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| Steadtrust LLC
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| CRD # | 334416 |
| SEC # | 801-131951 |
| CIK # | 0002097595 |
| AUM | 618.1 M (2026-03-14) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-876-8422 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002097595 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 11.4 | ||
| Corning Inc /NY | 10.7 | ||
| II-VI Inc | 9.0 | ||
| Apple Inc | 7.7 | ||
| Seagate Technology PLC | 7.2 | ||
| Denali Holding Inc | 6.6 | ||
| Hecla Mining Co/De/ | 6.4 | ||
| Pan American Silver Corp | 6.0 | ||
| Credo Technology Group Holding Ltd | 5.4 | ||
| Alphabet Inc | 4.8 | ||
| Microsoft Corp | 4.2 | ||
| Williams Companies Inc | 3.7 | ||
| Jabil Circuit Inc | 3.5 | ||
| Alphabet Inc | 3.4 | ||
| Darling International Inc | 3.2 | ||
| Coeur D Alene Mines Corp | 3.0 | ||
| Goldman Sachs Group Inc | 2.7 | ||
| Blackstone Group LP | 2.4 | ||
| Hewlett Packard Enterprise Co | 2.3 | ||
| JBS NV | 2.3 | ||
| Alamos Gold Inc | 2.2 | ||
| Teledyne Technologies Inc | 2.2 | ||
| Aercap Holdings NV | 2.1 | ||
| Powell Industries Inc | 2.0 | ||
| Amazon Com Inc | 2.0 | ||
| Qualcomm Inc/DE | 1.9 | ||
| New Atlas HoldCo Inc | 1.7 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Everus Construction Group Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 179.9 |
| (b) Individuals (high net worth individuals) | 156 | 418.2 |
| (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 | 0 | 0.0 |
| (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 | 3 | 20.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,267 | 618.1 |
| By Discretionary | ||
| Discretionary | 1,267 | 618.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,267 | 618.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 618.1 | |
| Total | 1,267 | 618.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097595] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Altus Wealth Group LLC
✚
|
CO | 620.1 M |
|
Capital Advisers Inc
✚
|
NC | 620.0 M |
|
BNA Wealth Inc
✚
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SC | 619.8 M |
|
CPA Asset Management Group LLC
✚
|
FL | 619.2 M |
|
Tri-Ad Capital Management I LLC
✚
|
CA | 619.0 M |
|
Alexander Labrunerie & Co Inc
✚
|
MO | 618.9 M |
|
Aerie Advisory Group LLC
✚
|
WA | 618.1 M |
|
Hubbell Strickland Wealth Management LLC
✚
|
LA | 617.9 M |
|
EQ Wealth Advisors LLC
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|
TX | 617.0 M |
|
Grey Ledge Advisors LLC
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|
CT | 616.0 M |