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| Happy Holidays!! thanks for using AUM13F!! |
| Verde Capital Management Inc
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| CRD # | 147179 |
| SEC # | 801-69167 |
| CIK # | 0001802891 |
| AUM | $605.7 M (2025-05-08) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 248-528-1870 |
| Address | 8031 Ortonville Road Clarkston, MI 48348 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 10.0 | ||
| Nvidia Corp | 9.2 | ||
| Tesla Motors Inc | 7.0 | ||
| Netflix Inc | 6.7 | ||
| Spotify Technology Sa | 6.6 | ||
| Grayscale Bitcoin Trust BTC | 4.5 | ||
| O Reilly Automotive Inc | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| Alphabet Inc | 3.7 | ||
| Autozone Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 442 | 163.0 |
| (b) Individuals (high net worth individuals) | 170 | 401.8 |
| (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 | 36 | 27.0 |
| (h) Charitable organizations | 2 | 13.7 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,768 | 605.7 |
| By Discretionary | ||
| Discretionary | 2,936 | 574.3 |
| Non-Discretionary | 832 | 31.4 |
| Total | 3,768 | 605.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 605.2 | |
| Total | 3,768 | 605.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802891] |
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|---|---|---|
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Legacy Capital Group California Inc
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CA | 0.6 |
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Sageguard Financial Group LLC
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TN | 0.6 |
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Sovereign Wealth Advisors LLC
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TX | 0.6 |
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American Independent Securities Group LLC
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ID | 0.6 |
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Marotta Asset Management Inc
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VA | 0.6 |
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Valtinson Bruner Financial Planning LLC
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MN | 0.6 |
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Saaga LLC
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FL | 0.6 |
|
Marcellus Investment Managers Private Limited
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|
0.6 | |
|
Lunt Capital Management Inc
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UT | 0.6 |
|
New England Capital Financial Advisors LLC
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CT | 0.6 |