Kooman & Associates holds a concentrated book of 56 stocks worth $372.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 40% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1961850/holdings"
Use Arkolith to show Kooman & Associates's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Kooman & Associates's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% 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 Kooman & Associates
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| NewEdge Advisors, LLC | 70 / 56 | $8.5B |
| MORGAN STANLEY | 69 / 56 | $563.0B |
| ROYAL BANK OF CANADA | 69 / 56 | $158.2B |
| WELLS FARGO & COMPANY/MN | 69 / 56 | $157.3B |
| UBS Group AG | 69 / 56 | $148.0B |
| RAYMOND JAMES FINANCIAL INC | 69 / 56 | $101.4B |
| LPL Financial LLC | 69 / 56 | $80.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 69 / 56 | $17.9B |
Ranked by how many of Kooman & Associates's top 56 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 | Dimensional ETF Trust US CORE EQT MKT | $148.1M | 2.86M | 39.8% | ▼−0.2% Reduced · −6K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $57.3M | 1.54M | 15.4% | ▼−2.2% Reduced · −34K sh | |
| 3 | Dimensional ETF Trust EMERGING MKTS CO | $38.8M | 954.9K | 10.4% | ▼−4.5% Reduced · −45K sh | |
| 4 | American Centy ETF TR US LARGE CAP VLU | $18.3M | 201.0K | 4.9% | ▲New New position | |
| 5 | Ishares TR CORE S&P500 ETF | $15.9M | 21.2K | 4.3% | ▲+0.4% Added · +83 sh | |
| 6 | American Centy ETF TR AVAN U S QUA ETF | $15.3M | 231.4K | 4.1% | ▲New New position | |
| 7 | Dimensional ETF Trust US MKTWIDE VALUE | $7.4M | 134.1K | 2.0% | ▼−71% Reduced · −335K sh | |
| 8 | American Centy ETF TR US SML CP VALU | $7.0M | 56.1K | 1.9% | ▲New New position | |
| 9 | Dimensional ETF Trust US HIGH PROF ETF | $6.8M | 163.0K | 1.8% | ▼−71% Reduced · −402K sh | |
| 10 | Ishares TR 1 3 YR TREAS BD | $6.8M | 82.2K | 1.8% | ▲+2.9% Added · +2K sh | |
| 11 | Pimco ETF TR ULTR SH GO AC FD | $6.6M | 65.1K | 1.8% | ▲+2.3% Added · +1K sh | |
| 12 | Ishares TR CORE INTL AGGR | $6.4M | 126.2K | 1.7% | ▲+2.3% Added · +3K sh | |
| 13 | Dimensional ETF Trust SHOR DUR FIX ETF | $6.3M | 131.5K | 1.7% | ▲+2.7% Added · +3K sh | |
| 14 | Apple Inc COM | $2.5M | 8.6K | 0.7% | ▲+0.9% Added · +75 sh | |
| 15 | Dimensional ETF Trust US SMALL CAP ETF | $2.3M | 28.1K | 0.6% | ▼−72% Reduced · −72K sh | |
| 16 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.8M | 35.0K | 0.5% | ▲+1.3% Added · +457 sh | |
| 17 | Nvidia Corporation COM | $1.7M | 8.5K | 0.5% | ▲+0.6% Added · +50 sh | |
| 18 | Ishares TR CORE MSCI EAFE | $1.7M | 17.4K | 0.5% | ▼−1.0% Reduced · −169 sh | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $1.6M | 2.4K | 0.4% | ▼−0.4% Reduced · −10 sh | |
| 20 | J P Morgan Exchange Traded F MUNICIPAL ETF | $1.5M | 30.4K | 0.4% | ▲+1.5% Added · +438 sh | |
| 21 | Alphabet Inc CAP STK CL C | $1.4M | 4.0K | 0.4% | ▼−2.2% Reduced · −89 sh | |
| 22 | Microsoft Corp COM | $1.3M | 3.4K | 0.3% | ▼−2.1% Reduced · −73 sh | |
| 23 | Ishares TR CORE S&P MCP ETF | $1.1M | 14.5K | 0.3% | ▼−2.6% Reduced · −390 sh | |
| 24 | Pimco ETF TR INTER MUN BD ACT | $1.0M | 19.4K | 0.3% | ▲+2.5% Added · +475 sh | |
| 25 | Amazon Com Inc COM | $901K | 3.8K | 0.2% | ▼−3.0% Reduced · −116 sh | |
| 26 | Abbvie Inc COM | $860K | 3.4K | 0.2% | ▲+4.9% Added · +159 sh | |
| 27 | Pimco ETF TR SHTRM MUN BD ACT | $754K | 14.9K | 0.2% | ▲+1.5% Added · +223 sh | |
| 28 | American Centy ETF TR INTL EQT ETF | $702K | 7.9K | 0.2% | ▲New New position | |
| 29 | Exxon Mobil Corp COM | $665K | 4.9K | 0.2% | ▼−6.7% Reduced · −350 sh | |
| 30 | Crane Company COMMON STOCK | $604K | 2.7K | 0.2% | ▲+0.1% Added · +2 sh | |
| 31 | Ishares TR CORE S&P SCP ETF | $600K | 4.0K | 0.2% | ▼−3.0% Reduced · −123 sh | |
| 32 | Fifth Third Bancorp COM | $538K | 9.5K | 0.1% | ▲New New position | |
| 33 | American Centy ETF TR US EQT ETF | $519K | 4.0K | 0.1% | ▲New New position | |
| 34 | Rockwell Automation Inc COM | $505K | 1.0K | 0.1% | ▲+0.4% Added · +4 sh | |
| 35 | Verizon Communications Inc COM | $472K | 11.2K | 0.1% | ▲+3.7% Added · +403 sh | |
| 36 | Eli Lilly & Co COM | $463K | 386 | 0.1% | ▼−3.0% Reduced · −12 sh | |
| 37 | American Centy ETF TR AVANTIS EMGMKT | $449K | 4.7K | 0.1% | ▲New New position | |
| 38 | Alphabet Inc CAP STK CL A | $421K | 1.2K | 0.1% | ▼−3.9% Reduced · −48 sh | |
| 39 | Tesla Inc COM | $394K | 936 | 0.1% | ▼−4.6% Reduced · −45 sh | |
| 40 | Chevron Corporation COM | $390K | 2.4K | 0.1% | ▼−10% Reduced · −262 sh | |
| 41 | International Business Machs COM | $387K | 1.4K | 0.1% | ▲+1.7% Added · +23 sh | |
| 42 | RTX Corporation COM | $354K | 1.9K | 0.1% | ▼−1.4% Reduced · −27 sh | |
| 43 | Disney Walt Co COM | $339K | 3.5K | 0.1% | ▼−3.8% Reduced · −140 sh | |
| 44 | Procter & Gamble Co COM | $335K | 2.3K | 0.1% | ▼−0.2% Reduced · −4 sh | |
| 45 | Netflix Inc. COM | $316K | 4.4K | 0.1% | ▼−2.0% Reduced · −89 sh | |
| 46 | GSK PLC SPONSORED ADR | $298K | 5.7K | 0.1% | —Held | |
| 47 | Advanced Micro Devices Inc COM | $296K | 510 | 0.1% | ▲New New position | |
| 48 | Ishares Inc CORE MSCI EMKT | $295K | 3.6K | 0.1% | ▼−17% Reduced · −722 sh | |
| 49 | Johnson & Johnson COM | $253K | 998 | 0.1% | ▼−3.1% Reduced · −32 sh | |
| 50 | Meta Platforms Inc CL A | $236K | 419 | 0.1% | ▼−13% Reduced · −64 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 57 | $372.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 51 | $335.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 53 | $338.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 53 | $324.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 50 | $295.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 46 | $272.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 48 | $276.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 46 | $270.8M | 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. The performance line is a simulation of the disclosed long book, not an audited return.