You're signed outSign in or to get full access.
Adviser Investments LLC
Adviser Investments LLC is an SEC-registered investment advisory firm headquartered in Newton, Massachusetts. Founded in 1994, the firm manages portfolios for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Adviser Investments employs over 100 professionals and focuses on delivering customized investment solutions for its clients, with an emphasis on transparency and fiduciary responsibility.
Investment Strategy
Adviser Investments LLC provides portfolio management services primarily to individuals and high-net-worth investors, managing diversified portfolios across public equities and fixed income. The firm employs both discretionary and non-discretionary management, focusing on long-term growth, risk management, and aligning investment objectives with clients' financial goals. Their strategy incorporates fundamental analysis, asset allocation, and regular portfolio rebalancing to adapt to changing market conditions.
Latest 13F Filing Activity
Adviser Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 582 equity positions and 4 options positions with a total 13F market value of $8B. The fund increased holdings in Ishares TR, Vanguard Scottsdale FDS, Vanguard Tax-managed FDS among other positions. Adviser Investments LLC reduced exposure to Vanguard Scottsdale FDS, SPDR Series Trust, Ishares TR among others.
Top Holdings
Equity Positions (582)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 11.94% | $954.1M | 2,176,216 | $215.79 | $438.40 | +$33.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.04% | $802.5M | 14,076,338 | $44.67 | $57.01 | +$114.1M |
A AGG | ISHARES TR | 8.23% | $658.2M | 6,634,648 | $98.99 | $99.20 | +$171.8M |
V VTV | VANGUARD INDEX FDS | 8.15% | $651.2M | 3,684,307 | $141.25 | $176.74 | -$105.4M |
M MUB | ISHARES TR | 3.17% | $253.2M | 2,423,680 | $107.74 | $104.48 | -$29.7M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
C CAR | AVIS BUDGET GROUP | New | Put | $277.3K | 112 | $169.05 | $169.05 | +112 | +$277.3K |
E ETN | EATON CORP PLC | New | Put | $46.4K | 36 | $356.99 | $356.99 | +36 | +$46.4K |
A AAPL | APPLE INC | — | Put | $21.4K | 10 | $205.17 | $222.13 | 0 | +$4.1K |
M MSFT | MICROSOFT CORP | Sold | Put | $5.2K | 11 | $497.41 | $375.39 | -13 | -$79.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more