You're signed outSign in or to get full access.
Grange Capital, LLC
Grange Capital, LLC is a wealth management and investment advisory firm headquartered in Beaverton, Oregon. The firm was founded in 2005 and serves a diverse client base including individuals, high net worth individuals, pension/profit sharing plans, and businesses. With a small team of approximately 6-7 employees, Grange Capital provides personalized financial planning, investment management, and retirement solutions for clients primarily across the United States.
Investment Strategy
Grange Capital, LLC focuses on delivering highly customized investment solutions, working closely with clients to help them exceed investment management, financial, and retirement goals. The firm serves a range of clients but focuses primarily on individualized portfolios for individuals and high net worth individuals, as well as retirement plans for businesses. Their approach combines a disciplined investment process with a fiduciary commitment to always act in the best interests of their clients.
Latest 13F Filing Activity
Grange Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions with a total 13F market value of $96M. The fund increased holdings in Vanguard Intl Equity Index F, Vanguard Intl Equity Index F, Builders Firstsource Inc. among other positions. Grange Capital, LLC reduced exposure to Invesco Exchange Traded FD T, Vanguard Index FDS, Alphabet Inc. among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPGP | INVESCO EXCHANGE TRADED FD T | 13.50% | $12.9M | 119,837 | $104.81 | $107.70 | -$3.7M |
B BX | BLACKSTONE INC | 8.05% | $7.7M | 51,432 | $172.02 | $149.58 | +$514.4K |
V VGK | VANGUARD INTL EQUITY INDEX F | 6.92% | $6.6M | 85,340 | $77.12 | $77.50 | +$6.3M |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.56% | $6.3M | 93,327 | $66.89 | $67.22 | +$6.0M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.31% | $5.1M | 27,947 | $175.19 | $181.74 | -$1.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more