REUTER JAMES WEALTH MANAGEMENT, LLC
RIA/Wealth
REUTER JAMES WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Oklahoma City, OK led by Arlis Kyle Reuter, reporting $931.1M in AUM as of Q3 2025 with 31% ETF concentration.
Managing PartnerArlis Kyle Reuter
- Portfolio Value
- $703.5M
- Positions
- 229
- Top Holding
- WMT at 7.59%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in REUTER JAMES WEALTH MANAGEMENT, LLC's portfolio (35.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Discount Stores Consumer Defensive | $53.4M | 7.59% | -$18.1K Sold | 0.01% 518.3K shares | |
Unknown Unknown | $42.7M | 6.07% | +$3.1M Bought | — 587.1K shares | |
ETF ETF | $24.4M | 3.47% | +$1.3M Bought | — 1.1M shares | |
Oil & Gas Integrated Energy | $19.9M | 2.83% | +$17.1K Bought | 0.00% 176.7K shares | |
ETF ETF | $19.9M | 2.82% | +$4.5M Bought | — 472.7K shares | |
ETF ETF | $19.8M | 2.81% | +$19.8M New | — 570.0K shares | |
ETF ETF | $17.4M | 2.48% | -$15.6M Sold | — 190.1K shares | |
ETF ETF | $17.3M | 2.46% | -$15.4M Sold | — 343.9K shares | |
ETF ETF | $17.2M | 2.44% | +$5.3M Bought | — 600.0K shares | |
Software - Infrastructure Technology | $15.6M | 2.22% | -$53.3K Sold | 0.00% 30.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in REUTER JAMES WEALTH MANAGEMENT, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for REUTER JAMES WEALTH MANAGEMENT, LLC
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