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Illumine Investment Management, LLC
Illumine Investment Management, LLC is an SEC-registered investment adviser headquartered in Poulsbo, WA. The firm was established in 2016 and registered with the SEC in 2021. Illumine provides personalized investment advisory services primarily for individuals and high net worth clients, managing discretionary accounts using a range of equity and fixed income strategies. The firm has 5 employees, all engaged in investment advisory roles, and manages over $210 million in client assets as of February 2025.
Investment Strategy
Illumine Investment Management, LLC focuses on providing personalized, discretionary asset management services primarily to individual investors, including both high net worth and non-high net worth clients. The firm builds diversified portfolios with a concentration in U.S. equities, blending growth and value strategies, as reflected by their holdings in large-cap technology, consumer, and healthcare sectors. The investment process emphasizes rigorous security selection and risk management, tailored to meet clients’ financial goals.
Latest 13F Filing Activity
Illumine Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 86 equity positions with a total 13F market value of $126M. The fund increased holdings in Allstate Corp., Smith A O Corp., Doordash Inc. among other positions. Illumine Investment Management, LLC reduced exposure to Apple Inc., Zoom Communications Inc., Dynatrace Inc. among others.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DASH | DOORDASH INC | 3.92% | $4.9M | 19,987 | $167.75 | $246.51 | +$1.3M |
C COST | COSTCO WHSL CORP NEW | 3.40% | $4.3M | 4,320 | $916.92 | $989.94 | +$226.9K |
J JPST | J P MORGAN EXCHANGE TRADED F | 3.29% | $4.1M | 81,692 | $50.40 | $50.68 | -$27.7K |
I ISRG | INTUITIVE SURGICAL INC | 3.28% | $4.1M | 7,591 | $522.07 | $543.41 | +$384.3K |
I IBKR | INTERACTIVE BROKERS GROUP IN | 3.16% | $4.0M | 71,717 | $85.51 | $55.41 | +$1.0M |
Industry Allocation
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