Arkolith/Funds/Spreng Capital Management, Inc.

Spreng Capital Management, Inc.

CIK 1800913
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Spreng Capital Management, Inc. holds a focused book of 77 reported positions worth $274.9M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Vanguard S&P 500 ETF and trimmed Schwab US DVD Equity ETF. Their largest long position is Ishares Core S&P 500 ETF at 19% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.2%
+13.5%/yr · since Oct '24
Their reported book
+24.9%
held from quarter-end
S&P 500
+33.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Spreng Capital Management, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.3 points over this window.

Growth of $10,000 cloning Spreng Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
67%
Top 20 holdings
85%

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

19% mapped to company sectors

ETFs / funds
71%
No sector on file yet
10%
Information Technology
9%
Financials
3%
Industrials
2%
Consumer Discretionary
2%
Utilities
1%
Consumer Staples
1%

+4 sectors below the cut, 2% 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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Spreng Capital Management, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 77$2.9B
Donor Advised Charitable Giving, Inc.7 / 77$4.4B
Swiss Re Ltd33 / 77$1.0B
Avalon Advisory Group8 / 77$237.5M
Agave Capital Management Ltd7 / 77$787.1M
Draper Asset Management, LLC8 / 77$166.0M
Ardent Capital Management, Inc.19 / 77$196.3M
Ashford Advisors, LLC7 / 77$387.3M

Ranked by the share of each fund's own book sitting in the names it shares with Spreng Capital Management, Inc.: 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.

77 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$51.9M69.3K
18.9%
+0.8%
Added · +526 sh
2Vanguard Index FDS
GROWTH ETF
$32.9M382.1K
12.0%
10×
Added · +345K sh
3Schwab Strategic TR
US LCAP GR ETF
$25.5M752.5K
9.3%
+0.7%
Added · +5K sh
4Vanguard Specialized Funds
DIV APP ETF
$14.6M61.5K
5.3%
+1.9%
Added · +1K sh
5Vanguard Index FDS
S&P 500 ETF SHS
$14.1M20.5K
5.1%
New
New position
6Vanguard Whitehall FDS
HIGH DIV YLD
$12.9M81.4K
4.7%
+1.7%
Added · +1K sh
7Vanguard Index FDS
VALUE ETF
$10.4M47.7K
3.8%
+1.4%
Added · +672 sh
8Ishares TR
IBONDS DEC 2031
$8.2M391.6K
3.0%
+2.7%
Added · +10K sh
9Schwab Strategic TR
US DIVIDEND EQ
$7.0M220.6K
2.5%
−0.4%
Reduced · −979 sh
10Ishares TR
IBONDS 29 TRM TS
$7.0M322.5K
2.5%
−0.2%
Reduced · −755 sh
11Ishares TR
IBONDS DEC 29
$6.9M298.5K
2.5%
New
New position
12Microsoft Corp
COM
$6.5M17.4K
2.4%
−1.8%
Reduced · −328 sh
13Ishares TR
IBONDS DEC 2031
$6.4M314.8K
2.3%
+3.1%
Added · +9K sh
14Apple Inc
COM
$5.8M19.9K
2.1%
+0.4%
Added · +76 sh
15Select Sector SPDR TR
ST STR TECHN ETF
$5.2M27.2K
1.9%
−0.5%
Reduced · −149 sh
16Nvidia Corporation
COM
$5.1M25.4K
1.8%
−0.7%
Reduced · −171 sh
17Schwab Strategic TR
US BRD MKT ETF
$3.8M131.5K
1.4%
−2.2%
Reduced · −3K sh
18Caterpillar Inc
COM
$3.5M3.3K
1.3%
−1.2%
Reduced · −41 sh
19JPMorgan Chase & Co
COM
$3.1M9.5K
1.1%
+0.3%
Added · +33 sh
20Select Sector SPDR TR
ST STR INDL ETF
$3.0M16.3K
1.1%
−2.0%
Reduced · −332 sh
21Amazon Com Inc
COM
$2.2M9.1K
0.8%
+0.8%
Added · +69 sh
22Walmart Inc
COM
$1.9M17.2K
0.7%
−1.0%
Reduced · −175 sh
23Micron Technology Inc
COM
$1.9M1.7K
0.7%
Held
24American Elec PWR Co Inc
COM
$1.8M13.0K
0.6%
−0.3%
Reduced · −33 sh
25Berkshire Hathaway Inc Del
CL B NEW
$1.5M3.0K
0.5%
+0.4%
Added · +13 sh
26Altria Group Inc
COM
$1.5M20.2K
0.5%
+0.2%
Added · +49 sh
27Southern Co
COM
$1.4M14.5K
0.5%
−0.7%
Reduced · −100 sh
28Vanguard Index FDS
MCAP VL IDXVIP
$1.4M7.0K
0.5%
−0.9%
Reduced · −66 sh
29Johnson & Johnson
COM
$1.3M5.3K
0.5%
−0.1%
Reduced · −8 sh
30Ishares TR
US AER DEF ETF
$1.3M5.4K
0.5%
Held
31Visa Inc
COM CL A
$1.3M3.7K
0.5%
−1.9%
Reduced · −72 sh
32Space Exploration Techn Corp
CLASS A COM STK
$1.2M7.1K
0.4%
Listed
Newly reportable
33Alphabet Inc
CAP STK CL C
$1.1M3.2K
0.4%
Held
34Vanguard Index FDS
TOTAL STK MKT
$1.0M2.8K
0.4%
−4.1%
Reduced · −118 sh
35Select Sector SPDR TR
ST STR FINL ETF
$1.0M18.8K
0.4%
−5.1%
Reduced · −1K sh
36Union Pac Corp
COM
$992K3.6K
0.4%
−0.2%
Reduced · −8 sh
37Deere & Co
COM
$896K1.4K
0.3%
+0.6%
Added · +8 sh
38Marathon Pete Corp
COM
$888K3.5K
0.3%
Held
39Alphabet Inc
CAP STK CL A
$868K2.4K
0.3%
+3.9%
Added · +91 sh
40Select Sector SPDR TR
ST STR STAPL ETF
$834K10.0K
0.3%
−6.6%
Reduced · −712 sh
41Coca Cola Co
COM
$780K9.6K
0.3%
+2.0%
Added · +189 sh
42Verizon Communications Inc
COM
$767K18.1K
0.3%
−0.2%
Reduced · −45 sh
43Invesco Exchange Traded FD T
S&P500 EQL WGT
$726K3.4K
0.3%
−7.2%
Reduced · −265 sh
44Proshares TR
S&P 500 DV ARIST
$680K12.1K
0.2%
+87%
Added · +6K sh
45Exxon Mobil Corp
COM
$654K4.8K
0.2%
+0.7%
Added · +32 sh
46Ishares TR
1 3 YR TREAS BD
$642K7.8K
0.2%
Held
47Select Sector SPDR TR
ST STR UTIL ETF
$624K13.8K
0.2%
+0.1%
Added · +7 sh
48Cisco Sys Inc
COM
$609K5.2K
0.2%
+6.7%
Added · +327 sh
49Ishares TR
ISHARES SEMICDTR
$587K916
0.2%
Held
50Ishares TR
7-10 YR TRSY BD
$573K6.1K
0.2%
−7.5%
Reduced · −490 sh
Showing 50 of 77 positions
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Filing history

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

$274.9M · Q2 2026Q3 2024 · $215.0MQ2 2026 · $274.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202615d77$274.9M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d66$212.0M13F-HR
Q4 2025Dec 31, 2025Jan 30, 202630d75$254.7M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d76$250.8M13F-HR
Q2 2025Jun 30, 2025Jul 29, 202529d76$241.9M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d75$221.1M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d75$230.1M13F-HR
Q3 2024Sep 30, 2024Oct 17, 202417d73$215.0M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.