ZS
Zenith Solutions, Inc. — 13F Portfolio Changes & Top Buys (Q2 2026)
Zenith Solutions, Inc.CIK: 0001948435
Diversified strategySector-focusedLong-term holder
Total reported value
$110.4M
Reporting period: 2026-06-30 · Number of holdings: 84
ZENITH SOLUTIONS, INC. disclosed 84 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $110.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 12.96
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 86.8
Zenith Solutions, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.032 — mathematically equivalent to about 31 equally-sized positions, well below its 84 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.32), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 6% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.76% | — | — | — |
| 2 | NACP | Impact Shares Naacp Minority | ETF-Other | 6.39% | — | — | — |
| 3 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 5.14% | — | — | — |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.31% | — | — | — |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.11% | — | — | — |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.21% | — | — | — |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | — | — | — |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.86% | — | — | — |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.48% | — | — | — |
| 10 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 2.33% | — | — | — |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.30% | — | — | — |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.23% | — | — | — |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.12% | — | — | — |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.03% | — | — | — |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.97% | — | — | — |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | — | — | — |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.76% | — | — | — |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.71% | — | — | — |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.52% | — | — | — |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.49% | — | — | — |
| 21 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.47% | — | — | — |
| 22 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.41% | — | — | — |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.28% | — | — | — |
| 24 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.24% | — | — | — |
| 25 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 1.20% | — | — | — |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.18% | — | — | — |
| 27 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.15% | — | — | — |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | — | — | — |
| 29 | IDEF | Ishares Def Industrials Act | ETF-Other | 1.10% | — | — | — |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.07% | — | — | — |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.98% | — | — | — |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.94% | — | — | — |
| 33 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.93% | — | — | — |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | — | — | — |
| 35 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.90% | — | — | — |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.79% | — | — | — |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | — | — | — |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.73% | — | — | — |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | — | — | — |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | — | — | — |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | — | — | — |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | — | — | — |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | — | — | — |
| 44 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 0.65% | — | — | — |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.65% | — | — | — |
| 46 | WOMN | Impact Shares Women's Empowe | ETF-Other | 0.63% | — | — | — |
| 47 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.60% | — | — | — |
| 48 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.58% | — | — | — |
| 49 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.57% | — | — | — |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.53% | — | — | — |
1–50 of 84
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Zenith Solutions, Inc. and what type of investor is it?
Zenith Solutions, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $110.4M, spread across 84 disclosed positions.
What are Zenith Solutions, Inc.'s largest equity positions?
Based on the latest 13F filing, Zenith Solutions, Inc.'s top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $11.9M (10.8%)
2. Impact Shares Naacp Minority (NACP) — $7.1M (6.4%)
3. Ishares Esg Advance Msci USA (USXF) — $5.7M (5.1%)
4. Ishrs US E F R A Etf-usd Inc (DYNF) — $4.8M (4.3%)
5. Ishares S&p 500 Growth ETF (IVW) — $4.5M (4.1%)
What changes did Zenith Solutions, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Zenith Solutions, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Zenith Solutions, Inc. focus on?
Zenith Solutions, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 61.9%
• Health Care: 17.7%
• Communication Services: 11.7%
• Consumer Discretionary: 7.2%
• Industrials: 1.5%
Investment Profile
Zenith Solutions, Inc.'s portfolio is broadly diversified and long-term-holding, with 61.9% of the portfolio concentrated in Information Technology.
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Developer Access
Access Zenith Solutions, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/zenith-solutions-inc-0001948435CLI
npx alphasmo institutions get zenith-solutions-inc-0001948435