|
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|
| van Diest Capital LLC
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|
|
|---|---|
| CRD # | 334743 |
| SEC # | 801-135478 |
| CIK # | 0002111825 |
| AUM | $144.1 M (2026-05-11) |
| Employees | 8 (88% Investors, 12% Brokers) |
| Phone | 515-620-2085 |
| Address | 302 West Broadway Polk City, IA 50226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($) | |
|---|---|---|---|
| Microsoft Corp | 4,978,290.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4,942,430.0 | ||
| Apple Inc | 4,462,932.0 | ||
| Amazon Com Inc | 4,182,640.0 | ||
| Applied Materials Inc /DE | 3,874,146.0 | ||
| Nvidia Corp | 3,389,538.0 | ||
| Schwab Charles Corp | 2,565,224.0 | ||
| Alphabet Inc | 2,461,833.0 | ||
| Facebook Inc | 1,716,848.0 | ||
| Alphabet Inc | 1,679,053.0 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 49.6 |
| (b) Individuals (high net worth individuals) | 70 | 90.6 |
| (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 | 35 | 3.7 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 985 | 144.1 |
| By Discretionary | ||
| Discretionary | 985 | 144.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 985 | 144.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.1 | |
| Total | 985 | 144.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111825] |
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|---|---|---|
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VA | 0.1 |
|
Blue Anchor Wealth Advisors LLC
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AK | 0.1 |
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TX | 0.1 |
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TX | 0.1 |
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CA | 0.1 |
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IN | 0.1 |
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PA | 0.1 |
|
BGV Financial Advisors USA LLC
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FL | 0.1 |
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NY | 0.1 |