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Coldstream Capital Management Inc.
Coldstream Capital Management Inc is an independent, Bellevue, Washington-based asset management and investment adviser firm founded in 1996. The firm offers comprehensive financial planning, wealth management, and investment solutions to a broad client base including high net worth individuals, families, charitable organizations, pension plans, and corporations. With approximately 195 employees, Coldstream Capital Management focuses on delivering tailored investment advisory services and maintains a substantial presence in the Pacific Northwest.
Investment Strategy
Coldstream Capital Management utilizes a diversified investment strategy focused on long-term growth and risk management. The firm primarily serves high net worth individuals, families, and institutional clients by constructing portfolios tailored to each client's unique goals. They provide both discretionary and non-discretionary portfolio management, allocate assets across global equities, fixed income, and alternative investments, and place emphasis on tax efficiency and prudent diversification. Their investment philosophy is grounded in a fiduciary approach, prioritizing client interests and personalized financial advice.
Latest 13F Filing Activity
Coldstream Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,099 equity positions with a total 13F market value of $6B. The fund increased holdings in Dimensional Etf Trust, Vanguard Index FDS, Berkshire Hathaway Inc. Del among other positions. Coldstream Capital Management Inc. reduced exposure to Ishares TR, Ishares TR, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (1,099)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.56% | $461.9M | 743,974 | $405.00 | $620.90 | +$32.3M |
M MSFT | MICROSOFT CORP | 4.20% | $256.5M | 515,688 | $271.52 | $497.41 | +$51.4M |
V VUG | VANGUARD INDEX FDS | 3.43% | $209.5M | 477,680 | $298.95 | $438.40 | +$99.8M |
H HEFA | ISHARES TR | 3.35% | $204.8M | 5,394,865 | $29.57 | $37.96 | +$10.8M |
V VOO | VANGUARD INDEX FDS | 3.30% | $201.5M | 354,724 | $395.85 | $568.03 | +$19.2M |
Industry Allocation
Investment Team (15)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Kirkland, WA , United States | |
 | Chief Investment Officer | Portland, OR , United States | |
 | Associate Portfolio Manager | Bellevue, WA , United States | |
 | Portfolio Manager and Shareholder | Mercer Island, WA , United States | |
 | Associate Portfolio Manager | Portland, OR , United States | |
 | Associate Portfolio Manager | Portland, OR , United States | |
 | Associate Portfolio Manager | Portland, OR , United States | |
 | Portfolio Manager | Bothell, WA , United States | |
A Apma Dallas | Portfolio Manager Coldstream Dividend Growth Strategies | Kirkland, WA , United States | |
 | Associate Portfolio Manager | Kirkland, WA , United States |
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