Data as of Q4 2025 (Dec 31, 2025)
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Showing Q4 2023 data
J Arnold Wealth Management Co's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

J Arnold Wealth Management Co

โ€ขCIK: 1875202โ€ขFiling: Q4 2023

**J Arnold Wealth Management Co.** manages $294M across a diversified portfolio of 35 positions. The fund exhibits significant concentration in large-cap technology and growth equities, evidenced by the top holdings including VOO ($83.4M) and NDQ ($41.9M). Further substantial allocations are directed toward mega-cap names such as AAPL ($29.8M), IHI ($29.4M), and AMZN ($24.5M). This structure suggests a conviction-driven, growth-oriented mandate within established market leaders.

Total AUM
$293.7M
QoQ Performance
N/A
Positions
30
Top 10 Concentration
93.7%
Latest Filing
Q4 2023

Top Holdings Allocation

VOO
NDQ
AAPL
IHI
AMZN
ISRG
VOO28.4%
NDQ14.3%
AAPL10.1%
IHI10.0%
AMZN8.4%
ISRG7.0%
FXL4.9%
NVDA4.5%

๐Ÿ“ˆ Biggest Buys

VOO
VANGUARD INDEX FDS
NEW
28.4% of portfolio
NDQ
INVESCO QQQ TR
NEW
14.3% of portfolio
AAPL
APPLE INC
NEW
10.1% of portfolio
IHI
ISHARES TR
NEW
10.0% of portfolio
AMZN
AMAZON COM INC
NEW
8.4% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other46.5%
ETF28.4%
Technology16.4%
Consumer8.5%
Industrial0.2%