Arkolith/Funds/Wealth High Governance Asset Management Ltda.

Wealth High Governance Asset Management Ltda.

CIK 2111728Wealth platform
Holdings as of Mar 31, 2026·disclosed Jul 9, 2026·~100-day 13F lag·13F-HR/AAmended
Active Filer

Wealth High Governance Asset Management Ltda. holds a diversified book of 51 stocks worth $641.0M as of Q1 2026 (disclosed Jul 9, 2026, a ~100-day 13F lag). This quarter they opened Comfort Systems USA Inc and trimmed NRG Energy Inc. Their largest long position is Comfort Systems USA Inc at 6% of the equity book. Cloning the disclosed picks since 2026 would be -10%. That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Wealth High Governance Asset Management Ltda.'s latest
holdings, largest changes, and filing provenance.
Opened
23
new positions
Added to
17
existing
Trimmed
11
reduced
Sold out
25
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-10.2%
since Jun '26
Their reported book
+5.9%
held from quarter-end
S&P 500
+0.0%
same window
$9K$9K$9K$10K$10KJun '26Jun '26Jul '26Jul '26Jul '26Jul '26
Wealth High Governance Asset Management Ltda. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +5.9%, a 16.0-point gap that is the cost of the ~100-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Wealth High Governance Asset Management Ltda.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~100 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: diversified book

Top 5 holdings
25%
Top 10 holdings
42%
Top 20 holdings
68%

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

Direct sector allocation

95% mapped to company sectors

Materials
20%
Industrials
19%
Information Technology
17%
Communication Services
11%
Utilities
8%
Consumer Discretionary
7%
Energy
6%
ETF / fund or unclassified
5%

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 Wealth High Governance Asset Management Ltda.

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO76 / 51$89.2B
MORGAN STANLEY76 / 51$75.4B
UBS Group AG75 / 51$25.9B
ROYAL BANK OF CANADA75 / 51$21.9B
WELLS FARGO & COMPANY/MN75 / 51$17.4B
OSAIC HOLDINGS, INC.75 / 51$1.9B
BANK OF AMERICA CORP /DE/74 / 51$59.1B
CITIGROUP INC74 / 51$6.8B

Ranked by how many of Wealth High Governance Asset Management Ltda.'s top 51 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.

51 positions
#SecurityValueShares% PortLast moveHistory
1Comfort Sys USA Inc
COM
$35.8M26.0K
5.6%
New
New position
2Ross Stores Inc
COM
$35.2M162.3K
5.5%
13×
Added · +150K sh
3Parker-Hannifin Corp
COM
$34.9M38.9K
5.4%
+82%
Added · +18K sh
4Pan Amern Silver Corp
COM
$31.9M583.8K
5.0%
+139%
Added · +340K sh
5NRG Energy Inc
COM NEW
$23.7M162.3K
3.7%
−34%
Reduced · −82K sh
6Freeport McMoran Inc
CL B
$22.9M389.2K
3.6%
New
New position
7Curtiss Wright Corp
COM
$22.1M32.4K
3.4%
+6.3%
Added · +2K sh
8Sharkninja Inc
COM SHS
$20.6M194.6K
3.2%
+28%
Added · +42K sh
9Ciena Corp
COM NEW
$20.2M52.0K
3.1%
New
New position
10Nextpower Inc
CLASS A COM
$19.6M162.3K
3.1%
−34%
Reduced · −82K sh
11Vistra Corp
COM
$19.5M129.9K
3.0%
New
New position
12Digitalocean Hldgs Inc
COM
$19.5M227.4K
3.0%
New
New position
13Echostar Corp
CL A
$19.0M162.4K
3.0%
−11%
Reduced · −21K sh
14Celestica Inc
COM
$18.3M65.0K
2.9%
+33%
Added · +16K sh
15Lumentum Hldgs Inc
COM
$18.3M26.0K
2.8%
−53%
Reduced · −29K sh
16Celsius Hldgs Inc
COM NEW
$16.1M454.6K
2.5%
+49%
Added · +149K sh
17Cloudflare Inc
CL A COM
$16.1M77.9K
2.5%
New
New position
18Century Alum Co
COM
$15.2M259.5K
2.4%
+70%
Added · +107K sh
19Vista Energy S.A.B. De C.V.
SPONSORED ADS
$14.7M194.8K
2.3%
New
New position
20SK Telecom Co Ltd
SPONSORED ADR
$14.3M488.8K
2.2%
New
New position
21Albemarle Corp
COM
$14.0M77.9K
2.2%
−49%
Reduced · −75K sh
22Timken Co
COM
$13.1M129.8K
2.0%
−34%
Reduced · −65K sh
23Solaris Energy Infras Inc
COM CL A
$12.8M227.2K
2.0%
+6.3%
Added · +14K sh
24Amer Sports Inc
COM SHS
$12.8M389.1K
2.0%
+219%
Added · +267K sh
25Alamos Gold Inc
COM CL A
$11.5M259.5K
1.8%
New
New position
26British Amern Tob PLC
SPONSORED ADR
$11.4M194.8K
1.8%
+60%
Added · +73K sh
27Barrick MNG Corp
COM SHS
$10.6M259.5K
1.7%
+113%
Added · +138K sh
28Invesco Exch Traded FD TR II
SOLAR ETF
$10.0M179.4K
1.6%
−55%
Reduced · −219K sh
29Kinross Gold Corp
COM
$9.9M324.5K
1.5%
New
New position
30State STR SPDR S&P 500 ETF T
TR UNIT
$9.6M14.7K
1.5%
+0.6%
Added · +84 sh
31Core Natural Resources Inc
COM SHS
$8.2M77.9K
1.3%
New
New position
32Aura Minerals Inc
SHS NEW
$7.9M97.3K
1.2%
New
New position
33Datadog Inc
CL A COM
$7.6M64.0K
1.2%
New
New position
34Houlihan Lokey Inc
CL A
$6.9M47.8K
1.1%
−22%
Reduced · −13K sh
35Peabody Energy Corp
COM
$6.4M194.9K
1.0%
New
New position
36Pampa Energia Sa
SPONS ADR LVL I
$4.8M53.8K
0.7%
−2.1%
Reduced · −1K sh
37Methanex Corp
COM
$4.6M77.9K
0.7%
New
New position
38Ecopetrol S A
SPONSORED ADS
$4.5M298.5K
0.7%
New
New position
39Franklin Templeton ETF TR
SYSTMTC STYL PRE
$4.1M151.7K
0.6%
+31%
Added · +36K sh
40Baker Hughes Company
CL A
$4.0M64.9K
0.6%
New
New position
41Snowflake Inc
COM SHS
$3.9M26.0K
0.6%
New
New position
42Agi Inc
COM SHS CL A
$3.8M519.4K
0.6%
New
New position
43XP Inc
CL A
$3.7M194.9K
0.6%
−68%
Reduced · −415K sh
44Litman Gregory FDS TR
IMGP DBI MANAGED
$3.0M101.2K
0.5%
+23%
Added · +19K sh
45New York Life Investments Et
NYLI HEDGE MULTI
$3.0M89.0K
0.5%
+32%
Added · +22K sh
46Petroleo Brasileiro S A
SPONSORED ADR
$2.7M130.0K
0.4%
New
New position
47Enlight Renewable Energy Ltd
SHS
$2.7M38.9K
0.4%
New
New position
48Vaneck ETF Trust
RARE EARTH AND S
$2.1M23.5K
0.3%
+4.8%
Added · +1K sh
49Palantir Technologies Inc
CL A
$1.9M13.0K
0.3%
New
New position
50Servicenow Inc
COM
$1.4M13.0K
0.2%
New
New position
Showing 50 of 51 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jul 9, 202651$641.0M13F-HR/A
Q4 2025Dec 31, 2025Jul 9, 202653$559.3M13F-HR/A
Amended / restated
  • Q1 2026 · filed Jun 18, 202613F-HR · superseded
  • Q4 2025 · filed Jun 18, 202613F-HR · superseded

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.