Arkolith/Funds/Trivium Point Advisory, LLC

Trivium Point Advisory, LLC

CIK 1766564
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Trivium Point Advisory, LLC holds a diversified book of 354 stocks worth $1.1B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened SS SPDR S&P Biotech ETF and trimmed Spotify Technology Sa. Their largest long position is Nvidia Corp at 4% of the equity book.

Opened
94
bought for the first time
Added to
204
already held, bought more
Trimmed
46
sold some, still holds it
Sold out
10
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
27%
Top 20 holdings
39%

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

Direct sector allocation

63% mapped to company sectors

ETF / fund or unclassified
37%
Information Technology
24%
Financials
8%
Communication Services
6%
Consumer Discretionary
6%
Utilities
5%
Industrials
5%
Health Care
4%

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 Trivium Point Advisory, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO80 / 80$517.7B
BANK OF AMERICA CORP /DE/80 / 80$385.4B
WELLS FARGO & COMPANY/MN80 / 80$162.1B
UBS Group AG80 / 80$156.1B
LPL Financial LLC80 / 80$87.2B
ENVESTNET ASSET MANAGEMENT INC80 / 80$85.4B
JONES FINANCIAL COMPANIES LLLP80 / 80$45.8B
Mariner, LLC80 / 80$33.6B

Ranked by how many of Trivium Point Advisory, LLC'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.

354 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$49.4M247.1K
4.5%
+44%
Added · +76K sh
2Spotify Technology S A
SHS
$45.4M98.9K
4.1%
~0%
Reduced · −5 sh
3SPDR Series Trust
ST STR BLO 1 ETF
$42.1M458.9K
3.8%
+829%
Added · +410K sh
4Alphabet Inc
CAP STK CL A
$29.3M82.1K
2.7%
+13%
Added · +9K sh
5Apple Inc
COM
$28.7M99.2K
2.6%
+23%
Added · +18K sh
6Microsoft Corp
COM
$24.3M65.1K
2.2%
+50%
Added · +22K sh
7Micron Technology Inc
COM
$22.8M19.8K
2.1%
+136%
Added · +11K sh
8ALPS ETF TR
ALERIAN MLP
$19.6M378.3K
1.8%
+650%
Added · +328K sh
9Alphabet Inc
CAP STK CL C
$18.2M51.4K
1.6%
+223%
Added · +35K sh
10Amazon Com Inc
COM
$17.2M72.3K
1.6%
+20%
Added · +12K sh
11Eli Lilly & Co
COM
$16.0M13.3K
1.5%
+296%
Added · +10K sh
12Ishares TR
0-5YR HI YL CP
$15.1M354.9K
1.4%
+24%
Added · +69K sh
13Cheniere Energy Inc
COM NEW
$15.0M62.9K
1.4%
+603%
Added · +54K sh
14Williams Cos Inc
COM
$14.7M197.5K
1.3%
+263%
Added · +143K sh
15Agnc Invt Corp
COM
$12.2M1.12M
1.1%
+588%
Added · +953K sh
16Bny Mellon ETF Trust II
DYNAMIC VALUE
$12.0M359.6K
1.1%
+90%
Added · +171K sh
17Invesco QQQ TR
UNIT SER 1
$11.8M16.0K
1.1%
23×
Added · +15K sh
18Global X FDS
GLOBAL X COPPER
$11.4M148.7K
1.0%
+591%
Added · +127K sh
19Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$11.3M37.4K
1.0%
+153%
Added · +23K sh
20Entergy Corp New
COM
$11.2M97.2K
1.0%
+430%
Added · +79K sh
21JPMorgan Chase & Co
COM
$10.8M33.1K
1.0%
+18%
Added · +5K sh
22SPDR Series Trust
ST STR SP BIOT
$10.4M65.9K
0.9%
New
New position
23Ishares TR
IBOXX HI YD ETF
$10.2M128.0K
0.9%
+4.9%
Added · +6K sh
24Landstar Sys Inc
COM
$10.2M49.4K
0.9%
+552%
Added · +42K sh
25SPDR Gold TR
GOLD SHS
$9.9M26.8K
0.9%
12×
Added · +25K sh
26Tesla Inc
COM
$9.6M22.9K
0.9%
+37%
Added · +6K sh
27Broadcom Inc
COM
$9.6M25.3K
0.9%
+26%
Added · +5K sh
28Ishares TR
RUS TP200 GR ETF
$9.4M32.2K
0.8%
+186%
Added · +21K sh
29Advanced Micro Devices Inc
COM
$9.1M15.6K
0.8%
+7.0%
Added · +1K sh
30Qualcomm Inc
COM
$9.1M49.1K
0.8%
+408%
Added · +39K sh
31Ishares Inc
MSCI STH KOR ETF
$9.0M44.4K
0.8%
+328%
Added · +34K sh
32Invesco Exchange Traded FD T
S&P MDCP QUALITY
$8.6M76.2K
0.8%
+192%
Added · +50K sh
33Vaneck ETF Trust
GOLD MINERS ETF
$8.5M113.0K
0.8%
+395%
Added · +90K sh
34Mastec Inc
COM
$8.2M19.8K
0.7%
Held
35Meta Platforms Inc
CL A
$8.2M14.5K
0.7%
+30%
Added · +3K sh
36Ishares TR
CORE UNIVRSL USD
$8.1M176.6K
0.7%
+8.6%
Added · +14K sh
37Cameco Corp
COM
$8.1M80.0K
0.7%
+526%
Added · +67K sh
38J P Morgan Exchange Traded F
CORE PLUS BD ETF
$8.0M170.0K
0.7%
+102%
Added · +86K sh
39Schwab Strategic TR
US LRG CAP ETF
$7.7M263.0K
0.7%
+91%
Added · +125K sh
40Berkshire Hathaway Inc Del
CL B NEW
$7.7M15.3K
0.7%
+20%
Added · +3K sh
41Walmart Inc
COM
$7.5M66.3K
0.7%
+19%
Added · +11K sh
42Nvent Elec PLC
SHS
$7.5M44.0K
0.7%
10×
Added · +40K sh
43Vanguard Scottsdale FDS
INT-TERM CORP
$7.2M87.0K
0.7%
+170%
Added · +55K sh
44State STR SPDR S&P 500 ETF T
TR UNIT
$6.9M9.3K
0.6%
+237%
Added · +7K sh
45First TR Exchange-Traded FD
NASDQ CLN EDGE
$6.8M35.4K
0.6%
+473%
Added · +29K sh
46First TR Exchange Traded FD
RISNG DIVD ACHIV
$6.6M81.3K
0.6%
New
New position
47Ishares TR
YLD OPTIM BD
$6.5M285.0K
0.6%
New
New position
48Entegris Inc
COM
$6.3M35.2K
0.6%
New
New position
49Iren Limited
ORDINARY SHARES
$6.3M136.9K
0.6%
+228%
Added · +95K sh
50Caci Intl Inc
CL A
$6.1M13.2K
0.6%
+432%
Added · +11K sh
Showing 50 of 354 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026354$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026270$553.2M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026339$993.6M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025346$979.4M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025343$921.3M13F-HR
Q1 2025Mar 31, 2025May 13, 2025336$805.7M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025338$792.1M13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024328$717.6M13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024300$671.2M13F-HR
Q1 2024Mar 31, 2024May 15, 2024219$464.6M13F-HR
Q4 2023Dec 31, 2023Feb 5, 2024201$412.3M13F-HR
Q3 2023Sep 30, 2023Oct 12, 2023191$363.0M13F-HR
Q2 2023Jun 30, 2023Jul 13, 2023196$369.6M13F-HR
Q1 2023Mar 31, 2023Apr 12, 2023186$370.1M13F-HR
Q4 2022Dec 31, 2022Jan 27, 2023188$343.4M13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022188$322.5M13F-HR
Q2 2022Jun 30, 2022Jul 27, 2022201$333.2M13F-HR
Q1 2022Mar 31, 2022May 16, 2022226$450.4M13F-HR
Q4 2021Dec 31, 2021Feb 18, 2022247$476.8M13F-HR/A
Q3 2021Sep 30, 2021Nov 15, 2021227$421.2M13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021218$401.0M13F-HR
Q1 2021Mar 31, 2021May 14, 2021197$369.8M13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021181$346.3M13F-HR
Amended / restated
  • Q4 2021 · filed Feb 10, 202213F-HR · superseded

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.