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ST. Louis Trust Co.
St. Louis Trust & Family Office is an independent, multi-family office and trust company headquartered in St. Louis, Missouri, founded in 2002. The firm specializes in holistic, high-touch client service, offering customized, independent investment management, estate planning, tax planning, risk management, philanthropic strategies, and a full range of family office and fiduciary services. Serving a limited number of ultra-high-net-worth clients, St. Louis Trust oversees more than $13 billion in investment assets and more than $15 billion of total wealth. The firm employs approximately 71 people and maintains very low client-to-employee ratios in order to provide personalized service to families of significant wealth.
Investment Strategy
St. Louis Trust & Family Office employs a customized and independent approach to investment management for ultra-high-net-worth families. Their strategy is holistic, encompassing not just investing but also estate and tax planning, risk management, and philanthropy. The firm delivers tailored investment portfolios with a focus on long-term wealth preservation, prudent risk management, and the goals of each family they serve. The high-touch service model means that each client receives independent, customized advice, with low client-to-employee ratios ensuring detailed attention to unique family circumstances.
Latest 13F Filing Activity
ST. Louis Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 121 equity positions with a total 13F market value of $751M. The fund increased holdings in Vanguard Star FDS, Schwab Strategic TR, SPDR S&P 500 Etf TR among other positions. ST. Louis Trust Co. reduced exposure to Intra-cellular Therapies Inc., Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 11.33% | $85.0M | 137,606 | $294.14 | $617.85 | +$8.0M |
V VXUS | VANGUARD STAR FDS | 10.31% | $77.4M | 1,120,508 | $56.00 | $69.09 | +$12.7M |
V VTI | VANGUARD INDEX FDS | 9.41% | $70.7M | 232,487 | $203.13 | $303.93 | +$6.7M |
I IJR | ISHARES TR | 8.17% | $61.3M | 561,043 | $74.76 | $109.29 | +$2.8M |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.73% | $50.6M | 752,025 | $48.00 | $67.22 | +$5.2M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
A Anna Bertman | Principal | St. Louis, MO , United States | |
 | Principal | St. Louis, MO , United States | |
G Greg Stokke | Principal | St. Louis, MO , United States | |
 | Investment Associate | St. Louis, MO , United States | |
 | Principal | St. Louis, MO , United States | |
 | Principal | Belleville, IL , United States | |
T Tyler Schwieterman | Principal | St. Louis, MO , United States | |
V Voula Francis | Principal | St. Louis, MO , United States | |
 | Principal | St. Louis, MO , United States | |
 | Principal | St. Louis, MO , United States |
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