Arkolith/Funds/Risk Paradigm Group, LLC

Risk Paradigm Group, LLC

CIK 1569886
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Risk Paradigm Group, LLC holds a diversified book of 57 reported positions worth $127.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened SPDR Gold Shares and trimmed Vaneck Int High Yield Bond. Their largest long position is Ishares 7-10 Year Treasury B at 6% of the reported non-option book. Cloning the disclosed picks since 2018 would be +98% (+8.3%/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
+98.4%
+8.3%/yr · since Feb '18
Their reported book
+86.7%
held from quarter-end
S&P 500
+223.5%
same window
$8K$14K$21K$27K$33KFeb '18Oct '19Jul '21Apr '23Dec '24Sep '26
Risk Paradigm Group, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 11.7 points over this window.

Growth of $10,000 cloning Risk Paradigm Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 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: diversified book

Top 5 holdings
25%
Top 10 holdings
41%
Top 20 holdings
66%

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
87%
Financials
8%
No sector on file yet
5%

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

Funds with the most overlap

Other tracked managers holding the same core names as Risk Paradigm Group, LLC

Manager / fundShared namesTheir $ in those
IMZ Advisory Inc10 / 57$237.3M
WestEnd Advisors, LLC14 / 57$2.2B
LWM Advisors Inc7 / 57$57.9M
Alamea Verwaltungs GmbH5 / 57$53.5M
J.Safra Asset Management Corp17 / 57$886.8M
Summit Financial Consulting LLC6 / 57$55.8M
Innealta Capital, LLC11 / 57$70.2M
Markin Asset Management, LP12 / 57$41.1M

Ranked by the share of each fund's own book sitting in the names it shares with Risk Paradigm 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.

57 positions
#SecurityValueShares% PortLast moveHistory
1Ishares 7-10 Year Treasury Bond ETF
Common Stock
$7.5M79.7K
5.9%
+8.8%
Added · +6K sh
2VanEck Vectors Intl Hi Yld Bd ETF
Common Stock
$7.1M328.7K
5.6%
−17%
Reduced · −70K sh
3iShares US Preferred Stock
Common Stock
$6.8M224.3K
5.4%
+10%
Added · +21K sh
4SPDR Dow Jones International Real Estate ETF
Common Stock
$5.7M211.3K
4.5%
+115%
Added · +113K sh
5JPMorgan Chase Finl Co LLC Alerian MLP I
Common Stock
$5.2M150.4K
4.1%
+34%
Added · +38K sh
6iShares Russell 2000 Value Index Fund
Common Stock
$5.1M23.1K
4.0%
+0.8%
Added · +196 sh
7Ishares TR US Aer Def ETF
Common Stock
$4.4M18.1K
3.4%
+6.9%
Added · +1K sh
8SPDR S&P Emerging Markets Small Cap ETF
Common Stock
$4.2M57.1K
3.3%
+0.8%
Added · +433 sh
9SPDR S&P Biotech ETF
Common Stock
$3.4M21.8K
2.7%
+6.1%
Added · +1K sh
10Sector SPDR TR SHS Ben Int Industrial
Common Stock
$3.3M18.0K
2.6%
+17%
Added · +3K sh
11Select Sector SPDR TR Health Care Former
Common Stock
$3.3M20.6K
2.6%
+19%
Added · +3K sh
12Technology Select Sector SPDR ETF
Common Stock
$3.2M17.0K
2.5%
−12%
Reduced · −2K sh
13Select Sector Spdr Tr Communication
Common Stock
$3.2M30.1K
2.5%
+14%
Added · +4K sh
14Sector SPDR TR SHS Ben Int Financial
Common Stock
$3.2M59.6K
2.5%
+14%
Added · +7K sh
15ETF Ser Solutions US GLB Jets
Common Stock
$3.2M95.1K
2.5%
+8.1%
Added · +7K sh
16Select Sector SPDR TR SHS Ben Int Materi
Common Stock
$3.1M61.7K
2.5%
+20%
Added · +10K sh
17Sector SPDR TR SHS Ben Int Utilities
Common Stock
$3.1M68.5K
2.4%
+16%
Added · +10K sh
18SPDR Blackstone / GSO Senior Loan ETF
Common Stock
$3.1M76.2K
2.4%
+12%
Added · +8K sh
19Real Estate Select Sector SPDR
Common Stock
$3.1M69.7K
2.4%
+11%
Added · +7K sh
20iShares MSCI Brazil Small-Cap ETF
Common Stock
$3.1M235.7K
2.4%
+11%
Added · +22K sh
21iShares Russell 2000
Common Stock
$3.1M10.2K
2.4%
+6.0%
Added · +579 sh
22Select Sector SPDR TR Consumer Discretio
Common Stock
$3.0M26.0K
2.4%
+11%
Added · +3K sh
23Sector SPDR TR SHS Ben Int Consumer Stap
Common Stock
$3.0M36.5K
2.4%
+18%
Added · +6K sh
24Amplify ETF TR Amplify Junior S
Common Stock
$3.0M115.9K
2.4%
+4.0%
Added · +5K sh
25Ishares Silver TR Ishares
Common Stock
$2.8M51.5K
2.2%
+0.9%
Added · +487 sh
26SPDR S&P Metals and Mining ETF
Common Stock
$2.6M24.4K
2.0%
+6.1%
Added · +1K sh
27Ishares Msci Emerging Markets ETF
Common Stock
$2.4M35.7K
1.9%
−0.9%
Reduced · −333 sh
28Ishares TR Eafe Value ETF
Common Stock
$2.2M28.3K
1.7%
+0.9%
Added · +256 sh
29iShares Russell 2000 Growth Index Fund
Common Stock
$2.1M5.3K
1.6%
−1.3%
Reduced · −70 sh
30Invesco DB Base Metals Fund
Common Stock
$2.0M83.6K
1.6%
−1.9%
Reduced · −2K sh
31iShares Russell 1000 Growth
Common Stock
$1.9M15.5K
1.5%
+300%
Added · +12K sh
32EMQQ Emerging Markets Intrnt & Ecmrc ETF
Common Stock
$1.9M60.7K
1.5%
+14%
Added · +8K sh
33iShares MSCI EAFE Small-Cap ETF
Common Stock
$1.8M22.5K
1.4%
~0%
Reduced · −3 sh
34iShares 20 Plus Year Treasury Bond
Common Stock
$1.3M14.9K
1.0%
−36%
Reduced · −8K sh
35Global X FDS Global X Copper
Common Stock
$1.2M15.3K
0.9%
+8.0%
Added · +1K sh
36First TR Exch Traded Alphadex FD II Asia
Common Stock
$955K17.8K
0.7%
−2.0%
Reduced · −374 sh
37First TR Exch Traded Alphadex FD II Euro
Common Stock
$796K14.0K
0.6%
−1.6%
Reduced · −221 sh
38KraneShares CSI China Internet ETF
Common Stock
$474K19.4K
0.4%
+0.6%
Added · +112 sh
39Invesco Variable Rate Preferred ETF
Common Stock
$444K18.3K
0.3%
+6.2%
Added · +1K sh
40First TR Exchange Traded FD II Technolog
Common Stock
$407K1.9K
0.3%
−11%
Reduced · −228 sh
41First TR Exchange Traded FD II Indls Pro
Common Stock
$404K4.4K
0.3%
+16%
Added · +597 sh
42First TR Exchange Traded FD II Health Ca
Common Stock
$404K3.3K
0.3%
+8.6%
Added · +262 sh
43First TR Exchange Traded FD II Financial
Common Stock
$399K6.4K
0.3%
+9.6%
Added · +561 sh
44First TR Exchange Traded FD II Consumer
Common Stock
$399K5.8K
0.3%
+16%
Added · +789 sh
45First TR Exchange Traded FD II Consumer
Common Stock
$388K6.2K
0.3%
+20%
Added · +1K sh
46First TR S&P REIT Index FD
Common Stock
$386K12.2K
0.3%
+3.9%
Added · +463 sh
47First TR Exchange Traded FD II Utils Alp
Common Stock
$384K7.8K
0.3%
+11%
Added · +754 sh
48First TR Exchange Traded FD II Materials
Common Stock
$378K4.8K
0.3%
+5.4%
Added · +245 sh
49First TR Large Cap Core Alphadex FD Com
Common Stock
$359K2.6K
0.3%
−1.8%
Reduced · −47 sh
50First Trust North Amer Engy InfrasETF
Common Stock
$350K8.1K
0.3%
−2.4%
Reduced · −196 sh
Showing 50 of 57 positions
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Filing history

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

$127.5M · Q2 2026Q4 2017 · $93.3MQ2 2026 · $127.5M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202636d57$127.5M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d59$117.2M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d52$103.9M13F-HR
Q4 2018Dec 31, 2018Feb 14, 201945d87$41.1M13F-HR
Q3 2018Sep 30, 2018Nov 14, 201845d92$50.5M13F-HR
Q2 2018Jun 30, 2018Aug 10, 201841d93$51.9M13F-HR
Q1 2018Mar 31, 2018May 15, 201845d221$78.7M13F-HR
Q4 2017Dec 31, 2017Feb 13, 201844d259$93.3M13F-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.