Arkolith/Funds/Veracity Capital LLC

Veracity Capital LLC

CIK 1811005
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Veracity Capital LLC holds a focused book of 223 stocks worth $370.4M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Dimensional International Co and trimmed Ishares Core S&P U.S. Growth. Their largest long position is Ishares Core S&P U.S. Growth at 12% of the equity book.

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Use Arkolith to show Veracity Capital LLC's latest
holdings, largest changes, and filing provenance.
Opened
36
new positions
Added to
112
existing
Trimmed
61
reduced
Sold out
12
exited

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
48%
Top 20 holdings
58%

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

Direct sector allocation

44% mapped to company sectors

ETF / fund or unclassified
56%
Information Technology
20%
Industrials
5%
Materials
4%
Financials
3%
Health Care
3%
Consumer Discretionary
3%
Energy
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

Holdings: largest first

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

223 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P US GWT
$42.8M227.4K
11.5%
−0.3%
Reduced · −806 sh
2Ishares TR
CORE S&P US VLU
$40.6M368.4K
11.0%
+2.1%
Added · +8K sh
3Vanguard Index FDS
MID CAP ETF
$21.9M271.7K
5.9%
+308%
Added · +205K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$18.4M445.0K
5.0%
New
New position
5Principal Exchange Traded FD
PRIN U S SMALL
$17.0M243.0K
4.6%
+1.9%
Added · +5K sh
6First TR Exchange-Traded FD
WCM DEV WORL ETF
$10.7M544.6K
2.9%
New
New position
7Apple Inc
COM
$8.4M29.2K
2.3%
−0.1%
Reduced · −37 sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$6.6M8.8K
1.8%
−7.7%
Reduced · −733 sh
9Alphabet Inc
CAP STK CL A
$6.1M17.1K
1.6%
−3.0%
Reduced · −521 sh
10Nvidia Corporation
COM
$5.4M26.8K
1.4%
+0.2%
Added · +50 sh
11Cohen & Steers ETF Trust
REAL EST ACT ETF
$4.9M174.2K
1.3%
New
New position
12Micron Technology Inc
COM
$4.3M3.7K
1.2%
−0.9%
Reduced · −34 sh
13Amazon Com Inc
COM
$4.0M16.9K
1.1%
−1.8%
Reduced · −319 sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$4.0M8.3K
1.1%
+0.2%
Added · +19 sh
15Microsoft Corp
COM
$4.0M10.7K
1.1%
−1.8%
Reduced · −195 sh
16Regeneron Pharmaceuticals
COM
$3.5M5.6K
0.9%
+0.1%
Added · +3 sh
17State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$3.1M4.4K
0.8%
Held
18Broadcom Inc
COM
$2.9M7.6K
0.8%
+0.8%
Added · +58 sh
19Alphabet Inc
CAP STK CL C
$2.6M7.3K
0.7%
+3.1%
Added · +224 sh
20Advanced Micro Devices Inc
COM
$2.6M4.4K
0.7%
+3.2%
Added · +139 sh
21Ge Vernova Inc
COM
$2.5M2.2K
0.7%
−5.7%
Reduced · −131 sh
22Arista Networks Inc
COM SHS
$2.5M14.7K
0.7%
+2.2%
Added · +321 sh
23American Express Co
COM
$2.4M7.2K
0.7%
−0.3%
Reduced · −24 sh
24Carpenter Technology Corp
COM
$2.3M3.7K
0.6%
+8.4%
Added · +286 sh
25Eli Lilly & Co
COM
$2.2M1.9K
0.6%
−0.4%
Reduced · −8 sh
26Ishares TR
CORE MSCI EAFE
$2.2M23.2K
0.6%
+3.0%
Added · +677 sh
27Ishares TR
MSCI EAFE ETF
$2.2M21.0K
0.6%
+9.4%
Added · +2K sh
28Coca Cola Co
COM
$2.2M26.6K
0.6%
−0.9%
Reduced · −237 sh
29Schwab Strategic TR
US TIPS ETF
$2.1M81.1K
0.6%
+4.0%
Added · +3K sh
30Coherent Corp
COM
$2.0M5.1K
0.5%
−4.9%
Reduced · −263 sh
31Ishares TR
RUSSELL 2000 ETF
$2.0M6.6K
0.5%
−2.1%
Reduced · −145 sh
32Corning Inc
COM
$2.0M7.7K
0.5%
+5.9%
Added · +431 sh
33Ishares TR
CORE S&P500 ETF
$2.0M2.6K
0.5%
+50%
Added · +875 sh
34Flex Ltd
ORD
$1.9M11.9K
0.5%
−14%
Reduced · −2K sh
35Caterpillar Inc
COM
$1.9M1.8K
0.5%
+0.4%
Added · +7 sh
36D-Wave Quantum Inc
COM
$1.9M78.8K
0.5%
+38%
Added · +22K sh
37Lam Research Corp
COM NEW
$1.8M4.2K
0.5%
+0.6%
Added · +24 sh
38Ishares TR
RUS 1000 GRW ETF
$1.8M14.6K
0.5%
+193%
Added · +10K sh
39Seagate Technology HLDNGS PL
ORD SHS
$1.8M1.9K
0.5%
−1.7%
Reduced · −33 sh
40Ishares TR
S&P 500 GRWT ETF
$1.8M12.9K
0.5%
+0.3%
Added · +37 sh
41Invesco QQQ TR
UNIT SER 1
$1.8M2.4K
0.5%
−1.8%
Reduced · −44 sh
42Teradyne Inc
COM
$1.6M3.4K
0.4%
−5.2%
Reduced · −185 sh
43Ishares Inc
CORE MSCI EMKT
$1.6M19.1K
0.4%
−7.6%
Reduced · −2K sh
44JPMorgan Chase & Co
COM
$1.5M4.5K
0.4%
+1.7%
Added · +74 sh
45Meta Platforms Inc
CL A
$1.5M2.6K
0.4%
+8.7%
Added · +208 sh
46ASML Hldg NV
N Y REGISTRY SHS
$1.5M739
0.4%
+13%
Added · +86 sh
47Ormat Technologies Inc
COM
$1.4M13.1K
0.4%
+178%
Added · +8K sh
48Howmet Aerospace Inc
COM
$1.4M5.2K
0.4%
−0.8%
Reduced · −42 sh
49BWX Technologies Inc
COM
$1.4M7.2K
0.4%
−28%
Reduced · −3K sh
50Hewlett Packard Enterprise C
COM
$1.4M30.7K
0.4%
+4.6%
Added · +1K sh
Showing 50 of 223 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026223$370.4M13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026201$279.9M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026238$339.8M13F-HR
Q3 2025Sep 30, 2025Oct 8, 2025242$313.5M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025242$292.2M13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025226$258.2M13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025226$277.1M13F-HR
Q3 2024Sep 30, 2024Oct 18, 2024205$263.9M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.