Arkolith/Funds/Ticino Wealth

Ticino Wealth

CIK 2105416Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Ticino Wealth holds a diversified book of 135 stocks worth $317.1M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Ishares Core S&P 500 ETF. Their largest long position is Scorpio Tankers Inc at 4% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+22.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TICINO WEALTH's latest
holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
85
existing
Trimmed
31
reduced
Sold out
15
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.7%
+22.4%/yr · since Jan '26
Their reported book
+11.3%
held from quarter-end
S&P 500
+6.6%
same window
$9K$10K$10K$11K$11KJan '26Mar '26Apr '26May '26Jun '26Jul '26
Ticino Wealth (copied at disclosure) S&P 500

Growth of $10,000 cloning Ticino Wealth's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
31%
Top 20 holdings
49%

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

Direct sector allocation

57% mapped to company sectors

ETF / fund or unclassified
43%
Information Technology
20%
Industrials
14%
Financials
6%
Health Care
5%
Consumer Discretionary
4%
Materials
3%
Communication Services
2%

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 Ticino Wealth

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$14.3B
IFP Advisors, Inc80 / 80$974.2M
Kestra Advisory Services, LLC79 / 80$5.9B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC79 / 80$430.3M
BlackRock, Inc.78 / 80$1.8T
FMR LLC78 / 80$551.9B
MORGAN STANLEY78 / 80$449.0B
JPMORGAN CHASE & CO78 / 80$403.6B

Ranked by how many of Ticino Wealth'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.

135 positions
#SecurityValueShares% PortLast moveHistory
1Scorpio Tankers Inc
SHS
$12.6M182.6K
4.0%
+1.0%
Added · +2K sh
2Ishares TR
ISHS 1-5YR INVS
$12.2M233.4K
3.9%
+25%
Added · +46K sh
3Ishares TR
CORE S&P500 ETF
$11.6M15.5K
3.7%
−2.8%
Reduced · −445 sh
4Ishares TR
ISHS 5-10YR INVT
$10.8M203.3K
3.4%
+12%
Added · +21K sh
5Goldman Sachs ETF TR
ACTIVEBETA US LG
$10.6M74.5K
3.3%
+2.9%
Added · +2K sh
6Ardmore Shipping Corp
COM
$10.0M714.7K
3.2%
+1.2%
Added · +8K sh
7Proshares TR
S&P 500 DV ARIST
$8.0M143.2K
2.5%
+137%
Added · +83K sh
8Vanguard Index FDS
MID CAP ETF
$7.8M96.9K
2.5%
+401%
Added · +78K sh
9Ishares TR
RUS MDCP VAL ETF
$7.6M46.4K
2.4%
+19%
Added · +7K sh
10Coherent Corp
COM
$7.4M18.8K
2.3%
−43%
Reduced · −14K sh
11Ishares TR
RUS MD CP GR ETF
$7.2M49.0K
2.3%
+24%
Added · +9K sh
12Analog Devices Inc
COM
$6.9M17.4K
2.2%
−0.7%
Reduced · −124 sh
13Cisco Sys Inc
COM
$6.4M54.3K
2.0%
+8.6%
Added · +4K sh
14Texas Instrs Inc
COM
$5.8M19.3K
1.8%
+1.6%
Added · +296 sh
15Invesco Exchange Traded FD T
S&P500 EQL WGT
$5.1M24.1K
1.6%
+92%
Added · +12K sh
16Ishares TR
CORE S&P MCP ETF
$5.0M65.4K
1.6%
+22%
Added · +12K sh
17Select Sector SPDR TR
ST STR TECHN ETF
$4.9M25.8K
1.5%
New
New position
18Apple Inc
COM
$4.8M16.5K
1.5%
+11%
Added · +2K sh
19Caterpillar Inc
COM
$4.6M4.3K
1.5%
+1.4%
Added · +58 sh
20Ares Capital Corp
COM
$4.5M243.9K
1.4%
+16%
Added · +34K sh
21Johnson & Johnson
COM
$4.4M17.4K
1.4%
+15%
Added · +2K sh
22T-Mobile US Inc
COM
$4.4M26.3K
1.4%
+5.0%
Added · +1K sh
23JPMorgan Chase & Co
COM
$4.3M13.2K
1.4%
+161%
Added · +8K sh
24Select Sector SPDR TR
ST STR FINL ETF
$4.0M73.8K
1.2%
~0%
Reduced · −30 sh
25Ishares TR
CORE MSCI EAFE
$3.6M36.8K
1.1%
+153%
Added · +22K sh
26Ishares TR
RUS 2000 VAL ETF
$3.5M15.9K
1.1%
+17%
Added · +2K sh
27Microsoft Corp
COM
$3.5M9.4K
1.1%
+7.7%
Added · +672 sh
28Ishares TR
RUS 2000 GRW ETF
$3.5M8.9K
1.1%
+17%
Added · +1K sh
29Onto Innovation Inc
COM
$3.4M9.0K
1.1%
−56%
Reduced · −11K sh
30Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.3M55.6K
1.0%
−15%
Reduced · −10K sh
31Vanguard Scottsdale FDS
VNG RUS2000IDX
$2.9M23.8K
0.9%
+23%
Added · +4K sh
32Medical Properties Trust Inc
COM
$2.9M622.1K
0.9%
+108%
Added · +322K sh
33Illinois Tool WKS Inc
COM
$2.9M10.5K
0.9%
−6.4%
Reduced · −725 sh
34McDonalds Corp
COM
$2.8M10.5K
0.9%
+5.9%
Added · +586 sh
35Amgen Inc
COM
$2.8M7.6K
0.9%
+9.9%
Added · +682 sh
36International Business Machs
COM
$2.8M9.8K
0.9%
+1.1%
Added · +107 sh
37Select Sector SPDR TR
ST STR INDL ETF
$2.7M14.5K
0.8%
+62%
Added · +6K sh
38Broadcom Inc
COM
$2.7M7.1K
0.8%
+9.3%
Added · +604 sh
39Ishares Inc
CORE MSCI EMKT
$2.6M31.7K
0.8%
+79%
Added · +14K sh
40RTX Corporation
COM
$2.5M13.0K
0.8%
+4.1%
Added · +515 sh
41Visa Inc
COM CL A
$2.4M7.0K
0.8%
+11%
Added · +701 sh
42Crowdstrike Hldgs Inc
CL A
$2.3M3.0K
0.7%
+27%
Added · +629 sh
43Ishares TR
MSCI EMG MKT ETF
$2.3M33.3K
0.7%
+99%
Added · +17K sh
44MP Materials Corp
COM CL A
$2.3M40.5K
0.7%
+4.8%
Added · +2K sh
45Ishares TR
0-5YR HI YL CP
$2.3M53.2K
0.7%
+32%
Added · +13K sh
46Applied Matls Inc
COM
$2.1M3.0K
0.7%
−3.3%
Reduced · −100 sh
47Nvidia Corporation
COM
$2.1M10.6K
0.7%
+5.2%
Added · +528 sh
48United Parcel Svcs Inc
CL B
$2.0M18.6K
0.6%
+56%
Added · +7K sh
49Xylem Inc
COM
$1.9M16.1K
0.6%
+5.1%
Added · +784 sh
50Qualcomm Inc
COM
$1.9M10.3K
0.6%
−3.6%
Reduced · −381 sh
Showing 50 of 135 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026135$317.1M13F-HR
Q1 2026Mar 31, 2026Apr 23, 2026138$287.7M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026139$269.8M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.