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| The William Allan Corporation
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| CRD # | 133147 |
| SEC # | 801-121683 |
| CIK # | 0001910961 |
| AUM | 204.4 M (2026-04-23) |
| Employees | 12 (17% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-677-5309 |
| Address | 3711 John F Kennedy Pkwy Fort Collins, CO 80525 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910961 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Applied Materials Inc /DE | 15.3 | |
| Alphabet Inc | 10.1 | |
| Apple Inc | 9.5 | |
| Wal Mart Stores Inc | 8.5 | |
| Mastercard Inc | 7.2 | |
| Starbucks Corp | 5.7 | |
| Amazon Com Inc | 5.5 | |
| Costco Wholesale Corp /NEW | 5.5 | |
| Schwab Charles Corp | 5.5 | |
| Home Depot Inc | 5.4 | |
| Automatic Data Processing Inc | 5.1 | |
| Microsoft Corp | 5.1 | |
| Visa Inc | 4.7 | |
| Paychex Inc | 4.5 | |
| Denali Holding Inc | 4.4 | |
| PepsiCo Inc | 4.3 | |
| Hershey Co | 4.0 | |
| Otis Worldwide Corp | 3.9 | |
| Horton D R Inc /DE/ | 3.8 | |
| Nike Inc | 3.8 | |
| West Pharmaceutical Services Inc | 3.4 | |
| General Dynamics Corp | 3.1 | |
| United Parcel Service Inc | 3.0 | |
| Walt Disney Co | 2.8 | |
| Hansen Natural Corp | 2.7 | |
| Dominos Pizza Inc | 2.7 | |
| Best Buy Co Inc | 2.4 | |
| Veeva Systems Inc | 2.2 | |
| FleetCor Technologies Inc | 2.2 | |
| Stryker Corp | 1.9 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 49.7 |
| (b) Individuals (high net worth individuals) | 65 | 152.4 |
| (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 | 1 | 0.1 |
| (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 | 12 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 629 | 204.4 |
| By Discretionary | ||
| Discretionary | 629 | 204.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 629 | 204.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.4 | |
| Total | 629 | 204.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910961] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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|
Merkkuri Wealth Advisors LLC
✚
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