Innovator Capital Management, LLC — 13F Holdings & Portfolio

CIK 1708237 · latest 13F-HR filed 2026-05-15

Innovator Capital Management, LLC manages $925.0M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (99.63%), NVDA (0.08%), AAPL (0.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 2, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$925.0M

Long-equity book

Holdings

10

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+1 / −0 / ↑2 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$39.4K +5.9%
  • APPLE INC$32.0K +5.3%
Show all 2

Top Trims

  • MICROSOFT CORP-$71.5K -13.2%
Show all 1

New Positions

  • VANGUARD INDEX FDS$921.6M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $921.6M 99.63% 1,542,283 SH
2 NVIDIA CORPORATION NVDA 67066G104 $708.9K 0.08% 4,065 SH
3 APPLE INC AAPL 037833100 $631.7K 0.07% 2,489 SH
4 MICROSOFT CORP MSFT 594918104 $468.3K 0.05% 1,265 SH
5 AMAZON COM INC AMZN 023135106 $355.7K 0.04% 1,708 SH
6 ALPHABET INC GOOGL 02079K305 $287.3K 0.03% 999 SH
7 ALPHABET INC GOOG 02079K107 $254.7K 0.03% 888 SH
8 BROADCOM INC AVGO 11135F101 $248.8K 0.03% 804 SH
9 META PLATFORMS INC META 30303M102 $239.2K 0.03% 418 SH
10 TESLA INC TSLA 88160R101 $229.4K 0.02% 617 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $925.0M 10 0001213900-26-057248
2025-12-31 2026-02-17 $3.4M 9 0001213900-26-016630
2025-09-30 2025-11-14 $4.1M 9 0001213900-25-110317