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Addis & Hill, Inc.
Addis & Hill, Inc. is a fee-only registered investment adviser and wealth manager headquartered in Wayne, Pennsylvania, United States. Founded in 2000, the firm specializes in comprehensive personal wealth management services, including financial planning, investment management, and retirement consulting primarily for individuals, families, and high-net-worth clients. As of recent reports, the firm employs approximately 6-7 professionals and focuses on helping clients transition smoothly into retirement and achieve their long-term financial goals.
Investment Strategy
Addis & Hill focuses on personalized, fiduciary, and fee-only financial planning and investment management. Their approach emphasizes comprehensive wealth management for individuals and families, with a strong commitment to helping clients transition into retirement securely. Investment decisions are tailored to each client's specific objectives and risk tolerance, and the firm may leverage portfolio management, selection of appropriate investment advisers, and disciplined, long-term planning to achieve client goals.
Latest 13F Filing Activity
Addis & Hill, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 26 equity positions with a total 13F market value of $164M. The fund increased holdings in Vanguard Index FDS, Vanguard Intl Equity Index F, Vanguard Index FDS among other positions. Addis & Hill, Inc. reduced exposure to Ishares TR, Vanguard Scottsdale FDS, Energy Transfer L P among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 39.32% | $64.5M | 208,652 | $225.93 | $307.86 | +$5.7M |
V VTI | VANGUARD INDEX FDS | 13.34% | $21.9M | 66,418 | $237.62 | $328.17 | +$1.2M |
V VPL | VANGUARD INTL EQUITY INDEX F | 10.19% | $16.7M | 189,615 | $72.39 | $87.84 | +$1.5M |
V VO | VANGUARD INDEX FDS | 6.60% | $10.8M | 36,870 | $237.98 | $293.74 | +$600.3K |
A AGG | ISHARES TR | 5.43% | $8.9M | 88,857 | $98.58 | $100.25 | -$519.4K |
Industry Allocation
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