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| Counterweight Ventures LLC
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|---|---|
| CRD # | 327880 |
| SEC # | 801-128694 |
| CIK # | 0002012467 |
| AUM | 207.2 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 919-726-6124 |
| Address | 404 N 3rd Street Wilmington, NC 28401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012467 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.2 | ||
| Apple Inc | 7.1 | ||
| Alphabet Inc | 6.1 | ||
| Royal Bank of Canada | 5.7 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.6 | ||
| AbbVie Inc | 4.2 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| Broadcom Inc | 3.6 | ||
| Visa Inc | 3.3 | ||
| Duke Energy Corp | 3.2 | ||
| Palo Alto Networks Inc | 3.1 | ||
| Merck & Co Inc | 3.0 | ||
| Amgen Inc | 2.8 | ||
| Home Depot Inc | 2.6 | ||
| Nucor Corp | 2.5 | ||
| Caterpillar Inc | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 7.8 |
| (b) Individuals (high net worth individuals) | 57 | 199.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 207.2 |
| By Discretionary | ||
| Discretionary | 417 | 207.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 207.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.2 | |
| Total | 417 | 207.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012467] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
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