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Bradford Orben

Snowwater Investment Partners, Llc

Assets Managed
$106.061M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-2.37%(2Q avg: -1.18%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Snowwater Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Snowwater Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 106.061M in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of -1.18%. The portfolio is managed by Bradford Orben, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.2%
6.98%
$7.402M
23,073 shares@ $320.82 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
6.35%
$6.735M
11,668 shares@ $577.2 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.69%
5.14%
$5.446M
26,149 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 5.09%
4.97%
$5.27M
18,326 shares@ $287.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.47%
4.26%
$4.51M
17,770 shares@ $253.79 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.79%
3.85%
$4.081M
13,875 shares@ $294.16 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -9.26%
3.83%
$4.054M
18,850 shares@ $215.07 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.02%
3.71%
$3.929M
6,025 shares@ $652.14 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -3.06%
2.87%
$3.034M
14,184 shares@ $213.92 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -5.95%
2.73%
$2.892M
10,072 shares@ $287.19 avg price

1-10 of 89