Auxano Advisors LLC

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Assets, Funds, Holdings

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Auxano Advisors LLC
CRD #145179
SEC #801-68424
CIK #0001811491
AUM $1.5 B (2025-03-11)
Employees 14 (57% Investors, 0% Brokers)
Phone425-889-1261
Address10900 NE 4th Street
Bellevue, WA 98004
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1500120090060030002006201220192026
CIK Period
0001811491
Sector Form 13F Holdings Value ($M)
Microsoft Corp 59.8
Apple Inc 39.6
Amazon Com Inc 36.1
Costco Wholesale Corp /NEW 27.7
Sprott Physical Gold Trust 25.5
Tesla Motors Inc 10.1
Nvidia Corp 6.4
Alphabet Inc 5.5
VISA Inc 3.4
J P Morgan Chase & Co 3.3
Novo Nordisk A S 2.8
Facebook Inc 2.8
Walt Disney Co 2.8
Starbucks Corp 2.7
WMI Holdings Corp 2.5
Johnson & Johnson 2.4
Home Depot Inc 2.3
Oracle Corp 2.1
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 400 146.5
(b) Individuals (high net worth individuals) 227 1,227.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 52.9
(h) Charitable organizations 0 14.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 9.7
(n) Other 0 0.0
Total 2,009 1,451.5
By Discretionary
Discretionary 1,905 1,348.8
Non-Discretionary 104 102.7
Total 2,009 1,451.5
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 1,451.1
Total 2,009 1,451.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001811491]
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Global Strategic Investment Solutions LLC
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Virtus Fund Advisers LLC
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Quattro Financial Advisors LLC
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Cannon Financial Strategists Inc
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