Adviser Profile

As of Date 09/17/2026
Registration SEC, Approved, 04/18/2018
ADV Location PALO ALTO, CA, United States
Contact Info 650 xxxxxxx
AUM* 25,499,731,823 41%
of that, discretionary 25,499,731,823 41%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,124,977,652 41%
% High Net Worth 40.00% 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

25B 22B 18B 15B 11B 7B 4B
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$7,841,281,858 % Position41.00% $ Change7.00% # Change-6.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$4,618,447,581 % Position24.00% $ Change5.00% # Change1.00%
Stck Ticker722304102 Stock NamePDD HOLDINGS INC $ Position$1,908,685,330 % Position10.00% $ Change-5.00% # Change27.00%
Stck Ticker88160R101 Stock NameTESLA INC $ Position$1,421,796,240 % Position7.00% $ Change12.00% # Change-1.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$1,256,700,261 % Position7.00% $ Change-48.00% # Change-55.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$695,565,438 % Position4.00% $ Change-35.00% # Change-47.00%
Stck Ticker674599105 Stock NameOCCIDENTAL PETE CORP $ Position$498,401,055 % Position3.00% $ Change-25.00% # Change0.00%
Stck TickerG25457105 Stock NameCREDO TECHNOLOGY GROUP HOLDI $ Position$190,691,340 % Position1.00% $ Change170.00% # Change-7.00%
Stck Ticker254687106 Stock NameDISNEY WALT CO $ Position$164,260,250 % Position1.00% $ Change13.00% # Change13.00%
Stck Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$166,085,748 % Position1.00% $ Change2.00% # Change-34.00%

Brochure Summary