Arkolith/Funds/WorthPointe, LLC

WorthPointe, LLC

CIK 1921448
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

WorthPointe, LLC holds a focused book of 123 reported positions worth $397.5M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ishares 7-10 Year Treasury B and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 19% of the reported non-option book. They also disclosed $1.1M in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +26% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.5%
+13.6%/yr · since Nov '24
Their reported book
+25.8%
held from quarter-end
S&P 500
+29.1%
same window
$9K$10K$11K$12K$13KNov '24Apr '25Aug '25Dec '25May '26Sep '26
WorthPointe, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning WorthPointe, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
58%
Top 20 holdings
75%

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

6% mapped to company sectors

ETFs / funds
85%
No sector on file yet
9%
Information Technology
3%
Financials
1%
Energy
1%

+4 sectors below the cut, 1% 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

Funds with the most overlap

Other tracked managers holding the same core names as WorthPointe, LLC

Manager / fundShared namesTheir $ in those
Richard Young Associates, Ltd.14 / 80$136.5M
Professional Financial Solutions LLC18 / 80$112.5M
McElhenny Sheffield Capital Management, LLC20 / 80$345.2M
Marest Capital, LLC10 / 80$170.5M
Capstone Capital LLC13 / 80$148.2M
Rachor Investment Advisory Services, LLC20 / 80$165.3M
Sensenig Capital Advisors, Inc13 / 80$88.3M
Red Lighthouse Investment Management, LLC27 / 80$270.5M

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

123 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$75.2M1.70M
18.9%
−1.3%
Reduced · −23K sh
2American Centy ETF TR
US EQT ETF
$29.6M230.8K
7.4%
+1.9%
Added · +4K sh
3Dimensional ETF Trust
US MKTWIDE VALUE
$27.8M505.1K
7.0%
−2.9%
Reduced · −15K sh
4SPDR Series Trust
ST SHO TREAS ETF
$21.9M753.7K
5.5%
+7.8%
Added · +55K sh
5Vanguard Index FDS
S&P 500 ETF SHS
$16.2M23.6K
4.1%
−0.3%
Reduced · −75 sh
6Schwab Strategic TR
INT-TRM U.S TRES
$14.0M569.6K
3.5%
+2.3%
Added · +13K sh
7Dimensional ETF Trust
US SMALL CAP ETF
$12.1M147.0K
3.0%
−1.9%
Reduced · −3K sh
8Dimensional ETF Trust
SHOR DUR FIX ETF
$10.9M227.9K
2.7%
+4.6%
Added · +10K sh
9Dimensional ETF Trust
US HIGH PROF ETF
$10.7M256.8K
2.7%
+4.6%
Added · +11K sh
10SPDR Series Trust
ST STR P500ETF
$10.7M121.2K
2.7%
+6.9%
Added · +8K sh
11American Centy ETF TR
INTL EQT ETF
$9.7M108.8K
2.4%
−1.8%
Reduced · −2K sh
12American Centy ETF TR
REAL ESTATE ETF
$9.4M197.4K
2.4%
+1.1%
Added · +2K sh
13American Centy ETF TR
US SML CP VALU
$8.5M68.1K
2.1%
+3.5%
Added · +2K sh
14Ishares TR
FLTG RATE NT ETF
$8.0M157.7K
2.0%
+5.3%
Added · +8K sh
15Dimensional ETF Trust
INTL CORE EQUITY
$7.2M192.0K
1.8%
−2.1%
Reduced · −4K sh
16Dimensional ETF Trust
US COR EQU 1 ETF
$6.5M78.8K
1.6%
−10%
Reduced · −9K sh
17Dimensional ETF Trust
US TARGETED VLU
$6.1M87.0K
1.5%
+6.3%
Added · +5K sh
18Ishares TR
RUSEL 2500 ETF
$5.0M54.6K
1.3%
+5.4%
Added · +3K sh
19American Centy ETF TR
AVANTIS EMGMKT
$4.9M51.2K
1.2%
+7.1%
Added · +3K sh
20ETF Opportunities Trust
AMERICAN CONSER
$3.8M69.8K
1.0%
−9.1%
Reduced · −7K sh
21American Centy ETF TR
INTL SMCP VLU
$3.8M36.9K
1.0%
+11%
Added · +4K sh
22Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.8M52.8K
0.9%
+5.5%
Added · +3K sh
23Northern LTS FD TR IV
INSPIRE CORP BD
$3.7M154.2K
0.9%
−26%
Reduced · −53K sh
24Exxon Mobil Corp
COM
$3.4M25.0K
0.9%
+0.5%
Added · +113 sh
25Ishares TR
7-10 YR TRSY BD
$3.3M35.0K
0.8%
New
New position
26Innovator Etfs Trust
QUITY MANAGD FLR
$3.1M81.1K
0.8%
−0.6%
Reduced · −492 sh
27Dimensional ETF Trust
US SMALL CAP ETF
$2.7M69.9K
0.7%
−10%
Reduced · −8K sh
28Ishares TR
CORE S&P MCP ETF
$2.7M34.4K
0.7%
+0.8%
Added · +285 sh
29Dimensional ETF Trust
INTL HIGH PROFIT
$2.6M77.4K
0.7%
+3.9%
Added · +3K sh
30Dimensional ETF Trust
EMERGING MKTS CO
$2.6M62.8K
0.6%
−3.8%
Reduced · −2K sh
31Apple Inc
COM
$2.4M8.3K
0.6%
−26%
Reduced · −3K sh
32Schwab Strategic TR
EMRG MKTEQ ETF
$2.3M64.4K
0.6%
+4.7%
Added · +3K sh
33SPDR Gold TR
GOLD SHS
$2.3M6.3K
0.6%
−18%
Reduced · −1K sh
34Northern LTS FD TR IV
INSPIRE INTL ETF
$2.2M57.9K
0.6%
−19%
Reduced · −14K sh
35Northern LTS FD TR IV
INSPIRE 100 ETF
$2.1M36.9K
0.5%
−13%
Reduced · −6K sh
36ETF Ser Solutions
VIDENT US BOND
$2.0M45.5K
0.5%
+0.7%
Added · +331 sh
37Innovator Etfs Trust
US EQTY PWR BUF
$2.0M40.3K
0.5%
−10%
Reduced · −4K sh
38Northern LTS FD TR IV
INSPIRE SML/ MID
$1.8M35.1K
0.4%
−13%
Reduced · −5K sh
39State STR SPDR S&P 500 ETF T
TR UNIT
$1.7M2.3K
0.4%
−50%
Reduced · −2K sh
40Nvidia Corporation
COM
$1.6M7.8K
0.4%
−2.2%
Reduced · −173 sh
41Innovator Etfs Trust
INTRNL DEV JULY
$1.5M42.5K
0.4%
−2.4%
Reduced · −1K sh
42American Centy ETF TR
EMERGING MKT VAL
$1.5M22.9K
0.4%
+38%
Added · +6K sh
43Timothy Plan
HIG DV STK ETF
$1.5M35.5K
0.4%
−18%
Reduced · −8K sh
44ETF Ser Solutions
MCELHENNY SHEFLD
$1.5M42.3K
0.4%
+0.2%
Added · +90 sh
45Innovator Etfs Trust
INTL MAN FLO ETF
$1.3M24.4K
0.3%
+18%
Added · +4K sh
46Chevron Corporation
COM
$1.3M7.8K
0.3%
+42%
Added · +2K sh
47Timothy Plan
INTL ETF
$1.3M33.7K
0.3%
−19%
Reduced · −8K sh
48Timothy Plan
U S SM CP CORE
$1.2M25.7K
0.3%
−14%
Reduced · −4K sh
49Dimensional ETF Trust
EMERGING MKTS HI
$1.2M28.6K
0.3%
−8.4%
Reduced · −3K sh
50Dimensional ETF Trust
GLOBAL REAL EST
$1.2M41.4K
0.3%
−2.4%
Reduced · −1K sh
Showing 50 of 123 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$1.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$1.1M2K

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

$398.6M · Q2 2026Q3 2024 · $237.6MQ2 2026 · $398.6M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 202631d124$398.6M13F-HR
Q1 2026Mar 31, 2026May 12, 202642d118$369.3M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d133$380.6M13F-HR
Q3 2025Sep 30, 2025Oct 17, 202517d105$266.8M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202536d95$237.7M13F-HR
Q1 2025Mar 31, 2025May 6, 202536d92$223.6M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d90$245.5M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d80$237.6M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.