Arkolith/Funds/Titan Wealth (CI) Ltd

Titan Wealth (CI) Ltd

CIK 2109452Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Titan Wealth (CI) Ltd holds a diversified book of 51 reported positions worth $269.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Servicenow Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 5% of the reported non-option book. Cloning the disclosed picks since 2026 would be +13% (+23.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Titan Wealth (CI) Ltd is a wealth platform: this book aggregates client accounts across many advisers.

Opened
4
bought for the first time
+1 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+12.8%
+23.5%/yr · since Feb '26
Their reported book
+3.5%
held from quarter-end
S&P 500
+12.2%
same window
$9K$10K$11K$11K$12KFeb '26Mar '26May '26Jun '26Jul '26Sep '26
Titan Wealth (CI) Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 9.3 points over this window.

Growth of $10,000 cloning Titan Wealth (CI) Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
43%
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.

Where the money is, by sector

97% mapped to company sectors

Information Technology
50%
Industrials
13%
Health Care
11%
Financials
8%
Consumer Discretionary
5%
Energy
4%
No sector on file yet
3%
Materials
3%

+3 sectors below the cut, 3% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Titan Wealth (CI) Ltd

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.5 / 51$4.4B
BlueSpruce Investments, LP7 / 51$638.6M
Hoffman, Alan N Investment Management8 / 51$160.9M
Prospect Hill Management, LLC9 / 51$241.4M
Draper Asset Management, LLC11 / 51$179.3M
Uhlmann Price Securities, LLC23 / 51$2.4B
Voyager Global Management LP6 / 51$3.3B
Greenbrier Partners Capital Management, LLC7 / 51$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Titan Wealth (CI) Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

51 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL C
$13.7M38.7K
5.1%
−5.9%
Reduced · −2K sh
2Amazon Com Inc
COM
$13.5M56.5K
5.0%
+2.3%
Added · +1K sh
3Kla Corp
COM NEW
$12.6M41.8K
4.7%
+649%
Added · +36K sh
4Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$12.5M26.2K
4.6%
−14%
Reduced · −4K sh
5Crowdstrike Hldgs Inc
CL A
$11.3M14.8K
4.2%
−26%
Reduced · −5K sh
6Exxon Mobil Corp
COM
$11.2M81.7K
4.1%
+5.8%
Added · +5K sh
7Baker Hughes Company
CL A
$10.2M183.2K
3.8%
+24%
Added · +36K sh
8Arista Networks Inc
COM SHS
$10.0M58.8K
3.7%
−2.1%
Reduced · −1K sh
9JPMorgan Chase & Co.
COM
$10.0M30.5K
3.7%
+4.8%
Added · +1K sh
10Broadcom Inc
COM
$9.9M26.2K
3.7%
+7.4%
Added · +2K sh
11Abbvie Inc
COM
$9.7M38.7K
3.6%
−1.8%
Reduced · −699 sh
12Nvidia Corporation
COM
$9.3M46.5K
3.5%
−5.8%
Reduced · −3K sh
13Caterpillar Inc
COM
$9.3M8.7K
3.4%
−10%
Reduced · −1K sh
14Edwards Lifesciences Corp
COM
$9.2M101.9K
3.4%
Held
15Meta Platforms Inc
CL A
$9.2M16.3K
3.4%
−11%
Reduced · −2K sh
16Microsoft Corp
COM
$9.0M24.1K
3.3%
+19%
Added · +4K sh
17Unitedhealth Group Inc
COM
$8.7M20.8K
3.2%
−19%
Reduced · −5K sh
18L3harris Technologies Inc
COM
$8.5M29.2K
3.2%
+19%
Added · +5K sh
19RTX Corporation
COM
$8.4M44.5K
3.1%
+2.2%
Added · +959 sh
20Servicenow Inc
COM
$8.4M84.9K
3.1%
New
New position
21Interactive Brokers Group In
COM CL A
$8.2M94.7K
3.1%
−14%
Reduced · −15K sh
22Ebay Inc.
COM
$7.3M65.2K
2.7%
−8.0%
Reduced · −6K sh
23Oracle Corp
COM
$7.0M47.8K
2.6%
+119%
Added · +26K sh
24Mosaic Co New
COM
$6.8M319.9K
2.5%
+42%
Added · +95K sh
25Palantir Technologies Inc
CL A
$6.6M56.6K
2.5%
−0.8%
Reduced · −466 sh
26Netflix Inc
COM
$6.4M89.4K
2.4%
+157%
Added · +55K sh
27Uber Technologies Inc
COM
$6.3M87.1K
2.3%
−3.0%
Reduced · −3K sh
28Reddit Inc
CL A
$5.5M31.9K
2.1%
New
New position
29Coinbase Global Inc
COM CL A
$4.5M30.4K
1.7%
+54%
Added · +11K sh
30Alphabet Inc
CAP STK CL A
$1.2M3.2K
0.4%
+0.9%
Added · +30 sh
31Lockheed Martin Corp
COM
$908K1.8K
0.3%
−84%
Reduced · −10K sh
32Sunbelt Rentals Ho-Com STK Usd0.01 (Di)
COM
$709K9.7K
0.3%
Held
33Johnson & Johnson
COM
$658K2.6K
0.2%
−19%
Reduced · −600 sh
34Rio Tinto PLC
SPONSORED ADR
$475K5.0K
0.2%
Held
35Disney Walt Co
COM
$404K4.2K
0.2%
+2.9%
Added · +120 sh
36Salesforce Inc
COM
$376K2.4K
0.1%
+98%
Added · +1K sh
37Diageo PLC
SPON ADR NEW
$338K4.2K
0.1%
Held
38SPDR S&P 500 ETF TR
TR UNIT
$325K435
0.1%
Held
39Ishares TR
U.S. BAS MTL ETF
$269K1.5K
0.1%
Held
40Ishares TR
S&P MC 400GR ETF
$165K1.4K
0.1%
Held
41Apple Inc
COM
$142K491
0.1%
Held
42Ishares Bitcoin Trust ETF
SHS BEN INT
$122K3.7K
<0.1%
Held
43Ishares TR
GLOB HLTHCRE ETF
$93K945
<0.1%
Held
44Costco WHSL Corp New
COM
$47K50
<0.1%
Held
45Space Exploration Techn Corp
COM
$37K215
<0.1%
Listed
Newly reportable
46Transmedics Group Inc
COM
$22K325
<0.1%
Held
47BlackRock Science & Technolo
SHS
$21K420
<0.1%
New
New position
48S&P Global Inc
COM
$13K32
<0.1%
New
New position
49Tesla Inc
COM
$13K30
<0.1%
Held
50Gallagher Arthur J & Co
COM
$9K41
<0.1%
Held
Showing 50 of 51 positions
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Filing history

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

$269.3M · Q2 2026Q4 2025 · $260.1MQ2 2026 · $269.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202643d51$269.3M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d51$231.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d66$260.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.