Tounjian Advisory Partners, LLC holds a focused book of 777 stocks worth $233.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened First Trust GRWTH STRGTH ETF and trimmed Apple Inc. Their largest long position is First Trust GRWTH STRGTH ETF at 16% of the equity book. Cloning the disclosed picks since 2025 would be +40% (+29.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.8 points over this window.
Growth of $10,000 cloning Tounjian Advisory Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First TR Exchange-Traded FD GROWTH STRENGTH | $38.5M | 1.04M | 16.5% | ▲New New position | |
| 2 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $9.0M | 247.5K | 3.9% | ▲New New position | |
| 3 | Apple Inc COM | $8.5M | 29.5K | 3.7% | ▼−47% Reduced · −26K sh | |
| 4 | Innovator Etfs Trust US EQTY ULTRA B | $7.5M | 180.4K | 3.2% | ▲New New position | |
| 5 | Nvidia Corporation COM | $7.0M | 35.2K | 3.0% | ▼−57% Reduced · −48K sh | |
| 6 | Amazon Com Inc COM | $5.6M | 23.3K | 2.4% | ▼−31% Reduced · −10K sh | |
| 7 | Ge Aerospace COM NEW | $5.0M | 13.3K | 2.1% | ▲+102% Added · +7K sh | |
| 8 | Microsoft Corp COM | $4.9M | 13.1K | 2.1% | ▼−56% Reduced · −17K sh | |
| 9 | Space Exploration Techn Corp CLASS A COM STK | $4.9M | 28.5K | 2.1% | ▲New New position | |
| 10 | Tesla Inc COM | $4.7M | 11.2K | 2.0% | ▲+47% Added · +4K sh | |
| 11 | First TR Exchange-Traded FD INDXX AEROSPACE | $4.7M | 101.9K | 2.0% | ▲New New position | |
| 12 | Cisco Sys Inc COM | $4.4M | 37.2K | 1.9% | ▼−6.9% Reduced · −3K sh | |
| 13 | Home Depot Inc COM | $4.4M | 12.4K | 1.9% | ▲+70% Added · +5K sh | |
| 14 | Walmart Inc COM | $4.3M | 37.8K | 1.8% | ▲+93% Added · +18K sh | |
| 15 | Boeing Co COM | $4.0M | 18.5K | 1.7% | ▲New New position | |
| 16 | Costco Wholesale Corporation COM | $4.0M | 4.3K | 1.7% | ▲+50% Added · +1K sh | |
| 17 | Garmin Ltd SHS | $3.9M | 16.5K | 1.7% | ▲New New position | |
| 18 | McDonalds Corp COM | $3.8M | 14.2K | 1.6% | ▲+211% Added · +10K sh | |
| 19 | Aim ETF Products Trust ALLIA US MAY ETF | $3.7M | 106.0K | 1.6% | ▲New New position | |
| 20 | Netflix Inc. COM | $3.6M | 50.1K | 1.5% | ▲+83% Added · +23K sh | |
| 21 | Oracle Corp COM | $3.4M | 23.2K | 1.5% | ▲14× Added · +21K sh | |
| 22 | Unitedhealth Group Inc COM | $3.2M | 7.7K | 1.4% | ▲New New position | |
| 23 | SPDR Series Trust ST STR P500ETF | $3.2M | 36.5K | 1.4% | ▲New New position | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $3.2M | 4.3K | 1.4% | ▲New New position | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $3.2M | 4.6K | 1.4% | ▲+455% Added · +4K sh | |
| 26 | Elevation Series Trust TRUE SE BUFF ETF | $2.8M | 100.2K | 1.2% | ▲New New position | |
| 27 | Aim ETF Products Trust ALLIANZIM US EQT | $2.7M | 87.3K | 1.2% | ▲New New position | |
| 28 | Aim ETF Products Trust ALLIA US JUN ETF | $2.3M | 67.4K | 1.0% | ▲New New position | |
| 29 | Ishares TR RUSEL 2500 ETF | $2.3M | 24.6K | 1.0% | ▲New New position | |
| 30 | First TR Exchange-Traded FD NO AMER ENERGY | $2.1M | 49.3K | 0.9% | ▲New New position | |
| 31 | Vanguard Star FDS VG TL INTL STK F | $2.1M | 24.3K | 0.9% | ▲New New position | |
| 32 | First TR Exchange-Traded FD ENERGY INM PARTN | $2.0M | 64.0K | 0.9% | ▲New New position | |
| 33 | First TR Exchange-Traded FD SHS | $1.9M | 38.8K | 0.8% | ▲New New position | |
| 34 | First TR Exchng Traded FD VI SKYB CRY IND ETF | $1.8M | 161.3K | 0.8% | ▲New New position | |
| 35 | Pimco ETF TR ULTR SH GO AC FD | $1.7M | 16.4K | 0.7% | ▲+279% Added · +12K sh | |
| 36 | Alphabet Inc CAP STK CL C | $1.4M | 4.1K | 0.6% | ▲New New position | |
| 37 | First TR Exchange-Traded FD SHS | $1.4M | 29.8K | 0.6% | ▲New New position | |
| 38 | First TR Exchng Traded FD VI FT VEST U.S EQT | $1.4M | 31.7K | 0.6% | ▲New New position | |
| 39 | Innovator Etfs Trust US EQT ULTRA BFR | $1.3M | 34.7K | 0.6% | ▲New New position | |
| 40 | Aim ETF Products Trust ALLIANZIM US EQT | $1.3M | 32.8K | 0.5% | ▲New New position | |
| 41 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.2M | 15.2K | 0.5% | ▲New New position | |
| 42 | First TR Exchng Traded FD VI FT VEST US EQT | $1.2M | 24.9K | 0.5% | ▲New New position | |
| 43 | First TR Exchng Traded FD VI FT VEST US EQT | $1.1M | 22.4K | 0.5% | ▲New New position | |
| 44 | Simplify Exchange Traded Fun SHORT TERM TREA | $1.0M | 49.4K | 0.4% | ▲New New position | |
| 45 | Aim ETF Products Trust ALLIA US JAN ETF | $982K | 25.4K | 0.4% | ▲New New position | |
| 46 | First TR Exchng Traded FD VI FT VEST DEEP ETF | $977K | 32.9K | 0.4% | ▲New New position | |
| 47 | First TR Exchng Traded FD VI FT VEST LAD | $939K | 33.6K | 0.4% | ▲New New position | |
| 48 | Innovator Etfs Trust QUITY MANAGD FLR | $926K | 24.0K | 0.4% | ▲New New position | |
| 49 | Meta Platforms Inc CL A | $841K | 1.5K | 0.4% | ▼−81% Reduced · −7K sh | |
| 50 | First TR Exchng Traded FD VI FT VEST UQ EQT | $838K | 18.0K | 0.4% | ▲New New position |
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Use Arkolith to show TOUNJIAN ADVISORY PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 795 | $233.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 150 | $276.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 150 | $295.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 149 | $298.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 234 | $516.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 234 | $534.0M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.