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Stiles Financial Services Inc.
Stiles Financial Services, Inc. is an SEC Registered Investment Adviser headquartered in Edina, Minnesota, United States. The firm provides financial advisory and investment management services primarily for individuals and high net worth individuals. As of May 2025, it manages approximately $439.3 million in assets, with a team of around 9-10 employees. Stiles Financial focuses on helping clients achieve long-term financial goals through tailored investment strategies.
Investment Strategy
Stiles Financial Services, Inc. uses a discretionary investment management approach, focusing predominantly on equity securities among large-cap technology and consumer companies such as NVIDIA, Apple, Amazon, and Microsoft. The firm’s strategy emphasizes portfolio diversification across leading growth sectors while maintaining a disciplined rebalancing and risk management process. Stiles Financial serves individual investors, with the majority of assets managed for high net worth clients, and does not manage assets for institutional or pooled investment vehicles. Its advisory model is highly client-centric, offering customized portfolio solutions based on the client's risk tolerance, financial objectives, and market conditions.
Latest 13F Filing Activity
Stiles Financial Services Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions with a total 13F market value of $290M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Lam Research Corp. among other positions. Stiles Financial Services Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.38% | $24.3M | 153,565 | $31.67 | $157.99 | +$7.8M |
A AAPL | APPLE INC | 3.11% | $9.0M | 43,875 | $177.59 | $205.17 | -$733.9K |
A AMZN | AMAZON COM INC | 3.00% | $8.7M | 39,652 | $163.52 | $219.39 | +$1.3M |
M MSFT | MICROSOFT CORP | 2.98% | $8.6M | 17,337 | $349.21 | $497.41 | +$2.4M |
C COST | COSTCO WHSL CORP NEW | 2.93% | $8.5M | 8,543 | $571.77 | $989.94 | +$532.0K |
Industry Allocation
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