Rench Wealth Management, Inc. holds a focused book of 67 reported positions worth $372.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL B and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Rench Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Rench Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+4 sectors below the cut, 3% 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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Rench Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 67 | $4.4B |
| Hoffman, Alan N Investment Management | 9 / 67 | $161.9M |
| Prospect Hill Management, LLC | 10 / 67 | $246.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 67 | $1.2B |
| Oakmont Corp | 13 / 67 | $440.5M |
| Draper Asset Management, LLC | 9 / 67 | $172.6M |
| 9823 Capital, L.P. | 9 / 67 | $126.2M |
| H&H International Investment, LLC | 7 / 67 | $17.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Rench Wealth Management, Inc.: 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 position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $30.9M | 154.2K | 8.3% | ▼−13% Reduced · −23K sh | |
| 2 | Lam Research Corp COM NEW | $26.1M | 60.3K | 7.0% | ▼−16% Reduced · −11K sh | |
| 3 | Apple Inc COM | $25.4M | 87.7K | 6.8% | ▼−1.2% Reduced · −1K sh | |
| 4 | Applied Matls Inc COM | $19.5M | 26.9K | 5.2% | ▼−15% Reduced · −5K sh | |
| 5 | Alphabet Inc CAP STK CL C | $19.3M | 54.8K | 5.2% | ▼−1.7% Reduced · −968 sh | |
| 6 | Microsoft Corp COM | $17.9M | 47.9K | 4.8% | ▲+0.6% Added · +265 sh | |
| 7 | JPMorgan Chase & Co COM | $15.4M | 47.1K | 4.1% | ▼−0.9% Reduced · −430 sh | |
| 8 | Amazon Com Inc COM | $12.9M | 54.1K | 3.5% | ▼−0.1% Reduced · −63 sh | |
| 9 | Johnson & Johnson COM | $12.7M | 50.0K | 3.4% | ▼−0.6% Reduced · −307 sh | |
| 10 | Gallagher Arthur J & Co COM | $12.0M | 52.4K | 3.2% | ▲+1.1% Added · +594 sh | |
| 11 | Microchip Technology Inc. COM | $8.4M | 92.6K | 2.3% | ▲+0.6% Added · +512 sh | |
| 12 | Cisco Sys Inc COM | $8.3M | 71.1K | 2.2% | ▼−1.2% Reduced · −847 sh | |
| 13 | Procter & Gamble Co COM | $8.0M | 54.5K | 2.1% | ▼−0.6% Reduced · −344 sh | |
| 14 | Fastenal Co COM | $7.9M | 165.5K | 2.1% | ▲+0.1% Added · +171 sh | |
| 15 | Entergy Corp New COM | $7.9M | 68.7K | 2.1% | ▼−0.6% Reduced · −381 sh | |
| 16 | L3harris Technologies Inc COM | $7.9M | 27.1K | 2.1% | ▼−0.5% Reduced · −144 sh | |
| 17 | Costco Wholesale Corporation COM | $7.3M | 7.8K | 2.0% | ▼−0.3% Reduced · −21 sh | |
| 18 | Exxon Mobil Corp COM | $7.1M | 51.6K | 1.9% | ▲+0.6% Added · +323 sh | |
| 19 | NextEra Energy Inc COM | $6.6M | 75.4K | 1.8% | ▲+0.6% Added · +467 sh | |
| 20 | Mastercard Incorporated CL A | $6.4M | 12.5K | 1.7% | ▲+0.4% Added · +55 sh | |
| 21 | Intuitive Surgical Inc COM NEW | $6.3M | 15.7K | 1.7% | ▲+2.0% Added · +311 sh | |
| 22 | Abbott Laboratories COM | $6.1M | 66.9K | 1.6% | ▼−0.1% Reduced · −99 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $5.9M | 11.8K | 1.6% | ▲New New position | |
| 24 | Republic Svcs Inc COM | $5.8M | 27.4K | 1.6% | ▲+0.3% Added · +96 sh | |
| 25 | Merck & Co Inc COM | $5.6M | 43.8K | 1.5% | ▲+0.2% Added · +99 sh | |
| 26 | Paychex Inc COM | $5.6M | 56.9K | 1.5% | ▲+1.1% Added · +650 sh | |
| 27 | Chevron Corporation COM | $5.6M | 33.8K | 1.5% | ▲+0.8% Added · +252 sh | |
| 28 | Unitedhealth Group Inc COM | $4.9M | 11.9K | 1.3% | ▼−1.7% Reduced · −203 sh | |
| 29 | Boeing Co COM | $4.7M | 21.5K | 1.3% | ▼−0.1% Reduced · −30 sh | |
| 30 | Lowes Cos Inc COM | $4.5M | 20.4K | 1.2% | ▲+0.7% Added · +133 sh | |
| 31 | Southern Co COM | $4.4M | 45.7K | 1.2% | ▲+0.7% Added · +331 sh | |
| 32 | Intuit COM | $4.3M | 16.5K | 1.2% | ▲+94% Added · +8K sh | |
| 33 | Public SVC Enterprise Group COM | $3.9M | 47.6K | 1.0% | ▲+0.1% Added · +44 sh | |
| 34 | D R Horton Inc COM | $3.6M | 22.4K | 1.0% | ▲+5.7% Added · +1K sh | |
| 35 | Booz Allen Hamilton Hldg Cor CL A | $3.6M | 59.8K | 1.0% | ▲+0.2% Added · +123 sh | |
| 36 | Elevance Health Inc Formerly COM | $3.5M | 9.2K | 1.0% | ▼−1.2% Reduced · −112 sh | |
| 37 | United Parcel Svcs Inc CL B | $3.3M | 30.8K | 0.9% | ▼−0.6% Reduced · −177 sh | |
| 38 | Verizon Communications Inc COM | $3.0M | 70.4K | 0.8% | ▼−2.1% Reduced · −2K sh | |
| 39 | Waste Connections Inc COM | $2.8M | 16.5K | 0.7% | ▲New New position | |
| 40 | ASML Hldg NV N Y REGISTRY SHS | $2.7M | 1.3K | 0.7% | ▼−0.4% Reduced · −5 sh | |
| 41 | Thermo Fisher Scientific Inc COM | $1.5M | 2.9K | 0.4% | ▲+18% Added · +434 sh | |
| 42 | S&P Global Inc COM | $1.4M | 3.4K | 0.4% | ▲+5.7% Added · +180 sh | |
| 43 | Boston Scientific Corp COM | $1.2M | 28.0K | 0.3% | ▲+28% Added · +6K sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $875K | 1.2K | 0.2% | ▲+1.5% Added · +17 sh | |
| 45 | Invesco Exchange Traded FD T S&P500 EQL WGT | $873K | 4.1K | 0.2% | ▲+0.4% Added · +15 sh | |
| 46 | Schwab Strategic TR US DIVIDEND EQ | $784K | 24.7K | 0.2% | ▼−7.7% Reduced · −2K sh | |
| 47 | F5 Inc COM | $749K | 1.8K | 0.2% | —Held | |
| 48 | Meta Platforms Inc CL A | $719K | 1.3K | 0.2% | ▲+0.1% Added · +1 sh | |
| 49 | International Business Machs COM | $693K | 2.5K | 0.2% | ▲+1.9% Added · +47 sh | |
| 50 | Ecolab Inc COM | $574K | 2.1K | 0.2% | ▲+0.3% Added · +6 sh |
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Use Arkolith to show Rench Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 67 | $372.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 62 | $332.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 56 | $348.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 56 | $340.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 49 | $289.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 51 | $293.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 45 | $291.3M | 13F-HR |
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.