Arkolith/Funds/Wynn Capital, LLC

Wynn Capital, LLC

CIK 2009900
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Wynn Capital, LLC holds a focused book of 116 stocks worth $224.0M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed JPMorgan Chase & Co. Their largest long position is Schwab US Broad Market ETF at 12% of the equity book.

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Use Arkolith to show Wynn Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
58
existing
Trimmed
27
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
43%
Top 20 holdings
61%

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

Direct sector allocation

83% mapped to company sectors

Information Technology
32%
ETF / fund or unclassified
17%
Financials
17%
Consumer Discretionary
11%
Health Care
9%
Industrials
8%
Consumer Staples
3%
Materials
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

Funds with the most overlap

Other tracked managers holding the same core names as Wynn Capital, LLC

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$13.3B
Kestra Advisory Services, LLC80 / 80$6.5B
Merit Financial Group, LLC80 / 80$2.5B
EVERGREEN CAPITAL MANAGEMENT LLC80 / 80$1.3B
IFP Advisors, Inc80 / 80$1.2B
GAMMA Investing LLC80 / 80$999.7M
Physician Wealth Advisors, Inc.80 / 80$70.6M
TD Waterhouse Canada Inc.79 / 80$9.8B

Ranked by how many of Wynn Capital, 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.

116 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US BRD MKT ETF
$27.9M963.4K
12.5%
+3.2%
Added · +30K sh
2Microsoft Corp
COM
$11.1M29.7K
4.9%
+0.8%
Added · +226 sh
3Tesla Inc
COM
$10.6M25.2K
4.7%
+0.5%
Added · +115 sh
4Alphabet Inc
CAP STK CL C
$9.8M27.7K
4.4%
+0.2%
Added · +55 sh
5Apple Inc
COM
$9.0M31.2K
4.0%
+0.3%
Added · +107 sh
6JPMorgan Chase & Co
COM
$6.9M21.1K
3.1%
−0.3%
Reduced · −58 sh
7Applied Matls Inc
COM
$5.8M8.0K
2.6%
~0%
Added · +3 sh
8Cisco Sys Inc
COM
$5.6M48.0K
2.5%
+0.4%
Added · +183 sh
9Goldman Sachs Group Inc
COM
$5.4M5.3K
2.4%
−0.1%
Reduced · −3 sh
10American Express Co
COM
$4.7M13.9K
2.1%
+0.8%
Added · +117 sh
11Meta Platforms Inc
CL A
$4.6M8.2K
2.1%
+1.6%
Added · +134 sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$4.3M5.8K
1.9%
−0.7%
Reduced · −38 sh
13Wells Fargo & Co
COM
$4.3M52.1K
1.9%
−0.2%
Reduced · −95 sh
14Merck & Co Inc
COM
$4.2M32.5K
1.9%
+0.6%
Added · +182 sh
15Walmart Inc
COM
$4.1M36.0K
1.8%
−0.2%
Reduced · −86 sh
16Johnson & Johnson
COM
$3.9M15.4K
1.7%
+0.3%
Added · +52 sh
17Berkshire Hathaway Inc Del
CL B NEW
$3.9M7.8K
1.7%
−1.7%
Reduced · −134 sh
18Intel Corp
COM
$3.8M27.2K
1.7%
+0.4%
Added · +104 sh
19Amazon Com Inc
COM
$3.5M14.6K
1.6%
+3.5%
Added · +488 sh
20Ge Aerospace
COM NEW
$3.3M8.9K
1.5%
+0.1%
Added · +6 sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$3.2M6.8K
1.4%
+0.2%
Added · +15 sh
22Bank Of NY Mellon Corp
COM
$3.0M20.7K
1.3%
~0%
Reduced · −3 sh
23McKesson Corp
COM
$2.7M3.6K
1.2%
Held
24Bank Of Amer Corp
COM
$2.6M46.4K
1.2%
+0.7%
Added · +330 sh
25Schwab Charles Corp
COM
$2.6M28.3K
1.2%
+0.7%
Added · +195 sh
26Oracle Corp
COM
$2.6M17.8K
1.2%
−0.2%
Reduced · −44 sh
27RTX Corporation
COM
$2.4M12.8K
1.1%
−0.2%
Reduced · −27 sh
28Schwab Strategic TR
US LRG CAP ETF
$2.4M81.0K
1.1%
Held
29Ge Vernova Inc
COM
$2.4M2.0K
1.1%
−0.2%
Reduced · −5 sh
30Abbvie Inc
COM
$2.4M9.4K
1.1%
+0.8%
Added · +70 sh
31Amgen Inc
COM
$2.3M6.3K
1.0%
+1.1%
Added · +72 sh
32Fedex Corp
COM
$2.2M7.1K
1.0%
−0.2%
Reduced · −16 sh
33International Business Machs
COM
$2.2M7.7K
1.0%
−0.1%
Reduced · −9 sh
34CVS Health Corp
COM
$2.1M19.9K
0.9%
−0.5%
Reduced · −105 sh
35Cummins Inc
COM
$1.9M2.7K
0.9%
+0.4%
Added · +10 sh
363M Co
COM
$1.9M11.8K
0.9%
+0.9%
Added · +105 sh
37Qualcomm Inc
COM
$1.8M9.8K
0.8%
+1.1%
Added · +105 sh
38Coca Cola Co
COM
$1.8M21.8K
0.8%
+1.8%
Added · +383 sh
39Disney Walt Co
COM
$1.7M17.4K
0.7%
+0.8%
Added · +140 sh
40Texas Instrs Inc
COM
$1.6M5.4K
0.7%
+0.4%
Added · +22 sh
41BlackRock Inc
COM
$1.4M1.5K
0.6%
−0.8%
Reduced · −12 sh
42Alibaba Group Hldg Ltd
SPONSORED ADS
$1.3M13.5K
0.6%
+0.6%
Added · +87 sh
43Starbucks Corp
COM
$1.3M12.3K
0.6%
+0.4%
Added · +52 sh
44McDonalds Corp
COM
$1.2M4.6K
0.6%
−0.1%
Reduced · −4 sh
45Nucor Corp
COM
$1.2M5.5K
0.6%
Held
46Pepsico Inc
COM
$1.2M8.5K
0.5%
Held
47Target Corp
COM
$1.1M8.5K
0.5%
+0.9%
Added · +79 sh
48The Cigna Group
COM
$1.0M3.8K
0.5%
−0.4%
Reduced · −15 sh
49Nvidia Corporation
COM
$1.0M5.2K
0.5%
+6.3%
Added · +306 sh
50Deere & Co
COM
$965K1.5K
0.4%
−0.1%
Reduced · −1 sh
Showing 50 of 116 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026116$224.0M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026107$194.7M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026109$205.9M13F-HR
Q3 2025Sep 30, 2025Oct 7, 2025110$206.1M13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025110$187.4M13F-HR
Q1 2025Mar 31, 2025Apr 14, 2025108$168.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025107$158.4M13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024108$152.5M13F-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.