CL C
$143.7M406.7K
0.7%
−7.9%
Reduced · −35K sh
22Vanguard Specialized Funds
DIV APP ETF
$141.4M597.4K
0.6%
+0.6%
Added · +4K sh
23Ishares TR
RUS 1000 GRW ETF
$137.2M1.10M
0.6%
+316%
Added · +839K sh
24Dimensional ETF Trust
US COR EQU 2 ETF
$133.9M3.02M
0.6%
+5.8%
Added · +167K sh
25Vanguard Index FDS
GROWTH ETF
$122.5M1.42M
0.6%
+202%
Added · +950K sh
26First TR Exchng Traded FD VI
FT LADD BUFF ETF
$122.2M3.35M
0.6%
+2.3%
Added · +75K sh
27Wisdomtree TR
US QTLY DIV GRT
$113.0M1.18M
0.5%
−16%
Reduced · −226K sh
28J P Morgan Exchange Traded F
ACTIVE GROWTH
$108.0M1.10M
0.5%
+128%
Added · +616K sh
29Vaneck ETF Trust
SEMICONDUCTR ETF
$108.0M164.6K
0.5%
+0.9%
Added · +1K sh
30Broadcom Inc
COM
$105.9M280.3K
0.5%
−9.6%
Reduced · −30K sh
31Capital Group Core Equity Et
SHS CREAT UNIT
$104.7M2.35M
0.5%
+11%
Added · +236K sh
32JPMorgan Chase & Co
COM
$100.3M306.4K
0.5%
−16%
Reduced · −59K sh
33Tesla Inc
COM
$99.2M235.8K
0.5%
+11%
Added · +23K sh
34Meta Platforms Inc
CL A
$98.1M174.2K
0.4%
+1.9%
Added · +3K sh
35Capital Group Growth ETF
SHS CREAT UNIT
$97.0M2.06M
0.4%
−1.8%
Reduced · −38K sh
36SPDR Index SHS FDS
ST STR PO EX ETF
$91.4M1.81M
0.4%
−11%
Reduced · −214K sh
37Micron Technology Inc
COM
$90.6M78.5K
0.4%
−5.5%
Reduced · −5K sh
38Invesco Exchange Traded FD T
S&P500 EQL WGT
$89.2M419.0K
0.4%
−20%
Reduced · −106K sh
39Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$89.0M550.7K
0.4%
−2.1%
Reduced · −12K sh
40SPDR Gold TR
GOLD SHS
$87.5M237.5K
0.4%
−23%
Reduced · −72K sh
41Advanced Micro Devices Inc
COM
$86.6M149.1K
0.4%
+43%
Added · +45K sh
42American Centy ETF TR
US SML CP VALU
$85.5M685.6K
0.4%
+291%
Added · +510K sh
43SPDR Series Trust
ST STR BLO 1 ETF
$80.8M881.4K
0.4%
−0.6%
Reduced · −5K sh
44BlackRock ETF Trust
ISHARES US EQUIT
$80.7M1.19M
0.4%
−5.1%
Reduced · −63K sh
45Wisdomtree TR
FLOATNG RAT TREA
$78.9M1.57M
0.4%
−32%
Reduced · −749K sh
46American Centy ETF TR
AVANTIS EMGMKT
$77.9M807.1K
0.4%
+62%
Added · +308K sh
47Exxon Mobil Corp
COM
$76.9M562.4K
0.4%
−16%
Reduced · −107K sh
48Ishares TR
RUS 1000 VAL ETF
$75.1M309.8K
0.3%
−7.2%
Reduced · −24K sh
49Wisdomtree TR
US QUALITY GROW
$73.5M1.11M
0.3%
−15%
Reduced · −189K sh
50Vanguard Index FDS
SMALL CP ETF
$72.1M237.9K
0.3%
−35%
Reduced · −129K sh
Showing 50 of 2,512 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 20262,576$21.8B13F-HR
Q1 2026Mar 31, 2026Apr 27, 20262,735$21.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20262,654$21.3B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20252,564$20.3B13F-HR
Q2 2025Jun 30, 2025Aug 11, 20252,510$18.6B13F-HR
Q1 2025Mar 31, 2025May 5, 20252,356$16.5B13F-HR
Q4 2024Dec 31, 2024Feb 3, 20252,316$17.8B13F-HR
Q3 2024Sep 30, 2024Oct 22, 20242,456$16.1B13F-HR
Q2 2024Jun 30, 2024Aug 5, 20242,387$14.9B13F-HR
Q1 2024Mar 31, 2024Apr 30, 20242,352$13.9B13F-HR
Q4 2023Dec 31, 2023Feb 6, 20242,263$12.9B13F-HR
Q3 2023Sep 30, 2023Nov 3, 20232,325$11.2B13F-HR
Q2 2023Jun 30, 2023Aug 10, 20232,018$11.5B13F-HR
Q1 2023Mar 31, 2023May 10, 20231,963$10.5B13F-HR
Q4 2022Dec 31, 2022Jan 18, 20231,670$2.0B13F-HR
Q3 2022Sep 30, 2022Oct 14, 20221,908$8.7B13F-HR
Q2 2022Jun 30, 2022Jul 13, 20222,111$11.2B13F-HR
Q1 2022Mar 31, 2022May 12, 20222,089$13.1B13F-HR/A
Q4 2021Dec 31, 2021Feb 10, 20222,146$13.3B13F-HR
Q3 2021Sep 30, 2021Oct 14, 20212,047$15.7B13F-HR
Q2 2021Jun 30, 2021Aug 12, 20211,984$11.4B13F-HR
Q1 2021Mar 31, 2021Apr 22, 20211,892$10.5B13F-HR
Q4 2020Dec 31, 2020Apr 1, 20211,791$9.6B13F-HR
Amended / restated
  • Q1 2022 · filed May 10, 202213F-HR · superseded

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. The performance line is a simulation of the disclosed long book, not an audited return.