Voisard Asset Management Group, Inc.
Voisard Asset Management Group, Inc. is a fee-only, independent financial planning and investment advisory firm headquartered in Grand Rapids, Michigan. Founded in 2002, the firm is registered with the SEC and provides comprehensive, fiduciary-based advice to individuals and families. The team at Voisard emphasizes holistic financial planning, investment management, and wealth preservation tailored to each client's unique needs. Client services include retirement planning, education funding, portfolio management, and long-term wealth strategies.
Investment Strategy
Voisard Asset Management Group follows a holistic and client-centered approach, acting as a fiduciary to ensure that investment recommendations are aligned with clients’ best interests, free of conflicts such as commissions or hidden fees. The firm emphasizes individualized, long-term financial planning, clear communication, and objective portfolio management. Investment selections are based on each client’s goals and objectives, with a focus on risk management and long-term wealth accumulation. The company also offers broader planning beyond investments, aiming to help clients meet life goals such as retirement or education funding.
Latest 13F Filing Activity
Voisard Asset Management Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 95 equity positions with a total 13F market value of $432M. The fund increased holdings in SPDR Series Trust, American Centy Etf TR, Ishares TR among other positions. Voisard Asset Management Group, Inc. reduced exposure to Invesco Exchange Traded FD T, Ishares TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 14.13% | $61.1M | 757,202 | $72.75 | $80.65 | +$14.4M |
A AVLV | AMERICAN CENTY ETF TR | 10.07% | $43.5M | 602,060 | $67.14 | $72.26 | +$6.9M |
S SLQD | ISHARES TR | 9.42% | $40.7M | 800,899 | $50.05 | $50.83 | +$3.3M |
S SPTI | SPDR SERIES TRUST | 9.38% | $40.5M | 1,402,286 | $28.26 | $28.90 | +$3.8M |
I IUSG | ISHARES TR | 7.38% | $31.9M | 193,691 | $138.91 | $164.54 | +$4.7M |