Dash Acquisitions Inc.
Dash Acquisitions Inc. is an SEC-registered investment adviser headquartered in Woodland Hills, California. Serving primarily high-net-worth individuals and select other client types, the firm oversees over $620 million in assets under management and employs a small team of investment professionals. Dash Acquisitions provides personalized investment management and advisory services, focusing on portfolio construction for wealthy individuals and some charitable organizations.
Investment Strategy
Dash Acquisitions Inc. primarily offers discretionary portfolio management, specializing in equities with core holdings in leading technology and consumer companies. Their latest filings indicate a focus on large-cap growth equities, with significant allocations to companies such as Meta, Microsoft, Amazon, and Alphabet. The firm's investment philosophy emphasizes long-term capital appreciation for high-net-worth clients through diversified portfolios, employing both tactical positioning and active management to capture market opportunities while managing downside risk.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 9.03% | $42.6M | 59,693 | $338.86 | $738.09 | +$3.1M |
M MSFT | MICROSOFT CORP | 8.70% | $41.1M | 81,153 | $271.73 | $497.41 | +$3.3M |
A AMZN | AMAZON COM INC | 8.03% | $37.9M | 166,017 | $159.40 | $219.39 | +$3.1M |
P PM | PHILIP MORRIS INTL INC | 7.40% | $34.9M | 212,121 | $90.79 | $182.13 | +$249.3K |
G GOOG | ALPHABET INC | 6.71% | $31.7M | 165,348 | $116.57 | $177.39 | +$4.7M |