Arkolith/Funds/Winebrenner Capital Management LLC

Winebrenner Capital Management LLC

CIK 2047728
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Winebrenner Capital Management LLC holds a diversified book of 153 stocks worth $164.2M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened FT Vest Invst GRD TRGT I ETF and trimmed Dimensional Core Fixed Inc. Their largest long position is JPMorgan Income ETF at 6% of the equity book.

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Use Arkolith to show WINEBRENNER CAPITAL MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
41
new positions
Added to
46
existing
Trimmed
64
reduced
Sold out
5
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
48%

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

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
11%
Financials
4%
Energy
3%
Consumer Discretionary
3%
Industrials
2%
Materials
2%
Consumer Staples
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
Trimmed / exited

Holdings: largest first

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

153 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Exchange Traded F
INCOME ETF
$10.7M231.4K
6.5%
+4.8%
Added · +11K sh
2Janus Detroit STR TR
HEND SECU IN ETF
$7.4M144.8K
4.5%
+0.8%
Added · +1K sh
3Dimensional ETF Trust
CORE FIXE IN ETF
$5.7M135.4K
3.5%
−9.4%
Reduced · −14K sh
4Nvidia Corporation
COM
$5.6M28.2K
3.4%
−1.3%
Reduced · −370 sh
5Apple Inc
COM
$5.3M18.2K
3.2%
−6.2%
Reduced · −1K sh
6Pacer FDS TR
ARIST HIGH ETF
$4.9M104.1K
3.0%
−12%
Reduced · −15K sh
7Janus Detroit STR TR
HENDRSON AAA CL
$4.8M95.5K
2.9%
+1.4%
Added · +1K sh
8Chevron Corporation
COM
$4.4M26.3K
2.7%
−0.1%
Reduced · −26 sh
9Berkshire Hathaway Inc Del
CL B NEW
$3.6M7.1K
2.2%
−0.5%
Reduced · −38 sh
10Caterpillar Inc
COM
$2.7M2.5K
1.6%
−5.5%
Reduced · −148 sh
11State STR SPDR S&P 500 ETF T
TR UNIT
$2.6M3.5K
1.6%
+3.5%
Added · +117 sh
12First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.5M31.4K
1.6%
+6.8%
Added · +2K sh
13Vaneck ETF Trust
CLO ETF
$2.5M47.0K
1.5%
+1.1%
Added · +518 sh
14Ishares TR
CORE S&P SCP ETF
$2.4M16.1K
1.5%
+0.1%
Added · +25 sh
15J P Morgan Exchange Traded F
JPMORGAM LTD DUR
$2.4M45.3K
1.4%
−0.1%
Reduced · −62 sh
16First TR Exch Traded FD III
INSTL PFD SECS
$2.3M119.4K
1.4%
+2.1%
Added · +2K sh
17Alphabet Inc
CAP STK CL C
$2.2M6.2K
1.3%
+0.1%
Added · +9 sh
18Franklin Templeton ETF TR
HIGH YIELD CORP
$2.1M86.8K
1.3%
−4.6%
Reduced · −4K sh
19Trust For Professional Manag
PERFO TR BD ETF
$2.1M83.0K
1.3%
−3.9%
Reduced · −3K sh
20Invesco QQQ TR
UNIT SER 1
$2.1M2.8K
1.3%
+0.4%
Added · +12 sh
21Amazon Com Inc
COM
$2.0M8.5K
1.2%
−10%
Reduced · −961 sh
22First TR Exchange-Traded FD
CAP STRENGTH ETF
$1.9M20.4K
1.2%
+0.5%
Added · +96 sh
23Procter & Gamble Co
COM
$1.7M11.7K
1.0%
−1.2%
Reduced · −145 sh
24First TR Exchng Traded FD VI
FT ENER INCO ETF
$1.7M77.2K
1.0%
−5.5%
Reduced · −4K sh
25First TR High Yield Opprt 20
COM
$1.7M121.7K
1.0%
−39%
Reduced · −77K sh
26Microsoft Corp
COM
$1.6M4.4K
1.0%
+12%
Added · +475 sh
27Coca Cola Co
COM
$1.6M20.2K
1.0%
−1.5%
Reduced · −308 sh
28CF Industries Hold
COM
$1.6M15.0K
1.0%
~0%
Reduced · −5 sh
29SPDR Series Trust
ST STR SP DIV
$1.5M9.7K
0.9%
+0.5%
Added · +48 sh
30Vaneck ETF Trust
MRNGSTR WDE MOAT
$1.4M13.6K
0.9%
−1.6%
Reduced · −223 sh
31Touchstone ETF Trust
SECUR INCOM ETF
$1.4M53.6K
0.8%
−8.9%
Reduced · −5K sh
32Roundhill ETF Trust
TOP WEEKLYPAY
$1.4M40.0K
0.8%
+82%
Added · +18K sh
33Vanguard Whitehall FDS
HIGH DIV YLD
$1.3M8.2K
0.8%
~0%
Added · +4 sh
34American Express Co
COM
$1.3M3.7K
0.8%
−7.2%
Reduced · −287 sh
35First TR Exchange Traded FD
SMID RISNG ETF
$1.2M28.8K
0.8%
+0.3%
Added · +73 sh
36Meta Platforms Inc
CL A
$1.2M2.1K
0.7%
~0%
Added · +1 sh
37Cornerstone Strategic Invest
COM
$1.2M158.0K
0.7%
+0.1%
Added · +200 sh
38Exxon Mobil Corp
COM
$1.2M8.6K
0.7%
−3.3%
Reduced · −289 sh
39First TR Exchange-Traded Alp
COM SHS
$1.1M11.7K
0.7%
−1.5%
Reduced · −175 sh
40First TR Exchange-Traded FD
SHS
$1.1M23.4K
0.7%
−3.1%
Reduced · −757 sh
41First TR Exchange-Traded FD
FIRST TR TA HIYL
$1.1M27.6K
0.7%
−4.2%
Reduced · −1K sh
42J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.1M19.2K
0.7%
+1.6%
Added · +297 sh
43Vanguard Index FDS
VALUE ETF
$1.1M4.9K
0.7%
+2.4%
Added · +116 sh
44Cornerstone Total Return FD
COM
$1.0M143.1K
0.6%
+3.6%
Added · +5K sh
45First TR Exchange-Traded FD
STRUCTURED CR IN
$1.0M49.2K
0.6%
−9.6%
Reduced · −5K sh
46Vanguard Index FDS
TOTAL STK MKT
$1.0M2.7K
0.6%
−3.9%
Reduced · −109 sh
47Vanguard Index FDS
SM CP VAL ETF
$985K4.1K
0.6%
+0.1%
Added · +3 sh
48Vanguard World FD
UTILITIES ETF
$982K5.0K
0.6%
−3.8%
Reduced · −199 sh
49Vaneck ETF Trust
FALLEN ANGEL HG
$973K33.3K
0.6%
−4.3%
Reduced · −1K sh
50First TR Exchng Traded FD VI
FT VEST LAD
$968K34.7K
0.6%
+291%
Added · +26K sh
Showing 50 of 153 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026153$164.2M13F-HR
Q1 2026Mar 31, 2026Apr 10, 2026139$155.7M13F-HR
Q4 2025Dec 31, 2025Jan 7, 2026138$150.1M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025137$139.1M13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025128$124.0M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025122$110.9M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025121$129.8M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.