Rachor Investment Advisory Services, LLC holds a concentrated book of 203 stocks worth $203.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional Short Duration at 36% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Rachor Investment Advisory Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 79 / 80 | $3.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $474.8B |
| MORGAN STANLEY | 78 / 80 | $471.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $11.1B |
| ROYAL BANK OF CANADA | 77 / 80 | $133.4B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $83.5B |
| LPL Financial LLC | 77 / 80 | $51.9B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $45.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Rachor Investment Advisory Services, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust SHOR DUR FIX ETF | $72.5M | 1.52M | 35.7% | ▲+4.6% Added · +67K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $40.7M | 917.1K | 20.0% | ▼−3.0% Reduced · −29K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQUITY | $30.8M | 827.6K | 15.2% | ▲+3.4% Added · +27K sh | |
| 4 | Dimensional ETF Trust ULTR FIX INC ETF | $19.9M | 392.4K | 9.8% | ▲+2.2% Added · +9K sh | |
| 5 | Dimensional ETF Trust EMERGING MKTS CO | $13.5M | 332.8K | 6.7% | ▼−8.7% Reduced · −32K sh | |
| 6 | Dimensional ETF Trust US REAL ESTA ETF | $4.8M | 181.7K | 2.3% | ▲+3.0% Added · +5K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.4K | 1.6% | ▲+1.0% Added · +64 sh | |
| 8 | Dimensional ETF Trust WORLD EQUITY ETF | $2.7M | 32.9K | 1.3% | ▲+3.5% Added · +1K sh | |
| 9 | Dimensional ETF Trust CORE FIXE IN ETF | $2.4M | 55.9K | 1.2% | ▲+1.0% Added · +560 sh | |
| 10 | Alphabet Inc CAP STK CL C | $1.1M | 3.1K | 0.5% | ▼−1.1% Reduced · −33 sh | |
| 11 | Bank Of Amer Corp COM | $885K | 15.5K | 0.4% | ▲+0.5% Added · +73 sh | |
| 12 | Huntington Bancshares Inc COM | $784K | 44.2K | 0.4% | ▲+1.0% Added · +441 sh | |
| 13 | Advanced Micro Devices Inc COM | $581K | 1.0K | 0.3% | —Held | |
| 14 | Fidelity Comwlth TR NASDAQ COMPSIT | $570K | 5.5K | 0.3% | ▼−3.4% Reduced · −196 sh | |
| 15 | Broadcom Inc COM | $515K | 1.4K | 0.3% | ▲+0.1% Added · +2 sh | |
| 16 | Apple Inc COM | $504K | 1.7K | 0.2% | ▼−0.5% Reduced · −9 sh | |
| 17 | Nvidia Corporation COM | $441K | 2.2K | 0.2% | ▼−8.4% Reduced · −202 sh | |
| 18 | Cummins Inc COM | $348K | 488 | 0.2% | ▲+0.2% Added · +1 sh | |
| 19 | Ge Aerospace COM NEW | $340K | 911 | 0.2% | ▼−1.5% Reduced · −14 sh | |
| 20 | JPMorgan Chase & Co COM | $313K | 958 | 0.2% | ▼−0.1% Reduced · −1 sh | |
| 21 | Corning Inc COM | $280K | 1.1K | 0.1% | ▼−3.2% Reduced · −36 sh | |
| 22 | Ge Vernova Inc COM | $265K | 225 | 0.1% | ▼−0.4% Reduced · −1 sh | |
| 23 | Microsoft Corp COM | $212K | 569 | 0.1% | ▼−9.4% Reduced · −59 sh | |
| 24 | American Express Co COM | $205K | 606 | 0.1% | ▲+0.3% Added · +2 sh | |
| 25 | Palo Alto Networks Inc COM | $205K | 600 | 0.1% | —Held | |
| 26 | Oracle Corp COM | $179K | 1.2K | 0.1% | ▲+0.2% Added · +3 sh | |
| 27 | Simpson MFG Inc COM | $173K | 825 | 0.1% | ▲+0.2% Added · +2 sh | |
| 28 | Cisco Sys Inc COM | $163K | 1.4K | 0.1% | ▲+0.5% Added · +7 sh | |
| 29 | Costco Wholesale Corporation COM | $150K | 160 | 0.1% | ▼−1.8% Reduced · −3 sh | |
| 30 | NextEra Energy Inc COM | $146K | 1.7K | 0.1% | —Held | |
| 31 | Dimensional ETF Trust US SMALL CAP ETF | $140K | 1.7K | 0.1% | ▲+14% Added · +215 sh | |
| 32 | Mastercard Incorporated CL A | $134K | 261 | 0.1% | ▼−2.2% Reduced · −6 sh | |
| 33 | Dfa Invt Dimensions Group In U.S. MIC CAP SHS | $128K | 2.1K | 0.1% | ▲+16% Added · +289 sh | |
| 34 | Dimensional ETF Trust EMERGING MKTS VA | $124K | 2.9K | 0.1% | ▲+13% Added · +324 sh | |
| 35 | Dimensional ETF Trust US SMALL CAP ETF | $120K | 3.1K | 0.1% | ▲+18% Added · +478 sh | |
| 36 | Tesla Inc COM | $119K | 282 | 0.1% | ▼−33% Reduced · −138 sh | |
| 37 | Dimensional ETF Trust GLOBAL REAL EST | $118K | 4.1K | 0.1% | ▲+18% Added · +623 sh | |
| 38 | Pepsico Inc COM | $117K | 867 | 0.1% | ▲+0.2% Added · +2 sh | |
| 39 | Boeing Co COM | $117K | 540 | 0.1% | —Held | |
| 40 | Dimensional ETF Trust INTL SMALL CAP E | $113K | 3.2K | 0.1% | ▲+18% Added · +481 sh | |
| 41 | Dimensional ETF Trust INTL SMALL CAP V | $112K | 2.8K | 0.1% | ▲+19% Added · +440 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $107K | 54 | 0.1% | ▲+1.9% Added · +1 sh | |
| 43 | Rocket Lab Corp COM | $102K | 1.0K | 0.1% | ▼−2.2% Reduced · −23 sh | |
| 44 | Pfizer Inc COM | $101K | 4.2K | 0.0% | ▲+2.6% Added · +108 sh | |
| 45 | Allstate Corp COM | $101K | 423 | 0.0% | ▲+0.5% Added · +2 sh | |
| 46 | Taiwan Semiconductor Manufac SPONSORED ADS | $97K | 203 | 0.0% | ▼−5.1% Reduced · −11 sh | |
| 47 | Mercadolibre Inc COM | $93K | 55 | 0.0% | ▼−14% Reduced · −9 sh | |
| 48 | Ecolab Inc COM | $91K | 328 | 0.0% | ▲+0.3% Added · +1 sh | |
| 49 | Walmart Inc COM | $86K | 762 | 0.0% | ▼−2.5% Reduced · −20 sh | |
| 50 | Consolidated Edison Inc COM | $85K | 767 | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2008792/holdings"
Use Arkolith to show Rachor Investment Advisory Services, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.