Headinvest, LLC
HEADINVEST, LLC is an independent investment advisory and asset management firm headquartered in Portland, Maine. Founded in 2003, the firm manages investments primarily for high net worth individuals, families, and charitable organizations. With a staff of 15 employees as of 2025, HEADINVEST offers personalized portfolio management and investment advisory services to its clients throughout the United States.
Investment Strategy
HEADINVEST, LLC employs a client-focused investment strategy rooted in personalized portfolio construction, asset allocation, and long-term growth. The firm primarily manages discretionary accounts for high net worth individuals, charitable organizations, and select institutions, utilizing diversified holdings across public equities and fixed income. Their approach emphasizes risk management, tailored asset allocation, and disciplined investing guided by individual client goals and needs.
Top Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJR | ISHARES TR | 5.38% | $25.3M | 231,279 | $52.88 | $109.29 | -$629.4K |
M MSFT | MICROSOFT CORP | 4.48% | $21.0M | 42,309 | $72.68 | $497.41 | +$2.1M |
V VYM | VANGUARD WHITEHALL FDS | 2.93% | $13.8M | 103,308 | $73.62 | $133.31 | -$514.2K |
V VTI | VANGUARD INDEX FDS | 2.93% | $13.8M | 45,243 | $161.22 | $303.93 | +$439.4K |
V VV | VANGUARD INDEX FDS | 2.84% | $13.3M | 46,663 | $121.65 | $285.30 | +$1.5M |