You're signed outSign in or to get full access.
Standpoint Asset Management, LLC
Standpoint Asset Management, LLC is an investment adviser registered with the US SEC, headquartered in Scottsdale, Arizona. Founded in late 2019, the firm manages a mutual fund focused on providing all-weather, multi-asset investment solutions primarily for US financial advisors and investors. As of 2025, the firm has approximately 6-7 employees and serves institutional clients, with a commitment to competitive returns and managing risk across varying market environments.
Investment Strategy
Standpoint Asset Management employs a multi-asset 'all-weather' investment approach designed to perform reasonably well across a wide range of market environments. The firm's strategy emphasizes diversification and risk management rather than market timing or concentrated bets, and it aims to limit downside risk while delivering competitive investment performance through dynamic allocation across various asset classes. The investment philosophy is rooted in providing stability and robust results regardless of prevailing market conditions, making it suitable for a broad variety of investor objectives.
Latest 13F Filing Activity
Standpoint Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $489M. The fund increased holdings in Vanguard Star FDS, Ishares TR, Vanguard Intl Equity Index F among other positions. Standpoint Asset Management, LLC reduced exposure to SPDR Series Trust, Vanguard Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.29% | $79.7M | 128,300 | $442.98 | $620.90 | -$10.3M |
S SPLG | SPDR SERIES TRUST | 16.26% | $79.5M | 1,093,900 | $51.84 | $72.69 | -$10.6M |
V VOO | VANGUARD INDEX FDS | 16.24% | $79.4M | 139,800 | $405.03 | $568.03 | -$10.5M |
S SCHX | SCHWAB STRATEGIC TR | 16.20% | $79.2M | 3,242,100 | $17.36 | $24.44 | -$10.0M |
I IDEV | ISHARES TR | 8.95% | $43.8M | 575,800 | $60.27 | $76.04 | -$3.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more