Vannoy Advisory Group, Inc. holds a concentrated book of 30 stocks worth $176.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1 and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional US Core Equity 2 at 30% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011808/holdings"
Use Arkolith to show Vannoy Advisory Group, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Vannoy Advisory Group, Inc.'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.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Vannoy Advisory Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 30 / 30 | $203.1B |
| JPMORGAN CHASE & CO | 30 / 30 | $178.9B |
| WELLS FARGO & COMPANY/MN | 30 / 30 | $67.6B |
| ROYAL BANK OF CANADA | 30 / 30 | $57.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30 / 30 | $52.2B |
| ENVESTNET ASSET MANAGEMENT INC | 30 / 30 | $49.5B |
| LPL Financial LLC | 30 / 30 | $44.8B |
| Creative Planning | 30 / 30 | $41.6B |
Ranked by how many of Vannoy Advisory Group, Inc.'s top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $53.2M | 1.20M | 30.1% | ▲+1.8% Added · +22K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $23.2M | 621.6K | 13.1% | ▲+0.5% Added · +3K sh | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $20.4M | 277.6K | 11.5% | ▲+11% Added · +27K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS CO | $12.6M | 310.4K | 7.1% | ▼−2.7% Reduced · −9K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $9.9M | 26.7K | 5.6% | ▼−0.6% Reduced · −151 sh | |
| 6 | American Centy ETF TR US EQT ETF | $9.0M | 70.1K | 5.1% | —Held | |
| 7 | Dimensional ETF Trust US REAL ESTA ETF | $7.4M | 282.6K | 4.2% | ▲+0.1% Added · +269 sh | |
| 8 | Vanguard Mun BD FDS TAX EXEMPT BD | $6.0M | 119.5K | 3.4% | ▲+11% Added · +12K sh | |
| 9 | Dimensional ETF Trust US MKTWIDE VALUE | $5.5M | 100.0K | 3.1% | ▼−0.2% Reduced · −200 sh | |
| 10 | Ishares TR NATIONAL MUN ETF | $5.2M | 48.2K | 2.9% | ▲+0.8% Added · +374 sh | |
| 11 | American Centy ETF TR US LARGE CAP VLU | $3.3M | 36.1K | 1.9% | ▼−3.6% Reduced · −1K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $3.2M | 82.1K | 1.8% | ▼−2.2% Reduced · −2K sh | |
| 13 | Dimensional ETF Trust INTL SMALL CAP V | $3.1M | 77.9K | 1.8% | ▼−2.0% Reduced · −2K sh | |
| 14 | Dimensional ETF Trust US LARG VALU ETF | $2.7M | 68.0K | 1.5% | ▼−4.7% Reduced · −3K sh | |
| 15 | Dimensional ETF Trust WORLD EX US CORE | $1.9M | 51.0K | 1.1% | ▼−1.2% Reduced · −636 sh | |
| 16 | Ishares TR CORE US AGGBD ET | $1.7M | 17.4K | 1.0% | ▼~0% Reduced · −7 sh | |
| 17 | American Centy ETF TR AVANTIS EMGMKT | $1.4M | 14.6K | 0.8% | —Held | |
| 18 | Dimensional ETF Trust US TARGETED VLU | $1.3M | 18.3K | 0.7% | ▼−0.2% Reduced · −40 sh | |
| 19 | Ishares TR CORE S&P SCP ETF | $1.2M | 8.0K | 0.7% | —Held | |
| 20 | Vanguard Index FDS SM CP VAL ETF | $1.0M | 4.2K | 0.6% | ▼−1.7% Reduced · −71 sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $576K | 771 | 0.3% | —Held | |
| 22 | Vanguard Whitehall FDS HIGH DIV YLD | $490K | 3.1K | 0.3% | —Held | |
| 23 | Alphabet Inc CAP STK CL A | $472K | 1.3K | 0.3% | —Held | |
| 24 | Vanguard Index FDS REAL ESTATE ETF | $451K | 4.7K | 0.3% | —Held | |
| 25 | Apple Inc COM | $441K | 1.5K | 0.2% | ▼−0.6% Reduced · −9 sh | |
| 26 | Alphabet Inc CAP STK CL C | $346K | 979 | 0.2% | —Held | |
| 27 | Ishares TR EAFE SML CP ETF | $336K | 4.1K | 0.2% | ▼−5.6% Reduced · −241 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $252K | 336 | 0.1% | —Held | |
| 29 | Invesco QQQ TR UNIT SER 1 | $218K | 296 | 0.1% | ▲New New position | |
| 30 | Micron Technology Inc COM | $210K | 182 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
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.