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| Happy Holidays!! thanks for using AUM13F!! |
| Little House Capital LLC
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| CRD # | 290070 |
| SEC # | 801-111981 |
| CIK # | 0001748814 |
| AUM | $601.4 M (2025-04-28) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 617-545-5600 |
| Address | 35 Braintree Hill Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001748814 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.8 | ||
| Apple Inc | 18.0 | ||
| Nvidia Corp | 17.4 | ||
| Amazon Com Inc | 14.1 | ||
| Facebook Inc | 11.6 | ||
| Broadcom Inc | 10.8 | ||
| Alphabet Inc | 10.1 | ||
| J P Morgan Chase & Co | 8.1 | ||
| Wal Mart Stores Inc | 7.9 | ||
| Oracle Corp | 6.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.7 | ||
| Johnson & Johnson | 6.4 | ||
| Mastercard Inc | 6.2 | ||
| Goldman Sachs Group Inc | 5.4 | ||
| Netflix Inc | 5.0 | ||
| Costco Wholesale Corp /NEW | 4.6 | ||
| VISA Inc | 4.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 37.9 |
| (b) Individuals (high net worth individuals) | 108 | 469.0 |
| (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 | 5 | 26.9 |
| (h) Charitable organizations | 0 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 23 | 24.4 |
| (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 | 7 | 36.9 |
| (n) Other | 0 | 0.0 |
| Total | 722 | 601.4 |
| By Discretionary | ||
| Discretionary | 714 | 583.1 |
| Non-Discretionary | 8 | 18.3 |
| Total | 722 | 601.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.3 | |
| United States Persons | 592.1 | |
| Total | 722 | 601.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001748814] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oak Hill Wealth Advisors LLC
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|
VA | 0.6 |
|
Tradewinds Capital Management LLC
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WA | 0.6 |
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SkyOak Wealth LLC
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MI | 0.6 |
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Truvestments Capital LLC
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FL | 0.6 |
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Clarity Wealth Advisors LLC
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CA | 0.6 |
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Providence Wealth Advisors LLC
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IL | 0.6 |
|
Riverwater Partners LLC
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WI | 0.6 |
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Taiko Private Wealth
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IL | 0.6 |
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Vishria Bird Financial Group LLC
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TN | 0.6 |
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NVWM LLC
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PA | 0.6 |