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Smithbridge Asset Management Inc/de
Smithbridge Asset Management, Inc. is an independent Registered Investment Adviser (RIA) established in 1997 and located in Chadds Ford, Pennsylvania. The firm focuses on providing wealth management, financial planning, and personalized investment advisory services. With approximately 9 employees, Smithbridge serves over 300 client relationships, primarily high-net-worth individuals, families, and institutions. The firm is committed to disciplined, tax-efficient, and client-centric investment management. Smithbridge has over 25 years of experience delivering individualized portfolio management and has been SEC-registered since its founding.
Investment Strategy
Smithbridge Asset Management constructs portfolios using a fundamental, long-term security selection process, emphasizing individualized client goals. The firm focuses on disciplined asset allocation, tax-efficiency, diversification, and low turnover to manage risk and optimize long-term performance. They avoid trend-chasing and adhere to a consistent investment style, providing portfolios comprised of stocks, bonds, mutual funds, and ETFs, managed both strategically and tactically with an emphasis on minimizing costs and taxes.
Latest 13F Filing Activity
Smithbridge Asset Management Inc/de filed their most recent 13F report on Jun 30, 2025 disclosing 121 equity positions with a total 13F market value of $572M. The fund increased holdings in Royal Caribbean Group, Take-two Interactive Softwar, Microsoft Corp. among other positions. Smithbridge Asset Management Inc/de reduced exposure to Unitedhealth Group Inc., Schwab Strategic TR, Applovin Corp. among others.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.65% | $32.3M | 157,636 | $222.13 | $205.17 | -$3.8M |
M MSFT | MICROSOFT CORP | 5.27% | $30.1M | 60,561 | $375.39 | $497.41 | +$6.8M |
N NVDA | NVIDIA CORPORATION | 3.78% | $21.6M | 136,958 | $108.38 | $157.99 | +$6.6M |
A AMZN | AMAZON COM INC | 2.98% | $17.0M | 77,579 | $190.26 | $219.39 | +$1.8M |
S SPY | SPDR S&P 500 ETF TR | 2.97% | $17.0M | 27,479 | $560.54 | $617.85 | +$1.9M |
Industry Allocation
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