You're signed outSign in or to get full access.
Oder Investment Management, LLC
Oder Investment Management, LLC is a registered investment advisory firm headquartered in Woodland Hills, California. Founded in 2011, the firm specializes in investment management and financial planning for individuals, families, trusts, and foundations. As of 2025, they manage around $319 million in assets and employ approximately 6 professionals, focusing on tailored wealth solutions and long-term client relationships. The firm serves a mix of high-net-worth individuals, non-high-net-worth individuals, pension plans, and charitable organizations.
Investment Strategy
Oder Investment Management provides personalized investment management and financial planning. Their strategy centers on a tailored approach that aligns each client’s investment portfolio with their unique goals, emphasizing a disciplined investment process and continuous portfolio adjustments when clients’ needs change. As an independent adviser, Oder prioritizes unbiased, fiduciary advice, combining financial planning expertise with customized investment solutions to preserve and grow wealth over time.
Latest 13F Filing Activity
Oder Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 97 equity positions with a total 13F market value of $132M. The fund increased holdings in Palantir Technologies Inc., Robinhood MKTS Inc., Nvidia Corporation among other positions. Oder Investment Management, LLC reduced exposure to WYNN Resorts LTD, Apple Inc., Marathon Pete Corp. among others.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.51% | $8.6M | 41,977 | $137.57 | $205.17 | -$703.4K |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.04% | $6.7M | 48,895 | $17.12 | $136.32 | +$2.1M |
S SPY | SPDR S&P 500 ETF TR | 4.76% | $6.3M | 10,202 | $374.10 | $617.85 | +$365.9K |
A AMZN | AMAZON COM INC | 4.65% | $6.2M | 28,078 | $107.38 | $219.39 | +$835.7K |
H HOOD | ROBINHOOD MKTS INC | 4.04% | $5.3M | 57,055 | $10.10 | $93.63 | +$1.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more