Arkolith/Funds/Thayer Financial, L.L.C.

Thayer Financial, L.L.C.

CIK 2100981
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Thayer Financial, L.L.C. holds a concentrated book of 33 stocks worth $110.0M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they trimmed Dimensional Emerging Core Eq. Their largest long position is Vanguard Growth ETF at 16% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
15
existing
Trimmed
13
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
60%
Top 10 holdings
83%
Top 20 holdings
95%

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

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Utilities
1%
Consumer Discretionary
0%
Information Technology
0%
Materials
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.

33 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$17.6M204.6K
16.0%
+513%
Added · +171K sh
2Vanguard Index FDS
VALUE ETF
$16.1M74.0K
14.6%
+2.6%
Added · +2K sh
3Dimensional ETF Trust
INTL CORE EQT MK
$13.3M323.2K
12.1%
+3.4%
Added · +11K sh
4Capital Grp Fixed Incm ETF T
SHORT DURATION
$11.9M461.8K
10.8%
+5.2%
Added · +23K sh
5Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$7.1M258.6K
6.4%
+3.7%
Added · +9K sh
6Vanguard Index FDS
SMALL CP ETF
$6.1M20.1K
5.5%
+2.6%
Added · +511 sh
7Dimensional ETF Trust
EMGR CRE EQT MNG
$6.1M150.7K
5.5%
−2.6%
Reduced · −4K sh
8Invesco Actively Managed Exc
VAR RATE INVT
$4.8M191.5K
4.4%
+7.0%
Added · +12K sh
9Dimensional ETF Trust
US HIGH PROF ETF
$4.3M102.5K
3.9%
+2.2%
Added · +2K sh
10Dimensional ETF Trust
US TARGETED VLU
$4.1M58.8K
3.7%
+1.9%
Added · +1K sh
11Schwab Strategic TR
US LCAP GR ETF
$3.5M103.2K
3.2%
−0.6%
Reduced · −636 sh
12American Centy ETF TR
INTL EQT ETF
$2.0M22.3K
1.8%
+4.4%
Added · +942 sh
13SPDR Series Trust
ST STR P500VAL
$1.8M29.4K
1.6%
−0.3%
Reduced · −106 sh
14Schwab Strategic TR
US LCAP VA ETF
$1.4M41.6K
1.3%
+1.1%
Added · +471 sh
15Invesco QQQ TR
UNIT SER 1
$956K1.3K
0.9%
−2.9%
Reduced · −39 sh
16Ishares TR
US SML CAP EQT
$917K10.3K
0.8%
−2.7%
Reduced · −283 sh
17Ishares TR
RUSEL 2500 ETF
$817K8.9K
0.7%
−1.6%
Reduced · −146 sh
18Ishares TR
CORE S&P US GWT
$725K3.9K
0.7%
−3.6%
Reduced · −146 sh
19American Centy ETF TR
AVAN US SMAL ETF
$625K8.5K
0.6%
−8.0%
Reduced · −746 sh
20Ishares TR
CORE MSCI EAFE
$594K6.2K
0.5%
+14%
Added · +776 sh
21Duke Energy Corp New
COM NEW
$580K4.6K
0.5%
−0.4%
Reduced · −20 sh
22Ishares TR
CORE MSCI INTL
$537K6.0K
0.5%
Held
23Lowes Cos Inc
COM
$522K2.4K
0.5%
Held
24Apple Inc
COM
$515K1.8K
0.5%
−30%
Reduced · −770 sh
25Vanguard Index FDS
S&P 500 ETF SHS
$483K703
0.4%
+27%
Added · +150 sh
26American Centy ETF TR
AVANTIS EMGMKT
$433K4.5K
0.4%
−18%
Reduced · −988 sh
27Pimco ETF TR
ENHNCD LW DUR AC
$427K4.5K
0.4%
+2.6%
Added · +112 sh
28Pimco ETF TR
MULTISECTOR BD
$395K14.9K
0.4%
~0%
Added · +3 sh
29Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$324K5.4K
0.3%
Held
30Vanguard Index FDS
LARGE CAP ETF
$292K850
0.3%
Held
31Dimensional ETF Trust
US COR EQU 2 ETF
$279K6.3K
0.3%
−0.4%
Reduced · −26 sh
32Vanguard Index FDS
TOTAL STK MKT
$264K712
0.2%
Held
33Corning Inc
COM
$255K1.0K
0.2%
−36%
Reduced · −568 sh
Showing all 33 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 202633$110.0M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202633$98.0M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202633$94.6M13F-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.