Hardworking Capital Advisors, LLC

All 13F Filings

Location
Palm Desert, CA
Most recent 13F
Q2 2026
Holdings value ($000)
122,396
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/3/2026 84 122,396 13F-HR Hardworking Capital Advisors, LLC
Q1 2026 5/8/2026 83 106,838 13F-HR Hardworking Capital Advisors, LLC
Q4 2025 2/12/2026 84 110,108 13F-HR Hardworking Capital Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 64.9 K 53.0% 180 0 180
ETFs 53.97 K 44.1% 15.39 K 0 15.39 K
Debt 3.528 K 2.9% 0 18 -18
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
122,396
Holdings
84
QoQ value change ($000)
15,558 (14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.