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| Happy Holidays!! thanks for using AUM13F!! |
| Weaver Capital Management LLC
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| CRD # | 135037 |
| SEC # | 801-110518 |
| CIK # | 0001552247 |
| AUM | $434.1 M (2025-06-17) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 678-341-1333 |
| Address | 5400 Laurel Springs Parkway Suwanee, GA 30024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001552247 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.0 | ||
| Broadcom Inc | 11.6 | ||
| Microsoft Corp | 8.0 | ||
| Amazon Com Inc | 7.0 | ||
| Oracle Corp | 6.5 | ||
| Apple Inc | 6.4 | ||
| Shopify Inc | 6.2 | ||
| Costco Wholesale Corp /NEW | 4.9 | ||
| Wal Mart Stores Inc | 4.9 | ||
| Netflix Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Facebook Inc | 4.1 | ||
| Autozone Inc | 4.0 | ||
| Amphenol Corp /DE/ | 3.8 | ||
| Home Depot Inc | 3.7 | ||
| Cisco Systems Inc | 3.5 | ||
| VISA Inc | 3.4 | ||
| Exxon Mobil Corp | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 42.1 |
| (b) Individuals (high net worth individuals) | 79 | 356.5 |
| (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 | 0 | 4.1 |
| (h) Charitable organizations | 0 | 13.4 |
| (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 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 981 | 434.1 |
| By Discretionary | ||
| Discretionary | 980 | 433.4 |
| Non-Discretionary | 1 | 0.6 |
| Total | 981 | 434.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.1 | |
| Total | 981 | 434.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001552247] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Symmetry Capital Advisors LLC
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|
TX | 0.4 |
|
Matheson & Rock Wealth Management LLC
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|
IA | 0.4 |
|
Monarch Wealth Strategies
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CA | 0.4 |
|
Grunden Financial Advisory Inc
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TX | 0.4 |
|
Absolute Capital Management LLC
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PA | 0.4 |
|
Kahn Brothers Advisors LLC
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|
NY | 0.4 |
|
ACT Advisors LLC
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|
NC | 0.4 |
|
Strategic Advocates LLC
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|
UT | 0.4 |
|
Stenger Family Office LLC
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|
IL | 0.4 |
|
BGM Wealth Partners LLC
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|
MN | 0.4 |