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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SFM LLC
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|---|---|
| CRD # | 116564 |
| SEC # | 801-79426 |
| CIK # | 0002064225 |
| AUM | $323.2 M (2025-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 603-625-8400 |
| Address | 575 Front Street Manchester, NH 03102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.7 | ||
| iShares Gold Trust Micro | 7.2 | ||
| Amazon Com Inc | 6.8 | ||
| Nvidia Corp | 3.3 | ||
| Alphabet Inc | 3.2 | ||
| Facebook Inc | 2.7 | ||
| Mastercard Inc | 2.6 | ||
| VISA Inc | 2.5 | ||
| Apple Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 67.1 |
| (b) Individuals (high net worth individuals) | 76 | 248.6 |
| (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 | 7.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 711 | 323.2 |
| By Discretionary | ||
| Discretionary | 711 | 323.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 711 | 323.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.2 | |
| Total | 711 | 323.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002064225] |
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MA | 0.3 |
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Leeward Financial Partners LLC
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0.3 | |
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Prudent Man Investment Management Inc
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CO | 0.3 |
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All Terrain Financial Advisors LLC
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AFT Forsyth & Sober LLC
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FL | 0.3 |
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Shira Ridge Wealth Management
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CA | 0.3 |
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Mindset Wealth Management LLC
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IN | 0.3 |
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Lexington Research and Capital Group LLC
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AR | 0.3 |