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| Vision Capital Management Inc
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|---|---|
| CRD # | 107793 |
| SEC # | 801-56669 |
| CIK # | 0001417889, 0001764403, 0002094920 |
| AUM | $1.2 B (2026-05-15) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 503-221-5656 |
| Address | 4380 S Macadam Avenue Portland, OR 97239 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001417889 0001764403 0002094920 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 57.0 | ||
| Alphabet Inc | 34.8 | ||
| iShares Comex Gold Trust | 26.6 | ||
| Microsoft Corp | 23.8 | ||
| Amazon Com Inc | 21.2 | ||
| Nvidia Corp | 18.8 | ||
| Visa Inc | 14.6 | ||
| Costco Wholesale Corp /NEW | 13.3 | ||
| Johnson & Johnson | 12.4 | ||
| Sherwin Williams Co | 10.7 | ||
| Amgen Inc | 10.1 | ||
| Honeywell International Inc | 8.5 | ||
| Starbucks Corp | 8.1 | ||
| Walt Disney Co | 6.4 | ||
| Watsco Inc | 6.4 | ||
| Broadridge Financial Solutions Inc | 6.2 | ||
| Qualcomm Inc/DE | 6.2 | ||
| Bank of America Corp /DE/ | 6.1 | ||
| Global MOFY Metaverse Ltd | 5.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 636 | 109.9 |
| (b) Individuals (high net worth individuals) | 1,119 | 986.9 |
| (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 | 9 | 31.6 |
| (h) Charitable organizations | 19 | 26.7 |
| (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 | 17 | 73.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,800 | 1,228.7 |
| By Discretionary | ||
| Discretionary | 1,800 | 1,228.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,800 | 1,228.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,228.7 | |
| Total | 1,800 | 1,228.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001417889] | |
| 13F-HR | [0001764403] | |
| D | [0002094920] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1.2 |
|
KPP Advisory Services LLC
✚
|
KY | 1.2 |
|
Opal Wealth Advisors LLC
✚
|
NY | 1.2 |
|
Wealth Dimensions Group Ltd
✚
|
OH | 1.2 |
|
Great Waters Wealth Management
✚
|
MN | 1.2 |
|
KWB Wealth
✚
|
CA | 1.2 |
|
M Financial Asset Management Inc
✚
|
OR | 1.2 |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 1.2 |
|
KWMG LLC
✚
|
KS | 1.2 |
|
Hengehold Capital Management LLC
✚
|
OH | 1.2 |