Bricktown Capital, LLC — 13F Holdings & Portfolio

CIK 1934657 · latest 13F-HR filed 2026-07-15

Bricktown Capital, LLC manages $553.5M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (21.22%), IWV (14.42%), USHY (10.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 4, added to 19, 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.

Filer Information
Address
600 E LAFAYETTE BLVD.
MAIL CODE 1802
DETROIT, MI 48226
Phone
(313) 225-0221
Filing Manager
Bricktown Capital, LLC
DETROIT, MI
Signatory
Tom Deck
Chief Compliance Officer
Loading holdings…
AUM

$553.5M

Long-equity book

Holdings

28

Distinct positions

Period

2026-06-30

Filed 2026-07-15

Q/Q Activity

+0 / −4 / ↑19 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$11.0M +27.2%
  • VANGUARD INDEX FDS$10.6M +48.0%
  • ISHARES TR$6.3M +5.6%
  • ISHARES TR$5.9M +13.7%
  • ISHARES TR$3.2M +14.4%
Show all 19

Top Trims

  • SELECT SECTOR SPDR TR-$163.0K -13.3%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • FORTINET INC$751.8K
  • PALO ALTO NETWORKS INC$737.5K
  • CHECK POINT SOFTWARE TECH LT$657.1K
  • ZSCALER INC$617.3K
Show all 4
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 ISHARES TR IVV 464287200 $117.5M 21.22% 156,845 SH
2 ISHARES TR IWV 464287689 $79.8M 14.42% 187,144 SH
3 ISHARES TR USHY 46435U853 $59.4M 10.74% 1,605,073 SH
4 ISHARES TR AGG 464287226 $55.1M 9.96% 556,727 SH
5 SPDR SERIES TRUST SPYM 78464A854 $51.3M 9.26% 583,322 SH
6 ISHARES TR IXUS 46432F834 $49.1M 8.86% 514,044 SH
7 VANGUARD INDEX FDS VTI 922908769 $32.7M 5.91% 88,400 SH
8 ISHARES TR ACWI 464288257 $25.4M 4.60% 162,068 SH
9 ISHARES TR IWR 464287499 $17.2M 3.11% 156,088 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $14.3M 2.58% 19,100 SH
11 VANGUARD TAX-MANAGED FDS VEA 921943858 $12.3M 2.22% 172,264 SH
12 ISHARES TR IGV 464287515 $5.7M 1.03% 63,000 SH
13 VANGUARD BD INDEX FDS BND 921937835 $5.1M 0.92% 69,635 SH
14 ISHARES TR IJH 464287507 $4.9M 0.89% 63,970 SH
15 VANGUARD INTL EQUITY INDEX F VWO 922042858 $4.7M 0.85% 78,603 SH
16 VANGUARD STAR FDS VXUS 921909768 $4.5M 0.81% 52,583 SH
17 SPDR SERIES TRUST XHB 78464A888 $3.4M 0.61% 29,034 SH
18 ISHARES TR IWM 464287655 $2.3M 0.41% 7,612 SH
19 SPDR SERIES TRUST BIL 78468R663 $2.1M 0.37% 22,496 SH
20 ISHARES INC ECH 464286640 $1.2M 0.22% 30,000 SH
21 SELECT SECTOR SPDR TR XLE 81369Y506 $1.1M 0.19% 20,000 SH
22 ISHARES TR IWN 464287630 $970.2K 0.18% 4,386 SH
23 SELECT SECTOR SPDR TR XLI 81369Y704 $913.7K 0.17% 4,933 SH
24 SELECT SECTOR SPDR TR XLP 81369Y308 $706.8K 0.13% 8,508 SH
25 SELECT SECTOR SPDR TR XLB 81369Y100 $658.0K 0.12% 12,946 SH
26 SELECT SECTOR SPDR TR XLV 81369Y209 $564.5K 0.10% 3,558 SH
27 ISHARES TR OEF 464287101 $473.4K 0.09% 1,294 SH
28 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $278.3K 0.05% 1,308 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-15 $553.5M 28 0001934657-26-000004
2026-03-31 2026-04-16 $507.9M 32 0001934657-26-000003
2025-12-31 2026-01-15 $594.0M 25 0001934657-26-000002