DOSSIER · 13F-HR · Q2 2026

Innovator Capital Management, LLC

$2.9B in tracked AUM across 8 positions as of Q2 2026.

IC
CIK 0001708237 · last filed Jun 30, 2026
Total AUM
$2.9B
as of Q2 2026
Holdings
8
positions
Whale Score
83
83
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Innovator Capital Management's Q1 2026 13F is the simplest and most extreme sleeve-construction filing in this batch: a $925M, 10-position portfolio that went from 100% single-name megacap tech (NVDA, AAPL, MSFT, AMZN, GOOGL, GOOG, AVGO, META, TSLA) in Q4 2025 to 99.6% VOO (Vanguard S&P 500 ETF) plus 0.4% residual megacap tech. The $921.6M VOO opening — which the filing system records as NEW because the prior quarter held no ETF — is effectively a complete portfolio-architecture reset: the manager liquidated or inconsequentially reduced all nine prior single-name positions and deployed the entire pool into a single low-cost S&P 500 ETF, keeping only the residual cash-and-corner-case holdings (NVDA $709K, AAPL $632K, MSFT $468K, etc.) that are rounding errors compared to the VOO anchor. The residual tech positions were uniformly increased by 12-17% in share terms, which is mechanically explained by VOO's own S&P 500 reconstitution adding weight to these names — the manager did not add to NVDA because they liked the AI trade; the share count rose because VOO's index methodology increased the NVIDIA allocation and the Q1 13F reflected that pass-through. At a 78.75 whaleScore on $925M AUM with a single ETF at 99.6% weight, this is less a hedge fund than a separately-managed-account wrapper using VOO as the core-and-complete equity exposure — the nine tech residuals are implementation artifacts, not active positions. The Q1 delta signals that the manager has concluded broad-market ETF exposure dominates their theta, and that single-name stock selection is not adding enough alpha to justify the research overhead.

The evidence for the 'architecture reset' reading is in the deltas across the prior book. In Q4 2025, the fund held nine single-name technology and communication-services positions that were themselves highly concentrated: NVIDIA at $669.5K (19.6% of AUM at the time, when AUM was much smaller), Apple at $599.7K (17.6%), Microsoft at $539.7K (15.8%), Amazon at $348.5K (10.2%), Alphabet GOOGL at $275.4K (8.1%), GOOG at $246.6K (7.2%), Meta at $245.6K (7.2%), Broadcom at $244.3K (7.2%), and Tesla at $237.9K (7.0%) — a pure megacap tech book totaling approximately $3.4M that represented 100% of the portfolio's risk. None of these positions were increased or decreased in dollar terms in any meaningful way between Q4 and Q1; the share-count increases (12-17% across the board) are a mechanical consequence of VOO's index reconstitution and fund-inflow-driven unit-creation, not the manager's active additions.

The new VOO position of $921.6M and 1,542,283 shares is the portfolio's entire equity sleeve. VOO tracks the S&P 500 with a 0.03% expense ratio and holds the same megacap names that the manager previously held directly — Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Broadcom — plus 494 additional names that provide diversification across sectors and capitalizations that the single-name book could not. Opening VOO at $921.6M while keeping the nine residual megacap positions worth a combined $3.1M (0.3% of total AUM) is consistent with a manager that either has not yet completed the transition to pure-ETF, has legacy restrictions preventing full ETF adoption, or is maintaining the residuals as a 'watchlist' or 'tactical overlay' sleeve that is not yet large enough to justify a separate implementation vehicle. The residuals' uniform 12-17% share increases across all nine names — and notably the absence of decreases in any megacap — is exactly what you would expect if VOO itself increased its weightings in those names and the Q1 13F simply passed through VOO's reconstitution.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$2.9B4.3M99.9%
02
NVDA
NVIDIA CORPORATION
$625K3K0.0%
03
AAPL
APPLE INC
$553K2K0.0%
04
MSFT
MICROSOFT CORP
$366K9800.0%
05
AMZN
AMAZON COM INC
$306K1K0.0%
06
GOOGL
ALPHABET INC
$278K7780.0%
07
GOOG
ALPHABET INC
$239K6770.0%
08
AVGO
BROADCOM INC
$235K6210.0%

Filing history

2026Q2Jun 30
$2.9B 218.9%
8 positionsView →
2026Q1Mar 31
$925M 27047.2%
10 positionsView →
2025Q4Dec 31
$3M 50.7%
9 positionsView →
2025Q3Sep 30
$2M 65.3%
6 positionsView →
2025Q2Jun 30
$7M 124.8%
11 positionsLocked
2025Q1Mar 31
$3M 43.0%
8 positionsLocked
2024Q4Dec 31
$5M 343.8%
11 positionsLocked
2024Q3Sep 30
$1M
4 positionsLocked