Studio Investment Management LLC holds a focused book of 184 stocks worth $554.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened NEOS S&P 500 High Income ETF and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Vanguard Short-Term Tips at 17% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/1893893/holdings"
Use Arkolith to show STUDIO INVESTMENT 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.
38% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Short-Term Inflation-Protected ETF SHS | $92.5M | 1.85M | 16.7% | ▲+1.7% Added · +31K sh | |
| 2 | Vanguard Dividend Appreciation ETF SHS | $30.9M | 143.7K | 5.6% | ▼−0.2% Reduced · −349 sh | |
| 3 | Vanguard Value ETF SHS | $30.4M | 154.8K | 5.5% | ▼−1.1% Reduced · −2K sh | |
| 4 | DFA International Core Equity 2 ETF SHS | $20.6M | 578.8K | 3.7% | ▼−1.0% Reduced · −6K sh | |
| 5 | Schwab Fundamental Intl Lg Co ETF SHS | $19.1M | 390.0K | 3.4% | ▼−1.2% Reduced · −5K sh | |
| 6 | Vanguard Small-Cap Value ETF SHS | $17.2M | 79.2K | 3.1% | ▼−1.6% Reduced · −1K sh | |
| 7 | Vanguard Short-Term Treasury ETF SHS | $15.4M | 263.5K | 2.8% | ▲+2.4% Added · +6K sh | |
| 8 | Dimensional Short-Duration Fixed Income ETF SHS | $15.3M | 319.6K | 2.8% | ▲+4.6% Added · +14K sh | |
| 9 | Alphabet Inc Class A COM | $14.2M | 49.2K | 2.6% | ▼−2.3% Reduced · −1K sh | |
| 10 | Berkshire Hathaway Inc Class B COM | $13.7M | 28.6K | 2.5% | ▼−1.0% Reduced · −284 sh | |
| 11 | Apple Inc COM | $8.9M | 35.2K | 1.6% | ▼−1.9% Reduced · −684 sh | |
| 12 | iShares 0 to 3 Month Treasury Bond ETF SHS | $8.4M | 83.0K | 1.5% | ▲+0.5% Added · +441 sh | |
| 13 | Nextera Energy Inc COM | $8.1M | 87.2K | 1.5% | ▼−0.6% Reduced · −526 sh | |
| 14 | Invesco S&P 500 Equal Weight Utilts ETF SHS | $7.8M | 96.6K | 1.4% | ▲+2.4% Added · +2K sh | |
| 15 | Microsoft Corp COM | $7.7M | 20.9K | 1.4% | ▼−0.1% Reduced · −27 sh | |
| 16 | General Dynamics Corp COM | $7.5M | 22.0K | 1.4% | ▼−1.7% Reduced · −387 sh | |
| 17 | DFA Emerging Market Core Equity 2 ETF SHS | $7.5M | 217.0K | 1.4% | ▼−1.0% Reduced · −2K sh | |
| 18 | Caterpillar Inc COM | $7.0M | 9.8K | 1.3% | ▼−4.9% Reduced · −506 sh | |
| 19 | Johnson & Johnson COM | $6.7M | 27.6K | 1.2% | ▼−3.3% Reduced · −935 sh | |
| 20 | Vanguard Short-Term Corporate Bond ETF SHS | $6.3M | 79.8K | 1.1% | ▼−0.9% Reduced · −746 sh | |
| 21 | DFA U.S. Large Cap Value ETF SHS | $6.2M | 174.6K | 1.1% | ▲+2.8% Added · +5K sh | |
| 22 | Jpmorgan Chase & Co COM | $6.2M | 21.0K | 1.1% | ▼−0.9% Reduced · −188 sh | |
| 23 | Raytheon Technologies Ord COM | $6.1M | 31.5K | 1.1% | ▼−3.5% Reduced · −1K sh | |
| 24 | Procter & Gamble COM | $5.9M | 40.8K | 1.1% | ▲+0.2% Added · +68 sh | |
| 25 | Capital Group Core Plus Income ETF SHS | $5.7M | 255.6K | 1.0% | ▲+9.6% Added · +22K sh | |
| 26 | Vanguard Intl Div Apprec ETF SHS | $5.5M | 61.6K | 1.0% | ▼−1.5% Reduced · −913 sh | |
| 27 | DFA U.S. Targeted Value ETF SHS | $5.4M | 87.1K | 1.0% | ▲+3.2% Added · +3K sh | |
| 28 | Vanguard Total Stock Market ETF SHS | $5.4M | 16.9K | 1.0% | ▼−0.3% Reduced · −58 sh | |
| 29 | Vanguard Total World Stock ETF SHS | $5.3M | 38.5K | 1.0% | ▼−3.5% Reduced · −1K sh | |
| 30 | Merck & Co Inc New COM | $4.9M | 40.8K | 0.9% | ▼−1.6% Reduced · −687 sh | |
| 31 | Cisco Systems Inc COM | $4.9M | 63.1K | 0.9% | ▼−1.9% Reduced · −1K sh | |
| 32 | Honeywell International Inc COM | $4.6M | 20.5K | 0.8% | ▼−3.5% Reduced · −750 sh | |
| 33 | Chevron Corporation COM | $4.2M | 20.3K | 0.8% | ▼−0.7% Reduced · −139 sh | |
| 34 | Broadcom Inc Com COM | $4.0M | 13.1K | 0.7% | ▼−2.1% Reduced · −276 sh | |
| 35 | Amgen Incorporated COM | $4.0M | 11.3K | 0.7% | ▼−2.9% Reduced · −336 sh | |
| 36 | Illinois Tool Works Inc COM | $3.3M | 12.7K | 0.6% | ▼−0.6% Reduced · −78 sh | |
| 37 | D.R. Horton Inc COM | $3.1M | 22.9K | 0.6% | ▼−0.8% Reduced · −189 sh | |
| 38 | Alliant Energy Corp COM | $3.0M | 42.1K | 0.5% | ▼−0.3% Reduced · −113 sh | |
| 39 | Blackrock Inc COM | $2.9M | 3.0K | 0.5% | ▼−0.3% Reduced · −8 sh | |
| 40 | JPMorgan Equity Premium Income ETF SHS | $2.9M | 51.0K | 0.5% | ▲+178% Added · +33K sh | |
| 41 | Corteva Inc com COM | $2.8M | 33.5K | 0.5% | ▼−5.8% Reduced · −2K sh | |
| 42 | Pepsico Incorporated COM | $2.7M | 17.6K | 0.5% | ▲+1.1% Added · +185 sh | |
| 43 | Northrop Grumman Corp COM | $2.7M | 4.0K | 0.5% | ▼−1.4% Reduced · −57 sh | |
| 44 | Bank Of America Corp COM | $2.6M | 52.7K | 0.5% | ▼−2.1% Reduced · −1K sh | |
| 45 | Walt Disney Co COM | $2.5M | 25.8K | 0.4% | ▲+2.8% Added · +690 sh | |
| 46 | Amazon Com Inc COM | $2.4M | 11.6K | 0.4% | ▼−2.1% Reduced · −250 sh | |
| 47 | The Hershey Co COM | $2.4M | 11.5K | 0.4% | ▼−0.9% Reduced · −106 sh | |
| 48 | Johnson Controls Inc COM | $2.4M | 18.1K | 0.4% | ▼−1.6% Reduced · −304 sh | |
| 49 | Dimensional Ultrashort Fixed Income ETF SHS | $2.3M | 45.5K | 0.4% | ▲+12% Added · +5K sh | |
| 50 | Vanguard S&P Small-Cap 600 Value ETF SHS | $2.3M | 22.6K | 0.4% | ▼−4.4% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 184 | $554.6M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 180 | $547.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 174 | $529.8M | 13F-HR |
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.