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| Happy Holidays!! thanks for using AUM13F!! |
| WD Rutherford LLC
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| CRD # | 167545 |
| SEC # | 801-117368 |
| CIK # | 0001841015 |
| AUM | $216.4 M (2025-06-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-452-1210 |
| Address | 10300 SW Greenburg Road Portland, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001841015 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 17.5 | |
| Microsoft Corp | 7.9 | |
| CrowdStrike Holdings Inc | 7.3 | |
| J P Morgan Chase & Co | 6.4 | |
| Netflix Inc | 6.3 | |
| Amazon Com Inc | 6.2 | |
| Apple Inc | 6.0 | |
| Arista Networks Inc | 5.7 | |
| Costco Wholesale Corp /NEW | 5.7 | |
| VISA Inc | 5.3 | |
| Alphabet Inc | 5.3 | |
| Palo Alto Networks Inc | 5.3 | |
| General Electric Co | 5.2 | |
| ServiceNow Inc | 5.2 | |
| Metropcs Communications Inc | 4.9 | |
| Mastercard Inc | 4.7 | |
| Facebook Inc | 4.5 | |
| Intuitive Surgical Inc | 4.4 | |
| Home Depot Inc | 4.4 | |
| Honeywell International Inc | 4.3 | |
| Stryker Corp | 4.2 | |
| Caseys General Stores Inc | 4.1 | |
| McKesson Corp | 4.0 | |
| Advanced Micro Devices Inc | 3.9 | |
| Chevron Corp | 3.9 | |
| Salesforce Com Inc | 3.7 | |
| US Bancorp de | 3.4 | |
| Cummins Inc | 3.2 | |
| TJX Companies Inc /DE/ | 3.2 | |
| Church & Dwight Co Inc /DE/ | 3.2 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 5.0 |
| (b) Individuals (high net worth individuals) | 46 | 189.6 |
| (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 | 1 | 19.7 |
| (g) Pension and profit sharing plans | 2 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (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 | 116 | 216.4 |
| By Discretionary | ||
| Discretionary | 116 | 216.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 216.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.4 | |
| Total | 116 | 216.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841015] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Wealth Advisors LLC
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|
0.2 | |
|
Revere Asset Management Inc
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|
TX | 0.2 |
|
Bazis Private Wealth LLC
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|
NE | 0.2 |
|
Apex Capital Management LLC
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|
LA | 0.2 |
|
Greybull Partners LLC
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|
GA | 0.2 |
|
Byrne Asset Management LLC
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|
NJ | 0.2 |
|
Calderwood Financial Strategies Inc
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|
TX | 0.2 |
|
Oceanis Financial Advisors Inc
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|
FL | 0.2 |
|
Prairie Rivers Investments LLC
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|
IL | 0.2 |
|
Colin Bruce Ted
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0.2 |