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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Portfolio Design Labs LLC
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| CRD # | 318127 |
| SEC # | 801-127598 |
| CIK # | 0002010278 |
| AUM | $501.8 M (2025-06-27) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 310-755-0411 |
| Address | 15760 Ventura Blvd Encino, CA 91436 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 42.6 | ||
| Microsoft Corp | 14.3 | ||
| Nvidia Corp | 13.1 | ||
| Facebook Inc | 12.3 | ||
| Amazon Com Inc | 10.9 | ||
| Apple Inc | 9.7 | ||
| Netflix Inc | 9.5 | ||
| VISA Inc | 8.1 | ||
| Alphabet Inc | 7.5 | ||
| Lilly Eli & Co | 7.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 151.6 |
| (b) Individuals (high net worth individuals) | 139 | 286.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 62.1 |
| (n) Other | 0 | 0.0 |
| Total | 481 | 501.8 |
| By Discretionary | ||
| Discretionary | 481 | 501.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 481 | 501.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.8 | |
| Total | 481 | 501.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010278] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Planning Inc
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|
CA | 0.5 |
|
WP Advisors LLC
✚
|
CA | 0.5 |
|
Brennan John David
✚
|
CA | 0.5 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.5 |
|
Advyzon Investment Management LLC
✚
|
IL | 0.5 |
|
Capitalia Suisse
✚
|
0.5 | |
|
Mosaic Advisors LLC
✚
|
TX | 0.5 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.5 |
|
Vision Retirement LLC
✚
|
NJ | 0.5 |