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Institutional

Atlatl Advisers LLC

CIK 0002023168
$134.8M
Reported AUM
95
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · Atlatl Advisers LLC · Q1 2026

AI · grounded in 13F

Atlatl Advisers LLC closed its position in SPY, reducing exposure by $15.8M. The fund established new positions in LMUB for $6.3M and SGOL for $4.3M. Additionally, the manager accumulated shares in GOVT and MUB, while trimming holdings in QQQ and GOOGL.

Portfolio · Q1 2026

MUB$27.7MIUSB$12.4MVOO$6.7MLMUBGOVTAAPLVEASGOLMBBCEFOther$50.8MAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MUBISHARES NATIONAL MUNI BOND ETF$106.97-0.21%7.30%3.94%$27.7M20.54%+179,321+220.1%
2IUSBISHARES CORE TOTAL USD BOND MARKET ETF$45.80-0.43%5.69%0.49%$12.4M9.17%+61,395+29.8%
3VOOVANGUARD S&P 500 ETF$678.00-2.59%24.60%80.00%$6.7M5.01%21,659−65.7%
4LMUBISHARES LONG-TERM NATIONAL MUNI BOND ETF$50.71-0.14%9.97%7.57%$6.3M4.66%+125,775NEW
5GOVTISHARES U.S. TREASURY BOND ETF$22.61-0.35%4.04%-4.13%$5.7M4.20%+194,117+366.8%
6AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$4.9M3.61%3,493−15.4%
7VEAVANGUARD FTSE DEVELOPED MARKETS ETF$69.17-3.72%26.80%55.20%$4.5M3.34%106,888−60.4%
8SGOLABRDN PHYSICAL GOLD SHARES ETF$41.12-3.61%30.13%136.05%$4.3M3.17%+95,737NEW
9MBBISHARES MBS ETF$93.74-0.50%6.97%1.02%$4.1M3.05%+9,676+28.8%
10CEFSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN$44.13-5.81%47.39%136.75%$2.9M2.19%567−0.9%
11IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF$50.160.04%2.40%4.00%$2.3M1.69%+9,650+26.8%
12BINCISHARES FLEXIBLE INCOME ACTIVE ETF$52.02-0.19%6.10%21.83%$2.3M1.69%1,784−3.9%
13AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$2.3M1.69%5,102−31.8%
14NVDANVIDIA CORPORATION COM$205.10-6.20%44.92%955.49%$2.2M1.63%6,647−34.5%
15PLTRPALANTIR TECHNOLOGIES INC CL A$135.53-4.35%6.11%524.27%$1.9M1.44%11,705−46.9%
16MSFTMICROSOFT CORP COM$416.67-2.66%-10.71%52.39%$1.8M1.35%3,554−42.0%
17IVVISHARES CORE S&P 500 ETF$740.91-2.62%24.60%80.03%$1.6M1.21%2,693−51.9%
18STIPISHARES 0-5 YEAR TIPS BOND ETF$102.28-0.23%4.95%16.88%$1.6M1.20%+10,694+214.1%
19SYSBISHARES SYSTEMATIC BOND ETF$87.970.07%5.83%6.41%$1.6M1.16%+6,418+57.2%
20TLHISHARES 10-20 YEAR TREASURY BOND ETF$99.200.35%5.09%-22.39%$1.6M1.16%20,590−57.0%
21GOOGLALPHABET INC CAP STK CL A$368.53-0.98%112.92%175.80%$1.4M1.07%14,216−73.9%
22VWOVANGUARD FTSE EMERGING MARKETS ETF$58.03-3.78%23.65%32.53%$1.1M0.82%56,696−73.5%
23BSVVANGUARD SHORT-TERM BOND ETF$77.60-0.26%4.01%8.08%$1.1M0.79%34,992−72.0%
24TSLATESLA INC COM$391.00-6.56%32.48%70.69%$1.1M0.79%500−14.9%
25IVEISHARES S&P 500 VALUE ETF$226.54-1.15%20.41%66.77%$1.0M0.75%5,206−52.2%
26IVWISHARES S&P 500 GROWTH ETF$134.60-3.81%28.06%84.10%$867K0.64%7,390−49.1%
27VRTVERTIV HOLDINGS CO COM CL A$300.51-7.23%160.82%976.62%$854K0.63%HELD
28QLDPROSHARES ULTRA QQQ$92.753.58%64.69%139.03%$844K0.63%HELD
29IEMGISHARES CORE MSCI EMERGING MARKETS ETF$78.63-6.40%38.44%42.72%$829K0.62%14,814−55.5%
30IAUISHARES GOLD TRUST$81.22-3.63%30.01%135.01%$818K0.61%6,777−42.2%
31DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$65.88-2.95%$812K0.60%22,610−61.8%
32GOOGALPHABET INC CAP STK CL C$365.76-0.95%$792K0.59%76−2.7%
33CIENCIENA CORP COM NEW$488.21-8.85%$778K0.58%2,635−56.8%
34ICVTISHARES CONVERTIBLE BOND ETF$117.65-4.19%$763K0.57%867−10.4%
35JPMJPMORGAN CHASE & CO COM$312.370.48%$756K0.56%1,385−35.0%
36LEUCENTRUS ENERGY CORP CL A$161.78-13.34%$745K0.55%HELD
37EFVISHARES MSCI EAFE VALUE ETF$76.90-1.91%$739K0.55%13,236−57.1%
38WGMICOINSHARES BITCOIN MINING ETF$65.296.00%$734K0.54%4,095−16.3%
39SSOPROSHARES ULTRA S&P 500$66.621.15%$662K0.49%HELD
40NETCLOUDFLARE INC CL A COM$250.11-6.90%$652K0.48%32−1.0%
41TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$415.17-6.69%$619K0.46%2,017−52.4%
42UWMPROSHARES ULTRA RUSSELL2000$59.24-7.10%$554K0.41%+1,005+9.2%
43HWMHOWMET AEROSPACE INC COM$251.901.03%$547K0.41%1,961−45.3%
44INCEFRANKLIN INCOME EQUITY FOCUS ETF$67.06-0.08%$534K0.40%5−0.1%
45VXFVANGUARD EXTENDED MARKET ETF$231.90-3.32%$509K0.38%10,933−81.5%
46AVGOBROADCOM INC COM$385.73-7.92%$496K0.37%1,467−47.8%
47IEFAISHARES CORE MSCI EAFE ETF$95.56-2.60%$496K0.37%HELD
48BIVVANGUARD INTERMEDIATE-TERM BOND ETF$76.05-0.51%$489K0.36%17,641−73.6%
49VIKVIKING HOLDINGS LTD ORD SHS$89.94-0.06%$484K0.36%HELD
50VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$46.500.26%$467K0.35%29,089−74.5%
51VOEVANGUARD MID-CAP VALUE ETF$195.39-0.90%$460K0.34%HELD
52CAHCARDINAL HEALTH INC COM$205.711.97%$443K0.33%2,722−56.5%
53FTAIFTAI AVIATION LTD SHS$234.05-6.41%$439K0.33%HELD
54XOMEXXON MOBIL CORP COM$149.92-1.39%$431K0.32%+52+2.1%
55MUMICRON TECHNOLOGY INC COM$864.01-13.25%$399K0.30%10,006−89.4%
56CEGCONSTELLATION ENERGY CORP COM$254.83-3.69%$378K0.28%HELD
57LRCXLAM RESEARCH CORP COM NEW$303.28-9.85%$378K0.28%15,851−90.0%
58NOWSERVICENOW INC COM$112.45-5.79%$375K0.28%65−1.8%
59VBVANGUARD SMALL-CAP ETF$288.20-2.44%$366K0.27%+258+22.6%
60WDCWESTERN DIGITAL CORP COM$511.72-11.08%$362K0.27%18,606−93.3%
61HDVISHARES CORE HIGH DIVIDEND ETF$27.550.22%$355K0.26%HELD
62QQQINVESCO QQQ TRUST SERIES I$705.06-4.80%$349K0.26%25,739−97.7%
63THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF$42.600.98%$349K0.26%12,185−55.9%
64GEGE AEROSPACE COM NEW$328.000.11%$345K0.26%65−5.1%
65ITAISHARES U.S. AEROSPACE & DEFENSE ETF$229.45-0.92%$335K0.25%1,444−48.5%
66VTVVANGUARD VALUE ETF$212.02-1.36%$328K0.24%+1,671NEW
67APHAMPHENOL CORP CL A$138.81-5.42%$323K0.24%HELD
68SCHBSCHWAB U.S. BROAD MARKET ETF$28.650.70%$320K0.24%3−0.0%
69BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF$45.55-9.78%$303K0.22%12,931−58.5%
70EFGISHARES MSCI EAFE GROWTH ETF$119.90-3.38%$300K0.22%+631+30.6%
71QUALISHARES MSCI USA QUALITY FACTOR ETF$213.14-1.93%$291K0.22%2,679−63.9%
72TLNTALEN ENERGY CORP COM$361.74-0.82%$290K0.22%HELD
73JNJJOHNSON & JOHNSON COM$232.772.02%$290K0.21%+34+3.0%
74MAMASTERCARD INCORPORATED CL A$491.081.93%$287K0.21%246−30.0%
75METAMETA PLATFORMS INC CL A$593.00-5.51%$283K0.21%1,790−78.4%
76MTUMISHARES MSCI USA MOMENTUM FACTOR ETF$306.47-5.95%$277K0.21%1,398−54.7%
77JCIJOHNSON CTLS INTL PLC SHS$143.65-2.54%$273K0.20%3,791−64.5%
78AORTARTIVION INC COM$20.290.84%$271K0.20%HELD
79VVISA INC COM CL A$323.571.06%$267K0.20%2,453−73.5%
80BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$260K0.19%452−45.4%
81KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW$58.980.79%$260K0.19%HELD
82MCDMCDONALDS CORP COM$279.842.61%$260K0.19%HELD
83PGPROCTER & GAMBLE CO COM$146.544.09%$252K0.19%17−1.0%
84ASMLASML HLDG NV N Y REGISTRY SHS$1641.74-6.59%$250K0.19%388−67.2%
85CATCATERPILLAR INC COM$904.28-3.85%$244K0.18%+344NEW
86VTIVANGUARD TOTAL STOCK MARKET ETF$363.38-2.68%$243K0.18%278−26.9%
87VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$158.24-1.35%$240K0.18%HELD
88JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$55.52-0.34%$238K0.18%+192+4.8%
89CSCOCISCO SYS INC COM$121.64-6.43%$238K0.18%475−13.4%
90RTXRTX CORPORATION COM$180.990.88%$226K0.17%50−4.1%
91TMOTHERMO FISHER SCIENTIFIC INC COM$472.80-1.91%$226K0.17%280−37.9%
92MOALTRIA GROUP INC COM$72.192.25%$218K0.16%+3,303NEW
93ARKKARK INNOVATION ETF$76.042.08%$211K0.16%+180+6.1%
94VOVANGUARD MID-CAP ETF$78.53-2.06%$209K0.15%18−2.4%
95IDEFISHARES DEFENSE INDUSTRIALS ACTIVE ETF$31.990.16%$208K0.15%+6,350NEW
96SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT$737.55-2.58%23,224EXITED
97BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$48.01-0.15%84,619EXITED
98GLWCORNING INC COM$177.58-10.18%34,706EXITED
99GMGENERAL MTRS CO COM$82.11-1.33%37,357EXITED
100NEMNEWMONT CORP COM$99.71-7.96%28,545EXITED
101DGDOLLAR GEN CORP NEW COM19,833EXITED
102IVZINVESCO LTD SHS97,690EXITED
103APPAPPLOVIN CORP COM CL A3,730EXITED
104INSMINSMED INC COM PAR $.0112,927EXITED
105EXPEEXPEDIA GROUP INC COM NEW7,915EXITED
106STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS7,919EXITED
107CHRWC H ROBINSON WORLDWIDE INC COM NEW12,470EXITED
108TERTERADYNE INC COM10,317EXITED
109BLVVANGUARD LONG-TERM BOND ETF26,300EXITED
110ALBALBEMARLE CORP COM12,549EXITED
111INTCINTEL CORP COM47,151EXITED
112FSLRFIRST SOLAR INC COM6,496EXITED
113IBITISHARES BITCOIN TRUST ETF33,446EXITED
114FIXCOMFORT SYS USA INC COM1,759EXITED
115OEFISHARES S&P 100 ETF4,335EXITED
116HIMUISHARES HIGH YIELD MUNI ACTIVE ETF21,579EXITED
117EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF9,967EXITED
118SPOTSPOTIFY TECHNOLOGY S A SHS1,441EXITED
119RKTROCKET COS INC COM CL A39,624EXITED
120SPGIS&P GLOBAL INC COM1,413EXITED
121AZNNASTRAZENECA PLC SPONSORED ADR7,830EXITED
122PUKPRUDENTIAL PLC ADR21,715EXITED
123ICEINTERCONTINENTAL EXCHANGE INC COM4,050EXITED
124CRHCRH PLC ORD4,660EXITED
125LINLINDE PLC SHS1,323EXITED
126SSNCSS&C TECHNOLOGIES HLDGS INC COM6,391EXITED
127HASHASBRO INC COM6,492EXITED
128CVXCHEVRON CORP NEW COM3,338EXITED
129BTIBRITISH AMERN TOB PLC SPONSORED ADR8,776EXITED
130MDTMEDTRONIC PLC SHS4,801EXITED
131BABAALIBABA GROUP HLDG LTD SPONSORED ADS3,120EXITED
132CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS5,029EXITED
133RKLBROCKET LAB CORP COM6,360EXITED
134WCCWESCO INTL INC COM1,753EXITED
135TKOTKO GROUP HOLDINGS INC CL A1,902EXITED
136APDAIR PRODS & CHEMS INC COM1,596EXITED
137WMT2WELLS FARGO & CO COM4,155EXITED
138INTUINTUIT COM560EXITED
139SONYSONY GROUP CORP SPONSORED ADR13,355EXITED
140LLYELI LILLY & CO COM305EXITED
141AMEAMETEK INC COM1,517EXITED
142ULUNILEVER PLC SPON ADR NEW4,729EXITED
143WMTWALMART INC COM2,760EXITED
144SNOWSNOWFLAKE INC COM SHS1,328EXITED
145HUMHUMANA INC COM1,124EXITED
146HLIHOULIHAN LOKEY INC CL A1,651EXITED
147ELVELEVANCE HEALTH INC FORMERLY A COM783EXITED
148ORCLORACLE CORP COM1,303EXITED
149WABWABTEC COM1,172EXITED
150TDYTELEDYNE TECHNOLOGIES INC COM478EXITED
151MPWRMONOLITHIC PWR SYS INC COM262EXITED
152HEI/AHEICO CORP NEW CL A929EXITED
153RTORENTOKIL INITIAL PLC SPONSORED ADR7,754EXITED
154CPCANADIAN PACIFIC KANSAS CITY COM3,029EXITED
155CRWDCROWDSTRIKE HLDGS INC CL A460EXITED
156WSTWEST PHARMACEUTICAL SVSC INC COM776EXITED
157NVONOVO-NORDISK A S ADR4,101EXITED
158ROSTROSS STORES INC COM1,125EXITED
159FBIZFIRST BUSINESS FINL SVCS INC W COM3,700EXITED
160NCDLNUVEEN CHURCHILL DIRECT LENDIN COM SHS10,851EXITED
161BFLYBUTTERFLY NETWORK INC COM CL A11,082EXITED
162ISHARES MSCI USA QUALITY FACTOR ETF82EXITED

Source: SEC EDGAR · accession 0002023168-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.