Bristlecone Advisors, LLC
Bristlecone Advisors, LLC is an independent registered investment adviser headquartered in Bellevue, Washington. Founded in April 1999, the firm specializes in providing investment advisory and family office services, primarily serving high net worth individuals, their families, charitable organizations, and select businesses. As of July 2025, the firm manages approximately $2.1 billion in assets and employs around 19 people, with a significant portion devoted to investment functions.
Investment Strategy
Bristlecone Advisors focuses on tailored investment advisory and family office solutions for high net worth individuals and families. Their strategy emphasizes diversified, long-term portfolio construction featuring core equity (including major holdings in Microsoft, Nvidia, Apple, and Amazon), fixed income, and other asset classes. They prioritize personalized, discretionary portfolio management, risk management, and alignment with each client's goals and values, seeking to preserve and grow wealth responsibly.
Latest 13F Filing Activity
Bristlecone Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 292 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Ishares TR among other positions. Bristlecone Advisors, LLC reduced exposure to Wisdomtree TR, Alphabet Inc., Apple Inc. among others.
Top Holdings
Equity Positions (292)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 13.21% | $157.3M | 316,184 | $125.84 | $497.41 | +$34.0M |
I IVV | ISHARES TR | 5.03% | $60.0M | 96,559 | $351.91 | $620.90 | +$7.6M |
N NVDA | NVIDIA CORPORATION | 3.49% | $41.5M | 262,753 | $15.24 | $157.99 | +$8.9M |
A AAPL | APPLE INC | 3.42% | $40.7M | 198,490 | $63.19 | $205.17 | -$4.6M |
A AGG | ISHARES TR | 3.25% | $38.7M | 389,736 | $99.64 | $99.20 | -$2.3M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
C Chris Taylor | Partner | Bellevue, WA , United States | |
 | Partner | Seattle, WA , United States | |
 | Partner | Lynnwood, WA , United States | |
T Tony Waltier | Partner - Portfolio Manager | Bothell, WA , United States | |
 | Partner | Bellevue, WA , United States | |
K Keith Vernon | Principal | Seattle, WA , United States |
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