Arkolith/Funds/Weaver Capital Management LLC

Weaver Capital Management LLC

CIK 1552247
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Weaver Capital Management LLC holds a diversified book of 170 stocks worth $453.4M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). Their largest long position is Ishares 3-7 Year Treasury Bo at 6% of the equity book. They also disclosed $483K in put options (a bearish bet), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
0
existing
Trimmed
0
reduced
Sold out
2
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
51%

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

Direct sector allocation

56% mapped to company sectors

ETF / fund or unclassified
44%
Information Technology
22%
Financials
9%
Consumer Discretionary
9%
Health Care
5%
Industrials
3%
Communication Services
2%
Utilities
2%

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

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Weaver Capital Management LLC

Manager / fundShared namesTheir $ in those
Cetera Investment Advisers80 / 80$18.6B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$17.0B
OSAIC HOLDINGS, INC.80 / 80$16.4B
IFP Advisors, Inc80 / 80$1.2B
HARBOUR INVESTMENTS, INC.80 / 80$996.2M
HighTower Advisors, LLC79 / 80$30.3B
Kestra Advisory Services, LLC79 / 80$7.0B
Advisory Services Network, LLC79 / 80$2.0B

Ranked by how many of Weaver Capital Management LLC's top 80 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.

170 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
3 7 YR TREAS BD
$27.4M231.4K
6.1%
Held
2Schwab Strategic TR
US LCAP GR ETF
$24.9M855.5K
5.5%
Held
3TCW ETF Trust
FLEXIBLE INCOME
$19.9M507.7K
4.4%
Held
4Vanguard Index FDS
VALUE ETF
$15.4M78.3K
3.4%
Held
5Nvidia Corporation
COM
$14.8M85.0K
3.3%
Held
6Broadcom Inc
COM
$11.8M38.1K
2.6%
Held
7Ea Series Trust
STRIVE 500 ETF
$11.7M277.6K
2.6%
Held
8Innovator Etfs Trust
EQUI DU DI OCTO
$10.1M471.0K
2.2%
Held
9Apple Inc
COM
$10.0M39.4K
2.2%
Held
10Ishares TR
HDG MSCI EAFE
$9.0M212.6K
2.0%
Held
11Berkshire Hathaway Inc Del
CL A
$8.6M12
1.9%
Held
12Amazon Com Inc
COM
$8.4M40.1K
1.8%
Held
13Ishares TR
MSCI EAFE ETF
$8.3M85.5K
1.8%
Held
14Microsoft Corp
COM
$7.7M20.9K
1.7%
Held
15Berkshire Hathaway Inc Del
CL B NEW
$7.6M15.8K
1.7%
Held
16Schwab Strategic TR
US SML CAP ETF
$7.3M251.2K
1.6%
Held
17Innovator Etfs Trust
EQUITY DUAL NOV
$7.1M371.8K
1.6%
Held
18Walmart Inc
COM
$6.7M54.1K
1.5%
Held
19Shopify Inc
CL A SUB VTG SHS
$6.4M54.2K
1.4%
Held
20State STR SPDR S&P 500 ETF T
TR UNIT
$6.3M9.8K
1.4%
Held
21Eli Lilly & Co
COM
$6.3M6.8K
1.4%
Held
22Oracle Corp
COM
$5.5M37.3K
1.2%
Held
23Costco Wholesale Corporation
COM
$5.4M5.4K
1.2%
Held
24JPMorgan Chase & Co
COM
$5.4M18.4K
1.2%
Held
25Tesla Inc
COM
$5.3M14.3K
1.2%
Held
26Innovator Etfs Trust
US EQTY PWR BUF
$4.9M117.1K
1.1%
Held
27Meta Platforms Inc
CL A
$4.8M8.4K
1.1%
Held
28Johnson & Johnson
COM
$4.6M19.0K
1.0%
Held
29Caterpillar Inc
COM
$4.6M6.5K
1.0%
Held
30Alphabet Inc
CAP STK CL C
$4.4M15.4K
1.0%
Held
31Amphenol Corp
CL A
$4.4M34.9K
1.0%
Held
32Cisco Sys Inc
COM
$4.1M53.3K
0.9%
Held
33Alphabet Inc
CAP STK CL A
$4.1M14.2K
0.9%
Held
34Netflix Inc.
COM
$4.0M41.9K
0.9%
Held
35Visa Inc
COM CL A
$3.8M12.6K
0.8%
Held
36Home Depot Inc
COM
$3.7M11.3K
0.8%
Held
37Ishares TR
RUS 1000 GRW ETF
$3.4M7.9K
0.7%
Held
38Innovator Etfs Trust
US EQTY PWR BUF
$3.3M76.1K
0.7%
Held
39McDonalds Corp
COM
$3.2M10.3K
0.7%
Held
40Autozone Inc
COM
$3.0M875
0.7%
Held
41Chevron Corporation
COM
$2.9M14.1K
0.6%
Held
42Innovator Etfs Trust
US EQTY PWR BUF
$2.9M67.7K
0.6%
Held
43Palantir Technologies Inc
CL A
$2.9M19.7K
0.6%
Held
44Ge Aerospace
COM NEW
$2.8M9.9K
0.6%
Held
45Abbvie Inc
COM
$2.7M12.5K
0.6%
Held
46Innovator Etfs Trust
EQUI DEF PRO APR
$2.5M99.8K
0.6%
Held
47RTX Corporation
COM
$2.5M13.2K
0.6%
Held
48Waste Mgmt Inc Del
COM
$2.5M11.0K
0.6%
Held
49Innovator Etfs Trust
US EQTY PWR BUF
$2.5M54.8K
0.6%
Held
50Procter & Gamble Co
COM
$2.5M17.4K
0.6%
Held
Showing 50 of 170 positions

Largest options & derivatives disclosed

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

Put notional (bearish)$483K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$390K600
PUT · bearishSCHWAB US LARGE-CAP GROWTHSCHG$93K3K

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 equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026172$453.9M13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026174$461.0M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026184$473.6M13F-HR
Q3 2025Sep 30, 2025Oct 20, 2025193$462.0M13F-HR

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.