Arkolith/Funds/Voisard Asset Management Group, Inc.

Voisard Asset Management Group, Inc.

CIK 2011215
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Voisard Asset Management Group, Inc. holds a focused book of 111 stocks worth $528.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Avantis US Large Cap Value. Their largest long position is SS SPDR P S&P 1500 Comp ETF at 15% of the equity book.

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Use Arkolith to show VOISARD ASSET MANAGEMENT GROUP, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
41
existing
Trimmed
42
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
72%
Top 20 holdings
86%

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

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
5%
Financials
1%
Consumer Discretionary
0%
Industrials
0%
Health Care
0%
Energy
0%
Materials
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

Holdings: largest first

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

111 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR PR SP1500
$78.9M869.0K
14.9%
+3.4%
Added · +29K sh
2American Centy ETF TR
US LARGE CAP VLU
$58.0M636.2K
11.0%
~0%
Reduced · −100 sh
3SPDR Series Trust
ST INTER ETF
$55.6M1.96M
10.5%
+12%
Added · +208K sh
4Ishares TR
CORE S&P US GWT
$41.3M219.3K
7.8%
+2.0%
Added · +4K sh
5J P Morgan Exchange Traded F
CORE PLUS BD ETF
$40.4M861.3K
7.6%
+9.8%
Added · +77K sh
6Schwab Strategic TR
INTL EQTY ETF
$36.9M1.33M
7.0%
+1.9%
Added · +25K sh
7Ishares TR
0-5YR INVT GR CP
$19.8M394.1K
3.8%
−26%
Reduced · −136K sh
8Dimensional ETF Trust
EMGR CRE EQT MNG
$19.8M493.4K
3.8%
−0.9%
Reduced · −5K sh
9Vanguard Scottsdale FDS
SHORT TERM TREAS
$16.6M285.3K
3.1%
+3.3%
Added · +9K sh
10Janus Detroit STR TR
HENDRSON AAA CL
$14.6M290.0K
2.8%
+41%
Added · +85K sh
11American Centy ETF TR
US SML CP VALU
$14.1M113.4K
2.7%
+1.9%
Added · +2K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$13.4M17.9K
2.5%
−0.3%
Reduced · −52 sh
13American Centy ETF TR
INTL SMCP VLU
$9.4M90.8K
1.8%
+0.7%
Added · +648 sh
14Dimensional ETF Trust
INTL HIGH PROFIT
$9.2M269.5K
1.7%
+2.6%
Added · +7K sh
15Micron Technology Inc
COM
$5.5M4.8K
1.0%
−9.2%
Reduced · −483 sh
16Ishares TR
SHRT NAT MUN ETF
$5.1M47.8K
1.0%
−0.7%
Reduced · −332 sh
17Ishares TR
CORE S&P TTL STK
$4.4M26.7K
0.8%
−0.3%
Reduced · −82 sh
18Ge Vernova Inc
COM
$4.4M3.7K
0.8%
+529%
Added · +3K sh
19American Centy ETF TR
US EQT ETF
$3.8M29.7K
0.7%
−0.1%
Reduced · −24 sh
20Schwab Strategic TR
US LRG CAP ETF
$3.7M124.8K
0.7%
−2.6%
Reduced · −3K sh
21Apple Inc
COM
$3.3M11.4K
0.6%
+0.2%
Added · +21 sh
22Ishares TR
NATIONAL MUN ETF
$2.7M25.3K
0.5%
−1.2%
Reduced · −311 sh
23Ea Series Trust
ALPHA ARCH 1-3
$2.5M21.7K
0.5%
+36%
Added · +6K sh
24Ishares TR
RUS 1000 GRW ETF
$2.4M19.1K
0.4%
+300%
Added · +14K sh
25Ge Aerospace
COM NEW
$2.4M6.3K
0.4%
+0.5%
Added · +31 sh
26Ea Series Trust
ALPHA ARCHITECT
$2.2M38.6K
0.4%
Held
27Alphabet Inc
CAP STK CL A
$2.1M6.0K
0.4%
−2.3%
Reduced · −138 sh
28Ishares TR
CORE MSCI TOTAL
$2.1M21.8K
0.4%
−0.3%
Reduced · −61 sh
29Ishares TR
CORE S&P500 ETF
$2.1M2.7K
0.4%
−1.0%
Reduced · −27 sh
30Microsoft Corp
COM
$2.0M5.3K
0.4%
+21%
Added · +926 sh
31Profesionally Managed Portfo
AKRE FOCUS ETF
$2.0M37.4K
0.4%
−17%
Reduced · −7K sh
32Nvidia Corporation
COM
$1.9M9.6K
0.4%
+8.2%
Added · +730 sh
33JPMorgan Chase & Co
COM
$1.7M5.1K
0.3%
−2.1%
Reduced · −111 sh
34Schwab Strategic TR
US MID-CAP ETF
$1.6M44.7K
0.3%
−1.6%
Reduced · −752 sh
35Dimensional ETF Trust
US LARG VALU ETF
$1.6M41.0K
0.3%
−0.7%
Reduced · −283 sh
36Vanguard Index FDS
MID CAP ETF
$1.6M19.5K
0.3%
+300%
Added · +15K sh
37Alphabet Inc
CAP STK CL C
$1.5M4.3K
0.3%
−11%
Reduced · −554 sh
38Ishares TR
MBS ETF
$1.5M15.9K
0.3%
−73%
Reduced · −43K sh
39SPDR Series Trust
ST NUVE TERM ETF
$1.4M28.5K
0.3%
Held
40Dimensional ETF Trust
WORLD EX US CORE
$1.2M33.8K
0.2%
+0.2%
Added · +66 sh
41SPDR Series Trust
ST STR P500ETF
$1.2M14.1K
0.2%
−2.2%
Reduced · −319 sh
42Broadcom Inc
COM
$1.2M3.3K
0.2%
−2.2%
Reduced · −74 sh
43Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.2M20.6K
0.2%
−0.1%
Reduced · −20 sh
44Amazon Com Inc
COM
$1.0M4.3K
0.2%
−13%
Reduced · −641 sh
45Lam Research Corp
COM NEW
$990K2.3K
0.2%
+2.0%
Added · +44 sh
46Invesco Exch TRD SLF Idx FD
BULSHS 2026 MUNI
$974K41.4K
0.2%
−12%
Reduced · −6K sh
47Vanguard Index FDS
GROWTH ETF
$932K10.8K
0.2%
+491%
Added · +9K sh
48NEOS ETF Trust
NEOS S&P 500 HI
$903K17.0K
0.2%
+70%
Added · +7K sh
49Dimensional ETF Trust
US MKTWIDE VALUE
$890K16.2K
0.2%
Held
50Schwab Strategic TR
US SML CAP ETF
$890K24.6K
0.2%
Held
Showing 50 of 111 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026111$528.6M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026104$468.8M13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026100$463.2M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202595$432.1M13F-HR
Q2 2025Jun 30, 2025Jul 10, 202592$387.9M13F-HR
Q1 2025Mar 31, 2025May 14, 202581$342.1M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202581$299.1M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024734$240.0M13F-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.