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Tyler Dritz

@Lindbrook Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$1.129BTotal holdings2831
Assets growth rate6.04%Assets growth rate (2-Q avg)2.83%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindbrook Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Lindbrook Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.129B in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Tyler Dritz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GBDCGolub Cap Bdc Inc Com
Recent Activity
Decreased -2.52%
4.64%
$52.316M
3.462M shares@ $15.12 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -2.68%
3.19%
$35.989M
95,874 shares@ $375.38 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -5.59%
2.68%
$30.239M
249,006 shares@ $121.44 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
Decreased -10.17%
1.41%
$15.852M
83,520 shares@ $189.8 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -1.77%
1.31%
$14.739M
79,104 shares@ $186.34 avg price
QQQPowershares Qqq Tr
Recent Activity
Decreased -2.23%
1.25%
$14.031M
28,748 shares@ $488.08 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -5.77%
1%
$11.229M
29,248 shares@ $383.94 avg price
GOOGLGoogle Inc
Recent Activity
Decreased -0.88%
0.94%
$10.595M
63,885 shares@ $165.85 avg price
IJHIshares Core S&p Mid Cap Etf
Recent Activity
Decreased -6.63%
0.85%
$9.492M
152,311 shares@ $62.33 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -2.18%
0.79%
$8.899M
53,227 shares@ $167.19 avg price