Raleigh Capital Management Inc. holds a diversified book of 526 stocks worth $313.3M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core High Dividend E and trimmed SS Fi Sector Rotation. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 5% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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/1911726/holdings"
Use Arkolith to show Raleigh Capital Management Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Raleigh Capital Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% 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 Raleigh Capital Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $511.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $103.4B |
| LPL Financial LLC | 80 / 80 | $79.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $76.2B |
| HighTower Advisors, LLC | 80 / 80 | $23.1B |
| Cerity Partners LLC | 80 / 80 | $19.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.3B |
| CWM, LLC | 80 / 80 | $10.1B |
Ranked by how many of Raleigh Capital Management Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $16.4M | 22.0K | 5.2% | ▲+18% Added · +3K sh | |
| 2 | Ssga Active TR ST STR SECTO ETF | $12.6M | 490.6K | 4.0% | ▼−5.5% Reduced · −28K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $9.8M | 13.1K | 3.1% | ▲+62% Added · +5K sh | |
| 4 | Ssga Active TR STATE STREET US | $9.7M | 149.4K | 3.1% | ▼−0.5% Reduced · −775 sh | |
| 5 | SPDR Index SHS FDS ST PORT MARK ETF | $7.7M | 149.7K | 2.5% | ▲+12% Added · +16K sh | |
| 6 | Nvidia Corporation COM | $7.7M | 38.7K | 2.5% | ▲+1.2% Added · +455 sh | |
| 7 | Apple Inc COM | $7.6M | 26.1K | 2.4% | ▲+15% Added · +3K sh | |
| 8 | Alphabet Inc CAP STK CL A | $6.3M | 17.6K | 2.0% | ▲+0.3% Added · +44 sh | |
| 9 | SPDR Series Trust ST BLOO HIGH ETF | $5.0M | 52.3K | 1.6% | ▲+145% Added · +31K sh | |
| 10 | Microsoft Corp COM | $4.8M | 12.9K | 1.5% | ▼−0.2% Reduced · −24 sh | |
| 11 | Abbvie Inc COM | $4.6M | 18.1K | 1.5% | ▲+18% Added · +3K sh | |
| 12 | Amazon Com Inc COM | $4.3M | 18.1K | 1.4% | ▲+0.4% Added · +74 sh | |
| 13 | SPDR Index SHS FDS ST STR PO EX ETF | $4.2M | 83.3K | 1.3% | ▼−39% Reduced · −54K sh | |
| 14 | SPDR Series Trust STATE STRET SPDR | $3.9M | 116.5K | 1.2% | ▲+6.3% Added · +7K sh | |
| 15 | Broadcom Inc COM | $3.6M | 9.6K | 1.2% | ▲+14% Added · +1K sh | |
| 16 | US Bancorp COM NEW | $3.5M | 57.6K | 1.1% | ▲+0.8% Added · +485 sh | |
| 17 | Verizon Communications Inc COM | $3.1M | 74.2K | 1.0% | ▲+19% Added · +12K sh | |
| 18 | SPDR Series Trust ST LON TREAS ETF | $3.1M | 117.5K | 1.0% | ▲+104% Added · +60K sh | |
| 19 | SPDR Series Trust ST STR SP600 SML | $3.0M | 51.8K | 1.0% | ▼−2.7% Reduced · −1K sh | |
| 20 | Enbridge Inc COM | $3.0M | 55.0K | 1.0% | ▲+2.9% Added · +2K sh | |
| 21 | Philip Morris Intl Inc COM | $2.9M | 16.0K | 0.9% | ▼−2.5% Reduced · −401 sh | |
| 22 | PNC Finl Svcs Group Inc COM | $2.9M | 11.7K | 0.9% | ▼−15% Reduced · −2K sh | |
| 23 | Meta Platforms Inc CL A | $2.8M | 4.9K | 0.9% | ▼−7.6% Reduced · −406 sh | |
| 24 | Pfizer Inc COM | $2.8M | 114.6K | 0.9% | ▲+13% Added · +13K sh | |
| 25 | Prologis Inc. COM | $2.7M | 20.2K | 0.9% | ▲+3.0% Added · +584 sh | |
| 26 | Sanofi Sa SPONSORED ADR | $2.7M | 63.4K | 0.9% | ▲+12% Added · +7K sh | |
| 27 | Firstenergy Corp COM | $2.7M | 56.5K | 0.9% | ▲+11% Added · +5K sh | |
| 28 | SPDR Series Trust ST STR USD ETF | $2.6M | 103.3K | 0.8% | ▲+6.9% Added · +7K sh | |
| 29 | Paychex Inc COM | $2.6M | 26.7K | 0.8% | ▲+3.4% Added · +883 sh | |
| 30 | SPDR Gold TR GOLD SHS | $2.5M | 6.9K | 0.8% | ▼−11% Reduced · −868 sh | |
| 31 | Ishares TR S&P 500 GRWT ETF | $2.5M | 18.3K | 0.8% | ▼−3.3% Reduced · −625 sh | |
| 32 | British Amern Tob PLC SPONSORED ADR | $2.5M | 40.7K | 0.8% | ▼−10% Reduced · −5K sh | |
| 33 | SPDR Series Trust STATE STRET SPDR | $2.5M | 131.3K | 0.8% | ▲+8.1% Added · +10K sh | |
| 34 | Ssga Active ETF TR ST STR BL LN ETF | $2.5M | 61.1K | 0.8% | ▲+8.1% Added · +5K sh | |
| 35 | Totalenergies SE ACT | $2.5M | 31.6K | 0.8% | ▼−25% Reduced · −10K sh | |
| 36 | BlackRock ETF Trust ISHARES US EQUIT | $2.4M | 35.6K | 0.8% | ▲+0.2% Added · +88 sh | |
| 37 | Medtronic PLC SHS | $2.4M | 30.1K | 0.8% | ▲+122% Added · +17K sh | |
| 38 | Wec Energy Group Inc COM | $2.3M | 19.7K | 0.7% | ▲+21% Added · +3K sh | |
| 39 | SPDR Series Trust ST LONG BD ETF | $2.3M | 102.2K | 0.7% | ▲+4.8% Added · +5K sh | |
| 40 | American Tower Corp COM | $2.3M | 14.0K | 0.7% | ▲+1.9% Added · +266 sh | |
| 41 | National Grid PLC SPONSORED ADR NE | $2.2M | 26.0K | 0.7% | ▲+10% Added · +2K sh | |
| 42 | Pepsico Inc COM | $2.1M | 15.8K | 0.7% | ▲+1.8% Added · +275 sh | |
| 43 | Amcor PLC COM NEW | $2.1M | 48.8K | 0.7% | ▼−3.2% Reduced · −2K sh | |
| 44 | Ishares TR S&P 500 VAL ETF | $2.1M | 9.2K | 0.7% | ▼−19% Reduced · −2K sh | |
| 45 | Chevron Corporation COM | $2.1M | 12.6K | 0.7% | ▼−24% Reduced · −4K sh | |
| 46 | TC Energy Corp COM | $2.0M | 30.6K | 0.6% | ▲+1.9% Added · +558 sh | |
| 47 | Eli Lilly & Co COM | $2.0M | 1.7K | 0.6% | ▼−2.6% Reduced · −45 sh | |
| 48 | SPDR Series Trust ST STR P400MID | $2.0M | 29.9K | 0.6% | ▲~0% Added · +3 sh | |
| 49 | Ishares Inc CORE MSCI EMKT | $2.0M | 24.1K | 0.6% | ▼−26% Reduced · −8K sh | |
| 50 | Ishares TR 7-10 YR TRSY BD | $1.9M | 20.4K | 0.6% | ▲20k× Added · +20K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 610 | $313.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 775 | $289.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 583 | $275.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 545 | $263.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 638 | $238.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 570 | $220.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 1,021 | $259.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 998 | $259.4M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.