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Human Investing LLC
Human Investing LLC is an independent investment adviser and asset management firm headquartered in Lake Oswego, Oregon. Founded in 2011, the firm serves a diverse client base including individuals (both high net worth and others), pension and profit-sharing plans, and charitable organizations, managing over $1.8 billion in assets. With approximately 26 employees, Human Investing specializes in fiduciary investment advice tailored to the unique needs of its clients.
Investment Strategy
Human Investing LLC focuses on providing fee-only fiduciary investment management and financial planning services. Their approach emphasizes diversified portfolio construction using publicly traded securities, primarily for US-based clients, with a mix serving individuals, retirement plans, and non-profits. The firm employs both discretionary and non-discretionary portfolio management depending on client requirements, and aligns investment decisions closely with client objectives, risk tolerance, and long-term financial goals.
Latest 13F Filing Activity
Human Investing LLC filed their most recent 13F report on Jun 30, 2025 disclosing 96 equity positions with a total 13F market value of $635M. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS, Ishares TR among other positions. Human Investing LLC reduced exposure to Abbvie Inc., Kimberly-clark Corp., General MLS Inc. among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 27.74% | $176.1M | 309,574 | $411.82 | $568.03 | +$24.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.93% | $69.4M | 1,218,237 | $44.10 | $57.01 | +$9.6M |
V VYM | VANGUARD WHITEHALL FDS | 5.27% | $33.4M | 250,700 | $104.37 | $133.31 | +$1.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.26% | $33.4M | 163,236 | $152.01 | $204.67 | +$1.9M |
I IJH | ISHARES TR | 5.21% | $33.1M | 533,142 | $43.35 | $62.02 | +$3.9M |
Industry Allocation
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