You're signed outSign in or to get full access.
Slatestone Wealth, LLC
SlateStone Wealth, LLC is an independent registered investment adviser headquartered in Jupiter, Florida. The firm was founded in 2018 and provides personalized wealth management and advisory services to high-net-worth individuals, families, and charitable organizations. As of June 2025, the firm manages approximately $1.7 billion in assets across nearly 1,550 accounts, with a staff of 29 employees, over half of whom are investment professionals. SlateStone Wealth delivers custom portfolio management, financial planning, and fiduciary services designed to help clients achieve their long-term financial goals.
Investment Strategy
SlateStone Wealth, LLC provides a comprehensive suite of wealth management services emphasizing a client-focused, goals-based approach. The firm builds personalized investment portfolios tailored to client risk tolerances, time horizons, and objectives. Their strategy incorporates disciplined asset allocation, active management of diversified equities and fixed income, and periodic rebalancing. The firm serves primarily high-net-worth individuals and families, integrating tax-aware investment strategies and independent fiduciary guidance, with a long-term focus on capital preservation, growth, and navigating changing market conditions.
Latest 13F Filing Activity
Slatestone Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 288 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corp., Microsoft Corp., Amphenol Corp. CL A among other positions. Slatestone Wealth, LLC reduced exposure to Apple Inc., Chevron Corp., Pepsico Inc. among others.
Top Holdings
Equity Positions (288)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc. | 4.59% | $49.1M | 239,315 | $117.04 | $205.17 | -$4.5M |
M MSFT | Microsoft Corp | 4.28% | $45.7M | 91,929 | $322.99 | $497.41 | +$10.9M |
N NVDA | NVIDIA Corp | 4.01% | $42.8M | 271,215 | $59.36 | $157.99 | +$13.5M |
Q QUAL | iShares USA Quality Fctr | 2.94% | $31.4M | 171,866 | $142.88 | $182.82 | +$4.5M |
A AMZN | Amazon.com Inc | 2.26% | $24.2M | 110,379 | $145.41 | $219.39 | +$3.7M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more