WealthTrust Axiom LLC holds a diversified book of 302 stocks worth $447.6M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Servicenow Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +42% (+21.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +43.7%, a 2.0-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning WealthTrust Axiom LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 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.
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.
88% 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
Other tracked managers holding the same core names as WealthTrust Axiom LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $503.0B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $313.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $162.3B |
| UBS Group AG | 79 / 80 | $127.9B |
| LPL Financial LLC | 79 / 80 | $61.6B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $13.8B |
| JPMORGAN CHASE & CO | 78 / 80 | $462.6B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $136.1B |
Ranked by how many of WealthTrust Axiom LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $22.5M | 77.9K | 5.0% | ▼−0.4% Reduced · −321 sh | |
| 2 | Kinder Morgan Inc Del COM | $15.4M | 481.7K | 3.4% | ▼−0.5% Reduced · −2K sh | |
| 3 | Lsi Inds Inc Ohio COM | $15.1M | 569.3K | 3.4% | ▼−1.2% Reduced · −7K sh | |
| 4 | Tetra Technologies Inc Del COM | $12.8M | 1.13M | 2.9% | ▼−0.4% Reduced · −4K sh | |
| 5 | Corning Inc COM | $12.1M | 47.3K | 2.7% | ▼−25% Reduced · −16K sh | |
| 6 | International Business Machs COM | $11.6M | 41.1K | 2.6% | ▼−0.9% Reduced · −366 sh | |
| 7 | Microsoft Corp COM | $10.7M | 28.6K | 2.4% | ▼−1.4% Reduced · −399 sh | |
| 8 | Eli Lilly & Co COM | $10.5M | 8.7K | 2.3% | ▼−0.5% Reduced · −40 sh | |
| 9 | Cisco Sys Inc COM | $10.0M | 85.5K | 2.2% | ▼−1.6% Reduced · −1K sh | |
| 10 | Fidelity Merrimack STR TR LOW DURTIN ETF | $9.3M | 185.3K | 2.1% | ▲+4.9% Added · +9K sh | |
| 11 | Evolution Pete Corp COM | $8.1M | 2.21M | 1.8% | ▲+3.6% Added · +76K sh | |
| 12 | Agnico Eagle Mines Ltd COM | $7.6M | 49.1K | 1.7% | ▲+0.9% Added · +449 sh | |
| 13 | SLB Limited COM STK | $7.2M | 154.6K | 1.6% | ▼−0.1% Reduced · −88 sh | |
| 14 | Bristol-Myers Squibb Co COM | $6.9M | 119.5K | 1.5% | ▼−1.6% Reduced · −2K sh | |
| 15 | Pfizer Inc COM | $6.8M | 281.8K | 1.5% | ▲+9.2% Added · +24K sh | |
| 16 | Howmet Aerospace Inc COM | $6.3M | 23.6K | 1.4% | ▼−0.1% Reduced · −33 sh | |
| 17 | Global X FDS US PFD ETF | $6.0M | 321.6K | 1.3% | ▼−2.4% Reduced · −8K sh | |
| 18 | Nutrien Ltd COM | $5.5M | 86.8K | 1.2% | ▼−2.1% Reduced · −2K sh | |
| 19 | Gilead Sciences Inc COM | $5.3M | 42.1K | 1.2% | ▼−0.6% Reduced · −250 sh | |
| 20 | Electrovaya Inc COM NEW | $5.2M | 499.6K | 1.2% | ▼−0.9% Reduced · −5K sh | |
| 21 | Johnson & Johnson COM | $5.2M | 20.4K | 1.2% | ▼−2.3% Reduced · −482 sh | |
| 22 | Merck & Co Inc COM | $5.2M | 40.2K | 1.2% | ▼−1.2% Reduced · −491 sh | |
| 23 | Novartis AG SPONSORED ADR | $5.1M | 32.7K | 1.1% | ▼−0.2% Reduced · −65 sh | |
| 24 | Iron MTN Inc Del COM | $5.0M | 39.2K | 1.1% | ▼−0.4% Reduced · −161 sh | |
| 25 | Verizon Communications Inc COM | $4.7M | 110.2K | 1.0% | ▼−1.8% Reduced · −2K sh | |
| 26 | Fifth Third Bancorp COM | $4.3M | 75.7K | 1.0% | ▼−2.7% Reduced · −2K sh | |
| 27 | Intel Corp COM | $4.1M | 29.5K | 0.9% | ▼−3.0% Reduced · −928 sh | |
| 28 | Innovative Solutions & Suppo COM | $4.0M | 220.3K | 0.9% | ▲+6.8% Added · +14K sh | |
| 29 | Novo-Nordisk A S ADR | $3.9M | 81.7K | 0.9% | ▲+28% Added · +18K sh | |
| 30 | Docusign Inc COM | $3.8M | 85.2K | 0.8% | ▲+44% Added · +26K sh | |
| 31 | Constellation Energy Corp COM | $3.7M | 15.0K | 0.8% | ▼−0.6% Reduced · −87 sh | |
| 32 | GSK PLC SPONSORED ADR | $3.6M | 68.9K | 0.8% | ▼−0.8% Reduced · −557 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $3.5M | 7.1K | 0.8% | ▼−0.9% Reduced · −67 sh | |
| 34 | Boeing Co COM | $3.5M | 16.1K | 0.8% | ▲+7.0% Added · +1K sh | |
| 35 | Toronto Dominion BK Ont COM NEW | $3.2M | 26.3K | 0.7% | ▼−1.2% Reduced · −321 sh | |
| 36 | Amazon Com Inc COM | $3.0M | 12.5K | 0.7% | ▼−2.7% Reduced · −349 sh | |
| 37 | Consolidated Edison Inc COM | $3.0M | 26.8K | 0.7% | ▼−4.3% Reduced · −1K sh | |
| 38 | Vici Pptys Inc COM | $2.7M | 100.3K | 0.6% | ▲+11% Added · +10K sh | |
| 39 | Nvidia Corporation COM | $2.6M | 13.2K | 0.6% | ▲+1.2% Added · +160 sh | |
| 40 | Eaton Vance TX Adv GLBL Div COM | $2.6M | 111.4K | 0.6% | ▼−6.0% Reduced · −7K sh | |
| 41 | NextEra Energy Inc COM | $2.6M | 29.7K | 0.6% | ▼−0.3% Reduced · −104 sh | |
| 42 | AT&T Inc COM | $2.5M | 120.0K | 0.6% | ▼−1.2% Reduced · −1K sh | |
| 43 | Ceragon Networks Ltd ORD | $2.5M | 957.2K | 0.6% | ▲+1.4% Added · +13K sh | |
| 44 | Evergy Inc COM | $2.5M | 28.5K | 0.6% | ▼−0.5% Reduced · −143 sh | |
| 45 | Chevron Corporation COM | $2.4M | 14.8K | 0.5% | ▼−0.5% Reduced · −72 sh | |
| 46 | Ge Aerospace COM NEW | $2.4M | 6.5K | 0.5% | ▼−1.4% Reduced · −90 sh | |
| 47 | Nordic American Tankers Limi COM | $2.3M | 418.3K | 0.5% | ▼−12% Reduced · −58K sh | |
| 48 | Exxon Mobil Corp COM | $2.2M | 16.4K | 0.5% | ▲~0% Added · +2 sh | |
| 49 | Exelon Corp COM | $2.2M | 47.6K | 0.5% | ▲~0% Added · +8 sh | |
| 50 | Micron Technology Inc COM | $2.1M | 1.8K | 0.5% | ▼−14% Reduced · −290 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1425949/holdings"
Use Arkolith to show WealthTrust Axiom LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 302 | $447.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 290 | $406.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 272 | $388.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 270 | $373.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 262 | $340.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 255 | $328.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 255 | $335.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 264 | $337.5M | 13F-HR |
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.