Arkolith/Funds/PSI Advisors, LLC

PSI Advisors, LLC

CIK 1779040
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

PSI Advisors, LLC holds a focused book of 156 stocks worth $417.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened First Trust Global Tactical and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 12% of the equity book.

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Use Arkolith to show PSI Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
61
existing
Trimmed
38
reduced
Sold out
7
exited

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
55%
Top 20 holdings
72%

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

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
6%
Consumer Discretionary
2%
Health Care
2%
Utilities
1%
Industrials
1%
Financials
1%
Communication Services
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

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

156 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ
MF Closed and MF Open
$48.1M83.3K
11.5%
−7.2%
Reduced · −6K sh
2State Street
MF Closed and MF Open
$47.8M624.9K
11.5%
+3.4%
Added · +21K sh
3JPMorgan
MF Closed and MF Open
$29.1M525.0K
7.0%
+5.7%
Added · +28K sh
4First Trust
MF Closed and MF Open
$24.7M507.5K
5.9%
+18%
Added · +77K sh
5Pacer US
MF Closed and MF Open
$17.4M278.8K
4.2%
+2.6%
Added · +7K sh
6Ishares Core
MF Closed and MF Open
$16.4M233.8K
3.9%
+6.6%
Added · +14K sh
7First Trust
MF Closed and MF Open
$16.2M481.2K
3.9%
−14%
Reduced · −77K sh
8State Street
MF Closed and MF Open
$12.1M204.6K
2.9%
+10%
Added · +19K sh
9First Trust
MF Closed and MF Open
$10.2M258.8K
2.4%
+3.2%
Added · +8K sh
10State Street
MF Closed and MF Open
$9.5M103.8K
2.3%
+120%
Added · +57K sh
11First Trust
MF Closed and MF Open
$9.2M319.8K
2.2%
New
New position
12Principal US
MF Closed and MF Open
$8.6M150.6K
2.1%
+12%
Added · +16K sh
13Ishares Ibonds
MF Closed and MF Open
$7.8M341.9K
1.9%
+9.3%
Added · +29K sh
14Apple Inc
Common Stock
$7.8M30.6K
1.9%
+3.4%
Added · +993 sh
15Pacer U S
MF Closed and MF Open
$7.4M164.1K
1.8%
−3.8%
Reduced · −6K sh
16State Street
MF Closed and MF Open
$7.0M71.5K
1.7%
+12%
Added · +8K sh
17Principal Spectrum
MF Closed and MF Open
$5.3M283.6K
1.3%
−2.6%
Reduced · −8K sh
18NEOS Nasdaq
MF Closed and MF Open
$5.1M103.3K
1.2%
+50%
Added · +35K sh
19Eli Lilly
Common Stock
$4.7M5.1K
1.1%
−7.0%
Reduced · −389 sh
20Invesco S&P
MF Closed and MF Open
$4.7M45.4K
1.1%
−7.7%
Reduced · −4K sh
21Vaneck Morningstar
MF Closed and MF Open
$4.3M44.4K
1.0%
−0.5%
Reduced · −230 sh
22Energy Transfer
Oil & Gas, Real Estate and REIT
$4.1M212.7K
1.0%
−0.1%
Reduced · −225 sh
23Nvidia Corp
Common Stock
$3.6M20.6K
0.9%
−1.2%
Reduced · −254 sh
24State Street
MF Closed and MF Open
$3.5M86.1K
0.8%
−20%
Reduced · −21K sh
25Invesco S&P
MF Closed and MF Open
$3.4M23.4K
0.8%
+13%
Added · +3K sh
26Ishares Ibonds
MF Closed and MF Open
$3.4M131.8K
0.8%
Held
27State Street
MF Closed and MF Open
$3.1M55.6K
0.8%
+25%
Added · +11K sh
28Pacer Aristotole
MF Closed and MF Open
$2.9M61.9K
0.7%
+14%
Added · +8K sh
29Ciena Corp
Common Stock
$2.5M6.3K
0.6%
+25%
Added · +1K sh
30Ishares Core
MF Closed and MF Open
$2.4M24.4K
0.6%
+121%
Added · +13K sh
31Microsoft Corp
Common Stock
$2.4M6.5K
0.6%
+2.6%
Added · +168 sh
32Ishares Ibonds
MF Closed and MF Open
$2.3M91.1K
0.6%
−31%
Reduced · −41K sh
33Alphabet Inc
Common Stock
$2.1M7.3K
0.5%
+4.0%
Added · +280 sh
34Amazon Com
Common Stock
$2.1M9.9K
0.5%
+4.9%
Added · +465 sh
35Ishares Ibonds
MF Closed and MF Open
$2.0M79.1K
0.5%
−27%
Reduced · −30K sh
36Ishares Core
MF Closed and MF Open
$2.0M3.0K
0.5%
−5.7%
Reduced · −182 sh
37Ishares Global
MF Closed and MF Open
$1.9M33.4K
0.5%
New
New position
38Ishares S&P
MF Closed and MF Open
$1.6M11.4K
0.4%
−1.0%
Reduced · −120 sh
39First Trust
MF Closed and MF Open
$1.6M97.5K
0.4%
New
New position
40Walmart Inc
Common Stock
$1.6M13.1K
0.4%
−0.1%
Reduced · −17 sh
41Torm PLC
Common Stock
$1.6M57.7K
0.4%
−3.3%
Reduced · −2K sh
42State Street
MF Closed and MF Open
$1.4M29.0K
0.3%
+22%
Added · +5K sh
43Principal Financial
Common Stock
$1.4M15.1K
0.3%
+10%
Added · +1K sh
44Chevron Corp
Common Stock
$1.3M6.5K
0.3%
−22%
Reduced · −2K sh
45Global X
MF Closed and MF Open
$1.3M34.2K
0.3%
+15%
Added · +5K sh
46McDonalds Corp
Common Stock
$1.3M4.3K
0.3%
+8.4%
Added · +335 sh
47Verizon Communications
Common Stock
$1.3M26.5K
0.3%
+16%
Added · +4K sh
48JPMorgan Chase
Common Stock
$1.3M4.5K
0.3%
+12%
Added · +480 sh
49Tesla Inc
Common Stock
$1.3M3.5K
0.3%
−3.0%
Reduced · −108 sh
50Deere & Co
Common Stock
$1.3M2.3K
0.3%
−14%
Reduced · −355 sh
Showing 50 of 156 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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 ~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.