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Cushing Capital Partners, LLC
Cushing Capital Partners, LLC is a fee-only Registered Investment Advisory firm headquartered in Delafield, Wisconsin. Founded in 2021, the firm offers investment management and financial planning services to private clients throughout the United States, acting as a fiduciary. The team boasts over 125 years of combined wealth management experience and serves individuals, families, and small businesses.
Investment Strategy
Cushing Capital Partners operates as a fiduciary, developing personalized investment strategies that prioritize clients' best interests and individual financial goals. The firm focuses on holistic financial planning and investment management, employing CERTIFIED FINANCIAL PLANNER™ professionals and tailoring solutions to the unique needs of each client. Cushing Capital adheres to disciplined, goal-based investment strategies and provides ongoing portfolio management, emphasizing client education, transparency, and sound advisory practices.
Latest 13F Filing Activity
Cushing Capital Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 78 equity positions with a total 13F market value of $128M. The fund increased holdings in Johnson & Johnson, Berkley W R Corp., Etf Ser Solutions among other positions. Cushing Capital Partners, LLC reduced exposure to Tractor Supply Co., Emerson Elec Co., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | ETF SER SOLUTIONS | 9.94% | $12.7M | 292,169 | $40.08 | $43.43 | +$938.2K |
D DRSK | ETF SER SOLUTIONS | 6.37% | $8.1M | 281,975 | $27.55 | $28.83 | +$463.3K |
C CGUS | CAPITAL GROUP CORE EQUITY ET | 4.38% | $5.6M | 141,067 | $35.26 | $39.54 | +$697.4K |
S SPLG | SPDR SERIES TRUST | 3.87% | $4.9M | 63,023 | $69.49 | $78.34 | +$379.5K |
I IAU | ISHARES GOLD TR | 3.14% | $4.0M | 55,032 | $51.79 | $72.77 | +$741.1K |
Industry Allocation
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