account_balance

Investment manager · 13F filer · SEC CIK 2021818

Camelot Technology Advisors, Inc.

Reported value$148Mas of Sep 30, 2026
Positions59 2 new, 2 sold out
Top 10 weight65.2%IVV alone is 25%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 25.2% Held
IEFA iShares Tr 7.0% Held
QQQ Invesco QQQ Tr 5.3% Held
PHYS Sprott Physical Gold Trust 5.2% Added +6%SPY SPDR S&P 500 ETF Trust 4.9% Held
IEMG iShares Inc 4.8% Added +5%
XLE Select Sector SPDR Tr 4.0% Trimmed −6%
XLI Select Sector SPDR Tr 3.1% Added +2%
VEA Vanguard Tax-Managed FDS 3.1% Trimmed −2%
IWC iShares Tr 2.5% Added +4%
IAGG iShares Tr 2.4% Added +4%
VNQ Vanguard Index FDS 2.2% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • XLE −6%
  • ILF −6%
  • CEF −3%
  • VEA −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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