Q2 2026 13F · SEC CIK 2156071

Altar Rock LLC

Wealth managerFiled 2026-09-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $68.4M
Reported positions: 77
Holdings vs S&P 500, 3 yrs: —
Assets under management: $158.7M

Altar Rock LLC is a wealth manager that reported 77 positions worth $68.4M in its Q2 2026 13F, filed 2026-09-21. Its largest holdings were Avantis International Equity ETF (AVDE, 8.3%), American Centy ETF Tr (AVLV, 7.6%), American Centy ETF Tr (AVEM, 7.5%).

Altar Rock LLC holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Altar Rock LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVDEAvantis International Equity ETF	8.3%	6.3%	63,499	+0.7%	$5.7M
AVLVAmerican Centy ETF Tr	7.6%	5.3%	56,763	+0.9%	$5.2M
AVEMAmerican Centy ETF Tr	7.5%	5.0%	52,998	+0.4%	$5.1M
DFACDimensional ETF Trust	5.8%	4.1%	89,044	+0.1%	$4.0M
AVUVAmerican Centy ETF Tr	5.7%	4.1%	31,470	+0.5%	$3.9M
AMGAffiliated Managers Group	5.3%	4.4%	10,722	-20.4%	$3.6M
AVUSAvantis U.S. Equity ETF	5.2%	3.6%	27,614	+1.4%	$3.5M
GLDSpdr Gold Tr	5.0%	4.7%	9,237	+0.0%	$3.4M
NVDANvidia Corporation	3.2%	3.0%	10,971	-26.3%	$2.2M
EWXSpdr Index Shs Fds	3.1%	2.2%	28,145	+0.8%	$2.1M
AAPLApple Inc	3.0%	2.9%	7,173	-26.5%	$2.1M
AVDVAmerican Centy ETF Tr	2.9%	2.2%	19,026	+1.0%	$2.0M
SUBIshares Tr	2.3%	2.3%	14,961	-19.6%	$1.6M
AVESAmerican Centy ETF Tr	2.3%	1.6%	23,494	+0.8%	$1.5M
GOOGLAlphabet Inc	2.0%	1.6%	3,823	-20.1%	$1.4M
MSFTMicrosoft Corp	1.8%	2.0%	3,234	-30.4%	$1.2M
TSMTaiwan Semiconductor Manufac	1.7%	1.0%	2,420	-1.1%	$1.2M
AMZNAmazon Com Inc	1.6%	1.3%	4,500	-17.3%	$1.1M
AVGOBroadcom Inc	1.1%	0.9%	2,058	-15.3%	$777K
MUMicron Technology Inc	1.0%	—	603	—	$696K
VEAVanguard Ftse Developed Markets Index Fu	1.0%	0.7%	9,212	+0.0%	$656K
METAMeta Platforms Inc	0.9%	1.0%	1,130	-25.9%	$637K
TSLATesla Inc	0.8%	0.7%	1,251	-26.2%	$526K
JPMJpmorgan Chase & Co	0.7%	0.8%	1,540	-36.1%	$504K
LLYEli Lilly & Co	0.7%	0.5%	419	-2.3%	$503K
AMATApplied Matls Inc	0.7%	0.4%	659	-28.9%	$476K
MUBIshares Tr	0.7%	0.5%	4,283	+0.0%	$461K
AMDAdvanced Micro Devices Inc	0.6%	—	697	—	$405K
TXG10x Genomics Inc	0.6%	0.5%	10,546	-48.8%	$404K
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	778	-32.2%	$389K
GOOGAlphabet Inc	0.5%	0.8%	1,051	-52.8%	$371K
ASMLAsml Hldg NV	0.5%	—	185	—	$368K
CATCaterpillar Inc	0.5%	—	339	—	$361K
LRCXLam Research Corp	0.5%	0.4%	802	-54.7%	$348K
SPTMSpdr Series Trust	0.5%	—	3,725	—	$338K
WMTWalmart Inc	0.5%	0.5%	2,942	-7.5%	$333K
KRCKilroy Realty Corp	0.5%	0.4%	8,523	-33.7%	$324K
ABNBAirbnb Inc	0.5%	0.5%	2,242	-34.6%	$321K
XOMExxon Mobil Corp	0.5%	0.7%	2,279	-37.6%	$312K
NFLXNetflix Inc.	0.5%	0.4%	4,343	+10.6%	$310K
BSVVanguard Bd Index Fds	0.4%	0.4%	3,883	+0.0%	$303K
RHIRobert Half Inc.	0.4%	—	9,554	—	$293K
APHAmphenol Corp	0.4%	—	1,527	—	$270K
LEGTLeggett & Platt Inc	0.4%	—	22,581	—	$265K
VVisa Inc	0.4%	0.4%	770	-24.1%	$264K
STXSeagate Technology Hldngs Pl	0.4%	—	269	—	$260K
MNSTMonster Beverage Corp New	0.4%	0.4%	2,692	-38.1%	$259K
CCitigroup Inc	0.4%	—	1,836	—	$257K
IJRIshares Tr	0.4%	—	1,729	—	$256K
VACMarriott Vacations Worldwide	0.4%	—	2,481	—	$253K

What Altar Rock LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$68.4M	77
Q1 2026	$85.2M	144

Questions about Altar Rock LLC's portfolio

What stocks does Altar Rock LLC own?

Altar Rock LLC's latest 13F, for Q2 2026 and filed Sep 21, 2026, lists 77 positions worth $68.4M. The largest are Avantis International Equity ETF (AVDE) at 8.3%, American Centy ETF Tr (AVLV) at 7.6%, American Centy ETF Tr (AVEM) at 7.5%, Dimensional ETF Trust (DFAC) at 5.8% and American Centy ETF Tr (AVUV) at 5.7%.

What did Altar Rock LLC buy last quarter?

In Q2 2026, Altar Rock LLC added Netflix Inc. (NFLX) (+10.6% shares), compared with its Q1 2026 filing.

What did Altar Rock LLC sell last quarter?

In Q2 2026, Altar Rock LLC cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Ingredion Inc (INGR), cut from its top 50 Tyson Foods Inc (TSN), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Hca Healthcare Inc (HCA), Lam Research Corp (LRCX) (-54.7% shares), Alphabet Inc (GOOG) (-52.8% shares) and 10x Genomics Inc (TXG) (-48.8% shares), compared with its Q1 2026 filing.

When is Altar Rock LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Altar Rock LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Altar Rock LLC manage?

Altar Rock LLC reported $158.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $68.4M.