Mars Jewett Financial Group, Inc. holds a concentrated book of 37 stocks worth $315.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Mega Cap Growth ETF and trimmed Dimensional World Ex US Core. Their largest long position is Dimensional US Core Equity M at 45% of the equity book.
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.
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
Other tracked managers holding the same core names as Mars Jewett Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 41 / 37 | $64.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 41 / 37 | $16.3B |
| Advisory Services Network, LLC | 41 / 37 | $1.6B |
| FMR LLC | 40 / 37 | $653.7B |
| BANK OF AMERICA CORP /DE/ | 40 / 37 | $315.5B |
| ROYAL BANK OF CANADA | 40 / 37 | $134.0B |
| RAYMOND JAMES FINANCIAL INC | 40 / 37 | $79.6B |
| ENVESTNET ASSET MANAGEMENT INC | 40 / 37 | $68.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Mars Jewett Financial Group, Inc.: 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.
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 | $140.7M | 3.12M | 44.6% | ▲+0.6% Added · +19K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $54.0M | 1.59M | 17.1% | ▼−1.0% Reduced · −16K sh | |
| 3 | Janus Detroit STR TR HENDERSN SML ETF | $30.2M | 381.0K | 9.6% | ▲+0.2% Added · +872 sh | |
| 4 | Microsoft Corp COM | $28.1M | 75.8K | 8.9% | ▲+3.1% Added · +2K sh | |
| 5 | T Rowe Price ETF Inc PRICE BLUE CHIP | $17.4M | 393.0K | 5.5% | ▲+0.6% Added · +2K sh | |
| 6 | Amazon Com Inc COM | $5.2M | 25.1K | 1.7% | ▼−1.0% Reduced · −254 sh | |
| 7 | Apple Inc COM | $5.2M | 20.5K | 1.6% | ▼−2.1% Reduced · −440 sh | |
| 8 | Nvidia Corporation COM | $4.1M | 23.6K | 1.3% | ▲+1.0% Added · +230 sh | |
| 9 | Boeing Co COM | $3.2M | 16.3K | 1.0% | ▲~0% Added · +6 sh | |
| 10 | Costco Wholesale Corporation COM | $2.8M | 2.8K | 0.9% | ▲+17% Added · +417 sh | |
| 11 | Tesla Inc COM | $2.4M | 6.5K | 0.8% | ▼−2.1% Reduced · −140 sh | |
| 12 | MFS Active Exchange Traded F INTERNATINL ETF | $2.4M | 80.9K | 0.8% | ▲+2.1% Added · +2K sh | |
| 13 | MFS Active Exchange Traded F VALUE ETF | $2.2M | 83.6K | 0.7% | ▲+2.1% Added · +2K sh | |
| 14 | Starbucks Corp COM | $1.7M | 18.9K | 0.5% | ▲+0.1% Added · +24 sh | |
| 15 | Johnson & Johnson COM | $1.7M | 6.9K | 0.5% | ▲+0.5% Added · +35 sh | |
| 16 | Ishares TR CORE S&P500 ETF | $1.6M | 2.4K | 0.5% | ▲+0.3% Added · +6 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.3K | 0.5% | ▲+2.2% Added · +50 sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 0.4% | ▼−0.3% Reduced · −9 sh | |
| 19 | Phillips Edison & Co Inc COMMON STOCK | $1.0M | 27.2K | 0.3% | ▲+1.5% Added · +398 sh | |
| 20 | Vanguard Index FDS VALUE ETF | $854K | 4.4K | 0.3% | —Held | |
| 21 | Vanguard World FD MEGA GRWTH IND | $833K | 2.3K | 0.3% | ▲New New position | |
| 22 | Vanguard World FD MEGA CAP VAL ETF | $816K | 5.6K | 0.3% | ▲New New position | |
| 23 | Ishares TR CORE MSCI TOTAL | $773K | 8.9K | 0.2% | ▲+144% Added · +5K sh | |
| 24 | Ishares TR RUS 1000 VAL ETF | $763K | 3.6K | 0.2% | ▲+0.2% Added · +7 sh | |
| 25 | SPDR Gold TR GOLD SHS | $735K | 1.7K | 0.2% | ▼−7.0% Reduced · −128 sh | |
| 26 | Pfizer Inc COM | $523K | 18.6K | 0.2% | ▲+0.1% Added · +17 sh | |
| 27 | Vanguard Whitehall FDS HIGH DIV YLD | $518K | 3.5K | 0.2% | —Held | |
| 28 | Alphabet Inc CAP STK CL A | $502K | 1.7K | 0.2% | ▼−4.8% Reduced · −89 sh | |
| 29 | JPMorgan Chase & Co COM | $440K | 1.5K | 0.1% | ▼−1.6% Reduced · −24 sh | |
| 30 | Netflix Inc. COM | $338K | 3.5K | 0.1% | ▲+0.9% Added · +30 sh | |
| 31 | Alphabet Inc CAP STK CL C | $330K | 1.2K | 0.1% | ▼−7.8% Reduced · −97 sh | |
| 32 | Honeywell Intl Inc COM | $310K | 1.4K | 0.1% | ▲+0.5% Added · +7 sh | |
| 33 | Amgen Inc COM | $239K | 680 | 0.1% | ▲+0.4% Added · +3 sh | |
| 34 | Vanguard Specialized Funds DIV APP ETF | $225K | 1.0K | 0.1% | —Held | |
| 35 | Caterpillar Inc COM | $218K | 308 | 0.1% | —Held | |
| 36 | SPDR Series Trust STATE STREET SPD | $205K | 2.2K | 0.1% | ▲~0% Added · +1 sh | |
| 37 | Meta Platforms Inc CL A | $203K | 354 | 0.1% | ▼−1.4% Reduced · −5 sh |
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/2079098/holdings"
Use Arkolith to show MARS JEWETT FINANCIAL GROUP, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.