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| Happy Holidays!! thanks for using AUM13F!! |
| Dash Acquisitions Inc
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| CRD # | 135281 |
| SEC # | 801-113360 |
| CIK # | 0001745885 |
| AUM | $620.3 M (2025-06-10) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 800-549-3227 |
| Address | 21600 Oxnard Street Woodland Hills, CA 91367 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001745885 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 42.6 | ||
| Microsoft Corp | 41.1 | ||
| Amazon Com Inc | 37.9 | ||
| Philip Morris International Inc | 34.9 | ||
| Alphabet Inc | 31.7 | ||
| VISA Inc | 26.8 | ||
| Mastercard Inc | 26.4 | ||
| SAP SE | 21.1 | ||
| Salesforce Com Inc | 17.5 | ||
| Oracle Corp | 17.3 | ||
| Danaher Corp /DE/ | 16.1 | ||
| Thermo Fisher Scientific Inc | 15.8 | ||
| Shopify Inc | 14.1 | ||
| Automatic Data Processing Inc | 13.5 | ||
| Accenture PLC | 13.2 | ||
| Abbott Laboratories | 13.0 | ||
| Intercontinentalexchange Group Inc | 12.1 | ||
| Adobe Systems Inc | 11.3 | ||
| Aon Corp | 8.5 | ||
| Costar Group Inc | 7.5 | ||
| Roper Industries Inc | 5.4 | ||
| Zoetis Inc | 5.1 | ||
| Matador Resources Co | 4.9 | ||
| Apple Inc | 4.3 | ||
| MSCI Inc | 3.9 | ||
| Nvidia Corp | 2.1 | ||
| Alphabet Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 28.3 |
| (b) Individuals (high net worth individuals) | 334 | 591.1 |
| (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 | 0.8 |
| (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 | 1,214 | 620.3 |
| By Discretionary | ||
| Discretionary | 1,214 | 620.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,214 | 620.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 620.3 | |
| Total | 1,214 | 620.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001745885] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Vernon Wealth Management LLC
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|
IL | 0.6 |
|
Solidarity Wealth LLC
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UT | 0.6 |
|
Lifecycle Financial Planners Inc
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MI | 0.6 |
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Schiavi & Company LLC
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DE | 0.6 |
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NorthStar Asset Management Company LLC
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PA | 0.6 |
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R S Crum Inc
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CA | 0.6 |
|
Bonnie WUSZ & Associates Inc
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|
CA | 0.6 |
|
Great Diamond Partners LLC
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|
ME | 0.6 |
|
Tython Capital LLC
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|
TX | 0.6 |
|
Seabridge Investment Advisors LLC
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|
NJ | 0.6 |