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| Portfolio Design Labs LLC
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| CRD # | 318127 |
| SEC # | 801-127598 |
| CIK # | 0002010278 |
| AUM | 624.9 M (2026-05-11) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 310-755-0411 |
| Address | 15760 Ventura Blvd Encino, CA 91436 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 41.6 | ||
| Nvidia Corp | 29.3 | ||
| Apple Inc | 25.5 | ||
| Microsoft Corp | 24.7 | ||
| Alphabet Inc | 20.9 | ||
| Amazon Com Inc | 16.6 | ||
| Facebook Inc | 13.0 | ||
| Broadcom Inc | 12.1 | ||
| Lilly Eli & Co | 8.1 | ||
| Johnson & Johnson | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 220.1 |
| (b) Individuals (high net worth individuals) | 97 | 327.1 |
| (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 | 9 | 13.3 |
| (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 | 2 | 64.4 |
| (n) Other | 0 | 0.0 |
| Total | 593 | 624.9 |
| By Discretionary | ||
| Discretionary | 593 | 624.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 593 | 624.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 624.9 | |
| Total | 593 | 624.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010278] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Searle & Co
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CT | 629.9 M |
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Meridian Financial Partners LLC
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Ariadne Wealth Management LP
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Epsilon Financial Group Inc
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Phraction Management LLC
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|
Climber Capital Sa
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|
625.4 M | |
|
Financial Connections Group Inc
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|
CA | 624.6 M |
|
Axius Advisors LLC
✚
|
MO | 623.8 M |
|
Oak Family Advisors LLC
✚
|
IL | 621.0 M |