J.M. Arbour, LLC - Portfolio Stock Holdings

J.M. Arbour, LLC disclosed 131 stock positions in a recent SEC 13F filing. $102,740,054 of stock holdings were filed, with the largest holdings including IUSB, IVV, and IVE. This filing represented positions held on March 31, 2026, and was filed on April 21, 2026.

We estimate the fund has a total AUM of $183,158,509 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.