account_balance

Investment manager · 13F filer · SEC CIK 2044420

Jim Saulnier & Associates, LLC

Reported value$249Mas of Sep 30, 2026
Positions152 0 new, 0 sold out
Top 10 weight49.2%AOR alone is 13%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AOR iShares Tr 12.7% Held
AOA iShares Tr 9.6% Held
VBIL Vanguard Instl Index Fd 9.0% Held
VEA Vanguard Taxmanaged FDS 4.7% Held
BND Vanguard Bd Index FDS 3.3% Held
VTI Vanguard Index FDS 2.8% Held
PBMY Pgim Rock ETF Tr 1.9% Held
PBJN Pgim Rock ETF Tr 1.8% Held
VV Vanguard Index FDS 1.7% Held
VTV Vanguard Index FDS 1.7% Held
PBJL Pgim Rock ETF Tr 1.6% Held
PBNV Pgim Rock ETF Tr 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 28, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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