Arkolith/Funds/Tucker Asset Management LLC

Tucker Asset Management LLC

CIK 1870012
Holdings as of Jun 30, 2026·disclosed Aug 27, 2026·~58-day 13F lag·13F-HR
Active Filer

Tucker Asset Management LLC holds a focused book of 430 stocks worth $404.8M as of Q2 2026 (disclosed Aug 27, 2026, a ~58-day 13F lag). This quarter they opened HCM Defender 100 Index ETF and trimmed First Trust Enh Short Mat FD. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 24% of the equity book. Cloning the disclosed picks since 2026 would be +12% (+18.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
91
bought for the first time
Added to
130
already held, bought more
Trimmed
100
sold some, still holds it
Sold out
35
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.5%
+18.1%/yr · since Jan '26
Their reported book
+10.6%
held from quarter-end
S&P 500
+11.0%
same window
$9K$10K$10K$11K$11KJan '26Feb '26Apr '26May '26Jul '26Aug '26
Tucker Asset Management LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Tucker Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~58 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.

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
64%
Top 20 holdings
74%

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

Direct sector allocation

21% mapped to company sectors

ETF / fund or unclassified
79%
Information Technology
10%
Health Care
5%
Financials
2%
Consumer Discretionary
1%
Materials
1%
Industrials
1%
Energy
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

Funds with the most overlap

Other tracked managers holding the same core names as Tucker Asset Management LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC76 / 80$90.4B
ENVESTNET ASSET MANAGEMENT INC76 / 80$82.0B
OSAIC HOLDINGS, INC.76 / 80$18.1B
IFP Advisors, Inc76 / 80$1.2B
MORGAN STANLEY75 / 80$472.8B
UBS Group AG75 / 80$123.9B
NewEdge Advisors, LLC75 / 80$9.3B
Integrated Wealth Concepts LLC75 / 80$3.8B

Ranked by how many of Tucker Asset Management 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.

430 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$95.6M128.1K
23.6%
+15%
Added · +16K sh
2Invesco QQQ TR
UNIT SER 1
$43.8M59.5K
10.8%
+29%
Added · +13K sh
3First TR Exchange-Traded FD
FIRST TR ENH NEW
$35.3M591.0K
8.7%
−42%
Reduced · −423K sh
4Invesco Exchange Traded FD T
S&P500 EQL WGT
$23.7M111.2K
5.8%
+19%
Added · +18K sh
5Nvidia Corporation
COM
$21.6M108.0K
5.3%
+2.8%
Added · +3K sh
6Amneal Pharmaceuticals Inc
COM STK CL A
$17.5M1.01M
4.3%
Held
7Ishares TR
INTRM GOV CR ETF
$6.5M61.4K
1.6%
−3.9%
Reduced · −2K sh
8Apple Inc
COM
$5.4M18.6K
1.3%
+3.6%
Added · +649 sh
9Select Sector SPDR TR
ST STR INDL ETF
$5.3M28.4K
1.3%
−7.0%
Reduced · −2K sh
10Select Sector SPDR TR
ST STR MATER ETF
$5.1M100.9K
1.3%
−4.9%
Reduced · −5K sh
11Ishares TR
FUTU AI TECH ETF
$5.1M67.1K
1.3%
+9.2%
Added · +6K sh
12Select Sector SPDR TR
ST STR TECHN ETF
$5.0M26.5K
1.2%
14×
Added · +25K sh
13Select Sector SPDR TR
ST STR ENERG ETF
$4.9M92.5K
1.2%
+1.8%
Added · +2K sh
14Ishares TR
TRUST ISHARE 0-1
$4.6M41.4K
1.1%
−17%
Reduced · −9K sh
15Ishares TR
BROAD USD HIGH
$4.5M122.9K
1.1%
+27%
Added · +26K sh
16J P Morgan Exchange Traded F
NASDAQ EQT PREM
$3.9M63.3K
1.0%
+20%
Added · +11K sh
17Northern LTS FD TR III
HCM DEFND 100
$3.4M39.9K
0.8%
New
New position
18Northern LTS FD TR III
HCM DEFEN 500
$3.3M51.4K
0.8%
New
New position
19Ishares Silver TR
ISHARES
$3.1M58.0K
0.8%
+4.3%
Added · +2K sh
20Vanguard World FD
INF TECH ETF
$3.1M25.5K
0.8%
+719%
Added · +22K sh
21Vanguard Admiral FDS Inc
500 GRTH IDX F
$2.9M35.0K
0.7%
+489%
Added · +29K sh
22Global X FDS
RBTCS ARTFL INTE
$2.3M60.9K
0.6%
−3.7%
Reduced · −2K sh
23Vanguard Scottsdale FDS
VNG RUS1000GRW
$2.3M17.9K
0.6%
+2.4%
Added · +424 sh
24Proshares TR
SHORT ETHER ETF
$2.3M39.0K
0.6%
New
New position
25Wisdomtree TR
FLOATNG RAT TREA
$2.2M43.3K
0.5%
+30%
Added · +10K sh
26SPDR Series Trust
ST STR BLO 1 ETF
$2.1M23.2K
0.5%
−26%
Reduced · −8K sh
27Proshares TR
SHOR BITC ET NEW
$2.1M72.5K
0.5%
New
New position
28Tidal Trust I
FUND GRAN US ETF
$2.0M71.8K
0.5%
+5.4%
Added · +4K sh
29Space Exploration Techn Corp
CLASS A COM STK
$2.0M11.6K
0.5%
New
New position
30SPDR Series Trust
ST STR CONV ETF
$2.0M18.3K
0.5%
New
New position
31J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.9M34.0K
0.5%
+42%
Added · +10K sh
32Micron Technology Inc
COM
$1.7M1.4K
0.4%
+29%
Added · +319 sh
33Microsoft Corp
COM
$1.5M3.9K
0.4%
+7.0%
Added · +257 sh
34Johnson & Johnson
COM
$1.3M5.0K
0.3%
+173%
Added · +3K sh
35Tesla Inc
COM
$1.3M3.0K
0.3%
−8.5%
Reduced · −278 sh
36Marriott Intl Inc New
CL A
$1.2M3.3K
0.3%
−19%
Reduced · −792 sh
37SPDR Series Trust
ST STR P500GRW
$1.2M9.9K
0.3%
+70%
Added · +4K sh
38Global X FDS
GLOBAL X URANIUM
$1.2M26.4K
0.3%
+32%
Added · +6K sh
39Sandisk Corp
COM
$1.1M480
0.3%
New
New position
40Ishares TR
CORE S&P500 ETF
$1.1M1.4K
0.3%
+11%
Added · +138 sh
41Procter & Gamble Co
COM
$1.0M7.1K
0.3%
+3.0%
Added · +203 sh
42Vaneck Merk Gold ETF
GOLD SHS
$1.0M26.8K
0.3%
+106%
Added · +14K sh
43Vaneck ETF Trust
COMMODITY STGY
$1.0M15.7K
0.3%
+136%
Added · +9K sh
44Western Digital Corp
COM
$941K1.5K
0.2%
+73%
Added · +624 sh
45SPDR Gold TR
GOLD SHS
$863K2.3K
0.2%
New
New position
46First TR Exchng Traded FD VI
FT LADD BUFF ETF
$854K23.4K
0.2%
−6.4%
Reduced · −2K sh
47Alphabet Inc
CAP STK CL A
$851K2.4K
0.2%
+1.9%
Added · +45 sh
48Amazon Com Inc
COM
$846K3.5K
0.2%
−4.2%
Reduced · −154 sh
49Ishares TR
MSCI EAFE ETF
$841K8.1K
0.2%
+10.0%
Added · +734 sh
50JPMorgan Chase & Co
COM
$822K2.5K
0.2%
+13%
Added · +285 sh
Showing 50 of 430 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 27, 2026430$404.8M13F-HR
Q1 2026Mar 31, 2026Aug 27, 2026374$334.4M13F-HR
Q4 2025Dec 31, 2025Feb 5, 20261,080$343.4M13F-HR
Q3 2025Sep 30, 2025Jan 6, 2026313$331.8M13F-HR

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. The performance line is a simulation of the disclosed long book, not an audited return.