Arkolith/Funds/WNY Asset Management, LLC

WNY Asset Management, LLC

CIK 1803296
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

WNY Asset Management, LLC holds a focused book of 260 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ishrs Sys Alt Act ETF and trimmed Cap Group Core Plus Income. Their largest long position is Cap Group Growth Equity at 8% of the reported non-option book. They also disclosed $3.1M in call options (bullish), shown separately below and excluded from the non-option book.

Opened
27
bought for the first time
+24 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
54%
Top 20 holdings
70%

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

14% mapped to company sectors

ETFs / funds
84%
Financials
4%
Information Technology
3%
No sector on file yet
1%
Communication Services
1%
Health Care
1%
Consumer Discretionary
1%
Industrials
1%

+4 sectors below the cut, 2% 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
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as WNY Asset Management, LLC

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management9 / 80$160.0M
Swiss Re Ltd16 / 80$1.0B
Draper Asset Management, LLC8 / 80$161.8M
Ardent Capital Management, Inc.15 / 80$189.9M
Yarbrough Capital, LLC19 / 80$2.2B
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$360.0M
Fortune 45 LLC12 / 80$180.6M
Marest Capital, LLC10 / 80$152.5M

Ranked by the share of each fund's own book sitting in the names it shares with WNY Asset Management, 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.

260 positions
#SecurityValueShares% PortLast moveHistory
1Capital Group Growth ETF
SHS CREAT UNIT
$93.8M1.99M
8.4%
+10%
Added · +182K sh
2Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$83.6M3.75M
7.5%
−11%
Reduced · −459K sh
3Dimensional ETF Trust
US COR EQU 2 ETF
$82.9M1.87M
7.4%
+17%
Added · +278K sh
4Capital Group Dividend Value
SHS CREAT UNIT
$78.5M1.59M
7.0%
+0.1%
Added · +2K sh
5Dimensional ETF Trust
INTL CORE EQT MK
$69.6M1.69M
6.2%
+17%
Added · +244K sh
6J P Morgan Exchange Traded F
ULTRA SHRT ETF
$53.6M1.06M
4.8%
10×
Added · +958K sh
7J P Morgan Exchange Traded F
ACTIVEBLDRS EMER
$39.0M611.3K
3.5%
+4.8%
Added · +28K sh
8Select Sector SPDR TR
ST STR TECHN ETF
$38.9M203.9K
3.5%
+315%
Added · +155K sh
9J P Morgan Exchange Traded F
ACTIVE VALUE ETF
$36.1M455.1K
3.2%
+0.2%
Added · +816 sh
10ETF Opportunities Trust
HEDGEYE CAPITAL
$31.8M1.17M
2.8%
+64%
Added · +455K sh
11Vanguard Index FDS
S&P 500 ETF SHS
$25.3M36.9K
2.3%
+1.9%
Added · +703 sh
12SPDR Gold TR
GOLD SHS
$22.6M61.5K
2.0%
−6.2%
Reduced · −4K sh
13Goldman Sachs ETF TR
S&P 500 PREMIUM
$21.7M391.0K
1.9%
+1.9%
Added · +7K sh
14Apple Inc
COM
$18.9M65.1K
1.7%
−0.3%
Reduced · −231 sh
15Vanguard Malvern FDS
CORE-PLUS BD ETF
$17.1M219.9K
1.5%
−40%
Reduced · −147K sh
16J P Morgan Exchange Traded F
BETABUILDERS I
$16.5M211.4K
1.5%
+2.0%
Added · +4K sh
17Berkshire Hathaway Inc Del
CL B NEW
$16.4M32.9K
1.5%
+85%
Added · +15K sh
18Pgim ETF TR
AAA CLO ETF
$16.2M315.5K
1.4%
−2.3%
Reduced · −7K sh
19Ishares TR
FLTG RATE NT ETF
$12.4M241.9K
1.1%
+9.5%
Added · +21K sh
20Invesco QQQ TR
UNIT SER 1
$11.8M16.1K
1.1%
+0.3%
Added · +56 sh
21Fidelity Merrimack STR TR
TOTAL BD ETF
$9.8M215.4K
0.9%
+3.8%
Added · +8K sh
22Ishares TR
US AER DEF ETF
$8.7M36.0K
0.8%
+5.9%
Added · +2K sh
23Vanguard NY Tax Free FDS
TAX EXEMPT BD
$8.5M81.6K
0.8%
+2.7%
Added · +2K sh
24Pimco ETF TR
MULTISECTOR BD
$6.8M254.7K
0.6%
+22%
Added · +46K sh
25Eli Lilly & Co
COM
$6.7M5.6K
0.6%
+0.8%
Added · +42 sh
26Dimensional ETF Trust
US MKTWIDE VALUE
$6.7M122.1K
0.6%
−0.3%
Reduced · −355 sh
27Amazon Com Inc
COM
$6.7M28.0K
0.6%
−5.0%
Reduced · −1K sh
28Vanguard BD Index FDS
INTERMED TERM
$6.4M83.8K
0.6%
+1.2%
Added · +1K sh
29BlackRock Enhanced Intl Div
COM BENE INTER
$6.4M1.11M
0.6%
−26%
Reduced · −393K sh
30Morgan Stanley ETF Trust
EATO VANC BD ETF
$6.3M124.7K
0.6%
+29%
Added · +28K sh
31Vanguard Whitehall FDS
INTL HIGH ETF
$6.1M62.5K
0.5%
−16%
Reduced · −12K sh
32Nvidia Corporation
COM
$5.8M29.1K
0.5%
+0.7%
Added · +194 sh
33Microsoft Corp
COM
$5.7M15.1K
0.5%
−1.7%
Reduced · −269 sh
34Vanguard World FD
CONSUM STP ETF
$5.5M24.5K
0.5%
+23%
Added · +5K sh
35Capital Group GBL Growth Eqt
SHS CREAT UNIT
$5.4M128.6K
0.5%
−82%
Reduced · −584K sh
36Capital Group Core Balanced
SHS
$5.3M140.6K
0.5%
+51%
Added · +47K sh
37Vanguard World FD
MEGA CAP VAL ETF
$5.1M31.2K
0.5%
+4.8%
Added · +1K sh
38Ishares TR
CORE S&P500 ETF
$5.0M6.7K
0.4%
+0.7%
Added · +46 sh
39BlackRock ETF Trust
ISHA SYST AL ETF
$5.0M178.3K
0.4%
New
New position
40Vanguard Index FDS
TOTAL STK MKT
$4.7M12.6K
0.4%
+8.5%
Added · +987 sh
41Schwab Strategic TR
SHT TM US TRES
$4.7M193.8K
0.4%
+11%
Added · +19K sh
42Goldman Sachs ETF TR
NASDA 100 ETF
$4.1M69.3K
0.4%
+35%
Added · +18K sh
43BlackRock ETF Trust
ISHARES US EQUIT
$4.0M58.3K
0.4%
+32%
Added · +14K sh
44SPDR Series Trust
ST STR SP600 SML
$3.9M68.0K
0.4%
+2.4%
Added · +2K sh
45Hartford FDS Exchange Traded
STRAT INCOM ETF
$3.8M108.8K
0.3%
−40%
Reduced · −71K sh
46Vanguard World FD
MEGA GRWTH IND
$3.7M42.5K
0.3%
+399%
Added · +34K sh
47Etfis Ser TR I
VIRTUS REAVES UT
$3.7M45.3K
0.3%
−8.0%
Reduced · −4K sh
48J P Morgan Exchange Traded F
EQUITY PREMIUM
$3.5M62.5K
0.3%
−42%
Reduced · −46K sh
49Pimco ETF TR
INTER MUN BD ACT
$3.5M66.7K
0.3%
−22%
Reduced · −19K sh
50AT&T Inc
COM
$3.4M162.6K
0.3%
+65%
Added · +64K sh
Showing 50 of 260 positions
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Largest options & derivatives disclosed

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

Call notional (bullish)$3.1M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishIREN LTDIREN$3.1M67K

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

$1.1B · Q2 2026Q4 2020 · $197.8MQ2 2026 · $1.1B

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 202648d261$1.1B13F-HR
Q1 2026Mar 31, 2026May 22, 202652d249$967.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d243$1.0B13F-HR
Q2 2025Jun 30, 2025Aug 4, 202535d222$907.5M13F-HR
Q1 2025Mar 31, 2025May 5, 202535d227$841.0M13F-HR
Q4 2024Dec 31, 2024Feb 21, 202552d221$806.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d231$856.7M13F-HR
Q2 2024Jun 30, 2024Aug 12, 202443d235$755.1M13F-HR
Q1 2024Mar 31, 2024May 7, 202437d233$655.2M13F-HR
Q4 2023Dec 31, 2023Feb 21, 202452d217$591.6M13F-HR
Q3 2023Sep 30, 2023Dec 14, 202375d205$512.9M13F-HR
Q2 2023Jun 30, 2023Aug 3, 202334d196$470.1M13F-HR
Q1 2023Mar 31, 2023May 2, 202332d187$420.6M13F-HR
Q4 2022Dec 31, 2022Jan 25, 202325d186$369.7M13F-HR
Q3 2022Sep 30, 2022Oct 25, 202225d167$275.4M13F-HR
Q2 2022Jun 30, 2022Aug 8, 202239d165$295.0M13F-HR
Q1 2022Mar 31, 2022Apr 19, 202219d167$323.9M13F-HR
Q4 2021Dec 31, 2021Feb 15, 202246d170$336.2M13F-HR
Q3 2021Sep 30, 2021Nov 9, 202140d156$289.4M13F-HR
Q2 2021Jun 30, 2021Jul 14, 202114d154$279.1M13F-HR
Q1 2021Mar 31, 2021Apr 20, 202120d138$250.4M13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d93$197.8M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.