Josh Arnold Investment Consultant LLC

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Assets, Funds, Holdings

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Josh Arnold Investment Consultant LLC
CRD #163088
SEC #801-120651
CIK #0001911348
AUM $142.1 M (2026-03-03)
Employees 2 (100% Investors, 0% Brokers)
Phone952-925-5608
Address6800 France Avenue South,
Edina, MN 55435
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202010201520212027
CIK Period
0001911348
Sector Form 13F Holdings Value ($M)
Apple Inc 79.0
Amazon Com Inc 18.3
DFP Healthcare Acquisitions Corp 7.6
TKO Group Holdings Inc 3.2
Palantir Technologies Inc 3.1
Live Nation Entertainment Inc 1.9
Akamai Technologies Inc 1.4
Applied Materials Inc /DE 0.5
Kratos Defense & Security Solutions Inc 0.4
C H Robinson Worldwide Inc 0.3
Alphabet Inc 0.3
Sandridge Energy Inc 0.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 204 50.6
(b) Individuals (high net worth individuals) 52 91.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 401 142.1
By Discretionary
Discretionary 401 142.1
Non-Discretionary 0 0.0
Total 401 142.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 142.1
Total 401 142.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001911348]
Comparable Firms State AUM ($B)
Kopion Asset Management LLC
TX 0.1
Personalized Financial Solutions LLC
FL 0.1
Stephen J Garry & Associates LLC
NY 0.1
Rittmann Capital Management Co
CA 0.1
Strategy Inc
TX 0.1
LTG Capital LLC
MA 0.1
Syndicated Capital Inc
CA 0.1
Veritas Independent Partners LLC
AR 0.1
Pulliam Family Office LLC
CO 0.1
Pivot Point Advisors LLC
TX 0.1
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tony@aum13f.com