25 LLC
25 LLC is an SEC-registered investment adviser based in St. Louis, Missouri. Founded in 2022, the firm provides discretionary and non-discretionary investment management services primarily to individual investors, including both high-net-worth and non-high-net-worth individuals. With approximately 17–21 employees, the firm manages hundreds of client accounts and maintains a focused approach to client service and portfolio management.
Investment Strategy
25 LLC employs a diversified investment strategy focused on individual clients, with strong representation in large-cap equities, including positions in companies such as Apple, Google, Microsoft, Amazon, and Nvidia. The majority of assets are managed for high-net-worth and retail clients, utilizing both discretionary and non-discretionary approaches across multiple equity sectors. Portfolio holdings emphasize broad market exposure and strategic allocation within U.S. large-cap and international equities, complemented by ETF and index fund positions in value, growth, and international asset classes.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXUS | VANGUARD STAR FDS | 15.83% | $46.5M | 632,978 | $56.96 | $73.46 | +$3.5M |
V VBR | VANGUARD INDEX FDS | 13.66% | $40.1M | 192,208 | $162.74 | $208.71 | +$2.8M |
V VSS | VANGUARD INTL EQUITY INDEX F | 9.81% | $28.8M | 202,035 | $111.48 | $142.55 | +$1.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 9.26% | $27.2M | 323,389 | $80.62 | $84.11 | +$1.6M |
V VTV | VANGUARD INDEX FDS | 8.28% | $24.3M | 130,435 | $142.44 | $186.49 | +$1.2M |