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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is a multi-family office and investment adviser headquartered in Boston, Massachusetts. Founded in 1994, the firm provides investment management, fiduciary advisory, family office services, and financial planning for high-net-worth individuals, families, trusts, foundations, pension plans, and institutional clients. The firm employs experienced advisors, including CFAs, and is owned by several partners with deep expertise in trust and investment management. It specializes in socially responsible investing and personalized solutions for multi-generational wealth.
Investment Strategy
Loring, Wolcott & Coolidge follows a long-term investment philosophy focused on buying and holding high-quality growth stocks, placing an emphasis on low turnover to maximize after-tax returns. Portfolios are tailored to individual client needs and may include publicly traded equities, government bonds, mutual funds, cash, and other investments. The firm also leverages independent sub-advisors and internal research analysts for investment selection, with a commitment to acting as fiduciaries and upholding a code of ethics that prioritizes client interests.
Latest 13F Filing Activity
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma filed their most recent 13F report on Jun 30, 2025 disclosing 516 equity positions with a total 13F market value of $11B. The fund increased holdings in Microsoft Corp., Intuit, Nvidia Corp. among other positions. Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma reduced exposure to Fiserv Inc., Berkshire Hathaway Inc., Church & Dwight Co. among others.
Top Holdings
Equity Positions (516)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.28% | $936.6M | 1,882,972 | $64.71 | $497.41 | +$222.5M |
M MA | MASTERCARD INC | 6.99% | $790.4M | 1,406,595 | $60.04 | $561.94 | +$23.3M |
I INTU | INTUIT | 6.43% | $727.5M | 923,694 | $73.48 | $787.63 | +$170.5M |
| ALPHABET INC | 4.75% | $537.4M | 3,049,441 | $51.09 | $176.23 | +$61.6M | |
A AMZN | AMAZON.COM | 4.29% | $485.9M | 2,214,778 | $103.96 | $219.39 | +$88.5M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
W Wendy Holding | Portfolio Manager | Boston, MA , United States | |
 | Research Analyst | Boston, MA , United States |
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