Sterneck Capital Management, LLC holds a focused book of 103 stocks worth $233.4M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Intel Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 10% 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/1438574/holdings"
Use Arkolith to show Sterneck Capital Management, LLC's latest holdings, largest changes, and filing provenance.
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.
37% 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 Sterneck Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $119.5B |
| UBS Group AG | 79 / 80 | $109.5B |
| CWM, LLC | 79 / 80 | $5.2B |
| MORGAN STANLEY | 78 / 80 | $424.4B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $105.6B |
| LPL Financial LLC | 78 / 80 | $54.3B |
| Farther Finance Advisors, LLC | 78 / 80 | $1.6B |
Ranked by how many of Sterneck Capital Management, LLC's top 80 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 | Apple Inc COM | $23.9M | 82.6K | 10.2% | ▼−3.1% Reduced · −3K sh | |
| 2 | Invesco Exchange Traded FD T S&P500 EQL WGT | $22.1M | 103.8K | 9.5% | ▼−0.1% Reduced · −124 sh | |
| 3 | SPDR Index SHS FDS ST PORT MARK ETF | $13.2M | 254.5K | 5.6% | ▼−2.2% Reduced · −6K sh | |
| 4 | J P Morgan Exchange Traded F JPMORGAN DIVER | $12.9M | 92.0K | 5.5% | ▼−0.1% Reduced · −127 sh | |
| 5 | J P Morgan Exchange Traded F DIV RTN INT EQ | $12.2M | 169.1K | 5.2% | ▼−1.8% Reduced · −3K sh | |
| 6 | SPDR Series Trust ST STR PR SP1500 | $9.2M | 101.5K | 3.9% | ▼−0.7% Reduced · −731 sh | |
| 7 | American Centy ETF TR US EQT ETF | $8.4M | 65.9K | 3.6% | ▼−0.5% Reduced · −360 sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $8.1M | 10.9K | 3.5% | ▼−0.3% Reduced · −39 sh | |
| 9 | Goldman Sachs ETF TR ACCES TREASURY | $8.0M | 80.0K | 3.4% | ▼−1.1% Reduced · −915 sh | |
| 10 | American Centy ETF TR US SML CP VALU | $7.7M | 62.0K | 3.3% | ▼−0.7% Reduced · −445 sh | |
| 11 | Ishares TR U S EQUITY FACTR | $7.0M | 92.5K | 3.0% | ▼−0.8% Reduced · −776 sh | |
| 12 | Alphabet Inc CAP STK CL C | $7.0M | 19.8K | 3.0% | ▼−0.8% Reduced · −157 sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $5.8M | 60.1K | 2.5% | ▲+3.6% Added · +2K sh | |
| 14 | Alphabet Inc CAP STK CL A | $5.7M | 16.0K | 2.5% | ▲+0.3% Added · +55 sh | |
| 15 | Tortoise Capital Series Trus AI INFRA ETF | $5.7M | 102.2K | 2.4% | ▼−17% Reduced · −21K sh | |
| 16 | Valued Advisers TR REGAN FLTG RATE | $5.3M | 205.5K | 2.3% | ▲+1.8% Added · +4K sh | |
| 17 | Amazon Com Inc COM | $4.9M | 20.7K | 2.1% | ▼−3.9% Reduced · −848 sh | |
| 18 | Litman Gregory FDS TR IMGP DBI MAN ETF | $4.0M | 130.9K | 1.7% | ▼−0.2% Reduced · −282 sh | |
| 19 | Meta Platforms Inc CL A | $3.6M | 6.5K | 1.6% | ▼−7.5% Reduced · −523 sh | |
| 20 | American Centy ETF TR INTL EQT ETF | $3.5M | 39.6K | 1.5% | ▲+9.2% Added · +3K sh | |
| 21 | International Business Machs COM | $3.1M | 11.0K | 1.3% | ▼−17% Reduced · −2K sh | |
| 22 | Microsoft Corp COM | $2.9M | 7.8K | 1.2% | ▼−12% Reduced · −1K sh | |
| 23 | Janus Detroit STR TR HENDERSON MTG | $2.8M | 62.2K | 1.2% | ▲+1.1% Added · +701 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.3K | 1.1% | ▼−9.3% Reduced · −541 sh | |
| 25 | Invesco Exchange Traded FD T FINL PFD ETF | $2.1M | 153.7K | 0.9% | ▲+6.8% Added · +10K sh | |
| 26 | Bluerock PVT Real Estate FD COM | $2.0M | 153.2K | 0.9% | ▲+22% Added · +27K sh | |
| 27 | Autozone Inc COM | $1.8M | 567 | 0.8% | —Held | |
| 28 | Thermo Fisher Scientific Inc COM | $1.6M | 3.2K | 0.7% | —Held | |
| 29 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.6% | —Held | |
| 30 | Qualcomm Inc COM | $1.5M | 8.0K | 0.6% | ▼−18% Reduced · −2K sh | |
| 31 | Disney Walt Co COM | $1.4M | 15.0K | 0.6% | ▼−5.2% Reduced · −823 sh | |
| 32 | JPMorgan Chase & Co COM | $1.3M | 4.1K | 0.6% | ▼−20% Reduced · −1K sh | |
| 33 | Travelers Companies Inc COM | $1.3M | 3.9K | 0.6% | —Held | |
| 34 | Nuveen Real Asset Income & G COM | $1.3M | 97.3K | 0.5% | ▲+2.1% Added · +2K sh | |
| 35 | Ah Rlty TR Inc COM | $1.1M | 161.4K | 0.5% | ▲+9.2% Added · +14K sh | |
| 36 | Janus Detroit STR TR HENDRSON AAA CL | $1.1M | 22.3K | 0.5% | ▼−26% Reduced · −8K sh | |
| 37 | Williams Cos Inc COM | $870K | 11.7K | 0.4% | —Held | |
| 38 | Chevron Corporation COM | $748K | 4.5K | 0.3% | ▼−3.7% Reduced · −174 sh | |
| 39 | Select Sector SPDR TR ST STR FINL ETF | $714K | 13.3K | 0.3% | ▼−0.4% Reduced · −58 sh | |
| 40 | Qxo Inc COM NEW | $709K | 41.0K | 0.3% | ▲+24% Added · +8K sh | |
| 41 | Dimensional ETF Trust INTL CORE EQT MK | $671K | 16.3K | 0.3% | —Held | |
| 42 | Fedex Corp COM | $631K | 2.0K | 0.3% | ▲+2.9% Added · +56 sh | |
| 43 | Pfizer Inc COM | $623K | 25.9K | 0.3% | ▼−18% Reduced · −6K sh | |
| 44 | General MTRS Co COM | $588K | 7.6K | 0.3% | ▼−26% Reduced · −3K sh | |
| 45 | Church & Dwight Co Inc COM | $566K | 5.8K | 0.2% | —Held | |
| 46 | Wells Fargo & Co COM | $530K | 6.4K | 0.2% | —Held | |
| 47 | Cisco Sys Inc COM | $522K | 4.4K | 0.2% | —Held | |
| 48 | Goldman Sachs ETF TR EQUAL WEIGHT US | $514K | 5.4K | 0.2% | —Held | |
| 49 | Carlyle Group Inc COM | $511K | 12.1K | 0.2% | ▲+2.2% Added · +261 sh | |
| 50 | United Parcel Svcs Inc CL B | $504K | 4.7K | 0.2% | ▼−2.5% Reduced · −123 sh |
As-of date vs the date the SEC received each filing
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.