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Nixon Peabody Trust Co.
Nixon Peabody Trust Company is a Boston-based trust, wealth management, and investment advisory firm founded as an independent subsidiary of Nixon Peabody LLP. The company serves over 600 families and individuals, providing legal, tax, and financial advice, with approximately 65 professionals including lawyers, portfolio managers, and investment advisers. It is recognized for blending legal, tax, and financial expertise, primarily serving high-net-worth individuals, families, and family offices. The firm was founded originally as Watch Point Trust Company in 2010 and rebranded as Nixon Peabody Trust Co. in 2019.
Investment Strategy
Nixon Peabody Trust Company follows a client-first approach, combining legal, tax, and financial advisory for comprehensive wealth management. The firm avoids commissions and ties to commercial banks or brokers, ensuring all recommendations are unbiased and aligned with clients’ interests. Strategies are highly personalized, focusing on estate planning, tax efficiency, succession, and long-term preservation and growth of multi-generational wealth. The company integrates its legal and fiduciary responsibilities into investment and advisory services to ensure transparent, ethical, and customized solutions for each client.
Latest 13F Filing Activity
Nixon Peabody Trust Co. filed their most recent 13F report on Sep 30, 2025 disclosing 150 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Nvidia Corp., Alphabet Inc. CL C among other positions. Nixon Peabody Trust Co. reduced exposure to Ishares Russell 1000 Etf, General Dynamics Corp., Salesforce Inc. among others.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IDEV | iShares Core MSCI Intl Developed Mkts ETF | 6.48% | $88.5M | 1,104,465 | $66.77 | $80.17 | +$782.9K |
M MSFT | Microsoft Corp | 5.96% | $81.4M | 157,174 | $338.32 | $517.95 | +$2.9M |
A AVLV | Avantis US Large Cap Value ETF | 5.24% | $71.5M | 989,447 | $61.01 | $72.26 | +$927.2K |
A AAPL | Apple Inc | 4.97% | $67.9M | 266,608 | $167.13 | $254.63 | +$13.4M |
N NVDA | NVIDIA Corp | 4.78% | $65.2M | 349,693 | $45.56 | $186.58 | +$9.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Boston, MA , United States |
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