XP Advisory US, Inc. holds a concentrated book of 81 stocks worth $182.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). Their largest long position is SS SPDR S&P 500 ETF Trust-US at 42% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2147967/holdings"
Use Arkolith to show XP Advisory US, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
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.
Other tracked managers holding the same core names as XP Advisory US, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $501.8B |
| UBS Group AG | 80 / 80 | $133.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $373.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $141.9B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $16.1B |
| JPMORGAN CHASE & CO | 77 / 80 | $466.7B |
| ROYAL BANK OF CANADA | 76 / 80 | $133.7B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $86.9B |
Ranked by how many of XP Advisory US, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF Trust SHS | $77.3M | 103.5K | 42.3% | ▲New New position | |
| 2 | Invesco QQQ TR Unit Ser 1 SHS | $43.5M | 59.0K | 23.8% | ▲New New position | |
| 3 | Vanguard Total Intl Stock Index FD ETF SHS SHS | $23.9M | 280.1K | 13.1% | ▲New New position | |
| 4 | Etfis Ser TR I Reaves Utils ETF SHS | $11.4M | 139.3K | 6.2% | ▲New New position | |
| 5 | Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat SHS | $5.8M | 77.3K | 3.2% | ▲New New position | |
| 6 | Invesco Exchange-Traded FD TR II KBW BK ETF SHS | $5.1M | 54.9K | 2.8% | ▲New New position | |
| 7 | Alphabet Inc-CL C COM | $2.2M | 6.4K | 1.2% | ▲New New position | |
| 8 | SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF SHS | $1.3M | 50.9K | 0.7% | ▲New New position | |
| 9 | iShares TR MSCI Acwi ETF SHS | $1.1M | 7.2K | 0.6% | ▲New New position | |
| 10 | The 2023 ETF Ser TR Eagle Cap Select Equity ETF SHS | $753K | 23.4K | 0.4% | ▲New New position | |
| 11 | PIMCO ETF TR Short Term Mun BD Active ETF SHS | $605K | 12.0K | 0.3% | ▲New New position | |
| 12 | Vanguard FTSE Europe ETF SHS | $601K | 6.8K | 0.3% | ▲New New position | |
| 13 | iShares MSCI Emerging Market SHS | $566K | 8.3K | 0.3% | ▲New New position | |
| 14 | Vanguard Index SHS | $549K | 2.5K | 0.3% | ▲New New position | |
| 15 | Technology Select Sect SPDR SHS | $512K | 2.7K | 0.3% | ▲New New position | |
| 16 | iShares TR U S Finl SVCS ETF SHS | $402K | 4.4K | 0.2% | ▲New New position | |
| 17 | J P Morgan Exchange-Traded FD TR Global Select Equity ETF SHS | $389K | 5.5K | 0.2% | ▲New New position | |
| 18 | iShares Bitcoin TR SHS Ben Int SHS | $386K | 11.6K | 0.2% | ▲New New position | |
| 19 | iShares MSCI Japan ETF SHS | $366K | 3.9K | 0.2% | ▲New New position | |
| 20 | First TR Exchange-Traded FD III Instl PFD Secs & Income ETF / / B/E DTD / / Mat SHS | $348K | 18.0K | 0.2% | ▲New New position | |
| 21 | Amazon Com Inc COM | $348K | 1.5K | 0.2% | ▲New New position | |
| 22 | Anheuser-Busch Inbev SPN ADR COM | $348K | 4.2K | 0.2% | ▲New New position | |
| 23 | Financial Select Sector SPDR SHS | $313K | 5.8K | 0.2% | ▲New New position | |
| 24 | Itau Unibanco H-Spon PRF ADR COM | $300K | 36.7K | 0.2% | ▲New New position | |
| 25 | Apple Inc Com COM | $278K | 961 | 0.2% | ▲New New position | |
| 26 | Ishares Gold Trust - IAU SHS | $278K | 3.7K | 0.2% | ▲New New position | |
| 27 | Barrick Mining Corp Registered SHS COM | $276K | 7.5K | 0.2% | ▲New New position | |
| 28 | Goldman Sachs Group Inc COM | $275K | 272 | 0.2% | ▲New New position | |
| 29 | Alibaba Group Holding-SP ADR COM | $269K | 2.8K | 0.1% | ▲New New position | |
| 30 | Nvidia Corp COM | $263K | 1.3K | 0.1% | ▲New New position | |
| 31 | Broadcom Inc COM | $232K | 613 | 0.1% | ▲New New position | |
| 32 | Vaneck Vectors ETF TR Semiconductor ETF SHS | $193K | 295 | 0.1% | ▲New New position | |
| 33 | Facebook Inc-Class A COM | $161K | 285 | 0.1% | ▲New New position | |
| 34 | Constellation Energy Corp Com COM | $147K | 591 | 0.1% | ▲New New position | |
| 35 | Microsoft Corp COM | $134K | 358 | 0.1% | ▲New New position | |
| 36 | Coca-Cola Co COM | $119K | 1.5K | 0.1% | ▲New New position | |
| 37 | Intel Corp COM | $119K | 850 | 0.1% | ▲New New position | |
| 38 | Global X FDS Global X Defense Tech ETF SHS | $93K | 1.6K | 0.1% | ▲New New position | |
| 39 | Exelon Corp COM | $83K | 1.8K | 0.0% | ▲New New position | |
| 40 | Telecom Argentina S A Sponsored ADR Repstg 5 CL B Ord SHS COM | $82K | 6.3K | 0.0% | ▲New New position | |
| 41 | Ark Innovation ETF SHS | $81K | 1.0K | 0.0% | ▲New New position | |
| 42 | Lockheed Martin Corp COM | $79K | 155 | 0.0% | ▲New New position | |
| 43 | Banco Bbva Argentina SA Sponsored ADR COM | $63K | 3.2K | 0.0% | ▲New New position | |
| 44 | Oasis Pete Inc New Com New COM | $59K | 515 | 0.0% | ▲New New position | |
| 45 | Walt Disney Co COM | $57K | 595 | 0.0% | ▲New New position | |
| 46 | AT&T Inc COM | $56K | 2.7K | 0.0% | ▲New New position | |
| 47 | iShares TR Global Tech ETF SHS | $53K | 370 | 0.0% | ▲New New position | |
| 48 | Vanguard S&P 500 ETF SHS | $45K | 65 | 0.0% | ▲New New position | |
| 49 | Warner Bros Discovery Inc Com Ser A COM | $44K | 1.6K | 0.0% | ▲New New position | |
| 50 | SPDR BBG Barc 1-3 Month Tbil SHS | $41K | 449 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 81 | $182.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.