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Sierra Capital LLC
Sierra Capital LLC is an SEC-registered investment adviser headquartered in Miami, Florida. The firm specializes in managing investment portfolios on behalf of high net worth individuals, charitable organizations, and insurance companies. As of March 2025, Sierra Capital manages approximately $1.5 billion in assets and employs 5 professionals. The firm adheres to compliance standards for SEC-registered advisers and primarily serves private client investors.
Investment Strategy
Sierra Capital provides tailored portfolio management services focused on diversified investment strategies for high net worth individuals, charitable organizations, and select institutional clients. The firm employs an active management approach, investing in a mix of public equities, ETFs, and fixed income instruments, with a strong emphasis on risk management and disciplined asset allocation. Each portfolio is customized according to the client's financial goals, risk tolerance, and investment horizon.
Latest 13F Filing Activity
Sierra Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 129 equity positions with a total 13F market value of $866M. The fund increased holdings in JPMorgan Ultra-short Municipal Etf, Vanguard S&P 500 Etf, Amazon Com Inc. among other positions. Sierra Capital LLC reduced exposure to Ishares Short Treasury Bond Etf, Berkshire Hathaway Inc. Class B, Exxonmobil among others.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 7.16% | $62.1M | 109,265 | $415.83 | $568.03 | +$2.9M |
| Berkshire Hathaway Inc. Class B | 2.81% | $24.3M | 50,038 | $284.88 | $485.77 | -$7.1M | |
A AAPL | Apple | 2.58% | $22.4M | 109,055 | $178.42 | $205.17 | -$2.2M |
V VO | Vanguard Mid-Cap ETF | 1.85% | $16.0M | 57,159 | $237.45 | $279.83 | +$946.0K |
A AMZN | Amazon Com Inc | 1.71% | $14.8M | 67,632 | $150.07 | $219.39 | +$1.9M |
Industry Allocation
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