Sachem Hill LLC holds a focused book of 67 stocks worth $562.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares S&P 500 Value ETF and trimmed Ishares Msci USA Quality Fac. Their largest long position is Ishares Msci USA Quality Fac at 13% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.3 points over this window.
Growth of $10,000 cloning Sachem Hill LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% 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 Sachem Hill LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 67 | $460.6B |
| JPMORGAN CHASE & CO | 80 / 67 | $394.4B |
| ROYAL BANK OF CANADA | 80 / 67 | $124.6B |
| OSAIC HOLDINGS, INC. | 80 / 67 | $16.2B |
| Allworth Financial LP | 80 / 67 | $6.1B |
| Farther Finance Advisors, LLC | 80 / 67 | $3.5B |
| BANK OF AMERICA CORP /DE/ | 79 / 67 | $399.6B |
| WELLS FARGO & COMPANY/MN | 79 / 67 | $146.3B |
Ranked by how many of Sachem Hill LLC's top 67 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 | Ishares TR MSCI USA QLT FCT | $74.6M | 339.8K | 13.3% | ▼−1.8% Reduced · −6K sh | |
| 2 | Dimensional ETF Trust US MKTWIDE VALUE | $57.6M | 1.05M | 10.2% | ▼−1.3% Reduced · −13K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $40.4M | 53.9K | 7.2% | ▼−1.7% Reduced · −938 sh | |
| 4 | DBX ETF TR XTRACK MSCI EAFE | $38.4M | 702.6K | 6.8% | ▼−1.9% Reduced · −13K sh | |
| 5 | Ishares TR RUS 1000 ETF | $33.5M | 81.8K | 6.0% | ▼−7.3% Reduced · −6K sh | |
| 6 | Ishares TR HDG MSCI EAFE | $32.8M | 698.8K | 5.8% | ▲+0.8% Added · +6K sh | |
| 7 | Vanguard Malvern FDS CORE BD ETF | $32.2M | 417.3K | 5.7% | ▲+2.9% Added · +12K sh | |
| 8 | Ishares TR 7-10 YR TRSY BD | $30.7M | 324.8K | 5.5% | ▲+3.1% Added · +10K sh | |
| 9 | Dimensional ETF Trust INTERNATNAL VAL | $30.6M | 566.0K | 5.4% | ▼−1.3% Reduced · −7K sh | |
| 10 | Dimensional ETF Trust EMERGING MKTS CO | $20.1M | 495.1K | 3.6% | ▼−3.8% Reduced · −20K sh | |
| 11 | Vanguard Index FDS REAL ESTATE ETF | $19.1M | 198.2K | 3.4% | ▲+0.5% Added · +895 sh | |
| 12 | Dimensional ETF Trust US LARG VALU ETF | $16.8M | 425.5K | 3.0% | ▼−0.4% Reduced · −2K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $15.3M | 22.3K | 2.7% | ▼−1.2% Reduced · −267 sh | |
| 14 | Ishares TR MICRO-CAP ETF | $11.7M | 58.5K | 2.1% | ▼−3.2% Reduced · −2K sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $9.6M | 115.7K | 1.7% | ▼−5.5% Reduced · −7K sh | |
| 16 | Ishares TR EAFE SML CP ETF | $8.8M | 106.8K | 1.6% | ▼−3.9% Reduced · −4K sh | |
| 17 | Dimensional ETF Trust INTL SMALL CAP V | $8.4M | 208.3K | 1.5% | ▼−0.6% Reduced · −1K sh | |
| 18 | Dimensional ETF Trust US TARGETED VLU | $8.2M | 117.2K | 1.5% | ▼−0.3% Reduced · −357 sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.7M | 94.0K | 1.2% | ▼−2.2% Reduced · −2K sh | |
| 20 | Dimensional ETF Trust EMER MARK SU ETF | $6.0M | 123.0K | 1.1% | ▼−9.6% Reduced · −13K sh | |
| 21 | Wisdomtree TR JP SMALLCP DIV | $5.8M | 54.9K | 1.0% | ▼−3.5% Reduced · −2K sh | |
| 22 | Dimensional ETF Trust US SMALL CAP ETF | $5.2M | 133.1K | 0.9% | ▼−1.6% Reduced · −2K sh | |
| 23 | Dimensional ETF Trust INTL SMALL CAP E | $4.3M | 123.1K | 0.8% | ▲+3.9% Added · +5K sh | |
| 24 | Vanguard Scottsdale FDS VNG RUS1000IDX | $3.3M | 9.8K | 0.6% | ▼−2.0% Reduced · −206 sh | |
| 25 | Dimensional ETF Trust US SMALL CAP ETF | $3.3M | 40.1K | 0.6% | ▼−1.3% Reduced · −519 sh | |
| 26 | Ishares TR RUSSELL 2000 ETF | $2.9M | 9.7K | 0.5% | ▼−2.6% Reduced · −262 sh | |
| 27 | Ishares TR MSCI EAFE ETF | $2.7M | 26.0K | 0.5% | ▼−2.5% Reduced · −659 sh | |
| 28 | SPDR Index SHS FDS ST DOW INTL ETF | $2.7M | 99.2K | 0.5% | ▲+1.3% Added · +1K sh | |
| 29 | Fidelity Covington Trust MSCI RL EST ETF | $2.7M | 91.1K | 0.5% | ▲+0.5% Added · +450 sh | |
| 30 | Schwab Strategic TR US REIT ETF | $2.4M | 103.4K | 0.4% | ▼−0.7% Reduced · −752 sh | |
| 31 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.1M | 35.2K | 0.4% | ▼−0.7% Reduced · −253 sh | |
| 32 | Ishares TR MSCI EMG MKT ETF | $2.0M | 29.5K | 0.4% | ▼−13% Reduced · −4K sh | |
| 33 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.6K | 0.4% | ▼−0.9% Reduced · −58 sh | |
| 34 | Union Pac Corp COM | $1.7M | 6.2K | 0.3% | —Held | |
| 35 | Vanguard Index FDS MID CAP ETF | $1.4M | 16.8K | 0.2% | ▲+300% Added · +13K sh | |
| 36 | Schwab Strategic TR US LRG CAP ETF | $1.2M | 41.0K | 0.2% | ▼−4.7% Reduced · −2K sh | |
| 37 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $1.1M | 7.4K | 0.2% | ▼−2.1% Reduced · −156 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $1000K | 2.0K | 0.2% | —Held | |
| 39 | JPMorgan Chase & Co COM | $943K | 2.9K | 0.2% | ▼−2.9% Reduced · −86 sh | |
| 40 | Ishares TR RUS 1000 GRW ETF | $808K | 6.5K | 0.1% | ▲+300% Added · +5K sh | |
| 41 | Ishares TR SP SMCP600VL ETF | $765K | 5.6K | 0.1% | —Held | |
| 42 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.1% | —Held | |
| 43 | Ishares TR CORE MSCI EAFE | $675K | 7.0K | 0.1% | ▼−1.2% Reduced · −86 sh | |
| 44 | Schwab Strategic TR INTL EQTY ETF | $589K | 21.3K | 0.1% | ▼−8.0% Reduced · −2K sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $576K | 771 | 0.1% | —Held | |
| 46 | Walmart Inc COM | $533K | 4.7K | 0.1% | —Held | |
| 47 | Stryker Corporation COM | $531K | 1.7K | 0.1% | —Held | |
| 48 | Caterpillar Inc COM | $504K | 473 | 0.1% | —Held | |
| 49 | Vanguard Index FDS TOTAL STK MKT | $492K | 1.3K | 0.1% | —Held | |
| 50 | Schwab Strategic TR US LCAP VA ETF | $478K | 13.7K | 0.1% | ▼−1.6% Reduced · −222 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/1994333/holdings"
Use Arkolith to show SACHEM HILL LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 67 | $562.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 65 | $516.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 66 | $514.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 65 | $499.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 63 | $490.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 74 | $509.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 68 | $479.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 68 | $492.5M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.