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Armbruster Capital Management, Inc.
Armbruster Capital Management, Inc. is a boutique, SEC-registered investment advisory and wealth management firm founded in 2009, headquartered in Pittsford, NY. The firm serves individual investors, institutions, and retirement plans (including 401(k)/403(b)), offering personalized financial planning and investment management services. They are known for providing individualized service backed by an evidence-based approach and have a team of fewer than 10 employees to deliver tailored strategies to their clients.
Investment Strategy
Armbruster Capital Management focuses on maximizing clients' net investment returns—returns after trading costs, fees, and taxes—by employing evidence-based portfolio management strategies. The firm emphasizes minimizing unnecessary costs and taxes, aiming to help clients keep the majority of their returns. In addition to portfolio management, it provides financial planning, reviews clients' overall financial pictures, and makes comprehensive recommendations tailored to each client’s needs. The firm is fee-only and manages portfolios for individuals, high net worth investors, charities, and retirement plans.
Latest 13F Filing Activity
Armbruster Capital Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 131 equity positions with a total 13F market value of $588M. The fund increased holdings in Vanguard Wellington FD, Ishares TR, Ishares TR among other positions. Armbruster Capital Management, Inc. reduced exposure to SPDR Dow Jones Indl Average, Ishares TR, Paychex Inc. among others.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VFVA | VANGUARD WELLINGTON FD | 9.29% | $54.6M | 427,773 | $59.30 | $127.54 | +$4.5M |
M MTUM | ISHARES TR | 9.21% | $54.1M | 211,106 | $100.55 | $256.45 | +$4.1M |
S SPLV | INVESCO EXCH TRADED FD TR II | 6.03% | $35.4M | 482,394 | $57.51 | $73.48 | +$2.0M |
R RPV | INVESCO EXCHANGE TRADED FD T | 5.96% | $35.0M | 352,622 | $68.61 | $99.38 | +$1.8M |
Q QUAL | ISHARES TR | 5.40% | $31.7M | 163,028 | $102.70 | $194.50 | +$2.4M |
Industry Allocation
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