Atlatl Advisers Llc Portfolio Stock Holdings

Atlatl Advisers Llc disclosed 459 stock positions valued at approximately $421.1 million in its latest SEC 13F filing. The largest holdings include INVESCO QQQ TRUST SERIES I, STATE STREET SPDR S&P 500 ETF, and ISHARES NATIONAL MUNI BOND ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.

Report Period
June 30, 2026
No. of Stocks
459
Portfolio Value
$421.1M
Holdings by Sector
Atlatl Advisers Llc Portfolio Holdings in Q2 2026

426 holdings in the latest reporting period.

Page 1 of 5
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
INVESCO QQQ TRUST SERIES IQQQOther12.98%74,258+73,653+12174.05%$54,683,591
STATE STREET SPDR S&P 500 ETFSPYOther10.49%59,131+35,907+154.61%$44,157,257
ISHARES NATIONAL MUNI BOND ETFMUBOther6.66%260,812+19+0.01%$28,068,587
SANDISK CORP COMSNDKOther4.12%7,624+7,624+100.00%$17,334,918
VANGUARD S&P 500 ETFVOOOther3.44%21,099+9,804+86.80%$14,491,252
MICRON TECHNOLOGY INC COMMUTechnology3.04%11,080+9,898+837.39%$12,789,533
ISHARES CORE TOTAL USD BOND MARKET ETFIUSBOther2.73%248,945-18,526-6.93%$11,488,812
WESTERN DIGITAL CORP COMWDCTechnology2.11%13,912+12,572+938.21%$8,885,873
ADVANCED MICRO DEVICES INC COMAMDTechnology1.86%13,478+13,478+100.00%$7,829,505
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSTXOther1.82%7,951+32+0.40%$7,672,715
LAM RESEARCH CORP COM NEWLRCXOther1.67%16,210+14,442+816.86%$7,024,279
MARVELL TECHNOLOGY INC COMMRVLTechnology1.64%23,205+23,205+100.00%$6,912,537
APPLIED MATLS INC COMAMATTechnology1.61%9,365+9,365+100.00%$6,770,895
PALO ALTO NETWORKS INC COMPANWTechnology1.57%19,438+19,438+100.00%$6,628,747
INTEL CORP COMINTCTechnology1.55%46,787-364-0.77%$6,532,869
COMFORT SYS USA INC COMFIXIndustrials1.44%3,063+1,304+74.13%$6,070,713
CORNING INC COMGLWTechnology1.42%23,349-11,357-32.72%$5,964,035
TERADYNE INC COMTERTechnology1.40%12,198+1,881+18.23%$5,901,880
CIENA CORP COM NEWCIENTechnology1.39%11,976+9,973+497.90%$5,874,947
ISHARES U.S. TREASURY BOND ETFGOVTOther1.34%247,655+622+0.25%$5,641,581
DELL TECHNOLOGIES INC CL CDELLTechnology1.33%13,016+13,016+100.00%$5,615,883
HEWLETT PACKARD ENTERPRISE CO COMHPETechnology1.31%122,008+122,008+100.00%$5,503,781
KLA CORP COM NEWKLACTechnology1.30%18,120+18,120+100.00%$5,466,985
ARM HOLDINGS PLC SPONSORED ADSARMTechnology1.20%14,276+14,276+100.00%$5,061,841
APPLE INC COMAAPLTechnology1.19%17,263-1,907-9.95%$4,995,222
LUMENTUM HLDGS INC COMLITETechnology1.15%5,649+5,649+100.00%$4,847,181
INVESCO S&P 500 MOMENTUM ETFSPMOOther1.12%29,245+29,245+100.00%$4,724,237
COHERENT CORP COMCOHRTechnology1.05%11,170+11,170+100.00%$4,406,230
ISHARES MBS ETFMBBOther0.97%43,008-220-0.51%$4,065,116
ABRDN PHYSICAL GOLD SHARES ETFSGOLOther0.88%96,689+952+0.99%$3,696,420
VANGUARD FTSE DEVELOPED MARKETS ETFVEAOther0.84%49,729-20,425-29.11%$3,543,180
VANGUARD GROWTH ETFVUGOther0.75%36,478+36,478+100.00%$3,142,215
ISHARES CORE S&P 500 ETFIVVOther0.64%3,585+1,094+43.92%$2,684,771
AMAZON COM INC COMAMZNConsumer Cyclical0.63%11,085+166+1.52%$2,641,999
ISHARES 0-5 YEAR TIPS BOND ETFSTIPOther0.61%25,228+9,540+60.81%$2,577,292
NVIDIA CORPORATION COMNVDATechnology0.60%12,677+78+0.62%$2,536,547
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD ANCEFOther0.59%61,915+208+0.34%$2,490,840
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETFXLREOther0.56%53,789+53,789+100.00%$2,368,330
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLVOther0.53%14,012+14,012+100.00%$2,223,144
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFXLIOther0.44%9,912+9,912+100.00%$1,836,000
ALPHABET INC CAP STK CL AGOOGLCommunication Services0.42%4,970-61-1.21%$1,776,129
MICROSOFT CORP COMMSFTTechnology0.41%4,641-267-5.44%$1,731,186
ISHARES 10-20 YEAR TREASURY BOND ETFTLHOther0.37%15,637+83+0.53%$1,569,173
ISHARES FLEXIBLE INCOME ACTIVE ETFBINCOther0.37%29,839-13,996-31.93%$1,561,773
ISHARES SYSTEMATIC BOND ETFFIBROther0.37%17,579-57-0.32%$1,559,544
PALANTIR TECHNOLOGIES INC CL APLTRTechnology0.36%13,121-130-0.98%$1,530,827
STATE STREET ENERGY SELECT SECTOR SPDR ETFXLEOther0.34%27,173+27,173+100.00%$1,443,158
TESLA INC COMTSLAConsumer Cyclical0.34%3,357+500+17.50%$1,411,954
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFXLKOther0.33%7,353+7,353+100.00%$1,400,894
GE VERNOVA INC COMGEVUtilities0.33%1,166+1,166+100.00%$1,369,887
PROSHARES ULTRA QQQQLDOther0.32%13,916+78+0.56%$1,346,512
COINSHARES BITCOIN MINING ETFWGMIOther0.32%21,079-4-0.02%$1,329,453
VERTIV HOLDINGS CO COM CL AVRTIndustrials0.29%3,630+220+6.45%$1,215,397
ISHARES S&P 500 GROWTH ETFIVWOther0.24%7,347-321-4.19%$1,010,433
ALPHABET INC CAP STK CL CGOOGCommunication Services0.23%2,762--$975,897
NEBIUS GROUP N.V. SHS CLASS ANBISOther0.23%3,500+3,500+100.00%$966,595
VANGUARD FTSE EMERGING MARKETS ETFVWOOther0.21%14,990-5,456-26.68%$894,753
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFDYNFOther0.21%13,137-816-5.85%$893,447
PROSHARES ULTRA S&P 500SSOOther0.21%12,920+160+1.25%$870,550
ISHARES S&P 500 VALUE ETFIVEOther0.20%3,705-1,067-22.36%$841,257
PROSHARES ULTRA RUSSELL2000UWMOther0.20%12,450+575+4.84%$837,014
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSMTechnology0.20%1,731-102-5.56%$826,674
JPMORGAN CHASE & CO COMJPMFinancial Services0.19%2,468-102-3.97%$807,850
CLOUDFLARE INC CL A COMNETTechnology0.18%3,160--$775,085
VANGUARD SHORT-TERM BOND ETFBSVOther0.17%9,328-4,263-31.37%$726,744
CENTRUS ENERGY CORP CL ALEUEnergy0.17%4,276-14-0.33%$717,812
ISHARES GOLD TRUSTIAUOther0.17%9,414+138+1.49%$710,851
BROADCOM INC COMAVGOTechnology0.17%1,862+258+16.08%$703,371
ISHARES CORE MSCI EMERGING MARKETS ETFIEMGOther0.16%7,883-4,005-33.69%$653,028
ISHARES CONVERTIBLE BOND ETFICVTOther0.15%5,263-2,228-29.74%$640,718
FRANKLIN INCOME EQUITY FOCUS ETFINCEOther0.13%8,267--$550,782
ISHARES CORE MSCI EAFE ETFIEFAOther0.13%5,466-11-0.20%$527,906
GE AEROSPACE COM NEWGEIndustrials0.12%1,371+156+12.84%$512,384
VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUSOther0.12%5,923+5,923+100.00%$506,357
AMPHENOL CORP CL AAPHTechnology0.12%2,856+302+11.82%$503,570
VANGUARD MID-CAP VALUE ETFVOEOther0.12%2,495--$493,012
FTAI AVIATION LTD SHSFTAIOther0.11%1,775-15-0.84%$480,191
HOWMET AEROSPACE INC COMHWMIndustrials0.11%1,675-697-29.38%$450,341
ISHARES U.S. AEROSPACE & DEFENSE ETFITAOther0.10%1,772+241+15.74%$429,568
VANGUARD SMALL-CAP ETFVBOther0.10%1,393-5-0.36%$422,246
SCHWAB U.S. BROAD MARKET ETFSCHBOther0.09%12,765-3-0.02%$369,674
VANGUARD VALUE ETFVTVOther0.09%1,691+20+1.20%$368,520
CATERPILLAR INC COMCATIndustrials0.09%343-1-0.29%$365,261
ISHARES MSCI EAFE GROWTH ETFEFGOther0.09%2,891+200+7.43%$359,698
VANGUARD INTERMEDIATE-TERM BOND ETFBIVOther0.08%4,638-1,697-26.79%$355,735
CISCO SYS INC COMCSCOTechnology0.08%3,020-44-1.44%$354,729
ISHARES MSCI EAFE VALUE ETFEFVOther0.08%4,632-5,306-53.39%$354,580
VANGUARD MORTGAGE-BACKED SECURITIES ETFVMBSOther0.08%7,572-2,377-23.89%$354,445
MODERNA INC COMMRNAHealthcare0.08%5,000+5,000+100.00%$350,150
TALEN ENERGY CORP COMTLNOther0.08%895-15-1.65%$343,913
ISHARES CORE HIGH DIVIDEND ETFHDVOther0.08%11,835+9,222+352.93%$324,397
CONSTELLATION ENERGY CORP COMCEGUtilities0.08%1,305-50-3.69%$324,123
ABCELLERA BIOLOGICS INC COMABCLHealthcare0.07%40,000+40,000+100.00%$314,000
JOHNSON & JOHNSON COMJNJHealthcare0.07%1,186+1+0.08%$301,208
CARTESIAN THERAPEUTICS INC COM NEWRNACHealthcare0.07%28,509+28,509+100.00%$297,064
MASTERCARD INCORPORATED CL AMAFinancial Services0.07%570-5-0.87%$292,752
VISA INC COM CL AVFinancial Services0.07%852-31-3.51%$292,313
ISHARES MSCI USA MOMENTUM FACTOR ETFMTUMOther0.07%821-335-28.98%$281,463
VANGUARD TOTAL STOCK MARKET ETFVTIOther0.07%756--$279,829
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services0.06%543--$271,712
Atlatl Advisers Llc Portfolio Stock Holdings | InsiderSet