J.E. Simmons & Co., P.C. holds a focused book of 72 stocks worth $177.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 20% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111381/holdings"
Use Arkolith to show J.E. Simmons & Co., P.C.'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.
19% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $36.2M | 48.3K | 20.4% | ▼−1.6% Reduced · −783 sh | |
| 2 | Electromed Inc COM | $20.5M | 483.8K | 11.5% | ▼−1.8% Reduced · −9K sh | |
| 3 | SPDR Series Trust ST LON TREAS ETF | $12.8M | 489.7K | 7.2% | ▼−0.6% Reduced · −3K sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL US L | $12.7M | 409.4K | 7.2% | ▼−1.8% Reduced · −7K sh | |
| 5 | Schwab Strategic TR FUNDAMENTAL INTL | $12.3M | 232.2K | 6.9% | ▼−1.6% Reduced · −4K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $10.7M | 157.3K | 6.0% | ▼−1.3% Reduced · −2K sh | |
| 7 | Ishares TR CORE UNIVRSL USD | $7.4M | 160.9K | 4.2% | ▲+7.0% Added · +10K sh | |
| 8 | BlackRock ETF Trust ISHA I IN TE ETF | $7.1M | 134.1K | 4.0% | ▼−1.8% Reduced · −3K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $6.4M | 8.7K | 3.6% | ▼−0.2% Reduced · −20 sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.8M | 96.7K | 3.3% | ▼−1.9% Reduced · −2K sh | |
| 11 | BlackRock ETF Trust ISHA IN CTRY ETF | $4.9M | 132.7K | 2.7% | ▲+8.0% Added · +10K sh | |
| 12 | Ishares TR MSCI USA QLT FCT | $4.2M | 19.1K | 2.4% | ▼−0.6% Reduced · −111 sh | |
| 13 | Schwab Strategic TR US LCAP GR ETF | $2.7M | 81.1K | 1.5% | ▼−1.6% Reduced · −1K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.1M | 29.0K | 1.2% | ▼−1.1% Reduced · −325 sh | |
| 15 | Matthews Asia FDS ASIA INNOV ACTIV | $2.0M | 34.6K | 1.1% | ▼−2.3% Reduced · −822 sh | |
| 16 | Ishares Inc MSCI EMRG CHN | $1.5M | 14.5K | 0.8% | —Held | |
| 17 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.3M | 24.6K | 0.7% | ▼−3.5% Reduced · −893 sh | |
| 18 | Schwab Strategic TR INTL EQTY ETF | $1.2M | 44.4K | 0.7% | —Held | |
| 19 | Ishares TR MSCI USA MIN ETF | $1.2M | 12.3K | 0.7% | ▲+3.4% Added · +406 sh | |
| 20 | JPMorgan Chase & Co COM | $1.2M | 3.6K | 0.7% | —Held | |
| 21 | Nvidia Corporation COM | $1.1M | 5.4K | 0.6% | ▲+2.6% Added · +134 sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.1K | 0.6% | ▼−0.2% Reduced · −4 sh | |
| 23 | Ishares TR US TREAS BD ETF | $805K | 35.3K | 0.5% | ▲+4.6% Added · +2K sh | |
| 24 | Amazon Com Inc COM | $788K | 3.3K | 0.4% | ▼−2.4% Reduced · −83 sh | |
| 25 | Ishares TR CORE MSCI TOTAL | $759K | 8.0K | 0.4% | ▲+7.9% Added · +585 sh | |
| 26 | Eli Lilly & Co COM | $752K | 627 | 0.4% | ▲+2.6% Added · +16 sh | |
| 27 | Schwab Strategic TR FUNDAMENTAL INTL | $752K | 15.5K | 0.4% | ▼−1.7% Reduced · −263 sh | |
| 28 | Ishares TR CORE MSCI EAFE | $734K | 7.6K | 0.4% | ▲+2.6% Added · +194 sh | |
| 29 | Alphabet Inc CAP STK CL C | $724K | 2.0K | 0.4% | ▲+1.3% Added · +26 sh | |
| 30 | Direxion Shares ETF Trust DAILY FINANCIAL | $706K | 4.8K | 0.4% | —Held | |
| 31 | Apple Inc COM | $706K | 2.4K | 0.4% | ▼−0.6% Reduced · −14 sh | |
| 32 | Ishares TR CORE US AGGBD ET | $660K | 6.7K | 0.4% | —Held | |
| 33 | Ishares Inc CORE MSCI EMKT | $599K | 7.2K | 0.3% | ▲+1.9% Added · +133 sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $573K | 1.5K | 0.3% | —Held | |
| 35 | Proshares TR PSHS ULT SEMICDT | $555K | 5.3K | 0.3% | —Held | |
| 36 | Ishares TR 7-10 YR TRSY BD | $530K | 5.6K | 0.3% | ▲+33% Added · +1K sh | |
| 37 | Matthews Asia FDS CHINA ACTIVE ETF | $517K | 17.9K | 0.3% | ▼−6.9% Reduced · −1K sh | |
| 38 | WW Grainger Inc COM | $510K | 375 | 0.3% | ▼−1.8% Reduced · −7 sh | |
| 39 | Microsoft Corp COM | $505K | 1.4K | 0.3% | ▼−0.8% Reduced · −11 sh | |
| 40 | Alphabet Inc CAP STK CL A | $474K | 1.3K | 0.3% | ▲+3.2% Added · +41 sh | |
| 41 | Advanced Micro Devices Inc COM | $442K | 761 | 0.2% | ▲New New position | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $440K | 640 | 0.2% | ▲+25% Added · +128 sh | |
| 43 | Ishares TR SYSTEMATIC BD ET | $427K | 4.8K | 0.2% | ▲+25% Added · +961 sh | |
| 44 | Johnson & Johnson COM | $417K | 1.6K | 0.2% | ▲+0.2% Added · +4 sh | |
| 45 | Schwab Strategic TR INT-TRM U.S TRES | $393K | 15.9K | 0.2% | —Held | |
| 46 | Graniteshares Gold TR SHS BEN INT | $374K | 9.5K | 0.2% | ▲+4.4% Added · +400 sh | |
| 47 | Schwab Strategic TR US DIVIDEND EQ | $372K | 11.7K | 0.2% | —Held | |
| 48 | Cencora Inc COM | $358K | 1.3K | 0.2% | ▼−2.8% Reduced · −36 sh | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $346K | 463 | 0.2% | ▼−1.7% Reduced · −8 sh | |
| 50 | Microchip Technology Inc. COM | $343K | 3.8K | 0.2% | ▼−4.3% Reduced · −170 sh |
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.