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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
โขCIK: 1875202โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other46.5%
ETF28.4%
Technology16.4%
Consumer8.5%
Industrial0.2%