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B••••• M••••••• M•••• M••••••••• I••

CandidateNot hand-verified in 180 days· Bentonville, AR

Candidate, based in Bentonville, AR.

Composed from this office's classification, location and record.

13F holdings
$172M
Last deployment
Oct 2024
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Nothing material in the last 365 days. Last change: 23 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 30% · 23 observations · 2 sourcesShow
CandidateNot yet hand-verified1 people · 0 investments · 64 public positions · 6 events

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 22% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
unknown
Headquarters
Bentonville, AR
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $172M. These are different facts and are never added together.
Form 13F
$172M across 64 positions, quarter ended Sep 30, 2024. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 24, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
S•••• A•••••PresidentLeadership
phone: ••• Lockedpublished by the subject, 2024-10-11
sec.gov Fact
Office contact points
Office address: ••• Lockedpublished by the subject, 2024-10-11 sec.gov
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 event. 13F position changes are under Public stakes and holdings.

  • Sep 23, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 64 for the quarter ended Sep 30, 2024; $166M shown of $172M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•CORE S&P500 ETF$23.6M40,86913.7%
W•••••• I••COM$18.8M233,04210.9%
S••• S•• T•PRTFLO S&P500 GW$16.4M197,6009.5%
I•••••• T•CORE S&P TTL STK$14.4M114,3908.3%
V••••••• A•••••• F•• I••500 VAL IDX FD$14.3M74,8958.3%
V••••••• I•••• F••TOTAL STK MKT$9.2M32,4135.3%
I•••••• T•CORE 1 5 YR USD$8.1M166,7244.7%
V••••••• B• I•••• F••SHORT TRM BOND$7.9M100,9924.6%
S••• S•• 5•• E•• T•TR UNIT$6.9M11,9844.0%
I•••••• T•CORE MSCI TOTAL$6.2M85,6053.6%
All 40 positionslargest value first
IssuerClassValueSharesWeight
I•••••• E••••••• T••••• F• T•S&P500 QUALITY$3.7M55,4302.2%
I•••••• T•ISHS 1-5YR INVS$3.6M69,2312.1%
I•••••• T•SHRT NAT MUN ETF$3.6M33,7142.1%
S••• I•••• S•• F••PORTFOLIO EMG MK$3.3M79,2821.9%
V••••••• S••••••••• F••SHRT TRM CORP BD$2.4M30,2071.4%
S••••• S•••••••• T•US MID-CAP ETF$2.4M28,5251.4%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$2.2M12,1741.3%
I•••••• T•MSCI INTL QUALTY$1.8M42,7421.0%
A•••• I••COM$1.7M7,3491.0%
I•••••• T•CORE DIV GRWTH$1.7M26,4541.0%
J••• H•••••• E••••••• T•••••MULTIFACTOR MI$1.6M26,3150.9%
A••••••• I••CAP STK CL C$1.4M8,6150.8%
M•••••••• C•••COM$820,6791,9070.5%
V••••••• W•••••••• F••HIGH DIV YLD$818,8936,3880.5%
V••••••• I•••• F••VALUE ETF$737,2954,2230.4%
V••••••• I•••• F••MID CAP ETF$730,9592,7710.4%
V••••••• W•••••••• F••INTL HIGH ETF$701,1319,5500.4%
U••••••••• G•••• I••COM$688,6211,1780.4%
J• P• M••••• E••••••• T••••• F•DIVERSFD EQT ETF$665,98413,8660.4%
V••••••• S••• F••VG TL INTL STK F$656,71010,1440.4%
B••• A•••••• C•••COM$607,76715,3170.4%
A••••• C•• I••COM$576,8783,0960.3%
H••• J• B• T•••• S••• I••COM$562,5473,2640.3%
V••••••• S••••••••• F••••DIV APP ETF$557,6292,8150.3%
B•••••••• H••••••• I•• D••CL B NEW$535,7431,1640.3%
E•••• M•••• C•••COM$531,3874,5330.3%
B•••••• H••••••• I••COM$446,6981060.3%
G•••••• D••••••• C•••COM$418,2181,3840.2%
L••••••• M••••• C•••COM$394,8426750.2%
F••••• I••COM$347,6231,9350.2%
Changes between the last two quarters
  • Sep 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
23show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 23 shown.

View all 23 observations
FactValueEffectiveSourceClass
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalNon adviser filerMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions64Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions61Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions62Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$172MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$152MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$146MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBentonville, ARSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBentonville, ARJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBentonville, ARMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office identity classUncertainn/aDFX model output (classification rules, scores, mandates, matches) no URLInference
Across the graphs

B••••• M••••••• M•••• M••••••••• I•• is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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Record history

1 identity change, 6 dated events on the change ledger, latest first
  • Reclassified
    2026-09-24
  • Public position increased
    2024-09-30source
  • 13F filed
    2024-10-11source
  • Public position increased
    2024-06-30source
  • 13F filed
    2024-07-19source
  • Family office discovered
    2026-09-23source
  • 13F filed
    2024-05-14source

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph
Show 1 connection across 1 kind
Employs (1)

Not yet on record: direct investments, decision makers.