Jim Saulnier & Associates, LLC has released its latest 13F-HR filing, detailing a total value of $248.6 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and asset allocation amidst changing market conditions.

Based in Fort Collins, Colorado, Jim Saulnier & Associates, LLC operates as an asset management firm. The company focuses on managing investment portfolios, primarily through exchange-traded funds (ETFs). The firm’s latest filing, dated November 3, 2026, is part of its regular reporting requirements under the SEC's 1934 Act.

The filing indicates that Jim Saulnier & Associates holds a total of 148 positions, with a significant portion allocated to various ETFs. Notably, the firm has invested in well-known funds such as the iShares Core 60 BALA ETF and the Vanguard Institutional Index Fund, among others. The total reported value of these holdings is $248,575,830, reflecting a strategic approach to diversified investments.

This update may affect various stakeholders, including clients of Jim Saulnier & Associates who rely on the firm’s expertise in navigating the investment landscape. Additionally, other asset management firms may look to this filing as a benchmark for their own investment strategies, particularly in the growing ETF market.

As the firm continues to adapt to market trends, it remains to be seen if there will be further filings or adjustments in its investment strategy. The filing does not specify what actions may follow this report.