Arkolith/Funds/Tme Financial, Inc.

Tme Financial, Inc.

CIK 2056230
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Tme Financial, Inc. holds a focused book of 70 stocks worth $162.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Grayscale Bitcoin Mini ETF and trimmed Ishr Ibx Usd Invgd CB ETF-Ui. Their largest long position is Ishares Convertible Bond ETF at 12% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TME FINANCIAL, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
25
new positions
Added to
39
existing
Trimmed
23
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.4%
+13.6%/yr · since Feb '25
Their reported book
+20.0%
held from quarter-end
S&P 500
+22.9%
same window
$8K$9K$10K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Tme Financial, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Tme Financial, Inc.'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.

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
59%
Top 20 holdings
78%

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

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Financials
4%
Information Technology
1%
Consumer Discretionary
0%
Energy
0%
Health Care
0%
Communication Services
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tme Financial, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 70$386.8B
WELLS FARGO & COMPANY/MN79 / 70$123.3B
OSAIC HOLDINGS, INC.79 / 70$15.0B
ROYAL BANK OF CANADA78 / 70$105.3B
ENVESTNET ASSET MANAGEMENT INC78 / 70$88.0B
LPL Financial LLC78 / 70$82.2B
AE Wealth Management LLC78 / 70$3.7B
NewEdge Advisors, LLC77 / 70$6.7B

Ranked by how many of Tme Financial, Inc.'s top 70 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

70 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CONV BD ETF
$20.2M165.7K
12.5%
+3.1%
Added · +5K sh
2SPDR Series Trust
ST STR P500VAL
$13.8M227.3K
8.5%
+124%
Added · +126K sh
3Ishares TR
MSCI USA QLT FCT
$12.2M55.8K
7.6%
+143%
Added · +33K sh
4Ishares TR
TIPS BD ETF
$8.8M80.8K
5.5%
+6.8%
Added · +5K sh
5Dimensional ETF Trust
US SMALL CAP ETF
$8.5M103.7K
5.3%
+64%
Added · +40K sh
6Ishares TR
CORE DIV GRWTH
$8.5M111.6K
5.2%
+28%
Added · +24K sh
7Vanguard Index FDS
SM CP VAL ETF
$7.2M29.7K
4.4%
+9.0%
Added · +2K sh
8SPDR Series Trust
ST STR SP600GRWO
$5.8M48.4K
3.6%
+62%
Added · +19K sh
9Vanguard Malvern FDS
STRM INFPROIDX
$5.8M114.7K
3.6%
+1.6%
Added · +2K sh
10Ishares TR
IBOXX INV CP ETF
$5.4M49.3K
3.3%
−1.2%
Reduced · −594 sh
11Ishares Gold TR
ISHARES NEW
$3.8M50.8K
2.4%
+18%
Added · +8K sh
12Ishares TR
S&P 500 GRWT ETF
$3.6M26.1K
2.2%
−40%
Reduced · −17K sh
13Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.5M58.4K
2.2%
−63%
Reduced · −100K sh
14Ishares TR
MBS ETF
$3.4M35.7K
2.1%
+0.9%
Added · +308 sh
15DBX ETF TR
XTRACK MSCI EAFE
$3.2M59.4K
2.0%
−67%
Reduced · −123K sh
16Vaneck ETF Trust
MRNGSTR WDE MOAT
$3.1M29.4K
1.9%
−57%
Reduced · −39K sh
17Vanguard Scottsdale FDS
INT-TERM CORP
$3.1M37.0K
1.9%
+39%
Added · +10K sh
18Vanguard Index FDS
VALUE ETF
$2.5M11.4K
1.5%
−16%
Reduced · −2K sh
19Invesco Exchange Traded FD T
S&P 500 GARP ETF
$2.2M17.6K
1.3%
−13%
Reduced · −3K sh
20Vanguard Whitehall FDS
HIGH DIV YLD
$2.1M13.3K
1.3%
+6.9%
Added · +854 sh
21Ishares TR
MSCI INTL QUALTY
$2.0M39.7K
1.2%
+13%
Added · +5K sh
22Vanguard BD Index FDS
TOTAL BND MRKT
$1.7M23.8K
1.1%
+22%
Added · +4K sh
23John Hancock Exchange Traded
MULTIFACTOR MI
$1.7M23.3K
1.1%
−7.2%
Reduced · −2K sh
24Vanguard World FD
MEGA GRWTH IND
$1.7M19.8K
1.1%
+432%
Added · +16K sh
25American Centy ETF TR
DIVERSIFID CRP
$1.7M36.9K
1.1%
+27%
Added · +8K sh
26Vanguard Index FDS
SMALL CP ETF
$1.6M5.4K
1.0%
+13%
Added · +616 sh
27Vanguard Index FDS
MCAP GR IDXVIP
$1.6M5.3K
1.0%
−53%
Reduced · −6K sh
28Ishares TR
US TREAS BD ETF
$1.5M65.8K
0.9%
+8.2%
Added · +5K sh
29Vanguard Index FDS
GROWTH ETF
$1.5M17.3K
0.9%
+371%
Added · +14K sh
30Ishares Bitcoin Trust ETF
SHS BEN INT
$1.4M41.5K
0.9%
+7.2%
Added · +3K sh
31Vanguard Index FDS
MID CAP ETF
$1.3M16.0K
0.8%
+278%
Added · +12K sh
32Ishares TR
CORE US AGGBD ET
$1.1M10.7K
0.7%
+7.0%
Added · +698 sh
33AB Active Etfs Inc
ULTRA SHORT INCM
$951K18.9K
0.6%
+6.8%
Added · +1K sh
34AB Active Etfs Inc
TAX AWARE SHRT
$913K36.2K
0.6%
+1.3%
Added · +450 sh
35AB Active Etfs Inc
SHOR DU YIEL ETF
$866K24.3K
0.5%
+9.6%
Added · +2K sh
36Simplify Exchange Traded Fun
ENHANCED INM ETF
$866K40.0K
0.5%
−9.5%
Reduced · −4K sh
37SPDR Gold TR
GOLD SHS
$793K2.2K
0.5%
−12%
Reduced · −288 sh
38Simplify Exchange Traded Fun
TREASURY OPT INC
$767K32.7K
0.5%
−15%
Reduced · −6K sh
39Ishares TR
CORE S&P MCP ETF
$699K9.1K
0.4%
−2.3%
Reduced · −210 sh
40Vanguard Index FDS
S&P 500 ETF SHS
$642K935
0.4%
+1.9%
Added · +17 sh
41Vanguard Index FDS
MCAP VL IDXVIP
$585K3.0K
0.4%
+7.7%
Added · +211 sh
42Ea Series Trust
ALPHA ARCH 1-3
$547K4.7K
0.3%
−8.4%
Reduced · −431 sh
43Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$544K7.6K
0.3%
+7.8%
Added · +554 sh
44Ishares Inc
ESG AWR MSCI EM
$492K9.0K
0.3%
−4.4%
Reduced · −411 sh
45SPDR Index SHS FDS
ST STR PO EX ETF
$480K9.5K
0.3%
+0.7%
Added · +67 sh
46Ishares TR
CALIF MUN BD ETF
$467K8.1K
0.3%
−2.4%
Reduced · −201 sh
47Vanguard Scottsdale FDS
VNG RUS1000GRW
$422K3.3K
0.3%
−6.2%
Reduced · −217 sh
48ALPS ETF TR
ALERIAN MLP
$395K7.6K
0.2%
−4.5%
Reduced · −357 sh
49Apple Inc
COM
$389K1.3K
0.2%
+3.4%
Added · +44 sh
50Alphabet Inc
CAP STK CL C
$383K1.1K
0.2%
−40%
Reduced · −710 sh
Showing 50 of 70 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202670$162.0M13F-HR
Q1 2026Mar 31, 2026May 12, 202665$144.3M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202672$142.4M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202575$133.5M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202574$123.7M13F-HR
Q1 2025Mar 31, 2025May 14, 202572$115.1M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202565$107.0M13F-HR

Data source

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.