Arkolith/Funds/Rose Capital Advisors LLC

Rose Capital Advisors LLC

CIK 2148496
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Rose Capital Advisors LLC holds a focused book of 107 stocks worth $186.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Ishares Core S&P 500 ETF at 13% of the equity book. They also disclosed $13.0M in put options (a bearish bet), shown separately below and excluded from the equity book.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
50%
Top 20 holdings
68%

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

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
15%
Financials
14%
Health Care
2%
Consumer Discretionary
2%
Communication Services
1%
Industrials
1%
Consumer Staples
0%

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.

Funds with the most overlap

Other tracked managers holding the same core names as Rose Capital Advisors LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 80$20.0B
Integrated Wealth Concepts LLC79 / 80$4.6B
Farther Finance Advisors, LLC79 / 80$3.4B
MORGAN STANLEY78 / 80$595.5B
BANK OF AMERICA CORP /DE/78 / 80$459.4B
WELLS FARGO & COMPANY/MN78 / 80$174.8B
ROYAL BANK OF CANADA78 / 80$169.7B
ENVESTNET ASSET MANAGEMENT INC78 / 80$113.8B

Ranked by the share of each fund's own book sitting in the names it shares with Rose Capital Advisors 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 stock's share of the portfolio. Click a row for its position history.

107 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$24.3M32.5K
13.0%
New
New position
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$12.7M178.6K
6.8%
New
New position
3Apple Inc
COM
$7.9M27.3K
4.2%
New
New position
4Ssga Active ETF TR
ST STR TOTAL ETF
$7.7M195.8K
4.1%
New
New position
5Bank Of Amer Corp
COM
$7.5M131.3K
4.0%
New
New position
6Vanguard Index FDS
SMALL CP ETF
$7.4M24.4K
4.0%
New
New position
7Alphabet Inc
CAP STK CL C
$7.1M20.0K
3.8%
New
New position
8Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$6.9M116.1K
3.7%
New
New position
9Vanguard Index FDS
MID CAP ETF
$6.6M82.2K
3.6%
New
New position
10Berkshire Hathaway Inc Del
CL B NEW
$5.5M11.0K
3.0%
New
New position
11Invesco Exchange Traded FD T
LARGE CAP VALUE
$4.6M60.3K
2.5%
New
New position
12Invesco QQQ TR
UNIT SER 1
$4.4M5.9K
2.3%
New
New position
13Vaneck ETF Trust
MRNGSTR WDE MOAT
$3.5M33.5K
1.9%
New
New position
14Microsoft Corp
COM
$3.5M9.3K
1.9%
New
New position
15Ishares TR
MSCI USA QLT FCT
$3.3M15.2K
1.8%
New
New position
16Ark ETF TR
INNOVATION ETF
$3.2M39.9K
1.7%
New
New position
17Ishares TR
0-3 MTH TREASURY
$3.0M30.1K
1.6%
New
New position
18BlackRock ETF Trust
ISHARES US EQUIT
$2.7M40.2K
1.5%
New
New position
19Ishares TR
EAFE VALUE ETF
$2.5M33.0K
1.4%
New
New position
20Goldman Sachs Group Inc
COM
$2.4M2.3K
1.3%
New
New position
21Nvidia Corporation
COM
$2.3M11.3K
1.2%
New
New position
22Ishares TR
RUS MD CP GR ETF
$2.1M14.6K
1.1%
New
New position
23Harbor ETF Trust
LONG TERM GROWER
$2.1M63.4K
1.1%
New
New position
24American Intl Group Inc
COM NEW
$1.9M25.8K
1.0%
New
New position
25Amazon Com Inc
COM
$1.9M8.0K
1.0%
New
New position
26American Express Co
COM
$1.9M5.6K
1.0%
New
New position
27Ishares TR
ISHS 1-5YR INVS
$1.8M35.0K
1.0%
New
New position
28Capital Group Intl Focus Eqt
SHS CREAT UNIT
$1.7M49.2K
0.9%
New
New position
29Ishares Inc
MSCI EMERG MRKT
$1.7M22.1K
0.9%
New
New position
30BlackRock Corpor Hi Yld FD I
COM
$1.6M183.1K
0.8%
New
New position
31Blackstone Inc
COM
$1.5M12.5K
0.8%
New
New position
32Alphabet Inc
CAP STK CL A
$1.4M4.0K
0.8%
New
New position
33Jefferies Financial Group In
COM
$1.3M25.7K
0.7%
New
New position
34Versant Media Group Inc
COM CL A
$1.2M34.7K
0.7%
New
New position
35Ishares Gold TR
ISHARES NEW
$1.2M16.2K
0.7%
New
New position
36Ishares TR
MBS ETF
$1.2M12.6K
0.6%
New
New position
37Atkore Inc
COM
$1.1M14.8K
0.6%
New
New position
38Meta Platforms Inc
CL A
$1.1M2.0K
0.6%
New
New position
39JPMorgan Chase & Co
COM
$1.1M3.2K
0.6%
New
New position
40Vanguard Index FDS
S&P 500 ETF SHS
$916K1.3K
0.5%
New
New position
41Pfizer Inc
COM
$905K37.6K
0.5%
New
New position
42Tesla Inc
COM
$872K2.1K
0.5%
New
New position
43Janus Detroit STR TR
HENDRSON AAA CL
$872K17.3K
0.5%
New
New position
44Ascendis Pharma A/s
ORD SHS
$823K3.1K
0.4%
New
New position
45Ishares TR
RUS 1000 ETF
$774K1.9K
0.4%
New
New position
46J P Morgan Exchange Traded F
EQUITY PREMIUM
$740K13.1K
0.4%
New
New position
47Ishares TR
RUS 1000 GRW ETF
$739K6.0K
0.4%
New
New position
48Ishares TR
IBONDS DEC 2033
$730K28.4K
0.4%
New
New position
49Ark 21SHARES Bitcoin ETF
SHS BEN INT
$701K36.0K
0.4%
New
New position
50Micron Technology Inc
COM
$677K586
0.4%
New
New position
Showing 50 of 107 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$13.0M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishACCENTURE PLC-CL AACN$13.0M105K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026108$199.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.