account_balance

Investment manager · 13F filer · SEC CIK 2136331

J. R. Prunier Capital Management LLC

Reported value$253Mas of Sep 30, 2026
Positions250 9 new, 2 sold out
Top 10 weight72.6%VTI alone is 21%
FiledNov 940 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
VTI Vanguard Morningstar Total Stock Market ETF 20.6% Held
VOO Vanguard S&P 500 ETF 12.7% Held
VIG Vanguard Dividend Appreciation ETF 9.7% Held
IXUS iShares Core MSCI Total International Stock ETF 6.6% Held
GLD SPDR Gold Trust 4.9% Held
RSP Invesco S&P 500 Equal Weight ETF 4.5% Held
JHMM John Hancock Multifactor Mid Cap ETF 4.4% Held
IVV iShares Core S&P 500 ETF 3.4% Held
DFAI Dimensional International Core Equity Market ETF 2.9% Added +3%
IEMG iShares Core MSCI Emerging Markets ETF 2.8% Held
QQQ Invesco QQQ Trust Series I 2.1% Held
IJR iShares Core S&P Small Cap ETF 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Nov 9, 2026 filing
add_circleNew
  • VTES $796K
  • IEI $635K
  • BND $381K
  • SGOV $32.2K
arrow_upwardAdded
  • SPYM +7%
  • UITB +5%
  • JPIE +5%
  • DFAE +4%
arrow_downwardTrimmed
  • JCPB −3%
remove_circleSold out
  • RMIF $13.3K
  • FTS $1.54K

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.

This is data, not investment advice. About StockToast