Bricktown Capital, LLC

Wealth advisor Mechanical technology specialist (100%) CIK 1934657
League rank
#1324
in Wealth advisor · #4041 overall
Long book
$507.9M
Q1 2026
Positions
32
Top-10 weight
91%
concentration
Last quarter
+11.2%
SPY +14.8%
Turnover
22%
of book per quarter

Strategy in plain words

auto-generated from filings

Bricktown Capital, LLC is a wealth-management firm allocating client money, specialised in technology (100% of the long book), running a $507.9M US long book across 32 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES RUSSELL 3000 ETF, ISHARES BROAD USD HIGH YIELD, ISHARES CORE U.S. AGGREGATE, ISHARES CORE INTL STOCK ETF.

Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.8%
Q2 2024
+6.3%
Q3 2024
-0.7%
Q4 2024
-0.4%
Q1 2025
+7.5%
Q2 2025
+5.8%
Q3 2025
+2.1%
Q4 2025
-1.8%
Q1 2026
+11.2%

Sector allocation

Technology
76%
Other
24%

Long book by quarter

$493.9M
Q1 2024
$491.2M
Q2 2024
$537.0M
Q3 2024
$479.0M
Q4 2024
$533.8M
Q1 2025
$552.1M
Q2 2025
$607.0M
Q3 2025
$594.0M
Q4 2025
$507.9M
Q1 2026

What does Bricktown Capital, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
FTNT FORTINET INCTechnology9.2K$752K0.1%New
PANW PALO ALTO NETWORKS INCTechnology4.6K$737K0.1%New
CPW CHECK POINT SOFTWARE TECH4.6K$657K0.1%New
ZS ZSCALER INCTechnology4.4K$617K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 16, 202632$507.9M canonicalSEC ↗
Q4 202513F-HRJan 15, 202625$594.0M canonicalSEC ↗
Q3 202513F-HROct 20, 202525$607.0M canonicalSEC ↗
Q2 202513F-HRJul 25, 202526$552.1M canonicalSEC ↗
Q1 202513F-HRApr 21, 202526$533.8M canonicalSEC ↗
Q4 202413F-HRJan 16, 202524$479.0M canonicalSEC ↗
Q3 202413F-HROct 7, 202428$537.0M canonicalSEC ↗
Q2 202413F-HRJul 29, 202450$491.2M canonicalSEC ↗
Q1 202413F-HRApr 26, 202422$493.9M canonicalSEC ↗