Sprinkle Financial Consultants LLC
Sprinkle Financial Consultants LLC is a registered investment adviser headquartered in Littleton, Colorado. Founded in 1995, the firm manages over $869 million in assets and serves primarily high net worth individuals as well as select charitable organizations. With approximately 10 employees, the firm provides discretionary investment management services and personalized financial consulting.
Investment Strategy
Sprinkle Financial Consultants LLC adopts a discretionary, client-centered approach, focusing on portfolio management for individuals—especially high net worth clients. The firm builds equity-centric portfolios diversified across sectors and routinely holds positions in leading US-listed companies such as Apple, Amazon, Microsoft, and energy sector firms. The strategy prioritizes long-term capital appreciation through direct holdings and tailored allocations, with a strong emphasis on risk management and responsible stewardship informed by ongoing research and proxy voting activities.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 12.87% | $23.1M | 875,359 | $18.81 | $26.34 | +$1.7M |
J JGRO | J P MORGAN EXCHANGE TRADED F | 7.24% | $13.0M | 138,206 | $74.92 | $93.75 | +$1.8M |
I IJR | ISHARES TR | 6.48% | $11.6M | 97,652 | $108.29 | $118.83 | +$1.1M |
D DFGR | DIMENSIONAL ETF TRUST | 5.28% | $9.4M | 345,974 | $25.83 | $27.31 | +$327.8K |
O OKE | ONEOK INC NEW | 4.78% | $8.6M | 117,330 | $82.64 | $72.97 | -$1.0M |