Arkolith/Funds/Round Rock Advisors LLC

Round Rock Advisors LLC

CIK 1846991
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Round Rock Advisors LLC holds a focused book of 318 stocks worth $776.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ishares Bitcoin Trust ETF and trimmed Vaneck Semiconductor ETF. Their largest long position is Invesco QQQ Trust Series 1 at 8% of the equity book.

Opened
72
bought for the first time
Added to
89
already held, bought more
Trimmed
86
sold some, still holds it
Sold out
30
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
47%
Top 20 holdings
61%

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

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
13%
Financials
6%
Industrials
4%
Health Care
4%
Consumer Discretionary
3%
Materials
2%
Energy
1%

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
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Round Rock Advisors LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$477.4B
JPMORGAN CHASE & CO78 / 80$444.0B
UBS Group AG77 / 80$124.5B
Integrated Wealth Concepts LLC77 / 80$3.8B
Farther Finance Advisors, LLC77 / 80$2.6B
BlackRock, Inc.76 / 80$1.8T
FMR LLC76 / 80$626.5B
BANK OF AMERICA CORP /DE/76 / 80$334.7B

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

318 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$61.0M82.9K
7.9%
+3.5%
Added · +3K sh
2Vaneck ETF Trust
SEMICONDUCTR ETF
$55.2M84.2K
7.1%
−3.0%
Reduced · −3K sh
3Vanguard Whitehall FDS
HIGH DIV YLD
$51.3M324.9K
6.6%
+3.8%
Added · +12K sh
4J P Morgan Exchange Traded F
ULTRA SHRT ETF
$48.2M953.7K
6.2%
+5.3%
Added · +48K sh
5Ishares TR
CORE S&P SCP ETF
$36.3M244.8K
4.7%
+2.4%
Added · +6K sh
6Vanguard Index FDS
MID CAP ETF
$31.9M396.5K
4.1%
+313%
Added · +301K sh
7Select Sector SPDR TR
ST STR INDL ETF
$21.6M116.4K
2.8%
+3.2%
Added · +4K sh
8Apple Inc
COM
$19.2M66.4K
2.5%
−0.6%
Reduced · −409 sh
9Ishares TR
SELECT DIVID ETF
$18.8M120.1K
2.4%
+4.8%
Added · +5K sh
10Select Sector SPDR TR
ST STR CARE ETF
$18.2M115.0K
2.4%
+6.6%
Added · +7K sh
11American Centy ETF TR
SHORT DURTN STRG
$16.6M324.0K
2.1%
+13%
Added · +37K sh
12Berkshire Hathaway Inc Del
CL A
$13.5M18
1.7%
−5.3%
Reduced · −1 sh
13Alphabet Inc
CAP STK CL C
$13.1M37.1K
1.7%
−0.3%
Reduced · −124 sh
14Neuberger Berman ETF Trust
SHORT DURATION I
$13.0M257.5K
1.7%
+3.8%
Added · +9K sh
15Microsoft Corp
COM
$11.9M31.9K
1.5%
+0.2%
Added · +55 sh
16Invesco Exchange Traded FD T
S&P500 EQL WGT
$11.3M53.1K
1.5%
+18%
Added · +8K sh
17Select Sector SPDR TR
ST STR TECHN ETF
$10.8M56.7K
1.4%
−1.8%
Reduced · −1K sh
18Amazon Com Inc
COM
$8.1M34.0K
1.0%
−0.3%
Reduced · −114 sh
19State STR SPDR S&P 500 ETF T
TR UNIT
$7.6M10.1K
1.0%
+16%
Added · +1K sh
20Select Sector SPDR TR
ST STR UTIL ETF
$6.0M131.8K
0.8%
+4.3%
Added · +5K sh
21Nvidia Corporation
COM
$4.7M23.5K
0.6%
−1.1%
Reduced · −254 sh
22Abbvie Inc
COM
$4.5M18.0K
0.6%
−0.3%
Reduced · −48 sh
23Marinemax Inc
COM
$4.4M120.0K
0.6%
+92%
Added · +58K sh
24Exxon Mobil Corp
COM
$4.3M31.8K
0.6%
+0.3%
Added · +111 sh
25Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$4.3M14.2K
0.6%
+0.5%
Added · +74 sh
26Ishares TR
MSCI USA MIN ETF
$4.3M44.3K
0.6%
−2.7%
Reduced · −1K sh
27Ishares TR
S&P 500 GRWT ETF
$4.2M30.8K
0.5%
−1.5%
Reduced · −479 sh
28Unitedhealth Group Inc
COM
$3.8M9.1K
0.5%
−3.1%
Reduced · −295 sh
29Alphabet Inc
CAP STK CL A
$3.4M9.5K
0.4%
−0.5%
Reduced · −48 sh
30Micron Technology Inc
COM
$3.4M2.9K
0.4%
−16%
Reduced · −548 sh
31International Business Machs
COM
$3.3M11.6K
0.4%
+3.3%
Added · +370 sh
32Ishares TR
CORE S&P500 ETF
$3.3M4.3K
0.4%
+4.1%
Added · +171 sh
33Williams Cos Inc
COM
$3.2M42.8K
0.4%
Held
34Ishares Bitcoin Trust ETF
SHS BEN INT
$3.1M93.8K
0.4%
New
New position
35Frequency Electrs Inc
COM
$3.1M46.1K
0.4%
Held
36Dell Technologies Inc
CL C
$3.0M7.1K
0.4%
Held
37Air Products And Chemicals I
COM
$3.0M10.1K
0.4%
Held
38Amphenol Corp
CL A
$3.0M16.8K
0.4%
Held
39Intercontinental Exchange In
COM
$2.9M23.9K
0.4%
Held
40Chubb Limited
COM
$2.7M7.9K
0.3%
Held
41Johnson & Johnson
COM
$2.7M10.5K
0.3%
+0.4%
Added · +42 sh
42Ishares TR
IBONDS DEC2026
$2.6M109.2K
0.3%
−0.7%
Reduced · −783 sh
43Capital One Finl Corp
COM
$2.6M13.1K
0.3%
+0.1%
Added · +11 sh
44Park Aerospace Corp
COM
$2.6M67.8K
0.3%
Held
45Citigroup Inc
COM NEW
$2.5M18.0K
0.3%
Held
46Allient Inc
COM
$2.5M24.1K
0.3%
+8.2%
Added · +2K sh
47Berkshire Hathaway Inc Del
CL B NEW
$2.4M4.9K
0.3%
+24%
Added · +930 sh
48Vanguard World FD
INF TECH ETF
$2.3M19.5K
0.3%
+698%
Added · +17K sh
49Teamshares Inc
COM
$2.3M277.2K
0.3%
New
New position
50Chevron Corporation
COM
$2.2M13.4K
0.3%
Held
Showing 50 of 318 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026318$776.4M13F-HR
Q1 2026Mar 31, 2026May 15, 2026318$653.5M13F-HR
Q4 2025Dec 31, 2025Apr 7, 2026326$664.8M13F-HR/A
Q3 2025Sep 30, 2025Nov 14, 2025327$631.2M13F-HR
Amended / restated
  • Q4 2025 · filed Jan 27, 202613F-HR · superseded

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.