WD Rutherford LLC

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Assets, Funds, Holdings

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WD Rutherford LLC
CRD #167545
SEC #801-117368
CIK #0001841015
AUM $173.4 MM (2024-07-09)
Employees 4 (100% Investors, 0% Brokers)
Phone503-452-1210
Address10300 SW Greenburg Road
Portland, OR 97223
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 16.1
MSFT 1,918,222.4 7.8
AAPL 2,382,844.0 7.0
GOOGL 1,475,138.5 5.7
AMZN 1,092,997.8 5.5
COST 207,576.9 5.4
ANET 29,365.2 5.3
CRWD 40,424.6 5.3
AMD 131,458.5 4.9
JPM 340,169.2 4.7
View All
Holdings by Sector ($MM)
200160120804002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 16 7.6
(b) Individuals (high net worth individuals) 42 145.8
(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 1 18.0
(g) Pension and profit sharing plans 3 1.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 1 0.1
(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 114 173.4
By Discretionary
Discretionary 114 173.4
Non-Discretionary 0 0.0
Total 114 173.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 173.4
Total 114 173.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001841015]
Comparable Firms State AUM ($BB)
Approach Retirement Advisors LLC
AL 0.2
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CO 0.2
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TX 0.2
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Sunstate Wealth Management LLC
FL 0.2
Robinson Value Management Ltd
TX 0.2
Brown Wealth Management LLC
IL 0.2
Terraform Wealth LLC
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Kohlhepp Investment Advisors Ltd
PA 0.2
ACME Jack Investments LLC
OH 0.2
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