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Wambolt & Associates, LLC
Wambolt & Associates, LLC is an independent investment advisory firm headquartered in Littleton, Colorado. Founded in 2010 by Greg Wambolt, the firm has developed into an ensemble practice offering comprehensive wealth management, investment solutions, and tax reduction strategies. It serves high-net-worth families, executives, business owners, pension and nonprofit clients, and provides financial planning, portfolio management, and consulting. The firm operates on a fee-only model designed to prioritize client interests and eliminate conflicts. In June 2025, Wambolt & Associates was acquired by Carson Group, enhancing its service offerings and resources while maintaining its regional focus and client relationships. The firm employs approximately 6 advisors, supporting the financial needs of 600+ clients throughout Colorado and several other states.
Investment Strategy
Wambolt & Associates focuses on delivering personalized investment solutions and proactive tax planning for high-net-worth individuals and businesses. The firm emphasizes a coordinated team approach with specialists in investment management, financial planning, taxation, and estate strategies. Their philosophy centers around holistic advice tailored to each client's circumstances, utilizing institutional-level investment strategies and advanced planning resources. Following its acquisition by Carson Group, clients now also have access to centralized support and a broader array of national-scale financial tools, while maintaining close, personal advisory relationships.
Latest 13F Filing Activity
Wambolt & Associates, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions with a total 13F market value of $297M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Ishares TR among other positions. Wambolt & Associates, LLC reduced exposure to Unitedhealth Group Inc., Apple Inc., Regions Financial Corp. New among others.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.08% | $12.1M | 79,141 | $35.71 | $157.99 | +$2.5M |
M MSFT | MICROSOFT CORP | 3.89% | $11.6M | 23,513 | $223.57 | $497.41 | +$2.1M |
A AAPL | APPLE INC | 3.37% | $10.0M | 48,140 | $135.29 | $205.17 | -$1.7M |
E EMXC | ISHARES INC | 3.08% | $9.1M | 144,479 | $57.38 | $63.14 | +$923.4K |
A AMZN | AMAZON COM INC | 2.56% | $7.6M | 34,455 | $169.29 | $219.39 | +$971.5K |
Industry Allocation
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