Dougherty Wealth Advisers LLC
Dougherty Wealth Advisers LLC is an SEC-registered investment advisory firm headquartered in Wayzata, Minnesota. Founded in 2011, the firm provides wealth management and investment advisory services, primarily to high-net-worth individuals and a small number of charitable organizations. With a small team of 3-4 employees, Dougherty Wealth Advisers specializes in comprehensive financial planning and portfolio management, tailoring its services to private clients seeking personalized financial solutions.
Investment Strategy
Dougherty Wealth Advisers LLC focuses on delivering customized portfolio management and financial planning services to its clients, primarily high-net-worth individuals. Their approach emphasizes asset allocation across diversified holdings, predominately in large-cap equities and ETFs. The firm frequently utilizes index funds as portfolio core holdings, maintaining a disciplined, long-term investment philosophy. Portfolio adjustments are based on continuous research and individual client objectives, and recent filings show an emphasis on leading technology and broad-market ETF exposures. There is no evidence of alternative or complex hedge strategies, suggesting a traditional, client-centric advisory approach.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH ETF | 25.76% | $40.0M | 83,358 | $265.52 | $479.61 | +$3.9M |
V VTV | VANGUARD VALUE ETF | 24.70% | $38.3M | 205,586 | $148.63 | $186.49 | +$3.2M |
V VOE | VANGUARD MID-CAP VALUE ETF | 9.89% | $15.4M | 87,941 | $129.34 | $174.58 | +$1.4M |
V VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 5.93% | $9.2M | 75,579 | $100.54 | $121.76 | +$973.7K |
V VWO | VANGUARD FTSE EMERGING MARKETS ETF | 3.98% | $6.2M | 114,094 | $44.88 | $54.18 | +$661.8K |