Arkolith/Funds/Wealth Quarterback LLC

Wealth Quarterback LLC

CIK 1803386Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Wealth Quarterback LLC holds a focused book of 171 reported positions worth $323.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 15% of the reported non-option book. They also disclosed $187K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +38% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Wealth Quarterback LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+37.8%
+18.8%/yr · since Nov '24
Their reported book
+32.2%
held from quarter-end
S&P 500
+36.5%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Wealth Quarterback LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.6 points over this window.

Growth of $10,000 cloning Wealth Quarterback LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
50%
Top 20 holdings
63%

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

Where the money is, by sector

44% mapped to company sectors

ETFs / funds
56%
Information Technology
15%
Financials
13%
Consumer Discretionary
3%
Industrials
3%
Health Care
3%
Utilities
2%
Energy
1%

+5 sectors below the cut, 4% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Wealth Quarterback LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd41 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.62 / 80$280.6B
Hoffman, Alan N Investment Management9 / 80$157.0M
Draper Asset Management, LLC8 / 80$168.6M
9823 Capital, L.P.8 / 80$125.9M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$394.0M
Emerald Advisors, LLC33 / 80$672.8M
Outlook Capital Management, LLC13 / 80$247.3M

Ranked by the share of each fund's own book sitting in the names it shares with Wealth Quarterback LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

171 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$48.1M64.2K
14.9%
+14%
Added · +8K sh
2Ishares Gold TR
ISHARES NEW
$18.9M250.6K
5.8%
+38%
Added · +69K sh
3Vaneck ETF Trust
SEMICONDUCTR ETF
$18.7M28.4K
5.8%
+75%
Added · +12K sh
4Invesco QQQ TR
UNIT SER 1
$16.7M22.7K
5.2%
+28%
Added · +5K sh
5Ishares TR
MSCI USA QLT FCT
$16.6M75.8K
5.1%
+7.0%
Added · +5K sh
6Apple Inc
COM
$10.0M34.7K
3.1%
−6.3%
Reduced · −2K sh
7Entrepreneurshares Series TR
ERSH PRI PUB ETF
$8.5M402.0K
2.6%
+10%
Added · +38K sh
8Fidelity Covington Trust
BLUE CHIP GRWTH
$8.4M136.0K
2.6%
+11%
Added · +14K sh
9Ishares TR
SELECT DIVID ETF
$7.8M50.0K
2.4%
+15%
Added · +7K sh
10BlackRock ETF Trust
ISHARES US EQUIT
$7.4M108.7K
2.3%
+13%
Added · +12K sh
11Fidelity Covington Trust
ENHANCED INTL
$6.2M153.3K
1.9%
+16%
Added · +21K sh
12Fidelity Wise Origin Bitcoin
SHS
$5.6M110.4K
1.7%
+6.6%
Added · +7K sh
13Advanced Micro Devices Inc
COM
$4.8M8.3K
1.5%
−22%
Reduced · −2K sh
14State STR SPDR Dow Jones Ind
UT SER 1
$4.7M8.9K
1.4%
+326%
Added · +7K sh
15Nvidia Corporation
COM
$4.5M22.5K
1.4%
+3.6%
Added · +781 sh
16Microsoft Corp
COM
$4.1M11.0K
1.3%
+2.6%
Added · +284 sh
17Select Sector SPDR TR
ST STR UTIL ETF
$4.0M88.2K
1.2%
+16%
Added · +12K sh
18Amazon Com Inc
COM
$3.5M14.7K
1.1%
−5.7%
Reduced · −886 sh
19Alphabet Inc
CAP STK CL A
$3.4M9.6K
1.1%
+1.0%
Added · +94 sh
20BlackRock ETF Trust
ISHA SYST AL ETF
$3.3M118.6K
1.0%
New
New position
21Ishares TR
US AER DEF ETF
$3.2M13.1K
1.0%
+15%
Added · +2K sh
22BlackRock ETF Trust
ISHA I IN TE ETF
$3.1M59.4K
1.0%
+7.5%
Added · +4K sh
23Fidelity Covington Trust
MSCI ENERGY IDX
$3.0M100.2K
0.9%
+17%
Added · +14K sh
24BlackRock ETF Trust
ISHA IN CTRY ETF
$2.9M80.4K
0.9%
New
New position
25Ishares Inc
CORE MSCI EMKT
$2.9M35.0K
0.9%
+11%
Added · +3K sh
26Dell Technologies Inc
CL C
$2.8M6.6K
0.9%
+1.7%
Added · +112 sh
27Meta Platforms Inc
CL A
$2.6M4.6K
0.8%
+18%
Added · +718 sh
28ASML Hldg NV
N Y REGISTRY SHS
$2.6M1.3K
0.8%
+3.3%
Added · +42 sh
29Berkshire Hathaway Inc Del
CL B NEW
$2.5M4.9K
0.8%
+17%
Added · +697 sh
30Exxon Mobil Corp
COM
$2.4M17.7K
0.7%
+0.8%
Added · +142 sh
31Intel Corp
COM
$2.4M16.9K
0.7%
−34%
Reduced · −9K sh
32Micron Technology Inc
COM
$2.2M1.9K
0.7%
−4.8%
Reduced · −95 sh
33Ishares Silver TR
ISHARES
$1.9M36.1K
0.6%
+8.7%
Added · +3K sh
34Caterpillar Inc
COM
$1.8M1.7K
0.6%
+0.1%
Added · +2 sh
35Costco Wholesale Corporation
COM
$1.8M1.9K
0.6%
+1.7%
Added · +32 sh
36Eli Lilly & Co
COM
$1.8M1.5K
0.6%
+11%
Added · +150 sh
37Johnson & Johnson
COM
$1.8M7.0K
0.5%
−2.3%
Reduced · −163 sh
38Walmart Inc
COM
$1.8M15.6K
0.5%
−1.7%
Reduced · −267 sh
39Chubb Limited
COM
$1.8M5.1K
0.5%
+1.3%
Added · +68 sh
40Lockheed Martin Corp
COM
$1.7M3.3K
0.5%
+6.9%
Added · +213 sh
41SPDR Gold TR
GOLD SHS
$1.7M4.6K
0.5%
+0.2%
Added · +11 sh
42Tesla Inc
COM
$1.6M3.8K
0.5%
+8.4%
Added · +294 sh
43Bristol-Myers Squibb Co
COM
$1.6M26.9K
0.5%
−0.6%
Reduced · −164 sh
44Berkshire Hathaway Inc Del
CL A
$1.5M2
0.5%
Held
45International Business Machs
COM
$1.5M5.2K
0.5%
+4.3%
Added · +216 sh
46Bank Of NY Mellon Corp
COM
$1.3M8.8K
0.4%
+2.7%
Added · +231 sh
47Public SVC Enterprise Group
COM
$1.3M15.6K
0.4%
+29%
Added · +3K sh
48Coca Cola Co
COM
$1.2M15.3K
0.4%
−1.3%
Reduced · −196 sh
49Palo Alto Networks Inc
COM
$1.2M3.6K
0.4%
−26%
Reduced · −1K sh
50Chevron Corporation
COM
$1.2M7.4K
0.4%
−2.2%
Reduced · −168 sh
Showing 50 of 171 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$187K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishCOSTCO WHOLESALE CORPCOST$187K200

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

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

$323.8M · Q2 2026Q3 2024 · $192.2MQ2 2026 · $323.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202627d172$323.8M13F-HR
Q1 2026Mar 31, 2026Apr 9, 20269d163$254.0M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202615d151$277.7M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d155$258.6M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d138$211.0M13F-HR
Q1 2025Mar 31, 2025May 5, 202535d124$177.7M13F-HR
Q4 2024Dec 31, 2024Jan 31, 202531d119$213.0M13F-HR
Q3 2024Sep 30, 2024Nov 1, 202432d130$192.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.