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Bridgewater Advisors Inc.
Bridgewater Advisors Inc. is an SEC-registered investment adviser based in New York, NY. Founded in 1997, the firm specializes in providing discretionary portfolio management and financial planning services to individuals—primarily high-net-worth clients—as well as their trusts and estates. As of early 2025, the firm manages approximately $1.9 billion in assets for 2,649 client accounts, with a team of around 22 employees, the vast majority of whom are investment professionals. Bridgewater Advisors serves private clients seeking tailored wealth management and advisory solutions.
Investment Strategy
Bridgewater Advisors Inc. offers discretionary portfolio management focused on a thorough understanding of each client’s needs, investment objectives, and risk tolerance. The firm primarily serves high-net-worth individuals, providing personalized investment solutions that incorporate asset allocation, retirement planning, estate considerations, and ongoing financial advice. Their approach emphasizes long-term wealth preservation and growth through diversified managed portfolios, independent advice, and regular client engagement to adapt strategies as client needs and markets evolve.
Latest 13F Filing Activity
Bridgewater Advisors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 427 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Specialized Funds, American Centy Etf TR, Nvidia Corporation among other positions. Bridgewater Advisors Inc. reduced exposure to Vanguard Mun BD FDS, J P Morgan Exchange Traded F, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (427)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 7.42% | $97.6M | 1,926,101 | $50.36 | $50.68 | -$5.2M |
A AVLV | AMERICAN CENTY ETF TR | 5.73% | $75.3M | 1,074,556 | $49.99 | $68.21 | +$9.3M |
A AVUS | AMERICAN CENTY ETF TR | 4.71% | $61.9M | 596,319 | $88.39 | $100.82 | +$9.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 4.57% | $60.0M | 724,957 | $83.49 | $82.92 | +$7.5M |
V VTI | VANGUARD INDEX FDS | 4.45% | $58.5M | 187,164 | $238.79 | $303.93 | +$8.8M |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
 | Co-Chief Investment Officer and Senior Advisor | New York, NY , United States | |
 | Partner | New York, NY , United States | |
 | Partner | New York, NY , United States | |
L Leo Marzen | Managing Partner | New York, NY , United States | |
 | Associate | Bloomfield, NJ , United States | |
T Thomas Smyth | Partner | New York, NY , United States | |
 | Partner | New York, NY , United States | |
 | Associate | New York, NY , United States | |
 | Partner | New York, NY , United States | |
 | Senior Associate | NY , United States |
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