Arkolith/Funds/PSI Advisors, LLC

PSI Advisors, LLC

CIK 1779040
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

PSI Advisors, LLC holds a focused book of 151 stocks worth $430.5M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened FT Vest Rising Dividend Achi and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 13% of the equity book.

Opened
23
bought for the first time
Added to
62
already held, bought more
Trimmed
67
sold some, still holds it
Sold out
23
exited the position entirely
  • Schwab US Treasury Money Investor
  • Atlanticus H
  • Navient Corp
  • +20 more · largest first, by prior value

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
54%
Top 20 holdings
71%

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

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Information Technology
7%
Health Care
2%
Consumer Discretionary
2%
Industrials
1%
Utilities
1%
Financials
1%
Energy
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 PSI Advisors, LLC

Manager / fundShared namesTheir $ in those
NewEdge Advisors, LLC80 / 80$9.5B
LPL Financial LLC79 / 80$87.8B
ROYAL BANK OF CANADA78 / 80$141.5B
WELLS FARGO & COMPANY/MN78 / 80$138.3B
RAYMOND JAMES FINANCIAL INC78 / 80$83.0B
ENVESTNET ASSET MANAGEMENT INC78 / 80$73.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO78 / 80$44.7B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$17.3B

Ranked by how many of PSI Advisors, 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.

151 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ
MF Closed and MF Open
$54.2M73.6K
12.6%
−12%
Reduced · −10K sh
2State Street
MF Closed and MF Open
$48.2M548.1K
11.2%
−12%
Reduced · −77K sh
3JPMorgan
MF Closed and MF Open
$28.9M469.5K
6.7%
−11%
Reduced · −55K sh
4First Trust
MF Closed and MF Open
$19.5M385.7K
4.5%
−24%
Reduced · −122K sh
5Ishares Core
MF Closed and MF Open
$16.8M222.1K
3.9%
−5.0%
Reduced · −12K sh
6Pacer US
MF Closed and MF Open
$16.3M261.8K
3.8%
−6.1%
Reduced · −17K sh
7First Trust
MF Closed and MF Open
$14.7M402.0K
3.4%
−16%
Reduced · −79K sh
8State Street
MF Closed and MF Open
$14.0M207.2K
3.3%
+1.3%
Added · +3K sh
9First Trust
MF Closed and MF Open
$10.9M251.6K
2.5%
−2.8%
Reduced · −7K sh
10Principal US
MF Closed and MF Open
$10.7M152.9K
2.5%
+1.5%
Added · +2K sh
11First Trust
MF Closed and MF Open
$8.8M324.3K
2.0%
+1.4%
Added · +5K sh
12State Street
MF Closed and MF Open
$8.8M95.6K
2.0%
−7.8%
Reduced · −8K sh
13NEOS Nasdaq
MF Closed and MF Open
$8.6M152.0K
2.0%
+47%
Added · +49K sh
14State Street
MF Closed and MF Open
$8.2M68.8K
1.9%
−3.8%
Reduced · −3K sh
15Pacer U S
MF Closed and MF Open
$8.0M157.4K
1.9%
−4.1%
Reduced · −7K sh
16Apple Inc
Common Stock
$7.3M25.3K
1.7%
−17%
Reduced · −5K sh
17Invesco S&P
MF Closed and MF Open
$5.7M33.4K
1.3%
+43%
Added · +10K sh
18Eli Lilly
Common Stock
$5.4M4.5K
1.3%
−12%
Reduced · −625 sh
19Principal Spectrum
MF Closed and MF Open
$5.3M280.5K
1.2%
−1.1%
Reduced · −3K sh
20Microsoft Corp
Common Stock
$4.9M13.0K
1.1%
+100%
Added · +6K sh
21Ishares Ibonds
MF Closed and MF Open
$4.8M209.3K
1.1%
−39%
Reduced · −133K sh
22NEOS S&P
MF Closed and MF Open
$4.7M89.3K
1.1%
20×
Added · +85K sh
23Energy Transfer
Oil & Gas, Real Estate and REIT
$4.2M218.9K
1.0%
+2.9%
Added · +6K sh
24Nvidia Corp
Common Stock
$4.0M19.9K
0.9%
−3.6%
Reduced · −735 sh
25Invesco S&P
MF Closed and MF Open
$3.8M33.4K
0.9%
−26%
Reduced · −12K sh
26Vaneck Morningstar
MF Closed and MF Open
$3.7M35.4K
0.9%
−20%
Reduced · −9K sh
27State Street
MF Closed and MF Open
$3.5M56.8K
0.8%
+2.0%
Added · +1K sh
28State Street
MF Closed and MF Open
$3.4M77.4K
0.8%
−10%
Reduced · −9K sh
29Alphabet Inc
Common Stock
$2.6M7.3K
0.6%
−0.3%
Reduced · −21 sh
30Pacer Aristotole
MF Closed and MF Open
$2.6M55.4K
0.6%
−11%
Reduced · −7K sh
31Ishares Expanded
MF Closed and MF Open
$2.4M26.2K
0.6%
+83%
Added · +12K sh
32Advanced Micro
Common Stock
$2.4M4.1K
0.6%
−3.8%
Reduced · −162 sh
33Ishares Core
MF Closed and MF Open
$2.4M23.8K
0.5%
−2.1%
Reduced · −518 sh
34Ishares Core
MF Closed and MF Open
$2.2M3.0K
0.5%
−2.0%
Reduced · −62 sh
35Caterpillar Inc
Common Stock
$2.1M1.9K
0.5%
+15%
Added · +245 sh
36First Trust
MF Closed and MF Open
$1.9M96.7K
0.4%
−0.8%
Reduced · −735 sh
37Amazon Com
Common Stock
$1.8M7.6K
0.4%
−24%
Reduced · −2K sh
38Principal Financial
Common Stock
$1.7M15.7K
0.4%
+4.2%
Added · +635 sh
39Ishares S&P
MF Closed and MF Open
$1.7M9.3K
0.4%
−18%
Reduced · −2K sh
40Ishares Global
MF Closed and MF Open
$1.7M33.7K
0.4%
+0.7%
Added · +231 sh
41JPMorgan Chase
Common Stock
$1.6M4.9K
0.4%
+11%
Added · +491 sh
42Tesla Inc
Common Stock
$1.6M3.7K
0.4%
+6.8%
Added · +235 sh
43First Trust
MF Closed and MF Open
$1.5M52.4K
0.4%
New
New position
44State Street
MF Closed and MF Open
$1.5M28.6K
0.4%
−1.3%
Reduced · −383 sh
45Torm PLC
Common Stock
$1.5M58.0K
0.4%
+0.5%
Added · +264 sh
46Global X
MF Closed and MF Open
$1.5M78.7K
0.3%
+20%
Added · +13K sh
47Invesco S&P
MF Closed and MF Open
$1.4M11.1K
0.3%
+13%
Added · +1K sh
48Micron Technology
Common Stock
$1.4M1.2K
0.3%
−8.4%
Reduced · −109 sh
49Global X
MF Closed and MF Open
$1.3M32.2K
0.3%
−6.0%
Reduced · −2K sh
50State Street
MF Closed and MF Open
$1.3M10.8K
0.3%
+0.3%
Added · +37 sh
Showing 50 of 151 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026151$430.5M13F-HR
Q1 2026Mar 31, 2026May 15, 2026305$417.5M13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026275$398.1M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025273$388.2M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025181$203.7M13F-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.