C M Bidwell & Associates Ltd holds a focused book of 483 stocks worth $214.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1091860/holdings"
Use Arkolith to show C M BIDWELL & ASSOCIATES LTD's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as C M Bidwell & Associates Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $467.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $419.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $393.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $156.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $128.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $102.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $96.9B |
| LPL Financial LLC | 80 / 80 | $81.8B |
Ranked by how many of C M Bidwell & Associates Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF COM | $25.4M | 42.5K | 11.9% | ▼~0% Reduced · −9 sh | |
| 2 | Vanguard ST Bond ETF COM | $13.7M | 174.4K | 6.4% | ▲+7.4% Added · +12K sh | |
| 3 | Schwab ST Treas ETF COM | $8.9M | 365.8K | 4.1% | ▲+22% Added · +67K sh | |
| 4 | Vanguard ST TIPS ETF COM | $8.8M | 175.4K | 4.1% | ▲+8.0% Added · +13K sh | |
| 5 | Vanguard Ttl Mkt ETF COM | $8.3M | 26.0K | 3.9% | ▲+2.8% Added · +718 sh | |
| 6 | iShares Russell 2000 ETF COM | $8.1M | 32.6K | 3.8% | —Held | |
| 7 | iShares Int Gov/Cr Bd ETF COM | $7.5M | 70.2K | 3.5% | ▲+0.7% Added · +462 sh | |
| 8 | iShares S&P 500 ETF COM | $6.7M | 10.3K | 3.2% | —Held | |
| 9 | Vanguard Dev Mkts ETF COM | $4.9M | 76.9K | 2.3% | ▲+6.4% Added · +5K sh | |
| 10 | iShares Core 1-5 Year USD Bond COM | $4.9M | 100.6K | 2.3% | ▲+0.9% Added · +955 sh | |
| 11 | iShares MSCI ACWI ex US ETF COM | $4.9M | 71.2K | 2.3% | —Held | |
| 12 | Vanguard Total Bond Market ETF COM | $4.3M | 58.5K | 2.0% | ▲+5.8% Added · +3K sh | |
| 13 | Schwab US TIPS ETF COM | $4.0M | 149.3K | 1.9% | ▲+6.0% Added · +8K sh | |
| 14 | Dfa US Core Eq 2 ETF COM | $3.7M | 95.6K | 1.7% | ▲+2.6% Added · +2K sh | |
| 15 | Vanguard Int Bd ETF COM | $3.3M | 43.2K | 1.6% | ▲+9.9% Added · +4K sh | |
| 16 | Schwab US Mkt ETF COM | $3.2M | 126.9K | 1.5% | ▼−0.4% Reduced · −532 sh | |
| 17 | Schwab US Lg Cap ETF COM | $3.1M | 121.5K | 1.5% | ▲+7.2% Added · +8K sh | |
| 18 | Schwab US Agg ETF COM | $3.1M | 133.9K | 1.5% | ▲+17% Added · +19K sh | |
| 19 | Vanguard Tax Exempt Bond ETF COM | $3.1M | 62.3K | 1.5% | ▲+14% Added · +8K sh | |
| 20 | DFA World ex US Core Eq 2 ETF COM | $3.1M | 91.4K | 1.5% | ▲+1.8% Added · +2K sh | |
| 21 | Schwab US Sm Cap ETF COM | $2.8M | 96.4K | 1.3% | ▼−0.4% Reduced · −411 sh | |
| 22 | SPDR S&P 500 ETF COM | $2.5M | 32.8K | 1.2% | ▲+9.0% Added · +3K sh | |
| 23 | NVidia Corp COM | $2.4M | 13.6K | 1.1% | ▼−0.8% Reduced · −113 sh | |
| 24 | Schwab Intl Equity ETF COM | $2.1M | 84.3K | 1.0% | ▲+1.6% Added · +1K sh | |
| 25 | Apple Inc COM | $2.0M | 8.0K | 0.9% | ▼−0.3% Reduced · −26 sh | |
| 26 | Alphabet Inc COM | $1.9M | 6.7K | 0.9% | ▲+3.9% Added · +248 sh | |
| 27 | Microsoft Corp COM | $1.7M | 4.5K | 0.8% | ▼−0.4% Reduced · −18 sh | |
| 28 | Vngrd Hgh Div Yld ETF COM | $1.5M | 10.3K | 0.7% | ▼−0.2% Reduced · −21 sh | |
| 29 | Vanguard Sm Cap ETF COM | $1.5M | 5.8K | 0.7% | ▼−4.0% Reduced · −243 sh | |
| 30 | Vanguard EM ETF COM | $1.4M | 26.7K | 0.7% | ▲+7.0% Added · +2K sh | |
| 31 | Vngrd Sm Cap Val ETF COM | $1.4M | 6.4K | 0.7% | ▼−5.6% Reduced · −384 sh | |
| 32 | Vanguard Div Ap ETF COM | $1.4M | 6.3K | 0.6% | ▼−1.2% Reduced · −79 sh | |
| 33 | iShares Core EAFE ETF COM | $1.3M | 14.3K | 0.6% | ▼~0% Reduced · −6 sh | |
| 34 | iShares Core MSCI Int'l Dev Mk COM | $1.2M | 14.7K | 0.6% | —Held | |
| 35 | Vertiv Hldgs Co COM | $1.2M | 4.7K | 0.5% | ▼−0.6% Reduced · −26 sh | |
| 36 | Schwab EM Equity ETF COM | $1.1M | 33.2K | 0.5% | ▲+5.6% Added · +2K sh | |
| 37 | Vanguard Total World Stock ETF COM | $1.1M | 7.9K | 0.5% | ▲+1.5% Added · +118 sh | |
| 38 | Schwab US Div Eq ETF COM | $1.1M | 35.3K | 0.5% | —Held | |
| 39 | iShares ST Muni ETF COM | $1.1M | 10.2K | 0.5% | ▲+9.7% Added · +902 sh | |
| 40 | iShares Muni Bond ETF COM | $1.0M | 9.8K | 0.5% | —Held | |
| 41 | iShares US Agg Bd ETF COM | $937K | 9.4K | 0.4% | ▲+6.3% Added · +564 sh | |
| 42 | Vanguard Lg Cap Val ETF COM | $897K | 4.6K | 0.4% | ▼−8.9% Reduced · −445 sh | |
| 43 | Vanguard Rus 2000 ETF COM | $873K | 8.7K | 0.4% | ▼−14% Reduced · −1K sh | |
| 44 | DFA Intl SCap Val ETF COM | $872K | 22.1K | 0.4% | ▲+0.8% Added · +174 sh | |
| 45 | DFA US Small Val ETF COM | $858K | 24.5K | 0.4% | ▼−6.3% Reduced · −2K sh | |
| 46 | SPDR S&P 500 ETF Trust COM | $825K | 1.3K | 0.4% | —Held | |
| 47 | Howmet Aerospace COM | $811K | 3.5K | 0.4% | ▼−0.7% Reduced · −26 sh | |
| 48 | Dfa US Core Eq ETF COM | $803K | 17.8K | 0.4% | ▼−0.2% Reduced · −32 sh | |
| 49 | Invesco CA Muni Bond ETF COM | $789K | 33.1K | 0.4% | ▲+8.4% Added · +3K sh | |
| 50 | DFA Intl Core Eq 2 COM | $752K | 21.2K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.