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| Happy Holidays!! thanks for using AUM13F!! |
| Faithward Advisors LLC
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| CRD # | 116978 |
| SEC # | 801-61471 |
| CIK # | 0000169507, 0001695078 |
| AUM | $906.0 M (2025-07-25) |
| Employees | 57 (25% Investors, 25% Brokers) |
| Phone | 717-560-8300 |
| Address | 275 Hess Boulevard Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 18.7 | ||
| iShares Comex Gold Trust | 16.9 | ||
| iShares Silver Trust | 15.9 | ||
| Nvidia Corp | 10.6 | ||
| Apple Inc | 9.2 | ||
| Xometry Inc | 8.7 | ||
| Cloudflare Inc | 8.3 | ||
| Shopify Inc | 7.9 | ||
| Broadcom Inc | 7.4 | ||
| Fortinet Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,690 | 493.2 |
| (b) Individuals (high net worth individuals) | 230 | 367.0 |
| (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 | 25 | 16.5 |
| (h) Charitable organizations | 98 | 28.0 |
| (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 | 25 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,052 | 906.0 |
| By Discretionary | ||
| Discretionary | 6,052 | 906.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,052 | 906.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 906.0 | |
| Total | 6,052 | 906.0 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Teachers' Retirement System of the City of New York |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001695078] |
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