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Peirce Capital Management, LLC
Peirce Capital Management, LLC is a fee-only investment adviser headquartered in The Woodlands, TX, United States. Founded in 2007, the firm provides financial planning and wealth management services to families and businesses, focusing on aligning financial strategies with clients' life goals. As of April 2025, the firm manages $456.8 million in assets and employs 6 professionals, most of whom are investors. Peirce Capital Management serves primarily high-net-worth individuals and provides fiduciary, personalized advice rooted in academically based investing.
Investment Strategy
Peirce Capital Management employs an evidence-based, academically driven investment approach. The firm's strategy centers on building long-term financial plans tailored to individual client needs, focusing on goal-oriented solutions and portfolio alignment with clients' values and objectives. The firm practices fiduciary duty, consistently acting in clients' best interests, and offers comprehensive financial planning, investment management, and guidance through complex financial decisions. Their investment process is grounded in academic research, emphasizing diversification, long-term discipline, and aligning strategies with each client's life and financial priorities.
Latest 13F Filing Activity
Peirce Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 40 equity positions with a total 13F market value of $241M. The fund increased holdings in Ea Series Trust, American Centy Etf TR, Ishares TR among other positions. Peirce Capital Management, LLC reduced exposure to Invesco Exchange Traded FD T, Invesco Exch Traded FD TR II, Vanguard Index FDS among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSVO | EA SERIES TRUST | 17.25% | $41.5M | 1,831,990 | $20.92 | $22.65 | +$5.5M |
D DFAC | DIMENSIONAL ETF TRUST | 13.08% | $31.5M | 816,072 | $29.56 | $38.57 | +$1.8M |
I ITOT | ISHARES TR | 9.23% | $22.2M | 152,484 | $110.62 | $145.65 | +$2.6M |
A AVDV | AMERICAN CENTY ETF TR | 8.81% | $21.2M | 238,149 | $64.28 | $89.03 | +$2.8M |
D DFEM | DIMENSIONAL ETF TRUST | 6.59% | $15.9M | 494,533 | $25.62 | $32.07 | +$1.6M |
Industry Allocation
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