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Investment House LLC
The Investment House LLC is an independent, SEC-registered investment adviser headquartered in Redondo Beach, California. Founded in 2011 and operating on a fully remote basis since 2020, the firm serves individuals (including high net worth clients), investment companies, and other institutional investors. With 11 employees (as of 2025), the company leverages technology and flexible meeting spaces in the Los Angeles metropolitan area to provide long-term capital growth and personalized portfolio management for its clients.
Investment Strategy
The Investment House LLC offers three primary strategies: Capital Growth, focused on identifying long wave growth themes in the global economy and investing in well-positioned companies for long-term compounding and tax efficiency; Stay Rich, Sleep Well, a low volatility portfolio targeting 4–7% annual returns and minimizing drawdowns through diversified holdings in ETFs, closed-end funds, and money markets; and Special Situations, an aggressive short-term strategy. The guiding philosophy emphasizes maximizing purchasing power after taxes and inflation, thorough economic horizon analysis, and disciplined, long-term valuation of investment opportunities.
Latest 13F Filing Activity
Investment House LLC filed their most recent 13F report on Jun 30, 2025 disclosing 215 equity positions with a total 13F market value of $2B. The fund increased holdings in Meta Platforms Inc., Nvidia Corporation, Microsoft Corp. among other positions. Investment House LLC reduced exposure to Merck & Co. Inc., Global PMTS Inc., HP Inc. among others.
Top Holdings
Equity Positions (215)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 6.22% | $123.0M | 166,688 | $124.73 | $738.09 | +$28.4M |
A AAPL | APPLE INC | 5.74% | $113.5M | 553,357 | $37.68 | $205.17 | -$5.4M |
M MSFT | MICROSOFT CORP | 5.33% | $105.4M | 211,949 | $120.59 | $497.41 | +$21.5M |
A AMZN | AMAZON COM INC | 3.89% | $77.0M | 351,012 | $90.34 | $219.39 | +$13.8M |
N NVDA | NVIDIA CORPORATION | 3.71% | $73.3M | 463,926 | $8.08 | $157.99 | +$22.3M |
Industry Allocation
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