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Runnymede Capital Advisors, Inc.
Runnymede Capital Advisors, Inc. is a boutique investment advisory firm headquartered in Dublin, Ohio. Founded in 2006, it provides tailored investment advice to retail and high net worth individuals, focusing on hands-on wealth management and personalized service. The firm employs a top-down review process for portfolio management, ensuring each client’s investment plan aligns with economic and market outlooks. The company is led by James Arnold and serves a limited number of clients to deliver attentive and dedicated advice.
Investment Strategy
Runnymede Capital Advisors uses a hands-on, top-down wealth management approach. Each portfolio starts with an evaluation of the economic and market outlook, followed by asset allocation tailored to the client’s investment plan. The firm focuses on regular monitoring, research, and strategic adjustments across asset classes including exchange traded funds and mutual funds. Their objective is to maximize portfolio returns for a given level of risk through routine surveillance and tactical changes, maintaining long-term growth and asset protection for each client.
Latest 13F Filing Activity
Runnymede Capital Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $109M. The fund increased holdings in Proshares Ultra Technology Etf, Nvidia Corp., Ishares Expanded Tech STW SCTR Etf among other positions. Runnymede Capital Advisors, Inc. reduced exposure to Invesco S&P 500 Low Volatility Etf, Apple Inc., J P Morgan Nasdaq EQT PRM Inc. Etf among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R ROM | PROSHARES ULTRA TECHNOLOGY ETF | 13.84% | $15.0M | 197,373 | $69.73 | $76.11 | +$4.2M |
A AMZN | AMAZON COM INC | 7.06% | $7.7M | 34,908 | $219.39 | $219.39 | +$1.1M |
M MSFT | MICROSOFT CORP | 6.53% | $7.1M | 14,255 | $421.50 | $497.41 | +$1.7M |
Q QQQ | INVESCO QQQ TRUST | 6.52% | $7.1M | 12,829 | $511.23 | $551.64 | +$982.9K |
N NVDA | NVIDIA CORP | 5.74% | $6.2M | 39,420 | $134.06 | $157.99 | +$2.0M |
Industry Allocation
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