Solstein Capital, LLC — 13F Holdings & Portfolio

CIK 1730769 · latest 13F-HR filed 2026-08-13

Solstein Capital, LLC manages $292.1M in 13F-reported U.S. long-equity assets across 434 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (7.87%), ITOT (6.12%), AAPL (5.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 25, added to 205, and trimmed 117.

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.

Filer Information
Address
1285 EL CAMINO REAL, STE 100
MENLO PARK, CA 94025
Phone
(415) 231-3000
Filing Manager
Solstein Capital, LLC
Menlo Park, CA
Signatory
Sandra J. Southworth
Chief Compliance Officer
Loading holdings…
AUM

$292.1M

Long-equity book

Holdings

434

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+18 / −25 / ↑205 / ↓117

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$16.7M +1423.3%
  • ISHARES TR$6.4M +88.8%
  • STATE STR SPDR S&P 500 ETF T$3.0M +14.9%
  • ISHARES TR$2.5M +415161.5%
  • VANGUARD INDEX FDS$2.1M +190.1%
Show all 205

Top Trims

  • ALIBABA GROUP HLDG LTD-$1.4M -34.8%
  • ISHARES INC-$992.0K -90.5%
  • VANECK MERK GOLD ETF-$896.2K -7.7%
  • HOME DEPOT INC-$890.5K -42.8%
  • SPDR GOLD TR-$585.4K -14.1%
Show all 117

New Positions

  • ISHARES INC$1.3M
  • ISHARES TR$966.6K
  • WISDOMTREE TR$891.5K
  • BLACKROCK ETF TRUST$724.8K
  • HONEYWELL INTL INC$473.3K
Show all 18

Exited Positions

  • HONEYWELL INTL INC$956.6K
  • INTERCONTINENTAL EXCHANGE IN$614.6K
  • CME GROUP INC$401.4K
  • ISHARES TR$279.9K
  • ISHARES TR$172.8K
Show all 25
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 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $23.0M 7.87% 30,798 SH
2 ISHARES TR ITOT 464287150 $17.9M 6.12% 108,819 SH
3 APPLE INC AAPL 037833100 $16.0M 5.48% 55,347 SH
4 ISHARES TR IDEV 46435G326 $13.5M 4.63% 151,954 SH
5 ISHARES TR IVV 464287200 $11.8M 4.05% 15,798 SH
6 VANECK MERK GOLD ETF OUNZ 921078101 $10.8M 3.70% 280,248 SH
7 MICROSOFT CORP MSFT 594918104 $8.5M 2.92% 22,846 SH
8 ALPHABET INC GOOGL 02079K305 $7.8M 2.66% 21,761 SH
9 ALPHABET INC GOOG 02079K107 $7.8M 2.66% 21,984 SH
10 AMAZON COM INC AMZN 023135106 $7.2M 2.48% 30,387 SH
11 ISHARES TR EEM 464287234 $6.5M 2.23% 95,403 SH
12 ISHARES TR EFA 464287465 $5.4M 1.85% 51,881 SH
13 ISHARES INC EWJ 46434G822 $5.2M 1.77% 55,270 SH
14 CATERPILLAR INC CAT 149123101 $4.4M 1.51% 4,149 SH
15 INVESCO DB MULTI-SECTOR COMM DBB 46140H700 $3.8M 1.31% 158,890 SH
16 VISA INC V 92826C839 $3.6M 1.23% 10,477 SH
17 SPDR GOLD TR GLD 78463V107 $3.6M 1.22% 9,685 SH
18 FOMENTO ECONOMICO MEXICANO S FMX 344419106 $3.5M 1.20% 27,490 SH
19 VANGUARD INTL EQUITY INDEX F VEU 922042775 $3.5M 1.20% 41,931 SH
20 SELECT SECTOR SPDR TR XLE 81369Y506 $3.5M 1.20% 65,781 SH
21 ISHARES TR IEF 464287440 $3.4M 1.17% 36,208 SH
22 VANGUARD INDEX FDS VTI 922908769 $3.3M 1.12% 8,835 SH
23 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $3.2M 1.10% 95,075 SH
24 SELECT SECTOR SPDR TR XLU 81369Y886 $3.2M 1.09% 69,946 SH
25 NVIDIA CORPORATION NVDA 67066G104 $3.1M 1.05% 15,293 SH
26 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.8M 0.97% 39,907 SH
27 GLOBAL X FDS SHLD 37960A529 $2.6M 0.90% 44,211 SH
28 ALIBABA GROUP HLDG LTD BABA 01609W102 $2.6M 0.89% 27,117 SH
29 ISHARES TR IGF 464288372 $2.5M 0.86% 37,598 SH
30 JPMORGAN CHASE & CO JPM 46625H100 $2.1M 0.73% 6,473 SH
31 INVESCO QQQ TR QQQ 46090E103 $2.1M 0.71% 2,828 SH
32 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.1M 0.71% 2,225 SH
33 VANGUARD INDEX FDS VOO 922908363 $2.0M 0.69% 2,934 SH
34 ISHARES TR IGSB 464288646 $1.9M 0.65% 36,035 SH
35 ISHARES INC SCJ 464286582 $1.9M 0.64% 17,620 SH
36 SHELL PLC SHEL 780259305 $1.8M 0.62% 23,396 SH
37 ISHARES TR JXI 464288711 $1.8M 0.62% 21,341 SH
38 ISHARES TR KSA 46434V423 $1.7M 0.60% 46,795 SH
39 CANADIAN NAT RES LTD MED TER CNQ 136385101 $1.7M 0.60% 44,060 SH
40 WALMART INC WMT 931142103 $1.7M 0.57% 14,799 SH
41 SELECT SECTOR SPDR TR XLK 81369Y803 $1.7M 0.57% 8,721 SH
42 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.7M 0.57% 7,807 SH
43 ELI LILLY & CO LLY 532457108 $1.6M 0.56% 1,355 SH
44 ISHARES TR INDA 46429B598 $1.6M 0.55% 32,474 SH
45 KB FINL GROUP INC KB 48241A105 $1.6M 0.54% 14,987 SH
46 SCHWAB STRATEGIC TR FNDF 808524755 $1.6M 0.54% 29,700 SH
47 ISHARES TR IJR 464287804 $1.5M 0.51% 10,073 SH
48 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.4M 0.48% 41,848 SH
49 EXXON MOBIL CORP XOM 30231G102 $1.3M 0.45% 9,621 SH
50 ISHARES INC EMXC 46434G764 $1.3M 0.44% 12,564 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $292.1M 434 0001941040-26-000585
2026-03-31 2026-05-14 $243.6M 441 0001941040-26-000363
2025-12-31 2026-02-13 $249.3M 477 0001941040-26-000134
2025-09-30 2025-11-12 $440.6M 450 0001941040-25-000649