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| Dixon Financial Services Inc
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|---|---|
| CRD # | 107166 |
| SEC # | 801-40910 |
| CIK # | 0001909993, 0000884195 |
| AUM | 1,086.9 M (2026-02-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 925-283-3104 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.0 | ||
| Amazon Com Inc | 4.7 | ||
| Microsoft Corp | 2.6 | ||
| Micron Technology Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Primerica Inc | 1.4 | ||
| Nvidia Corp | 1.2 | ||
| Chevron Corp | 1.0 | ||
| Applied Materials Inc /DE | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 67.1 |
| (b) Individuals (high net worth individuals) | 154 | 997.1 |
| (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 | 2 | 18.4 |
| (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 | 1 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 1,086.9 |
| By Discretionary | ||
| Discretionary | 333 | 957.9 |
| Non-Discretionary | 2 | 129.0 |
| Total | 335 | 1,086.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,086.6 | |
| Total | 335 | 1,086.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909993] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail, Research |
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