Arkolith/Funds/Western Reserve Capital Management, LLC

Western Reserve Capital Management, LLC

CIK 2110357
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Western Reserve Capital Management, LLC holds a focused book of 53 stocks worth $134.9M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Seagate Technology Holdings and trimmed Exxon Mobil Corp. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+4.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Western Reserve Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
21
existing
Trimmed
8
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.1%
+4.5%/yr · since Feb '26
Their reported book
+2.6%
held from quarter-end
S&P 500
+7.3%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Western Reserve Capital Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Western Reserve Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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: focused book

Top 5 holdings
54%
Top 10 holdings
78%
Top 20 holdings
91%

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

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Energy
6%
Consumer Discretionary
4%
Information Technology
4%
Industrials
1%
Financials
1%
Health Care
1%
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

Funds with the most overlap

Other tracked managers holding the same core names as Western Reserve Capital Management, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO56 / 53$257.4B
Allworth Financial LP56 / 53$4.1B
MORGAN STANLEY55 / 53$295.2B
WELLS FARGO & COMPANY/MN55 / 53$84.0B
UBS Group AG55 / 53$79.6B
LPL Financial LLC55 / 53$54.5B
Corient Private Wealth LLC55 / 53$18.2B
COMMONWEALTH EQUITY SERVICES, LLC55 / 53$13.8B

Ranked by how many of Western Reserve Capital Management, LLC's top 53 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.

53 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$24.4M35.5K
18.1%
+0.5%
Added · +188 sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$18.9M265.3K
14.0%
+3.1%
Added · +8K sh
3American Centy ETF TR
AVANTIS US LARG
$11.9M132.0K
8.8%
+0.7%
Added · +866 sh
4Schwab Strategic TR
SHT TM US TRES
$9.0M374.3K
6.7%
+14%
Added · +46K sh
5Ishares TR
0-5 YR TIPS ETF
$9.0M87.8K
6.6%
+16%
Added · +12K sh
6American Centy ETF TR
INTL EQT ETF
$7.8M87.8K
5.8%
+5.8%
Added · +5K sh
7Exxon Mobil Corp
COM
$7.0M51.1K
5.2%
−22%
Reduced · −14K sh
8Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$5.8M97.1K
4.3%
+4.0%
Added · +4K sh
9Vanguard Index FDS
EXTEND MKT ETF
$5.6M22.9K
4.2%
+1.6%
Added · +369 sh
10Sherwin Williams Co
COM
$5.2M15.0K
3.8%
Held
11American Centy ETF TR
AVANTIS EMGMKT
$2.9M30.1K
2.2%
+3.2%
Added · +939 sh
12American Centy ETF TR
US EQT ETF
$2.8M21.7K
2.1%
+36%
Added · +6K sh
13Apple Inc
COM
$2.2M7.8K
1.7%
Held
14Vanguard Index FDS
GROWTH ETF
$2.0M22.8K
1.5%
+514%
Added · +19K sh
15Chevron Corporation
COM
$1.8M10.6K
1.3%
−18%
Reduced · −2K sh
16Parker-Hannifin Corp
COM
$1.7M1.7K
1.2%
Held
17American Centy ETF TR
AVAN US SMAL ETF
$1.5M19.9K
1.1%
+0.9%
Added · +189 sh
18Vanguard Index FDS
VALUE ETF
$1.2M5.4K
0.9%
+12%
Added · +570 sh
19Dimensional ETF Trust
US EQUI MARK ETF
$1.1M13.3K
0.8%
+65%
Added · +5K sh
20Vanguard Scottsdale FDS
INTER TERM TREAS
$1.0M17.4K
0.8%
+91%
Added · +8K sh
21Schwab Strategic TR
US TIPS ETF
$998K37.7K
0.7%
+90%
Added · +18K sh
22SPDR Index SHS FDS
ST STR PO EX ETF
$784K15.6K
0.6%
+1.7%
Added · +260 sh
23CF Bankshares Inc
COM
$742K22.6K
0.6%
+202%
Added · +15K sh
24Microsoft Corp
COM
$686K1.8K
0.5%
Held
25Stryker Corporation
COM
$669K2.1K
0.5%
−2.6%
Reduced · −56 sh
26Seagate Technology HLDNGS PL
ORD SHS
$454K470
0.3%
New
New position
27Oracle Corp
COM
$433K3.0K
0.3%
Held
28Vanguard Specialized Funds
DIV APP ETF
$403K1.7K
0.3%
−3.3%
Reduced · −59 sh
29Schwab Strategic TR
INTL EQTY ETF
$400K14.4K
0.3%
+0.5%
Added · +73 sh
30Advanced Micro Devices Inc
COM
$393K677
0.3%
New
New position
31Vanguard Scottsdale FDS
SHORT TERM TREAS
$359K6.2K
0.3%
−7.6%
Reduced · −508 sh
32Schwab Strategic TR
US LCAP GR ETF
$348K10.3K
0.3%
~0%
Reduced · −4 sh
33State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$343K488
0.3%
Held
34Invesco QQQ TR
UNIT SER 1
$318K432
0.2%
Held
35State STR SPDR S&P 500 ETF T
TR UNIT
$316K423
0.2%
Held
36Northrop Grumman Corp
COM
$316K620
0.2%
Held
37Home Depot Inc
COM
$314K891
0.2%
Held
38Schwab Strategic TR
US DIVIDEND EQ
$307K9.7K
0.2%
Held
39Vanguard Index FDS
SML CP GRW ETF
$301K824
0.2%
+0.5%
Added · +4 sh
40Vanguard Intl Equity Index F
FTSE SMCAP ETF
$292K1.9K
0.2%
−2.3%
Reduced · −44 sh
41SPDR Series Trust
ST STR SP DIV
$284K1.9K
0.2%
Held
42Ishares TR
S&P 500 GRWT ETF
$275K2.0K
0.2%
Held
43Eli Lilly & Co
COM
$272K227
0.2%
Held
44SPDR Index SHS FDS
ST PORT MARK ETF
$267K5.1K
0.2%
+2.5%
Added · +128 sh
45Procter & Gamble Co
COM
$264K1.8K
0.2%
Held
46Trane Technologies PLC
SHS
$254K517
0.2%
Held
47Vanguard Index FDS
SM CP VAL ETF
$239K983
0.2%
New
New position
48Blackstone Inc
COM
$234K2.0K
0.2%
Held
49Welltower Inc
COM
$220K968
0.2%
New
New position
50Pimco ETF TR
1-5 US TIP IDX
$220K4.1K
0.2%
Held
Showing 50 of 53 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202653$134.9M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202650$121.8M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202648$107.2M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.