Arkolith/Funds/Jim Saulnier & Associates, LLC

Jim Saulnier & Associates, LLC

CIK 2044420
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Jim Saulnier & Associates, LLC holds a focused book of 152 reported positions worth $248.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Pgim S&P 500 M Bu ETF - Apr and trimmed Pgim S&P 500 Buffer 20 ETF -. Their largest long position is Ishares Core 60/40 Balanced at 13% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
49%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

3% mapped to company sectors

ETFs / funds
96%
Information Technology
2%
No sector on file yet
1%
Consumer Discretionary
1%

+6 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Jim Saulnier & Associates, LLC

Manager / fundShared namesTheir $ in those
Tenon Financial LLC15 / 80$272.5M
Kearns & Associates LLC11 / 80$181.9M
Prosperity Advisers, LLC12 / 80$116.3M
Vista Capital Partners, Inc.17 / 80$958.1M
Johnson Financial Group, LLC19 / 80$1.5B
Golden Road Advisors LLC13 / 80$162.8M
Prospera Capital Management, LLC18 / 80$249.1M
GuidedMoney, LLC11 / 80$166.8M

Ranked by the share of each fund's own book sitting in the names it shares with Jim Saulnier & Associates, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

152 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE 60 BALA ETF
$31.5M453.4K
12.7%
+10.0%
Added · +41K sh
2Ishares TR
CORE 80 20 ETF
$23.8M244.3K
9.6%
+17%
Added · +35K sh
3Vanguard Instl Index FD
0 3 MO TR BI ETF
$22.4M295.9K
9.0%
+60%
Added · +111K sh
4Vanguard Taxmanaged FDS
VAN FTSE DEV MKT
$11.6M162.2K
4.7%
+31%
Added · +39K sh
5Vanguard BD Index FDS
TOTAL BND MRKT
$8.3M113.0K
3.3%
+247%
Added · +80K sh
6Vanguard Index FDS
TOTAL STK MKT
$6.9M18.7K
2.8%
+34%
Added · +5K sh
7Pgim Rock ETF TR
SP 500 BUFFER
$4.8M154.5K
1.9%
+55%
Added · +55K sh
8Pgim Rock ETF TR
SP 500 BUFFER
$4.5M147.4K
1.8%
+13%
Added · +16K sh
9Vanguard Index FDS
LARGE CAP ETF
$4.3M12.4K
1.7%
16×
Added · +12K sh
10Vanguard Index FDS
VALUE ETF
$4.1M18.9K
1.7%
+240%
Added · +13K sh
11Pgim Rock ETF TR
SP 500 BUFFER
$4.0M127.4K
1.6%
Held
12Pgim Rock ETF TR
SP 500 BUFFER
$3.5M112.1K
1.4%
Held
13Vanguard Index FDS
GROWTH ETF
$3.2M37.6K
1.3%
46×
Added · +37K sh
14Vanguard Index FDS
MID CAP ETF
$3.2M40.0K
1.3%
16×
Added · +38K sh
15Ishares TR
CORE 40 MODE ETF
$3.1M62.1K
1.2%
+9.4%
Added · +5K sh
16Pgim Rock ETF TR
SP 500 BUFFER
$3.0M96.5K
1.2%
Held
17Pgim Rock ETF TR
SP 500 BUFFER
$3.0M93.7K
1.2%
Held
18Pgim Rock ETF TR
SP 500 BUFFER
$2.9M91.6K
1.2%
−3.3%
Reduced · −3K sh
19Ishares TR
IBONDS 28 TRM TS
$2.8M125.2K
1.1%
−1.2%
Reduced · −2K sh
20Pgim Rock ETF TR
SP 500 BUFFER
$2.7M84.5K
1.1%
−6.3%
Reduced · −6K sh
21Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.5M42.4K
1.0%
+167%
Added · +27K sh
22Pgim Rock ETF TR
SP 500 BUFFER
$2.5M81.0K
1.0%
+42%
Added · +24K sh
23SPDR Series Trust
ST STR BLO 1 ETF
$2.5M27.3K
1.0%
−26%
Reduced · −10K sh
24Ishares TR
LARG CAP MAR ETF
$2.2M82.9K
0.9%
−18%
Reduced · −19K sh
25Ishares TR
IBONDS 27 TRM TS
$2.2M98.7K
0.9%
+0.7%
Added · +699 sh
26Vanguard Index FDS
SP 500 ETF SHS
$2.1M3.1K
0.9%
−5.4%
Reduced · −178 sh
27Ishares TR
MORNINGSTAR GRWT
$1.9M16.4K
0.8%
−50%
Reduced · −17K sh
28Vanguard Index FDS
SMALL CP ETF
$1.9M6.1K
0.7%
+194%
Added · +4K sh
29Pgim Rock ETF TR
SP 500 BUFFER
$1.7M55.8K
0.7%
Held
30Ishares TR
MORNINGSTR US EQ
$1.7M16.2K
0.7%
−54%
Reduced · −19K sh
31Apple Inc
COM
$1.7M5.8K
0.7%
−3.9%
Reduced · −232 sh
32Ishares TR
CORE SP500 ETF
$1.6M2.2K
0.7%
+12%
Added · +240 sh
33Calamos ETF TR
NASDAQ 100 STRUT
$1.6M60.1K
0.6%
Held
34Ishares TR
MORNINGSTAR VALU
$1.6M15.6K
0.6%
−56%
Reduced · −20K sh
35Ishares TR
03 MTH TREASURY
$1.6M15.7K
0.6%
−27%
Reduced · −6K sh
36Vanguard Whitehall FDS
EM MK GOV BD ETF
$1.4M20.9K
0.6%
+12%
Added · +2K sh
37Pgim Rock ETF TR
SP 500 BUFFER
$1.4M45.3K
0.6%
Held
38Vanguard Index FDS
REAL ESTATE ETF
$1.4M14.4K
0.6%
+63%
Added · +6K sh
39Calamos ETF TR
NASD 100 ST JUNE
$1.4M49.1K
0.5%
Held
40Ishares TR
IBONDS 29 TRM TS
$1.3M60.8K
0.5%
+3.7%
Added · +2K sh
41Vanguard BD Index FDS
INTERMED TERM
$1.3M17.1K
0.5%
−56%
Reduced · −22K sh
42Aim ETF Products Trust
ALLIANZIM US EQ
$1.3M26.9K
0.5%
Held
43Aim ETF Products Trust
ALLIA US FEB ETF
$1.2M35.0K
0.5%
~0%
Reduced · −2 sh
44Ishares TR
IBONDS OCT 2033
$1.2M47.6K
0.5%
+3.2%
Added · +1K sh
45Pgim Rock ETF TR
SP 500 BUFFER
$1.2M39.7K
0.5%
Held
46SPDR Index SHS FDS
ST PORT MARK ETF
$1.1M22.1K
0.5%
−66%
Reduced · −42K sh
47Calamos ETF TR
NASD 100 ST SEPT
$1.1M39.1K
0.4%
−0.3%
Reduced · −109 sh
48Ishares TR
MRGSTR MD CP VAL
$1.1M12.0K
0.4%
−52%
Reduced · −13K sh
49Ishares TR
IBONDS OCT 2028
$1.0M39.5K
0.4%
+17%
Added · +6K sh
50Vanguard Star FDS
VG TL INTL STK F
$1.0M12.1K
0.4%
+66%
Added · +5K sh
Showing 50 of 152 positions
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Filing history

As-of date vs the date the SEC received each filing

$248.6M · Q2 2026Q3 2024 · $102.3MQ2 2026 · $248.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d152$248.6M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d139$205.5M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d139$192.9M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d135$179.4M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202521d101$128.5M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d93$115.8M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d83$102.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.