Arkolith/Funds/Schuylkill Financial LLC

Schuylkill Financial LLC

CIK 2148716
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Schuylkill Financial LLC holds a focused book of 66 reported positions worth $108.2M 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 10% of the reported non-option 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
57%
Top 20 holdings
75%

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

Where the money is, by sector

17% mapped to company sectors

ETFs / funds
83%
Information Technology
6%
Industrials
6%
Consumer Discretionary
2%
Financials
1%
Materials
1%
Consumer Staples
1%

+1 sector below the cut, under 0.5% together

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 Schuylkill Financial LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd18 / 66$1.0B
BlueSpruce Investments, LP8 / 66$581.6M
New World Advisors LLC20 / 66$519.3M
Prospect Hill Management, LLC6 / 66$225.7M
GR Financial Group, LLC12 / 66$605.7M
Ketron Financial13 / 66$250.6M
AdviceOne Advisory Services, LLC11 / 66$134.5M
Hoey Investments, Inc28 / 66$583.8M

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

66 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$11.0M14.6K
10.1%
New
New position
2Fidelity Merrimack STR TR
TOTAL BD ETF
$9.8M215.6K
9.1%
New
New position
3Vanguard BD Index FDS
TOTAL BND MRKT
$9.3M127.2K
8.6%
New
New position
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.9M97.3K
6.4%
New
New position
5Ishares TR
CORE MSCI EAFE
$6.8M70.5K
6.3%
New
New position
6Ishares TR
EAFE VALUE ETF
$4.1M53.1K
3.8%
New
New position
7Vanguard Whitehall FDS
HIGH DIV YLD
$3.9M24.6K
3.6%
New
New position
8Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$3.4M124.4K
3.1%
New
New position
9Invesco Exchange Traded FD T
S&P500 EQL WGT
$3.4M15.8K
3.1%
New
New position
10Pimco ETF TR
MULTISECTOR BD
$3.2M121.1K
3.0%
New
New position
11Vanguard Charlotte FDS
TOTAL INT BD ETF
$3.0M61.6K
2.8%
New
New position
12Apple Inc
COM
$2.6M8.9K
2.4%
New
New position
13Fidelity Covington Trust
SML MID MLTFCT
$2.3M44.3K
2.2%
New
New position
14Vaneck ETF Trust
SEMICONDUCTR ETF
$2.3M3.4K
2.1%
New
New position
15Taiwan Semiconductor Manufac
SPONSORED ADS
$1.7M3.6K
1.6%
New
New position
16Amazon Com Inc
COM
$1.6M6.7K
1.5%
New
New position
17Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$1.5M9.4K
1.4%
New
New position
18Ishares TR
BROAD USD HIGH
$1.5M39.5K
1.4%
New
New position
19Ishares TR
RUSSELL 2000 ETF
$1.4M4.8K
1.3%
New
New position
20Select Sector SPDR TR
ST STR INDL ETF
$1.2M6.6K
1.1%
New
New position
21Ge Vernova Inc
COM
$1.2M1.0K
1.1%
New
New position
22Union Pac Corp
COM
$1.2M4.4K
1.1%
New
New position
23Microsoft Corp
COM
$1.2M3.2K
1.1%
New
New position
24Arcosa Inc
COM
$1.1M7.7K
1.0%
New
New position
25Ge Aerospace
COM NEW
$1.0M2.8K
1.0%
New
New position
26Ishares TR
ISHARES SEMICDTR
$1.0M1.6K
1.0%
New
New position
27Citigroup Inc
COM NEW
$1.0M7.2K
0.9%
New
New position
28Ishares TR
U.S. PHARMA ETF
$992K10.0K
0.9%
New
New position
29Ishares TR
U.S. TECH ETF
$989K3.9K
0.9%
New
New position
30Ishares TR
US INDUSTRIALS
$968K5.8K
0.9%
New
New position
31Ishares TR
US AER DEF ETF
$962K4.0K
0.9%
New
New position
32Eaton Corp PLC
SHS
$954K2.2K
0.9%
New
New position
33ALPS ETF TR
ALERIAN MLP
$927K17.9K
0.9%
New
New position
34Broadcom Inc
COM
$927K2.5K
0.9%
New
New position
35Ishares TR
ISHS 1-5YR INVS
$917K17.5K
0.8%
New
New position
36Monster Beverage Corp New
COM
$876K9.1K
0.8%
New
New position
37Ishares TR
US BR DEL SE ETF
$873K5.0K
0.8%
New
New position
38Vaneck ETF Trust
STEEL ETF
$869K8.8K
0.8%
New
New position
39RTX Corporation
COM
$840K4.4K
0.8%
New
New position
40Steel Dynamics Inc
COM
$786K3.4K
0.7%
New
New position
41Ishares TR
IBONDS DEC 29
$786K33.9K
0.7%
New
New position
42Ishares TR
IBDS DEC28 ETF
$784K31.1K
0.7%
New
New position
43Ishares TR
IBONDS 26 TRM TS
$781K34.1K
0.7%
New
New position
44Ishares TR
IBONDS DEC2026
$780K32.2K
0.7%
New
New position
45Ishares TR
IBONDS 27 ETF
$776K32.0K
0.7%
New
New position
46TJX Cos Inc New
COM
$767K5.1K
0.7%
New
New position
47Ishares TR
GL CLEAN ENE ETF
$753K36.8K
0.7%
New
New position
48Ishares TR
CORE 80 20 ETF
$557K5.7K
0.5%
New
New position
49Ishares TR
CORE 60 BALA ETF
$347K5.0K
0.3%
New
New position
50Ishares TR
RUS 1000 ETF
$325K793
0.3%
New
New position
Showing 50 of 66 positions
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Filing history

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d66$108.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.