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Van Strum & Towne Inc.
Van Strum & Towne Inc. is a San Francisco, California-based wealth management and registered investment adviser firm, founded in 1927. The firm oversees approximately $381 million in assets under management, with a primary client base of high-net-worth individuals, retail investors, charitable organizations, and corporations. With a small team of around 2-5 employees, Van Strum & Towne provides a comprehensive range of financial advisory services, including financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm charges asset-based and fixed fees for its services and is known for its client-centric, independent approach.
Investment Strategy
Van Strum & Towne Inc. employs a collaborative investment management approach, where its portfolio managers work jointly to determine investment strategy and asset-mix guidelines. The firm maintains an approved list of securities and practices a disciplined selection process to provide customized portfolio management for a variety of clients. Their focus is predominantly on serving high-net-worth individuals and institutions, tailoring portfolios to client goals and risk tolerances, and emphasizing diversification and long-term growth consistent with individual financial objectives.
Latest 13F Filing Activity
Van Strum & Towne Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $317M. The fund increased holdings in Microsoft Corp., Vanguard Malvern FDS, JPMorgan Chase & Co. among other positions. Van Strum & Towne Inc. reduced exposure to Abbvie Inc., Amgen Inc., Johnson & Johnson among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.88% | $28.1M | 56,567 | $35.48 | $497.41 | +$6.7M |
V VTIP | VANGUARD MALVERN FDS | 6.69% | $21.2M | 421,711 | $48.90 | $50.27 | +$5.6M |
A ADP | AUTOMATIC DATA PROCESSING IN | 4.83% | $15.3M | 49,596 | $51.71 | $308.40 | -$34.9K |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.40% | $14.0M | 175,549 | $81.94 | $79.50 | +$122.4K |
V VOO | VANGUARD INDEX FDS | 3.93% | $12.5M | 21,921 | $217.45 | $568.03 | +$1.0M |
Industry Allocation
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