Vestmark Advisory Solutions, Inc. holds a diversified book of 1327 stocks worth $9.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Intermediate Muni In and trimmed Vanguard Total Intl Stock. Their largest long position is Vanguard Total Stock MKT ETF at 3% of the equity book.
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Use Arkolith to show Vestmark Advisory Solutions, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $258.8M | 806.8K | 2.9% | ▲+13% Added · +92K sh | |
| 2 | J P Morgan Exchange Traded F BETABUILDRS US | $210.5M | 1.80M | 2.3% | ▲+5.2% Added · +88K sh | |
| 3 | Dimensional ETF Trust US CORE EQUITY 2 | $195.7M | 5.04M | 2.2% | ▲+5.2% Added · +248K sh | |
| 4 | Apple Inc COM | $155.9M | 614.3K | 1.7% | ▲+35% Added · +161K sh | |
| 5 | Nvidia Corporation COM | $134.8M | 773.0K | 1.5% | ▲+25% Added · +154K sh | |
| 6 | Vanguard Star FDS VG TL INTL STK F | $134.5M | 1.74M | 1.5% | ▼−3.1% Reduced · −55K sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $134.4M | 1.83M | 1.5% | ▲+2.1% Added · +38K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $129.5M | 216.7K | 1.4% | ▼−30% Reduced · −94K sh | |
| 9 | SPDR Gold TR GOLD SHS | $124.3M | 288.9K | 1.4% | ▲+42% Added · +86K sh | |
| 10 | Microsoft Corp COM | $116.9M | 315.7K | 1.3% | ▲+24% Added · +61K sh | |
| 11 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $110.1M | 2.34M | 1.2% | ▲+13% Added · +276K sh | |
| 12 | J P Morgan Exchange Traded F INTRNL RES EQT | $92.1M | 1.22M | 1.0% | ▼−2.5% Reduced · −31K sh | |
| 13 | Amazon Com Inc COM | $88.3M | 424.2K | 1.0% | ▲+24% Added · +82K sh | |
| 14 | Dimensional ETF Trust GLOBAL CR ETF | $83.4M | 1.54M | 0.9% | ▲+0.2% Added · +3K sh | |
| 15 | Alphabet Inc CAP STK CL A | $81.6M | 283.7K | 0.9% | ▲+43% Added · +85K sh | |
| 16 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $80.5M | 1.50M | 0.9% | ▲+6.3% Added · +89K sh | |
| 17 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $78.8M | 1.10M | 0.9% | ▲+76% Added · +473K sh | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $70.6M | 1.10M | 0.8% | ▲+107% Added · +568K sh | |
| 19 | Exxon Mobil Corp COM | $68.1M | 401.7K | 0.8% | ▲+37% Added · +107K sh | |
| 20 | Broadcom Inc COM | $67.1M | 216.7K | 0.7% | ▲+28% Added · +47K sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $64.7M | 148.0K | 0.7% | ▲21× Added · +141K sh | |
| 22 | Dimensional ETF Trust INTL CORE EQUITY | $61.7M | 1.74M | 0.7% | ▲+40% Added · +495K sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $57.1M | 818.4K | 0.6% | ▲+8.1% Added · +61K sh | |
| 24 | Vanguard Charlotte FDS TOTAL INT BD ETF | $55.9M | 1.16M | 0.6% | ▲+9.4% Added · +100K sh | |
| 25 | Ishares TR CORE US AGGBD ET | $53.0M | 533.9K | 0.6% | ▲+1.3% Added · +7K sh | |
| 26 | Dimensional ETF Trust US SMALL CAP VAL | $52.1M | 1.49M | 0.6% | ▲+3.7% Added · +53K sh | |
| 27 | First TR Exchange Traded FD RISNG DIVD ACHIV | $50.7M | 742.6K | 0.6% | ▲17× Added · +699K sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $49.8M | 86.3K | 0.6% | ▲10× Added · +78K sh | |
| 29 | Vanguard BD Index FDS SHORT TRM BOND | $49.7M | 633.9K | 0.6% | ▲+3.3% Added · +20K sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $49.3M | 75.8K | 0.5% | ▲+50% Added · +25K sh | |
| 31 | JPMorgan Chase & Co COM | $49.2M | 167.2K | 0.5% | ▲+52% Added · +57K sh | |
| 32 | BlackRock ETF Trust II ISHARES INTERMED | $48.8M | 2.04M | 0.5% | ▲New New position | |
| 33 | Dimensional ETF Trust US HIGH PROFITAB | $48.2M | 1.31M | 0.5% | ▲+5.3% Added · +66K sh | |
| 34 | SPDR Series Trust STATE STREET SPD | $47.7M | 1.86M | 0.5% | ▲+27% Added · +400K sh | |
| 35 | Eli Lilly & Co COM | $47.4M | 51.5K | 0.5% | ▲+53% Added · +18K sh | |
| 36 | Meta Platforms Inc CL A | $47.2M | 82.5K | 0.5% | ▲+14% Added · +10K sh | |
| 37 | Dimensional ETF Trust GLOBAL CORE PLUS | $46.3M | 857.5K | 0.5% | ▲+1.9% Added · +16K sh | |
| 38 | J P Morgan Exchange Traded F GLOBAL SEL EQUIT | $45.7M | 699.9K | 0.5% | ▲+5.2% Added · +35K sh | |
| 39 | Vanguard Index FDS VALUE ETF | $45.3M | 230.9K | 0.5% | ▲+422% Added · +187K sh | |
| 40 | American Centy ETF TR US LARGE CAP VLU | $44.3M | 549.7K | 0.5% | ▲New New position | |
| 41 | J P Morgan Exchange Traded F ACTIVE GROWTH | $44.3M | 523.9K | 0.5% | ▼−14% Reduced · −86K sh | |
| 42 | Home Depot Inc COM | $44.2M | 134.4K | 0.5% | ▲+251% Added · +96K sh | |
| 43 | SPDR Series Trust STATE STREET SPD | $42.8M | 944.6K | 0.5% | ▲New New position | |
| 44 | American Centy ETF TR US EQT ETF | $42.3M | 380.2K | 0.5% | ▲+7.7% Added · +27K sh | |
| 45 | First TR Exchange Traded FD SMID RISNG ETF | $40.6M | 1.03M | 0.5% | ▲141× Added · +1.0M sh | |
| 46 | BlackRock ETF Trust ISHARES US THEMA | $40.5M | 1.12M | 0.4% | ▲26× Added · +1.1M sh | |
| 47 | Capital Grp Fixed Incm ETF T MUNICIPAL HIGH I | $39.3M | 1.55M | 0.4% | ▲+12% Added · +163K sh | |
| 48 | Enterprise Prods Partners L COM | $39.0M | 1.03M | 0.4% | ▲+1.1% Added · +11K sh | |
| 49 | Vanguard Index FDS MID CAP ETF | $36.4M | 126.9K | 0.4% | ▲+33% Added · +32K sh | |
| 50 | Tesla Inc COM | $36.3M | 97.7K | 0.4% | ▲+14% Added · +12K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 2,195 | $9.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 2,075 | $7.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 1,497 | $5.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 1,272 | $6.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 1,098 | $3.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 647 | $2.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 576 | $2.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 818 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 583 | $2.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 535 | $2.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 422 | $1.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 1,147 | $2.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 1,109 | $2.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 20, 2023 | 1,084 | $2.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 3, 2022 | 1,054 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 1,060 | $1.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 27, 2022 | 998 | $1.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 931 | $1.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 885 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 858 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 785 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 588 | $891.2M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 19, 2020 | 541 | $744.4M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 533 | $646.3M | 13F-HR |
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.