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| WD Rutherford LLC
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| CRD # | 167545 |
| SEC # | 801-117368 |
| CIK # | 0001841015 |
| AUM | 250.0 M (2026-02-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-452-1210 |
| Address | 10300 SW Greenburg Road Portland, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.5 | ||
| Advanced Micro Devices Inc | 11.2 | ||
| Alphabet Inc | 11.1 | ||
| CrowdStrike Holdings Inc | 10.3 | ||
| Palo Alto Networks Inc | 8.6 | ||
| Arista Networks Inc | 8.2 | ||
| Apple Inc | 8.2 | ||
| General Electric Co | 6.9 | ||
| Amazon Com Inc | 6.9 | ||
| Micron Technology Inc | 6.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.0 |
| (b) Individuals (high net worth individuals) | 47 | 221.7 |
| (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 | 20.3 |
| (g) Pension and profit sharing plans | 2 | 1.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 250.0 |
| By Discretionary | ||
| Discretionary | 126 | 250.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 126 | 250.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.0 | |
| Total | 126 | 250.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841015] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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