Freestone Capital Holdings, LLC
Freestone Capital Holdings, LLC is an SEC-registered, independent wealth management and investment advisory firm headquartered in Seattle, Washington, with additional offices in California and Alaska. The firm offers comprehensive wealth management services, investment strategies, and planning mainly for high-net-worth individuals and families. Freestone was founded by Gary Furukawa and has grown to approximately 117 employees as of 2025, serving clients with a focus on personalized financial solutions.
Investment Strategy
Freestone Capital Holdings employs a client-first investment approach, offering tailored portfolio construction and wealth management services. The firm utilizes diversified strategies designed to address both growth and preservation, combining strategic asset allocation, individual security selection, and alternative assets. Freestone often integrates tax-efficient planning and alternative investments to meet the nuanced needs and risk profiles of high-net-worth individuals and families.
Top Holdings
Equity Positions (448)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.66% | $405.0M | 652,262 | $437.79 | $620.90 | +$48.5M |
M MSFT | MICROSOFT CORP | 6.96% | $206.4M | 414,977 | $235.77 | $497.41 | +$48.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.21% | $154.4M | 2,707,671 | $44.42 | $57.01 | +$30.8M |
N NVDA | NVIDIA CORPORATION | 5.19% | $154.0M | 974,439 | $32.19 | $157.99 | +$19.1M |
A AAPL | APPLE INC | 3.37% | $100.0M | 487,468 | $126.21 | $205.17 | +$116.4K |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Bought | Put | $20.1M | 1,272 | $157.99 | $129.50 | +542 | +$12.2M |
G GLDI | UBS AG | New | Call | $1.3M | 80 | $159.34 | $159.34 | +80 | +$1.3M |
T TSLA | TESLA INC | — | Call | $1.2M | 38 | $317.66 | $258.33 | 0 | +$222.3K |
N NVDA | NVIDIA CORPORATION | Sold | Call | $916.3K | 58 | $157.99 | $108.50 | -30 | -$37.4K |
G GLD | SPDR GOLD TR | New | Call | $61.0K | 2 | $304.83 | $304.83 | +2 | +$61.0K |