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Ashford Advisors, LLC
Ashford Advisors, LLC is a registered investment advisory firm headquartered in Pittsford, New York. Founded in 2001, the firm specializes in wealth management, financial planning, and portfolio management for high-net-worth individuals. As an affiliate of Guardian Life, Ashford Advisors leverages its deep industry experience and resources to provide holistic financial strategies and bespoke services to clients, focusing on long-term financial security and growth. The firm currently manages $725 million in assets across 216 client accounts, with a strong emphasis on high-net-worth clients. Ashford Advisors is comprised of a team of financial professionals dedicated to personalized wealth-building, asset protection, and retirement planning solutions.
Investment Strategy
Ashford Advisors, LLC employs a personalized, holistic approach to investment management focused on optimizing wealth building potential while protecting assets. Their strategy involves careful analysis of investment alternatives and risk, coupled with the use of innovative tools such as The Living Balance Sheet® to provide clients with a comprehensive view of their financial landscape. The firm emphasizes proactive planning, ongoing monitoring of legislative and market trends, and collaboration to help clients achieve their financial goals. Investment solutions are tailored to each client, balancing growth opportunities with prudent risk management and disciplines aimed at preserving principal.
Latest 13F Filing Activity
Ashford Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $432M. The fund increased holdings in Ishares TR, Vanguard Index FDS, Schwab Strategic TR among other positions. Ashford Advisors, LLC reduced exposure to SPDR Dow Jones Indl Average, SPDR S&P Midcap 400 Etf TR, Ishares TR among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 57.22% | $246.9M | 397,692 | $388.79 | $620.90 | +$18.5M |
V VTI | VANGUARD INDEX FDS | 11.60% | $50.1M | 164,727 | $209.92 | $303.93 | +$4.9M |
F FNDX | SCHWAB STRATEGIC TR | 11.27% | $48.6M | 1,981,772 | $18.25 | $24.54 | +$1.3M |
S SCHX | SCHWAB STRATEGIC TR | 8.05% | $34.7M | 1,421,169 | $15.21 | $24.44 | +$2.1M |
S SCHB | SCHWAB STRATEGIC TR | 4.12% | $17.8M | 745,544 | $15.16 | $23.83 | +$1.7M |
Industry Allocation
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