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Atlatl Advisers LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2023168

$421.1M

disclosed book value

459

positions

13%

largest position share

Positions, as of 2026-06-30

top 100 of 459 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ TRUST SERIES I74,258$54.7M13%
2SPYSTATE STREET SPDR S&P 500 ETF59,131$44.2M10.5%
3MUBISHARES NATIONAL MUNI BOND ETF260,812$28.1M6.7%
4SNDKSANDISK CORP COM7,624$17.3M4.1%
5VOOVANGUARD S&P 500 ETF21,099$14.5M3.4%
6MUMICRON TECHNOLOGY INC COM11,080$12.8M3%
7IUSBISHARES CORE TOTAL USD BOND MARKET ETF248,945$11.5M2.7%
8WDCWESTERN DIGITAL CORP COM13,912$8.9M2.1%
9AMDADVANCED MICRO DEVICES INC COM13,478$7.8M1.9%
10SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS7,951$7.7M1.8%
11LRCXLAM RESEARCH CORP COM NEW16,210$7.0M1.7%
12MRVLMARVELL TECHNOLOGY INC COM23,205$6.9M1.6%
13AMATAPPLIED MATLS INC COM9,365$6.8M1.6%
14PANWPALO ALTO NETWORKS INC COM19,438$6.6M1.6%
15LMUBISHARES LONG-TERM NATIONAL MUNI BOND ETF128,359$6.6M1.6%
16INTCINTEL CORP COM46,787$6.5M1.6%
17FIXCOMFORT SYS USA INC COM3,063$6.1M1.4%
18GLWCORNING INC COM23,349$6.0M1.4%
19TERTERADYNE INC COM12,198$5.9M1.4%
20CIENCIENA CORP COM NEW11,976$5.9M1.4%
21GOVTISHARES U.S. TREASURY BOND ETF247,655$5.6M1.3%
22DELLDELL TECHNOLOGIES INC CL C13,016$5.6M1.3%
23HPEHEWLETT PACKARD ENTERPRISE CO COM122,008$5.5M1.3%
24KLACKLA CORP COM NEW18,120$5.5M1.3%
25ARMARM HOLDINGS PLC SPONSORED ADS14,276$5.1M1.2%
26AAPLAPPLE INC COM17,263$5.0M1.2%
27LITELUMENTUM HLDGS INC COM5,649$4.8M1.2%
28SPMOINVESCO S&P 500 MOMENTUM ETF29,245$4.7M1.1%
29COHRCOHERENT CORP COM11,170$4.4M1%
30MBBISHARES MBS ETF43,008$4.1M1%
31SGOLABRDN PHYSICAL GOLD SHARES ETF96,689$3.7M0.9%
32VEAVANGUARD FTSE DEVELOPED MARKETS ETF49,729$3.5M0.8%
33VUGVANGUARD GROWTH ETF36,478$3.1M0.7%
34IVVISHARES CORE S&P 500 ETF3,585$2.7M0.6%
35AMZNAMAZON COM INC COM11,085$2.6M0.6%
36STIPISHARES 0-5 YEAR TIPS BOND ETF25,228$2.6M0.6%
37NVDANVIDIA CORPORATION COM12,677$2.5M0.6%
38CEFSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN61,915$2.5M0.6%
39XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF53,789$2.4M0.6%
40XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF14,012$2.2M0.5%
41XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF9,912$1.8M0.4%
42GOOGLALPHABET INC CAP STK CL A4,970$1.8M0.4%
43MSFTMICROSOFT CORP COM4,641$1.7M0.4%
44TLHISHARES 10-20 YEAR TREASURY BOND ETF15,637$1.6M0.4%
45BINCISHARES FLEXIBLE INCOME ACTIVE ETF29,839$1.6M0.4%
46SYSBISHARES SYSTEMATIC BOND ETF17,579$1.6M0.4%
47GGOVISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF31,004$1.6M0.4%
48IALTISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF54,965$1.5M0.4%
49PLTRPALANTIR TECHNOLOGIES INC CL A13,121$1.5M0.4%
50XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF27,173$1.4M0.3%
51TSLATESLA INC COM3,357$1.4M0.3%
52XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF7,353$1.4M0.3%
53GEVGE VERNOVA INC COM1,166$1.4M0.3%
54SNDUT-REX 2X LONG SNDK DAILY TARGET ETF20,000$1.4M0.3%
55QLDPROSHARES ULTRA QQQ13,916$1.3M0.3%
56WGMICOINSHARES BITCOIN MINING ETF21,079$1.3M0.3%
57VRTVERTIV HOLDINGS CO COM CL A3,630$1.2M0.3%
58IVWISHARES S&P 500 GROWTH ETF7,347$1.0M0.2%
59GOOGALPHABET INC CAP STK CL C2,762$975,8970.2%
60NEBIUS GROUP N.V. SHS CLASS A3,500$966,5950.2%
61VWOVANGUARD FTSE EMERGING MARKETS ETF14,990$894,7530.2%
62DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF13,137$893,4470.2%
63SSOPROSHARES ULTRA S&P 50012,920$870,5500.2%
64IVEISHARES S&P 500 VALUE ETF3,705$841,2570.2%
65UWMPROSHARES ULTRA RUSSELL200012,450$837,0140.2%
66TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1,731$826,6740.2%
67JPMJPMORGAN CHASE & CO COM2,468$807,8500.2%
68NETCLOUDFLARE INC CL A COM3,160$775,0850.2%
69BSVVANGUARD SHORT-TERM BOND ETF9,328$726,7440.2%
70LEUCENTRUS ENERGY CORP CL A4,276$717,8120.2%
71IAUISHARES GOLD TRUST9,414$710,8510.2%
72AVGOBROADCOM INC COM1,862$703,3710.2%
73VIKING HOLDINGS LTD ORD SHS6,590$689,7750.2%
74IEMGISHARES CORE MSCI EMERGING MARKETS ETF7,883$653,0280.2%
75ICVTISHARES CONVERTIBLE BOND ETF5,263$640,7180.2%
76INCEFRANKLIN INCOME EQUITY FOCUS ETF8,267$550,7820.1%
77IEFAISHARES CORE MSCI EAFE ETF5,466$527,9060.1%
78GEGE AEROSPACE COM NEW1,371$512,3840.1%
79VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF5,923$506,3570.1%
80APHAMPHENOL CORP CL A2,856$503,5700.1%
81VOEVANGUARD MID-CAP VALUE ETF2,495$493,0120.1%
82FTAI AVIATION LTD SHS1,775$480,1910.1%
83HWMHOWMET AEROSPACE INC COM1,675$450,3410.1%
84ITAISHARES U.S. AEROSPACE & DEFENSE ETF1,772$429,5680.1%
85VBVANGUARD SMALL-CAP ETF1,393$422,2460.1%
86SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK2,195$375,0380.1%
87SCHBSCHWAB U.S. BROAD MARKET ETF12,765$369,6740.1%
88VTVVANGUARD VALUE ETF1,691$368,5200.1%
89CATCATERPILLAR INC COM343$365,2610.1%
90EFGISHARES MSCI EAFE GROWTH ETF2,891$359,6980.1%
91BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF6,794$358,1800.1%
92BIVVANGUARD INTERMEDIATE-TERM BOND ETF4,638$355,7350.1%
93CSCOCISCO SYS INC COM3,020$354,7290.1%
94EFVISHARES MSCI EAFE VALUE ETF4,632$354,5800.1%
95VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF7,572$354,4450.1%
96XOMEXXONMOBIL HOLDINGS CORP COM SHS2,577$352,3270.1%
97MRNAMODERNA INC COM5,000$350,1500.1%
98TLNTALEN ENERGY CORP COM895$343,9130.1%
99HDVISHARES CORE HIGH DIVIDEND ETF11,835$324,3970.1%
100CEGCONSTELLATION ENERGY CORP COM1,305$324,1230.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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