Anfield Capital Management, LLC
Anfield Capital Management, LLC partners with financial intermediaries—including RIAs, broker-dealers, and financial institutions—to act as their insourced investment team. The firm provides customized investment solutions and manages investments to enable clients to focus on growth and client relationships. Anfield emphasizes experienced, credentialed investment teams capable of managing portfolios through multiple market cycles.
Investment Strategy
Anfield Capital provides outsourced investment management for other financial firms, offering access to a world-class investment team and a full range of investment management services. Investment risk is carefully measured and managed; the firm focuses on creating value for its clients by leveraging its investment expertise, though specific top-down or bottom-up strategy details are not publicly disclosed beyond general custom solutions.
Latest 13F Filing Activity
Anfield Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 510 equity positions with a total 13F market value of $302M. The fund increased holdings in Ark Next Generation Internet, SPDR S&P 500 Etf Trust, Comm Serv Select Sector SPDR among other positions. Anfield Capital Management, LLC reduced exposure to Foundations Dynamic GR Etf, Foundations Dynamic Core Etf, Foundations Dynamic Val Etf among others.
Top Holdings
Equity Positions (510)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 14.00% | $42.3M | 68,463 | $400.32 | $617.85 | +$3.7M |
X XLC | COMM SERV SELECT SECTOR SPDR | 11.09% | $33.5M | 308,665 | $84.69 | $108.53 | +$3.2M |
A AESR | ANFIELD US EQUITY SECTOR ROT | 5.11% | $15.4M | 814,943 | $11.07 | $18.95 | +$1.7M |
I IGV | ISHARES EXPANDED TECH-SOFTWA | 5.03% | $15.2M | 138,766 | $88.99 | $109.50 | +$2.7M |
A ARKW | ARK NEXT GENERATION INTERNET | 4.48% | $13.5M | 91,626 | $94.67 | $147.62 | +$4.7M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Winston-Salem, NC , United States | |
K Kevin Vanderbilt | Portfolio Strategist | Chicago, IL , United States | |
B Blake Wong | Analyst | Los Angeles, CA , United States | |
R Ray Cheesman | Head of Research | Edwards, CO , United States |
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