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CAMELOT TECHNOLOGY ADVISORS, INC.

Q2 2026 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    61

  • Value ($000)

    $148,728

  • Date Filed
    07/10/2026
  • Form type
    13F-HR
  • CIK
    0002021818
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$36.63M
25 %

48,915

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$10.21M
7 %

105,665

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.03M
5 %

10,901

P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
85207H104
$7.05M
5 %

233,645

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$6.96M
5 %

9,326

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$6.87M
5 %

82,972

X
XLE

SELECT SECTOR SPDR TR

ST STR ENERG ETF
81369Y506
$5.51M
4 %

103,811

X
XLI

SELECT SECTOR SPDR TR

ST STR INDL ETF
81369Y704
$5.02M
3 %

27,124

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$4.69M
3 %

65,779

I
IWC

ISHARES TR

MICRO-CAP ETF
464288869
$3.78M
3 %

18,894

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