Arkolith/Funds/R2 Capital Strategies, LLC

R2 Capital Strategies, LLC

CIK 2146947
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

R2 Capital Strategies, LLC holds a focused book of 115 stocks worth $220.7M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). Their largest long position is Apple Inc at 9% of the equity book.

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holdings, largest changes, and filing provenance.
First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
46%
Top 20 holdings
64%

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

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
19%
Consumer Discretionary
6%
Financials
5%
Health Care
1%
Industrials
1%
Communication Services
0%
Utilities
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.

Funds with the most overlap

Other tracked managers holding the same core names as R2 Capital Strategies, LLC

Manager / fundShared namesTheir $ in those
NewEdge Advisors, LLC79 / 80$7.2B
Farther Finance Advisors, LLC79 / 80$2.6B
JPMORGAN CHASE & CO78 / 80$404.6B
OSAIC HOLDINGS, INC.78 / 80$17.7B
HARBOUR INVESTMENTS, INC.78 / 80$1.3B
MORGAN STANLEY77 / 80$442.4B
UBS Group AG77 / 80$115.7B
RAYMOND JAMES FINANCIAL INC77 / 80$79.8B

Ranked by how many of R2 Capital Strategies, 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.

115 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$18.9M65.4K
8.6%
New
New position
2Vanguard World FD
MEGA GRWTH IND
$15.3M174.5K
6.9%
New
New position
3Vanguard Whitehall FDS
HIGH DIV YLD
$12.4M78.3K
5.6%
New
New position
4SPDR Series Trust
ST STR PR SP1500
$11.7M129.4K
5.3%
New
New position
5Nvidia Corporation
COM
$9.0M45.1K
4.1%
New
New position
6Amazon Com Inc
COM
$8.7M36.7K
4.0%
New
New position
7BlackRock ETF Trust II
ISHA FLEX IN ETF
$7.4M141.5K
3.4%
New
New position
8Microsoft Corp
COM
$6.2M16.6K
2.8%
New
New position
9Ishares TR
FLTG RATE NT ETF
$6.2M121.2K
2.8%
New
New position
10Berkshire Hathaway Inc Del
CL B NEW
$5.9M11.7K
2.7%
New
New position
11BlackRock ETF Trust II
ISHA TOTA RE ETF
$5.6M112.3K
2.6%
New
New position
12Columbia ETF TR I
RESH ENHNC COR
$5.2M120.9K
2.4%
New
New position
13Proshares TR
ULTRPRO S&P500
$4.0M28.4K
1.8%
New
New position
14Alphabet Inc
CAP STK CL C
$3.7M10.4K
1.7%
New
New position
15First TR Exchange-Traded FD
CAP STRENGTH ETF
$3.6M38.6K
1.6%
New
New position
16Visa Inc
COM CL A
$3.6M10.5K
1.6%
New
New position
17Wisdomtree TR
ITL HDG QTLY DIV
$3.6M67.8K
1.6%
New
New position
18Cambria ETF TR
CAMBRIA FGN SHR
$3.5M94.6K
1.6%
New
New position
19Capital Group Core Equity Et
SHS CREAT UNIT
$3.2M71.2K
1.4%
New
New position
20Proshares TR
ULTRPRO DOW30
$2.9M41.0K
1.3%
New
New position
21Vanguard Index FDS
MID CAP ETF
$2.8M34.2K
1.2%
New
New position
22Vanguard World FD
MEGA CAP INDEX
$2.7M9.9K
1.2%
New
New position
23Ishares TR
GLOBAL 100 ETF
$2.7M19.5K
1.2%
New
New position
24Proshares TR
S&P MDCP 400 DIV
$2.6M28.8K
1.2%
New
New position
25Capital Group Dividend Value
SHS CREAT UNIT
$2.6M52.0K
1.2%
New
New position
26Capital Group Global Equity
SHS
$2.1M59.6K
1.0%
New
New position
27Select Sector SPDR TR
ST STR TECHN ETF
$2.1M10.8K
0.9%
New
New position
28State STR SPDR S&P 500 ETF T
TR UNIT
$2.0M2.6K
0.9%
New
New position
29American Centy ETF TR
US EQT ETF
$2.0M15.3K
0.9%
New
New position
30Ishares TR
CORE S&P500 ETF
$1.9M2.6K
0.9%
New
New position
31Ishares TR
CORE US AGGBD ET
$1.8M18.7K
0.8%
New
New position
32Ishares TR
US CONSM STAPLES
$1.6M22.4K
0.7%
New
New position
33Ishares TR
MSCI USA MIN ETF
$1.6M16.9K
0.7%
New
New position
34Capital Group Equity ETF TR
US SM MI CA ETF
$1.6M48.6K
0.7%
New
New position
35Costco Wholesale Corporation
COM
$1.6M1.7K
0.7%
New
New position
36Ishares TR
CORE 80 20 ETF
$1.6M15.9K
0.7%
New
New position
37Schwab Strategic TR
INTL EQTY ETF
$1.5M55.3K
0.7%
New
New position
38Space Exploration Techn Corp
CLASS A COM STK
$1.5M9.0K
0.7%
New
New position
39Wisdomtree TR
FLOATNG RAT TREA
$1.5M29.5K
0.7%
New
New position
40Capital Group Core Balanced
SHS
$1.5M38.7K
0.7%
New
New position
41Schwab Strategic TR
US LCAP GR ETF
$1.4M42.7K
0.7%
New
New position
42Select Sector SPDR TR
ST STR FINL ETF
$1.4M26.6K
0.6%
New
New position
43Schwab Strategic TR
US LCAP VA ETF
$1.4M40.4K
0.6%
New
New position
44Capital Group Dividend Growe
SHS ETF
$1.4M36.6K
0.6%
New
New position
45Ishares TR
CORE 40 MODE ETF
$1.3M26.9K
0.6%
New
New position
46Ishares TR
CORE 60 BALA ETF
$1.3M18.6K
0.6%
New
New position
47Eli Lilly & Co
COM
$1.1M924
0.5%
New
New position
48Micron Technology Inc
COM
$1.1M955
0.5%
New
New position
49Select Sector SPDR TR
ST STR STAPL ETF
$1.1M13.2K
0.5%
New
New position
50Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$1.0M5.9K
0.5%
New
New position
Showing 50 of 115 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026115$220.7M13F-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.