J. M. Brown & Associates Inc. holds a diversified book of 167 stocks worth $174.7M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). Their largest long position is Proshares Ultra S&P500 at 4% of the equity book.
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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/2134631/holdings"
Use Arkolith to show J. M. Brown & Associates Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Proshares TR PSHS ULT S&P 500 | $7.6M | 113.4K | 4.4% | ▲New New position | |
| 2 | SPDR Series Trust ST STR CONV ETF | $7.5M | 69.6K | 4.3% | ▲New New position | |
| 3 | Invesco Exchange Traded FD T S&P500 PUR GWT | $5.7M | 89.9K | 3.3% | ▲New New position | |
| 4 | Apple Inc COM | $5.7M | 19.8K | 3.3% | ▲New New position | |
| 5 | Vanguard World FD MATERIALS ETF | $5.3M | 23.3K | 3.0% | ▲New New position | |
| 6 | Nvidia Corporation COM | $4.6M | 22.8K | 2.6% | ▲New New position | |
| 7 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $4.3M | 14.0K | 2.4% | ▲New New position | |
| 8 | Ishares TR 0-3 MTH TREASURY | $4.0M | 39.4K | 2.3% | ▲New New position | |
| 9 | Vanguard Scottsdale FDS VNG RUS2000IDX | $3.8M | 31.1K | 2.2% | ▲New New position | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.4M | 56.7K | 1.9% | ▲New New position | |
| 11 | Vaneck ETF Trust IG FLOA RATE ETF | $3.4M | 131.8K | 1.9% | ▲New New position | |
| 12 | Vanguard World FD ENERGY ETF | $3.0M | 20.3K | 1.7% | ▲New New position | |
| 13 | Alphabet Inc CAP STK CL A | $2.8M | 7.8K | 1.6% | ▲New New position | |
| 14 | SPDR Series Trust ST STR P500ETF | $2.5M | 28.0K | 1.4% | ▲New New position | |
| 15 | Ishares TR IBOXX HI YD ETF | $2.3M | 29.1K | 1.3% | ▲New New position | |
| 16 | Vanguard World FD INF TECH ETF | $2.1M | 17.4K | 1.2% | ▲New New position | |
| 17 | Vanguard Index FDS SM CP VAL ETF | $2.0M | 8.2K | 1.1% | ▲New New position | |
| 18 | Microsoft Corp COM | $2.0M | 5.3K | 1.1% | ▲New New position | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $2.0M | 3.9K | 1.1% | ▲New New position | |
| 20 | Vanguard World FD COMM SRVC ETF | $1.9M | 10.3K | 1.1% | ▲New New position | |
| 21 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.9M | 21.1K | 1.1% | ▲New New position | |
| 22 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $1.8M | 24.1K | 1.0% | ▲New New position | |
| 23 | American Centy ETF TR AVAN US SMAL ETF | $1.8M | 24.5K | 1.0% | ▲New New position | |
| 24 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.8M | 21.6K | 1.0% | ▲New New position | |
| 25 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.8M | 8.3K | 1.0% | ▲New New position | |
| 26 | Vanguard Index FDS MCAP GR IDXVIP | $1.6M | 5.4K | 0.9% | ▲New New position | |
| 27 | Exxon Mobil Corp COM | $1.6M | 11.7K | 0.9% | ▲New New position | |
| 28 | Ishares TR CORE S&P SCP ETF | $1.5M | 10.4K | 0.9% | ▲New New position | |
| 29 | Dell Technologies Inc CL C | $1.5M | 3.5K | 0.9% | ▲New New position | |
| 30 | Lam Research Corp COM NEW | $1.5M | 3.4K | 0.9% | ▲New New position | |
| 31 | American Centy ETF TR AVANTIS EMGMKT | $1.4M | 14.4K | 0.8% | ▲New New position | |
| 32 | Advanced Micro Devices Inc COM | $1.3M | 2.2K | 0.7% | ▲New New position | |
| 33 | Direxion Shares ETF Trust DAI ENE BUL ETF | $1.3M | 16.5K | 0.7% | ▲New New position | |
| 34 | Vanguard World FD MEGA GRWTH IND | $1.2M | 13.9K | 0.7% | ▲New New position | |
| 35 | Litman Gregory FDS TR IMGP DBI MAN ETF | $1.2M | 38.9K | 0.7% | ▲New New position | |
| 36 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.2M | 7.4K | 0.7% | ▲New New position | |
| 37 | Philip Morris Intl Inc COM | $1.2M | 6.5K | 0.7% | ▲New New position | |
| 38 | Eli Lilly & Co COM | $1.1M | 942 | 0.6% | ▲New New position | |
| 39 | Amazon Com Inc COM | $1.1M | 4.7K | 0.6% | ▲New New position | |
| 40 | ASML Hldg NV N Y REGISTRY SHS | $1.1M | 562 | 0.6% | ▲New New position | |
| 41 | Broadcom Inc COM | $1.1M | 2.9K | 0.6% | ▲New New position | |
| 42 | Vanguard Scottsdale FDS VNG RUS1000GRW | $1.1M | 8.6K | 0.6% | ▲New New position | |
| 43 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.1M | 12.2K | 0.6% | ▲New New position | |
| 44 | Crowdstrike Hldgs Inc CL A | $1.1M | 1.4K | 0.6% | ▲New New position | |
| 45 | Kla Corp COM NEW | $1.1M | 3.6K | 0.6% | ▲New New position | |
| 46 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.1M | 29.0K | 0.6% | ▲New New position | |
| 47 | Micron Technology Inc COM | $1.0M | 897 | 0.6% | ▲New New position | |
| 48 | Vanguard BD Index FDS TOTAL BND MRKT | $1.0M | 14.0K | 0.6% | ▲New New position | |
| 49 | Tesla Inc COM | $1.0M | 2.4K | 0.6% | ▲New New position | |
| 50 | SPDR Series Trust ST STR BLO 1 ETF | $1000K | 10.9K | 0.6% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 167 | $174.7M | 13F-HR |
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.