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Albion Financial Group /ut
Albion Financial Group is an independent, privately held Registered Investment Adviser headquartered in Salt Lake City, Utah. Founded in 1982 by Toby Levitt and John Bird, it is known for its fee-only fiduciary investment and financial advising model, eliminating conflicts of interest and emphasizing client-first ethical standards. The firm provides a wide range of services including portfolio management, financial planning, and wealth advising for individuals, families, high-net-worth individuals, small businesses, institutions, pension or profit sharing plans, and charitable organizations. Albion employs approximately 26-27 professionals and serves clients primarily across Utah but with a reach nationwide.
Investment Strategy
Albion Financial Group adopts a personalized, client-centric approach to financial planning and investment management. Their strategy emphasizes the development of a tailored Investment Policy for each client, which becomes the blueprint for their investment approach. They focus on fee-only fiduciary advice, ensuring no conflicts of interest, with investment management rooted in research and long-term planning. The firm manages pooled investment vehicles and custom portfolios, incorporating ESG principles where appropriate, and prioritizes integrated wealth management for sustainable, long-term financial growth aligned to each client’s goals.
Latest 13F Filing Activity
Albion Financial Group /ut filed their most recent 13F report on Sep 30, 2025 disclosing 641 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Apple Inc., Alphabet Inc. among other positions. Albion Financial Group /ut reduced exposure to Vertiv Holdings Co., Ishares TR, Home Depot Inc. among others.
Top Holdings
Equity Positions (641)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 12.20% | $202.0M | 329,789 | $417.86 | $612.38 | +$28.0M |
A AAPL | APPLE INC | 5.23% | $86.5M | 339,780 | $141.05 | $254.63 | +$17.3M |
I IWR | ISHARES TR | 5.10% | $84.4M | 874,123 | $78.61 | $96.55 | +$4.2M |
M MSFT | MICROSOFT CORP | 4.36% | $72.2M | 139,466 | $275.46 | $517.95 | +$3.0M |
N NVDA | NVIDIA CORPORATION | 3.39% | $56.1M | 300,672 | $106.62 | $186.58 | +$7.8M |
Industry Allocation
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