Arkolith/Funds/Steffes Financial, Ltd.

Steffes Financial, Ltd.

CIK 2110878
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Steffes Financial, Ltd. holds a concentrated book of 32 stocks worth $189.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Core Bond ETF and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 30% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
13
existing
Trimmed
10
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
86%
Top 10 holdings
94%
Top 20 holdings
98%

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

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Information Technology
4%
Consumer Discretionary
1%
Health Care
0%
Materials
0%
Financials
0%
Utilities
0%

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

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

32 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P TTL STK
$56.0M392.8K
29.5%
−0.8%
Reduced · −3K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$43.0M72.0K
22.7%
+1.7%
Added · +1K sh
3Schwab Strategic TR
US LCAP GR ETF
$23.8M817.4K
12.6%
+10%
Added · +75K sh
4Vanguard Admiral FDS Inc
500 GRTH IDX F
$21.0M51.4K
11.1%
+8.6%
Added · +4K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$18.3M285.8K
9.7%
+13%
Added · +33K sh
6Capital Group Dividend Value
SHS CREATION UNI
$5.7M134.9K
3.0%
+1.4%
Added · +2K sh
7Apple Inc
COM
$3.1M12.1K
1.6%
−16%
Reduced · −2K sh
8Vanguard Whitehall FDS
HIGH DIV YLD
$2.8M19.0K
1.5%
−4.3%
Reduced · −855 sh
9Alphabet Inc
CAP STK CL A
$1.9M6.5K
1.0%
−21%
Reduced · −2K sh
10Vanguard Index FDS
SMALL CP ETF
$1.7M6.6K
0.9%
−1.2%
Reduced · −83 sh
11Vanguard Star FDS
VG TL INTL STK F
$1.7M21.4K
0.9%
+216%
Added · +15K sh
12Amazon Com Inc
COM
$1.4M6.6K
0.7%
−26%
Reduced · −2K sh
13Alphabet Inc
CAP STK CL C
$1.1M4.0K
0.6%
Held
14Vanguard Malvern FDS
CORE BD ETF
$1.0M13.2K
0.5%
New
New position
15Ishares TR
CORE S&P MCP ETF
$783K11.6K
0.4%
−26%
Reduced · −4K sh
16Schwab Strategic TR
US DIVIDEND EQ
$643K21.0K
0.3%
−30%
Reduced · −9K sh
17Nvidia Corporation
COM
$594K3.4K
0.3%
−12%
Reduced · −457 sh
18Vanguard Index FDS
TOTAL STK MKT
$546K1.7K
0.3%
+0.1%
Added · +1 sh
19Vanguard Scottsdale FDS
INT-TERM CORP
$522K6.3K
0.3%
New
New position
20Pfizer Inc
COM
$518K18.4K
0.3%
+1.6%
Added · +295 sh
21Linde PLC
SHS
$426K859
0.2%
Held
22Microsoft Corp
COM
$417K1.1K
0.2%
+0.3%
Added · +4 sh
23Schwab Strategic TR
US BRD MKT ETF
$384K15.3K
0.2%
+0.3%
Added · +47 sh
24Tesla Inc
COM
$297K799
0.2%
Held
25Costco Wholesale Corporation
COM
$278K279
0.1%
Held
26Walmart Inc
COM
$266K2.1K
0.1%
+0.1%
Added · +2 sh
27SPDR Gold TR
GOLD SHS
$244K566
0.1%
New
New position
28Vanguard Scottsdale FDS
SHORT TERM TREAS
$239K4.1K
0.1%
New
New position
29Vanguard World FD
MEGA GRWTH IND
$233K635
0.1%
+0.3%
Added · +2 sh
30Oneok Inc New
COM
$223K2.5K
0.1%
New
New position
31Invesco Exchange Traded FD T
S&P 500 TOP 50
$209K3.8K
0.1%
~0%
Added · +1 sh
32Ishares TR
CORE S&P SCP ETF
$205K1.6K
0.1%
−25%
Reduced · −563 sh
Showing all 32 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202632$189.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202627$191.5M13F-HR

Data source

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.