Arkolith/Funds/PTM Wealth Management, LLC

PTM Wealth Management, LLC

CIK 2061027Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

PTM Wealth Management, LLC holds a focused book of 61 stocks worth $222.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Schwab FNDMNTL US LRG Co ETF at 16% of the equity book. They also disclosed $89K in call options (bullish), shown separately below and excluded from the equity book.

Opened
6
bought for the first time
Added to
36
already held, bought more
Trimmed
11
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
59%
Top 10 holdings
85%
Top 20 holdings
93%

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

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
4%
Financials
1%
Utilities
1%
Health Care
1%
Industrials
1%
Consumer Discretionary
1%
Materials
0%

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 PTM Wealth Management, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC61 / 61$62.8B
ENVESTNET ASSET MANAGEMENT INC61 / 61$51.9B
Cetera Investment Advisers61 / 61$17.9B
OSAIC HOLDINGS, INC.61 / 61$14.1B
Farther Finance Advisors, LLC61 / 61$2.0B
HARBOUR INVESTMENTS, INC.61 / 61$1.2B
NewEdge Advisors, LLC60 / 61$6.9B
MORGAN STANLEY59 / 61$412.8B

Ranked by how many of PTM Wealth Management, LLC's top 61 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.

61 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
FUNDAMENTAL US L
$35.0M1.11M
15.8%
+5.7%
Added · +60K sh
2Select Sector SPDR TR
ST STR TECHN ETF
$29.5M167.5K
13.3%
+2.5%
Added · +4K sh
3Innovator Etfs Trust
DEFINED WLT SHLD
$29.3M853.2K
13.2%
+8.4%
Added · +66K sh
4Ssga Active ETF TR
ST STR UL BD ETF
$20.8M515.3K
9.4%
+9.3%
Added · +44K sh
5Ishares TR
MRGSTR MD CP GRW
$15.5M163.5K
7.0%
+4.1%
Added · +6K sh
6Ishares TR
US SML CAP EQT
$13.8M161.0K
6.2%
+6.2%
Added · +9K sh
7John Hancock Exchange Traded
PFD INCOME ETF
$12.6M558.6K
5.7%
+12%
Added · +58K sh
8Pacer FDS TR
US CASH COWS 100
$11.2M172.2K
5.0%
+4.9%
Added · +8K sh
9First TR Exchange-Traded FD
NASDAQ CYB ETF
$11.0M124.3K
4.9%
+4.4%
Added · +5K sh
10First TR Exchange Traded FD
RBA INDL ETF
$10.0M82.6K
4.5%
+5.5%
Added · +4K sh
11Apple Inc
COM
$4.2M12.7K
1.9%
+2.2%
Added · +270 sh
12Fidelity Wise Origin Bitcoin
SHS
$3.0M54.3K
1.4%
+7.5%
Added · +4K sh
13Vanguard Index FDS
S&P 500 ETF SHS
$2.7M3.9K
1.2%
+0.7%
Added · +27 sh
14Constellation Energy Corp
COM
$1.1M4.2K
0.5%
+0.2%
Added · +7 sh
15Microsoft Corp
COM
$988K2.6K
0.4%
+58%
Added · +947 sh
16Ishares TR
CORE S&P SCP ETF
$961K6.6K
0.4%
−2.7%
Reduced · −184 sh
17Amazon Com Inc
COM
$943K4.1K
0.4%
+1.2%
Added · +50 sh
18Ishares TR
MSCI USA MIN ETF
$902K9.3K
0.4%
−0.6%
Reduced · −55 sh
19Nvidia Corporation
COM
$897K4.3K
0.4%
+19%
Added · +679 sh
20Innovator Etfs Trust
US EQTY PWR BUF
$896K19.3K
0.4%
−0.9%
Reduced · −178 sh
21Ishares TR
ISHARES SEMICDTR
$829K1.6K
0.4%
+0.1%
Added · +1 sh
22Alphabet Inc
CAP STK CL A
$765K2.4K
0.3%
+2.8%
Added · +66 sh
23First TR Exchange-Traded FD
SHS
$749K15.0K
0.3%
−3.1%
Reduced · −483 sh
24Exelon Corp
COM
$664K14.0K
0.3%
+0.5%
Added · +66 sh
25Innovator Etfs Trust
US EQTY PWR BF
$649K14.1K
0.3%
Held
26Ishares TR
RUS TP200 GR ETF
$629K2.3K
0.3%
−8.5%
Reduced · −212 sh
27Lam Research Corp
COM NEW
$612K2.0K
0.3%
+0.2%
Added · +4 sh
28Lightwave Logic Inc
COM
$605K100.0K
0.3%
Held
29Eli Lilly & Co
COM
$605K506
0.3%
+0.2%
Added · +1 sh
30Innovator Etfs Trust
US EQTY PWR BUF
$581K11.7K
0.3%
−14%
Reduced · −2K sh
31Lockheed Martin Corp
COM
$512K879
0.2%
+0.7%
Added · +6 sh
32Vanguard Whitehall FDS
HIGH DIV YLD
$457K2.8K
0.2%
+0.8%
Added · +22 sh
33First TR Exch Traded FD III
MANAGD MUN ETF
$455K9.1K
0.2%
−0.1%
Reduced · −8 sh
34Innovator Etfs Trust
US EQTY PWR BUF
$435K9.8K
0.2%
Held
35Merck & Co Inc
COM
$426K3.3K
0.2%
+4.0%
Added · +124 sh
36Ge Vernova Inc
COM
$410K404
0.2%
+0.2%
Added · +1 sh
37Invesco QQQ TR
UNIT SER 1
$409K598
0.2%
+0.8%
Added · +5 sh
38Newamsterdam Pharma Company
ORDINARY SHARES
$382K12.9K
0.2%
Held
39Vanguard Index FDS
GROWTH ETF
$371K4.4K
0.2%
+571%
Added · +4K sh
40Schwab Strategic TR
US LRG CAP ETF
$365K12.5K
0.2%
+0.3%
Added · +33 sh
41Innovator Etfs Trust
US EQTY PWR BUF
$365K8.5K
0.2%
−1.4%
Reduced · −120 sh
42Vanguard Index FDS
MID CAP ETF
$362K4.5K
0.2%
+301%
Added · +3K sh
43Schwab Strategic TR
US DIVIDEND EQ
$360K10.8K
0.2%
−5.8%
Reduced · −669 sh
44Vanguard Index FDS
VALUE ETF
$336K1.5K
0.2%
+0.5%
Added · +7 sh
45Palo Alto Networks Inc
COM
$324K1.0K
0.1%
New
New position
46Innovator Etfs Trust
US EQTY PWR BUF
$307K6.7K
0.1%
Held
47Vanguard Intl Equity Index F
TT WRLD ST ETF
$297K1.9K
0.1%
+0.4%
Added · +7 sh
48Tesla Inc
COM
$285K911
0.1%
−3.3%
Reduced · −31 sh
49Alphabet Inc
CAP STK CL C
$277K869
0.1%
Held
50Applied Matls Inc
COM
$269K501
0.1%
New
New position
Showing 50 of 61 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$89K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishAURORA INNOVATION INC$89K15K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202662$222.1M13F-HR
Q1 2026Mar 31, 2026Apr 9, 202656$188.7M13F-HR
Q4 2025Dec 31, 2025Jan 9, 202656$177.2M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202554$167.5M13F-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.