Arkolith/Funds/Roan Capital Partners

Roan Capital Partners

CIK 2124783
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Roan Capital Partners holds a diversified book of 78 stocks worth $120.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened AMPLIFY ETF TR and trimmed WORLD GOLD TR. Their largest long position is SPDR SERIES TRUST at 5% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
28
existing
Trimmed
29
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
42%
Top 20 holdings
69%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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, no cost basis

Bought
  • AMPLIFY ETF TR
    New$3.7M
  • SPDR SERIES TRUST
    +49%$2.1M
  • SPDR GOLD TR
    New$1.9M
  • SIMPLIFY EXCHANGE TRADED FUN
    +126%$1.4M
  • TEUCRIUM COMMODITY TR
    New$901K
  • PACER FDS TR
    New$887K
Trimmed / exited
  • UNITED STS OIL FD LP
    −72%$3.9M
  • WORLD GOLD TR
    −24%$1.5M
  • SPDR SERIES TRUST
    −18%$704K
  • ISHARES TR
    −40%$518K
  • SPDR INDEX SHS FDS
    −16%$481K
  • EA SERIES TRUST
    −30%$458K

Holdings: largest first

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

78 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$6.5M74.4K
5.4%
+49%
Added · +24K sh
2Wisdomtree TR
US MIDCAP DIVID
$6.2M109.7K
5.1%
+12%
Added · +12K sh
3SPDR Series Trust
ST STR R2K LOWV
$5.5M35.1K
4.6%
+3.4%
Added · +1K sh
4SPDR Series Trust
ST STR SP600 SML
$5.1M89.0K
4.3%
+16%
Added · +12K sh
5SPDR Series Trust
ST STR SP600GRWO
$5.1M42.8K
4.2%
+14%
Added · +5K sh
6SPDR Series Trust
ST STR P500GRW
$5.1M42.8K
4.2%
+3.3%
Added · +1K sh
7World Gold TR
SPDR GLD MINIS
$4.9M61.5K
4.1%
−24%
Reduced · −19K sh
8SPDR Series Trust
ST SHOR CORP ETF
$4.4M147.2K
3.7%
+5.5%
Added · +8K sh
9SPDR Series Trust
ST INTER BD ETF
$4.3M129.3K
3.6%
+6.2%
Added · +8K sh
10SPDR Series Trust
ST LONG BD ETF
$3.9M175.8K
3.3%
+7.0%
Added · +11K sh
11State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$3.9M5.6K
3.2%
+6.5%
Added · +338 sh
12Fidelity Covington Trust
INT VL FCT ETF
$3.9M100.2K
3.2%
−10%
Reduced · −11K sh
13Amplify ETF TR
CWP ENHANCED DIV
$3.7M81.5K
3.1%
New
New position
14Wisdomtree TR
US MIDCAP FUND
$3.6M48.0K
3.0%
+8.9%
Added · +4K sh
15Ishares TR
US TREAS BD ETF
$3.5M154.8K
2.9%
+3.8%
Added · +6K sh
16SPDR Series Trust
ST STR BLO 1 ETF
$3.2M35.3K
2.7%
−18%
Reduced · −8K sh
17SPDR Series Trust
ST LON TREAS ETF
$2.8M105.7K
2.3%
+4.2%
Added · +4K sh
18SPDR Index SHS FDS
ST PORT MARK ETF
$2.6M49.6K
2.1%
−16%
Reduced · −9K sh
19Simplify Exchange Traded Fun
MANAGED FUTURES
$2.5M96.4K
2.1%
+126%
Added · +54K sh
20Ishares TR
CORE S&P500 ETF
$2.3M3.1K
1.9%
−9.9%
Reduced · −338 sh
21Ishares TR
CORE MSCI EURO
$2.0M26.7K
1.7%
−2.0%
Reduced · −556 sh
22SPDR Series Trust
ST STR SP500DIV
$2.0M42.0K
1.7%
+41%
Added · +12K sh
23SPDR Index SHS FDS
ST STR PO EX ETF
$1.9M37.9K
1.6%
−6.4%
Reduced · −3K sh
24SPDR Gold TR
GOLD SHS
$1.9M5.1K
1.6%
New
New position
25United STS Oil FD LP
UNITS
$1.5M14.5K
1.3%
−72%
Reduced · −37K sh
26SPDR Series Trust
ST STR P500VAL
$1.5M25.1K
1.3%
+0.1%
Added · +28 sh
27Ishares TR
SHRT NAT MUN ETF
$1.5M13.8K
1.2%
+9.9%
Added · +1K sh
28SPDR Index SHS FDS
ST INTL CAP ETF
$1.4M30.9K
1.1%
+92%
Added · +15K sh
29Ishares TR
RUSSELL 2000 ETF
$1.2M4.1K
1.0%
−24%
Reduced · −1K sh
30Ea Series Trust
ALPHA ARCHITECT
$1.1M11.9K
0.9%
−30%
Reduced · −5K sh
31Ishares TR
CORE S&P MCP ETF
$1.1M14.0K
0.9%
−21%
Reduced · −4K sh
32Ishares TR
NATIONAL MUN ETF
$1.0M9.6K
0.9%
+24%
Added · +2K sh
33Teucrium Commodity TR
CORN FD SHS
$901K53.8K
0.7%
New
New position
34Apple Inc
COM
$889K3.1K
0.7%
−11%
Reduced · −396 sh
35Pacer FDS TR
DATA AND INFRAST
$887K27.9K
0.7%
New
New position
36Ishares TR
RUS MID CAP ETF
$787K7.1K
0.7%
−40%
Reduced · −5K sh
37Ishares Silver TR
ISHARES
$755K14.1K
0.6%
+125%
Added · +8K sh
38Vanguard Wellington FD
SHORT TRM TAX EX
$743K7.3K
0.6%
−4.3%
Reduced · −330 sh
39Ishares TR
CORE S&P SCP ETF
$682K4.6K
0.6%
−24%
Reduced · −1K sh
40Select Sector SPDR TR
ST STR TECHN ETF
$664K3.5K
0.6%
Held
41Select Sector SPDR TR
ST STR UTIL ETF
$621K13.7K
0.5%
+0.4%
Added · +52 sh
42Berkshire Hathaway Inc Del
CL B NEW
$571K1.1K
0.5%
+4.0%
Added · +44 sh
43Walmart Inc
COM
$555K4.9K
0.5%
−0.7%
Reduced · −33 sh
44Schwab Strategic TR
MUN BD ETF
$544K21.1K
0.5%
+29%
Added · +5K sh
45Abbvie Inc
COM
$542K2.2K
0.4%
−5.2%
Reduced · −117 sh
46Procter & Gamble Co
COM
$503K3.4K
0.4%
+0.9%
Added · +31 sh
47Merck & Co Inc
COM
$426K3.3K
0.4%
−2.7%
Reduced · −93 sh
48Ishares Inc
MSCI TAIWAN ETF
$420K3.9K
0.3%
New
New position
49Columbia ETF TR I
MULTI SEC MUNI
$415K20.0K
0.3%
−3.6%
Reduced · −747 sh
50Ishares TR
S&P 500 GRWT ETF
$415K3.0K
0.3%
Held
Showing 50 of 78 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202678$120.6M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202677$108.2M13F-HR

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.