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| Happy Holidays!! thanks for using AUM13F!! |
| Ted Buchan & Company LLC
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| CRD # | 140722 |
| SEC # | 801-113273 |
| CIK # | 0002033413 |
| AUM | $347.3 M (2025-07-02) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 858-605-0686 |
| Address | 12396 World Trade Drive San Diego, CA 92128 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002033413 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.6 | ||
| Amazon Com Inc | 4.4 | ||
| ASML Holding NV | 4.1 | ||
| Microsoft Corp | 3.8 | ||
| Broadcom Inc | 3.7 | ||
| Intuit Inc | 3.4 | ||
| Progressive Corp/Oh/ | 3.3 | ||
| Petrobras - Petroleo Brasileiro Sa | 3.1 | ||
| Alphabet Inc | 3.0 | ||
| Lilly Eli & Co | 2.9 | ||
| Enbridge Inc | 2.8 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| MercadoLibre Inc | 2.5 | ||
| UnitedHealth Group Inc | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 55.0 |
| (b) Individuals (high net worth individuals) | 95 | 292.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,155 | 347.3 |
| By Discretionary | ||
| Discretionary | 1,083 | 309.8 |
| Non-Discretionary | 72 | 37.4 |
| Total | 1,155 | 347.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 347.0 | |
| Total | 1,155 | 347.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002033413] |
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|---|---|---|
|
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MO | 0.3 |
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FC Advisory LLC
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DS Investment Advisors
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Reframe Wealth LLC
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Mokosak Advisory Group LLC
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IA | 0.3 |
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Signet Investment Advisory Group Inc
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TA Capital Management LLC
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