Arkolith/Funds/REAP Financial Group, LLC

REAP Financial Group, LLC

CIK 2048581
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

REAP Financial Group, LLC holds a focused book of 542 reported positions worth $585.6M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Micron Technology Inc and trimmed FT Vest US Equity Moderate B. Their largest long position is Vanguard Total Stock MKT ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.7%
+17.9%/yr · since Feb '25
Their reported book
+28.6%
held from quarter-end
S&P 500
+32.8%
same window
$9K$10K$11K$12K$13KFeb '25Jun '25Oct '25Jan '26May '26Sep '26
REAP Financial Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning REAP Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
56%
Top 20 holdings
73%

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

Where the money is, by sector

8% mapped to company sectors

ETFs / funds
90%
Information Technology
3%
No sector on file yet
3%
Financials
1%
Industrials
1%
Consumer Discretionary
1%
Health Care
1%

+6 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as REAP Financial Group, LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd18 / 80$1.0B
Prosperity Advisers, LLC16 / 80$117.8M
Shotwell Rutter Baer Inc16 / 80$144.0M
Golden Road Advisors LLC25 / 80$158.2M
Ketron Financial15 / 80$244.3M
Hoey Investments, Inc26 / 80$587.7M
Integrated Financial Solutions, Inc.12 / 80$136.8M
Independent Investors Inc13 / 80$385.7M

Ranked by the share of each fund's own book sitting in the names it shares with REAP Financial Group, 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.

Holdings: largest first

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

542 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$74.8M202.1K
12.8%
+13%
Added · +23K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$70.3M986.1K
12.0%
+6.3%
Added · +59K sh
3Vanguard Index FDS
GROWTH ETF
$35.1M407.9K
6.0%
+526%
Added · +343K sh
4Vanguard Index FDS
VALUE ETF
$29.7M136.4K
5.1%
+3.6%
Added · +5K sh
5American Centy ETF TR
AVANTIS EMGMKT
$23.9M247.6K
4.1%
+7.7%
Added · +18K sh
6American Centy ETF TR
US SML CP VALU
$23.0M184.2K
3.9%
+9.2%
Added · +16K sh
7American Centy ETF TR
US LARGE CAP VLU
$22.9M250.6K
3.9%
+9.1%
Added · +21K sh
8First TR Exchng Traded FD VI
FT VEST US EQT
$19.0M423.0K
3.3%
−3.0%
Reduced · −13K sh
9First TR Exchng Traded FD VI
FT VEST US EQT
$14.9M244.3K
2.5%
−1.5%
Reduced · −4K sh
10First TR Exchng Traded FD VI
FT VEST US EQT
$13.2M234.2K
2.2%
+41%
Added · +68K sh
11Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$13.1M219.8K
2.2%
+3.7%
Added · +8K sh
12Dimensional ETF Trust
INTERNATNAL VAL
$10.9M201.7K
1.9%
+9.6%
Added · +18K sh
13American Centy ETF TR
INTL SMCP VLU
$10.9M105.7K
1.9%
+8.9%
Added · +9K sh
14First TR Exchng Traded FD VI
FT VEST US EQT
$10.6M223.0K
1.8%
−2.2%
Reduced · −5K sh
15Dimensional ETF Trust
GLOBAL REAL EST
$10.2M353.2K
1.7%
+12%
Added · +39K sh
16First TR Exchng Traded FD VI
FT VEST UQ EQT
$10.0M215.3K
1.7%
−2.4%
Reduced · −5K sh
17Vanguard Index FDS
SMALL CP ETF
$8.3M27.3K
1.4%
+4.9%
Added · +1K sh
18First TR Exchng Traded FD VI
FT VEST US EQT
$8.2M138.1K
1.4%
−1.6%
Reduced · −2K sh
19First TR Exchng Traded FD VI
FT VEST US EQT
$8.0M170.5K
1.4%
+11%
Added · +17K sh
20First TR Exchng Traded FD VI
FT VEST US EQT
$7.9M151.6K
1.4%
+6.0%
Added · +9K sh
21First TR Exchng Traded FD VI
FT VEST US EQT
$7.6M144.7K
1.3%
−0.2%
Reduced · −300 sh
22Apple Inc
COM
$7.5M25.9K
1.3%
+7.5%
Added · +2K sh
23First TR Exchng Traded FD VI
FT VEST US EQT
$6.9M125.6K
1.2%
−9.0%
Reduced · −12K sh
24First TR Exchng Traded FD VI
FT VEST US EQT
$6.9M121.7K
1.2%
−0.8%
Reduced · −1K sh
25First TR Exchng Traded FD VI
FT VEST US EQT
$6.8M143.7K
1.2%
−4.6%
Reduced · −7K sh
26First TR Exchng Traded FD VI
FT VEST US EQT
$6.5M118.7K
1.1%
−2.8%
Reduced · −3K sh
27First TR Exchng Traded FD VI
FT VEST US EQT
$5.4M92.5K
0.9%
−2.1%
Reduced · −2K sh
28First TR Exchng Traded FD VI
FT VEST US EQT
$5.1M99.0K
0.9%
−1.8%
Reduced · −2K sh
29First TR Exchng Traded FD VI
FT VEST US EQT
$4.8M96.5K
0.8%
−10%
Reduced · −11K sh
30First TR Exchng Traded FD VI
FT VEST U.S.
$4.6M99.2K
0.8%
−7.2%
Reduced · −8K sh
31First TR Exchng Traded FD VI
FT VEST UQ EQT
$4.4M81.6K
0.8%
+0.1%
Added · +75 sh
32First TR Exchng Traded FD VI
FT VEST US EQT
$4.0M66.9K
0.7%
+5.2%
Added · +3K sh
33Ishares TR
CORE S&P500 ETF
$4.0M5.3K
0.7%
−5.0%
Reduced · −276 sh
34First TR Exchng Traded FD VI
FT VEST U.S.
$3.7M78.6K
0.6%
−23%
Reduced · −24K sh
35First TR Exchng Traded FD VI
FT VEST US EQT
$2.9M59.8K
0.5%
−17%
Reduced · −13K sh
36First TR Exchng Traded FD VI
FT VEST US EQT
$2.4M56.2K
0.4%
−4.7%
Reduced · −3K sh
37First TR Exchng Traded FD VI
FT VEST US
$2.2M42.7K
0.4%
−23%
Reduced · −13K sh
38First TR Exchng Traded FD VI
FT VEST U.S.
$2.1M51.1K
0.4%
+29%
Added · +12K sh
39First TR Exchng Traded FD VI
FT VEST US
$1.8M40.6K
0.3%
−8.4%
Reduced · −4K sh
40Nvidia Corporation
COM
$1.8M8.9K
0.3%
+21%
Added · +2K sh
41First TR Exchng Traded FD VI
FT VEST US EQT
$1.7M38.1K
0.3%
+1.2%
Added · +450 sh
42Alphabet Inc
CAP STK CL A
$1.5M4.3K
0.3%
+6.0%
Added · +241 sh
43First TR Exchange-Traded FD
NASDQ CLN EDGE
$1.5M7.6K
0.2%
+56%
Added · +3K sh
44Ishares TR
CORE MSCI EAFE
$1.4M14.5K
0.2%
−4.5%
Reduced · −689 sh
45Exxon Mobil Corp
COM
$1.4M10.1K
0.2%
+0.3%
Added · +31 sh
46First TR Exchng Traded FD VI
FT VEST U.S EQT
$1.3M29.4K
0.2%
−13%
Reduced · −4K sh
47Flex Ltd
ORD
$1.3M7.9K
0.2%
+5.8%
Added · +432 sh
48First TR Exchng Traded FD VI
FT VEST U.S EQT
$1.2M29.3K
0.2%
−0.9%
Reduced · −263 sh
49Ishares Inc
CORE MSCI EMKT
$1.1M13.7K
0.2%
−2.8%
Reduced · −391 sh
50Vanguard Scottsdale FDS
INT-TERM CORP
$1.1M13.2K
0.2%
+2.4%
Added · +311 sh
Showing 50 of 542 positions
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Filing history

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

$585.6M · Q2 2026Q3 2024 · $408.0MQ2 2026 · $585.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202635d542$585.6M13F-HR
Q1 2026Mar 31, 2026May 11, 202641d533$506.7M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d557$492.3M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d515$460.3M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202523d499$425.9M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d535$403.7M13F-HR
Q4 2024Dec 31, 2024Feb 27, 202558d691$403.1M13F-HR
Q3 2024Sep 30, 2024Feb 27, 2025150d597$408.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.