Arkolith/Funds/Williams Jones Wealth Management, LLC.

Williams Jones Wealth Management, LLC.

CIK 1788587Wealth platform
Holdings as of Mar 31, 2026·disclosed May 5, 2026·~35-day 13F lag·13F-HR
Active Filer

Williams Jones Wealth Management, LLC. holds a diversified book of 514 stocks worth $8.1B as of Q1 2026 (disclosed May 5, 2026, a ~45-day 13F lag). This quarter they opened Iqvia Holdings Inc and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 7% of the equity book. Cloning the disclosed picks since 2019 would be +116% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Williams Jones Wealth Management, LLC.'s latest
holdings, largest changes, and filing provenance.
Opened
39
new positions
Added to
149
existing
Trimmed
192
reduced
Sold out
42
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+115.9%
+12.2%/yr · since Nov '19
Their reported book
+112.2%
held from quarter-end
S&P 500
+166.7%
same window
$8K$13K$17K$22K$27KNov '19Mar '21Jul '22Nov '23Mar '25Jul '26
Williams Jones Wealth Management, LLC. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.7 points over this window.

Growth of $10,000 cloning Williams Jones Wealth Management, LLC.'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: diversified book

Top 5 holdings
26%
Top 10 holdings
40%
Top 20 holdings
56%

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

Direct sector allocation

95% mapped to company sectors

Information Technology
34%
Consumer Discretionary
15%
Financials
13%
Health Care
12%
Industrials
10%
ETF / fund or unclassified
5%
Materials
4%
Utilities
2%

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

Holdings: largest first

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

514 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
CS
$532.5M2.10M
6.5%
▲+1.5%
Added · +32K sh
2Alphabet Inc Cap STK CL A
CS
$452.6M1.57M
5.6%
▼−0.8%
Reduced · −13K sh
3Costco WHSL Corp New Com
CS
$425.3M426.9K
5.2%
▼−0.7%
Reduced · −3K sh
4Microsoft Corp Com
CS
$360.7M974.3K
4.4%
▼−2.8%
Reduced · −29K sh
5Nvidia Corp Com
CS
$338.5M1.94M
4.2%
▲+0.2%
Added · +5K sh
6Visa Inc Com CL A
CS
$325.2M1.08M
4.0%
▼−1.1%
Reduced · −12K sh
7Amazon Com Inc Com
CS
$234.7M1.13M
2.9%
▼−0.4%
Reduced · −4K sh
8Ecolab Inc Com
CS
$192.3M723.0K
2.4%
▼−0.5%
Reduced · −4K sh
9TJX Cos Inc New Com
CS
$187.1M1.17M
2.3%
▼−1.2%
Reduced · −14K sh
10Eaton Corp PLC SHS
CS
$183.4M512.6K
2.3%
▲+0.3%
Added · +1K sh
11Broadcom Inc
CS
$178.2M575.8K
2.2%
▼−0.2%
Reduced · −1K sh
12JPMorgan Chase & Co Com
CS
$170.9M580.9K
2.1%
▲+2.0%
Added · +11K sh
13Idexx Labs Inc Com
CS
$148.1M263.5K
1.8%
▼−1.6%
Reduced · −4K sh
14Alphabet Inc Cap STK CL C
CS
$146.0M508.9K
1.8%
▼−3.6%
Reduced · −19K sh
15Mettler Toledo International C
CS
$135.6M107.5K
1.7%
▲+2.1%
Added · +2K sh
16Berkshire Hathaway Inc Del CL
CS
$124.2M259.3K
1.5%
▼−1.8%
Reduced · −5K sh
17Intuit Com
CS
$122.2M282.6K
1.5%
▼−20%
Reduced · −70K sh
18O Reilly Automotive Inc New Co
CS
$117.4M1.27M
1.4%
▼−0.4%
Reduced · −5K sh
19Automatic Data Processing Inc
CS
$109.6M539.6K
1.3%
▼−1.6%
Reduced · −9K sh
20Dover Corporation (Special)
SB
$109.6M525.9K
1.3%
▼−1.8%
Reduced · −10K sh
21Amphenol Corp New CL A
CS
$103.4M818.2K
1.3%
▼−1.9%
Reduced · −16K sh
22Sherwin-Williams Co
CS
$100.3M312.8K
1.2%
▼−0.6%
Reduced · −2K sh
23Intuitive Surgical Inc Com New
CS
$98.8M214.3K
1.2%
▲+1.6%
Added · +3K sh
24Johnson & Johnson Com
CS
$92.9M380.1K
1.1%
▼−0.9%
Reduced · −3K sh
25Ishares Short-Term Corp B
ETF
$92.0M1.75M
1.1%
▲+0.5%
Added · +9K sh
26Danaher Corp Del Com
CS
$88.2M465.4K
1.1%
▲+2.1%
Added · +10K sh
27Steris PLC SHS Usd
CS
$83.8M378.8K
1.0%
▼−0.3%
Reduced · −1K sh
28Ciena Corp Com New
CS
$83.4M214.7K
1.0%
▼−7.5%
Reduced · −17K sh
29Uber Technologies Inc Com
CS
$83.0M1.15M
1.0%
▼−4.3%
Reduced · −53K sh
30Quanta Svcs Inc Com
CS
$81.4M148.3K
1.0%
▼−1.2%
Reduced · −2K sh
31Lilly Eli & Co Com
CS
$79.1M85.9K
1.0%
▲+1.6%
Added · +1K sh
32Aptargroup Inc Com
CS
$74.0M587.3K
0.9%
▼−2.7%
Reduced · −16K sh
33Apollo Global Mgmt Inc Com CL
CS
$70.3M630.8K
0.9%
▼−24%
Reduced · −198K sh
34Vertiv Holdings Co-A
CS
$68.6M273.9K
0.8%
▼−12%
Reduced · −39K sh
35Cintas Corp Com
CS
$63.8M377.5K
0.8%
▲+2.2%
Added · +8K sh
36Alcon AG Ord SHS
CS
$61.3M813.9K
0.8%
▼−1.1%
Reduced · −9K sh
37Home Depot Inc Com
CS
$60.3M183.5K
0.7%
▼−24%
Reduced · −57K sh
38Lam Research Corp Com
CS
$58.6M274.1K
0.7%
▼−2.4%
Reduced · −7K sh
39Ishares Comex Gold TR Ishares
CS
$57.9M656.4K
0.7%
▲+3.5%
Added · +23K sh
40Meta Platforms Inc
CS
$57.1M99.8K
0.7%
▲+33%
Added · +25K sh
41Enterprise Prods Partners L P
CS
$56.7M1.50M
0.7%
▼−2.4%
Reduced · −37K sh
42Blackstone Group Inc
CS
$55.5M482.8K
0.7%
▼−8.6%
Reduced · −45K sh
43Goldman Sachs Group Inc
CS
$54.2M64.1K
0.7%
▼−0.9%
Reduced · −602 sh
44International Business Machs C
CS
$53.9M222.6K
0.7%
▲+73%
Added · +94K sh
45Exxon Mobil Corp Com
CS
$53.0M312.4K
0.7%
▼−1.6%
Reduced · −5K sh
46Zoetis Inc CL A
CS
$43.1M364.7K
0.5%
▼−21%
Reduced · −96K sh
47Pepsico Inc Com
CS
$41.8M269.4K
0.5%
▼−1.1%
Reduced · −3K sh
48Amgen Inc Com
CS
$39.1M111.0K
0.5%
▼−0.6%
Reduced · −690 sh
49American Express Co Com
CS
$37.7M124.5K
0.5%
▼−0.5%
Reduced · −627 sh
50Onex Corp Sub VTG
CS
$36.0M493.2K
0.4%
▼−0.4%
Reduced · −2K sh
Showing 50 of 514 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 5, 2026540$8.1B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026545$8.9B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025538$8.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025537$8.4B13F-HR
Q1 2025Mar 31, 2025May 15, 2025530$7.8B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025532$8.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024574$8.5B13F-HR
Q2 2024Jun 30, 2024Aug 5, 2024552$8.1B13F-HR
Q1 2024Mar 31, 2024May 7, 2024552$7.9B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024548$7.1B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023556$6.5B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023540$6.7B13F-HR
Q1 2023Mar 31, 2023May 15, 2023579$6.4B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023575$6.0B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022590$5.7B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022593$6.2B13F-HR
Q1 2022Mar 31, 2022May 16, 2022545$7.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022515$8.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021504$7.1B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021509$7.2B13F-HR
Q1 2021Mar 31, 2021May 17, 2021506$6.4B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021480$6.1B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020445$5.4B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020427$4.9B13F-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.