Talbot Financial, LLC
Talbot Financial, LLC is an investment advisory firm headquartered in Bellevue, Washington, United States. Founded in 2011, the firm specializes in serving high net worth individuals and families, providing personalized financial advisory and portfolio management services. As of 2025, Talbot Financial manages assets for over 130 high net worth clients and maintains a lean staff of 3 professionals, primarily focusing on bespoke wealth management, investment planning, and fiduciary counsel.
Investment Strategy
Talbot Financial, LLC employs a long-term, discretionary portfolio management strategy, primarily allocating assets to large-cap U.S. equities and diversified securities tailored to the individual risk profiles and goals of high net worth clients. The firm focuses on direct equity investing in companies such as Apple, Microsoft, Amazon, and other major publicly traded firms, aiming for capital appreciation and risk-adjusted returns through active portfolio selection and ongoing rebalancing.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.85% | $128.2M | 247,472 | $289.58 | $517.95 | +$9.1M |
A AAPL | APPLE INC | 9.12% | $107.8M | 423,177 | $142.97 | $254.63 | +$21.8M |
A AMZN | AMAZON COM INC | 5.20% | $61.4M | 279,583 | $110.92 | $219.57 | +$1.7M |
G GOOG | ALPHABET INC | 4.47% | $52.9M | 217,066 | $243.55 | $243.55 | +$52.9M |
N NVDA | NVIDIA CORPORATION | 4.36% | $51.5M | 276,117 | $46.66 | $186.58 | +$9.1M |