Arkolith/Funds/Strathmore Capital Advisors, Inc.

Strathmore Capital Advisors, Inc.

CIK 2021703
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Strathmore Capital Advisors, Inc. holds a focused book of 142 stocks worth $371.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Dimensional National Muni BD. Their largest long position is Dimensional US Core Equity 2 at 18% of the equity book.

Opened
15
bought for the first time
Added to
47
already held, bought more
Trimmed
70
sold some, still holds it

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
66%
Top 20 holdings
76%

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

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Information Technology
5%
Financials
2%
Industrials
2%
Consumer Discretionary
2%
Health Care
1%
Consumer Staples
1%
Energy
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

Funds with the most overlap

Other tracked managers holding the same core names as Strathmore Capital Advisors, Inc.

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$101.0B
LPL Financial LLC80 / 80$81.8B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$19.8B
OSAIC HOLDINGS, INC.80 / 80$16.5B
Farther Finance Advisors, LLC80 / 80$3.4B
MORGAN STANLEY79 / 80$487.0B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$17.3B
Beacon Pointe Advisors, LLC79 / 80$8.2B

Ranked by how many of Strathmore Capital Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

142 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$67.8M1.52M
18.2%
+5.8%
Added · +83K sh
2Dimensional ETF Trust
WORLD EX US CORE
$54.4M1.49M
14.7%
+6.5%
Added · +91K sh
3Dimensional ETF Trust
CORE FIXE IN ETF
$52.2M1.25M
14.1%
+4.2%
Added · +50K sh
4Dimensional ETF Trust
INTL COR FIX ETF
$13.8M263.7K
3.7%
+22%
Added · +48K sh
5Dimensional ETF Trust
NATL MUN BD ETF
$12.2M255.6K
3.3%
−5.6%
Reduced · −15K sh
6Ishares TR
CORE S&P500 ETF
$10.6M14.2K
2.9%
−4.5%
Reduced · −664 sh
7Dimensional ETF Trust
WORLD EQUITY ETF
$9.4M113.1K
2.5%
+4.5%
Added · +5K sh
8Dimensional ETF Trust
US MKTWIDE VALUE
$9.0M163.7K
2.4%
−2.6%
Reduced · −4K sh
9Dimensional ETF Trust
US SMALL CAP ETF
$8.3M211.0K
2.2%
+15%
Added · +27K sh
10Dimensional ETF Trust
US HIGH PROF ETF
$6.5M156.2K
1.7%
+4.0%
Added · +6K sh
11Dimensional ETF Trust
US REAL ESTA ETF
$4.7M172.7K
1.3%
+13%
Added · +20K sh
12Vanguard Index FDS
TOTAL STK MKT
$4.6M12.6K
1.3%
+0.1%
Added · +18 sh
13Apple Inc
COM
$4.4M13.5K
1.2%
−4.8%
Reduced · −673 sh
14Dimensional ETF Trust
US COR EQU 1 ETF
$4.0M48.8K
1.1%
+6.1%
Added · +3K sh
15Dimensional ETF Trust
ULTR FIX INC ETF
$3.8M74.5K
1.0%
+3.0%
Added · +2K sh
16Vanguard Mun BD FDS
TAX EXEMPT BD
$3.2M63.4K
0.9%
+0.1%
Added · +40 sh
17Dimensional ETF Trust
US SMALL CAP ETF
$3.1M38.1K
0.8%
−2.4%
Reduced · −957 sh
18Ishares Gold TR
ISHARES NEW
$3.1M40.2K
0.8%
−21%
Reduced · −10K sh
19Dimensional ETF Trust
INTERNATNAL VAL
$2.9M51.2K
0.8%
−2.7%
Reduced · −1K sh
20Dimensional ETF Trust
US TARGETED VLU
$2.7M38.3K
0.7%
−1.8%
Reduced · −703 sh
21Microsoft Corp
COM
$2.6M6.5K
0.7%
+0.8%
Added · +53 sh
22Lam Research Corp
COM NEW
$2.5M7.9K
0.7%
−10%
Reduced · −897 sh
23Vanguard Index FDS
S&P 500 ETF SHS
$2.5M3.6K
0.7%
+2.1%
Added · +74 sh
24Lowes Cos Inc
COM
$2.4M11.7K
0.6%
+0.9%
Added · +103 sh
25Alphabet Inc
CAP STK CL C
$2.4M6.9K
0.6%
−7.9%
Reduced · −594 sh
26Nvidia Corporation
COM
$2.2M10.8K
0.6%
−2.2%
Reduced · −241 sh
27Palantir Technologies Inc
CL A
$2.2M16.9K
0.6%
−0.1%
Reduced · −12 sh
28Vanguard Star FDS
VG TL INTL STK F
$2.2M26.2K
0.6%
+0.8%
Added · +206 sh
29Ishares TR
CORE US AGGBD ET
$2.0M20.3K
0.5%
+37%
Added · +5K sh
30Dimensional ETF Trust
INTL CORE EQUITY
$1.9M50.4K
0.5%
+19%
Added · +8K sh
31Dimensional ETF Trust
EMERGING MKTS CO
$1.7M44.2K
0.5%
+8.9%
Added · +4K sh
32Ishares TR
CORE S&P SCP ETF
$1.7M11.7K
0.5%
−7.8%
Reduced · −994 sh
33Ishares Inc
MSCI EMRG CHN
$1.7M18.0K
0.5%
−22%
Reduced · −5K sh
34Ishares TR
CORE S&P MCP ETF
$1.6M21.6K
0.4%
−6.0%
Reduced · −1K sh
35Vanguard Index FDS
VALUE ETF
$1.6M7.1K
0.4%
Held
36Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.4M6.7K
0.4%
−16%
Reduced · −1K sh
37American Centy ETF TR
AVANTIS ALL INT
$1.4M16.5K
0.4%
−0.7%
Reduced · −120 sh
38Dimensional ETF Trust
SHOR DUR FIX ETF
$1.2M26.1K
0.3%
+123%
Added · +14K sh
39JPMorgan Chase & Co
COM
$1.2M3.4K
0.3%
Held
40State STR SPDR S&P 500 ETF T
TR UNIT
$1.1M1.5K
0.3%
−15%
Reduced · −273 sh
41American Centy ETF TR
US EQT ETF
$1.0M8.1K
0.3%
+1.0%
Added · +81 sh
42Cummins Inc
COM
$1.0M1.6K
0.3%
−7.0%
Reduced · −118 sh
43Dimensional ETF Trust
EMGR CRE EQT MNG
$1.0M26.5K
0.3%
+6.2%
Added · +2K sh
44Abbvie Inc
COM
$1.0M4.0K
0.3%
+0.5%
Added · +19 sh
45Ishares TR
0-5 YR TIPS ETF
$1.0M10.0K
0.3%
−4.3%
Reduced · −455 sh
46Dimensional ETF Trust
INTL CORE EQT MK
$997K24.0K
0.3%
+14%
Added · +3K sh
47Altria Group Inc
COM
$976K13.4K
0.3%
+2.4%
Added · +319 sh
48Meta Platforms Inc
CL A
$954K1.5K
0.3%
−4.9%
Reduced · −77 sh
49Ishares TR
RUS 1000 GRW ETF
$946K7.8K
0.3%
+300%
Added · +6K sh
50Ishares TR
3 7 YR TREAS BD
$941K8.1K
0.3%
−2.7%
Reduced · −225 sh
Showing 50 of 142 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026142$371.4M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026138$353.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026113$305.0M13F-HR
Q3 2025Sep 30, 2025Oct 6, 2025108$244.0M13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025100$226.2M13F-HR
Q4 2024Dec 31, 2024Jan 7, 202537$137.4M13F-HR

Data source

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.