RPTC Inc. holds a concentrated book of 7 stocks worth $570.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Vanguard Ftse Developed ETF. Their largest long position is Schwab (Charles) Corp at 58% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1714450/holdings"
Use Arkolith to show RPTC Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as RPTC Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 7 / 7 | $40.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 / 7 | $35.7B |
| WELLS FARGO & COMPANY/MN | 7 / 7 | $33.2B |
| LPL Financial LLC | 7 / 7 | $18.2B |
| PNC FINANCIAL SERVICES GROUP, INC. | 7 / 7 | $13.9B |
| Cetera Investment Advisers | 7 / 7 | $5.3B |
| FRANKLIN RESOURCES INC | 7 / 7 | $4.4B |
| MERCER GLOBAL ADVISORS INC /ADV | 7 / 7 | $4.3B |
Ranked by how many of RPTC Inc.'s top 7 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | The Charles Schwab Corporation COM | $331.0M | 3.52M | 58.0% | —Held | |
| 2 | Ishares TR CORE S&P500 ETF | $148.9M | 228.0K | 26.1% | ▲+4.9% Added · +11K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $39.4M | 615.2K | 6.9% | ▼−11% Reduced · −77K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $28.2M | 311.5K | 4.9% | ▼−1.6% Reduced · −5K sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.3M | 226.7K | 2.1% | —Held | |
| 6 | Ishares Inc CORE MSCI EMKT | $9.5M | 136.6K | 1.7% | ▼−2.3% Reduced · −3K sh | |
| 7 | Franklin Templeton Digital H BITCOIN ETF SHS | $1.4M | 34.5K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
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.