Aimz Investment Advisors Llc
- Regulatory AUM
- $585M
- Discretionary
- $583M
- Clients
- 221
- Avg AUM / client
- $2.6M
- Accounts
- 562
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Investments (13F portfolio — 139 positions, $323,637,225)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $22,998,406 | 90,620 | 7.11% | 3.93% |
| 2 | Meta Platforms Inc | CL A | $14,316,981 | 25,024 | 4.42% | 2.45% |
| 3 | Alphabet Inc | CAP STK CL A | $12,154,304 | 42,267 | 3.76% | 2.08% |
| 4 | Alphabet Inc | CAP STK CL C | $11,396,168 | 39,727 | 3.52% | 1.95% |
| 5 | Microsoft Corp | COM | $10,344,683 | 27,946 | 3.2% | 1.77% |
| 6 | Vertex Pharmaceuticals Inc | COM | $8,911,152 | 19,956 | 2.75% | 1.52% |
| 7 | Gilead Sciences Inc | COM | $8,548,734 | 61,338 | 2.64% | 1.46% |
| 8 | Regeneron Pharmaceuticals | COM | $7,333,122 | 9,491 | 2.27% | 1.25% |
| 9 | Qualcomm Inc | COM | $7,203,580 | 55,937 | 2.23% | 1.23% |
| 10 | C H Robinson Worldwide In | COM NEW | $6,718,478 | 40,456 | 2.08% | 1.15% |
| 11 | Teva Pharmaceutical Inds Ltd | SPONSORED ADS | $6,475,131 | 214,978 | 2.0% | 1.11% |
| 12 | Incyte Corp | COM | $6,132,669 | 65,158 | 1.89% | 1.05% |
| 13 | Walmart Inc | COM | $5,729,782 | 46,104 | 1.77% | 0.98% |
| 14 | Netapp Inc | COM | $5,634,904 | 55,034 | 1.74% | 0.96% |
| 15 | Astrazeneca Plc | ORD | $5,382,082 | 27,296 | 1.66% | 0.92% |
| 16 | Expeditors Intl Wash Inc | COM | $5,357,295 | 37,403 | 1.66% | 0.92% |
| 17 | Cisco Sys Inc | COM | $5,107,604 | 65,828 | 1.58% | 0.87% |
| 18 | Berkshire Hathaway Inc Del | CL B NEW | $4,973,138 | 10,378 | 1.54% | 0.85% |
| 19 | Amgen Inc | COM | $4,533,087 | 12,884 | 1.4% | 0.78% |
| 20 | Price T Rowe Group Inc | COM | $4,351,776 | 48,278 | 1.34% | 0.74% |
| 21 | Genmab A/S | SPONSORED ADS | $4,317,215 | 160,910 | 1.33% | 0.74% |
| 22 | International Business Machs | COM | $4,297,938 | 17,731 | 1.33% | 0.73% |
| 23 | Cintas Corp | COM | $4,217,168 | 24,933 | 1.3% | 0.72% |
| 24 | Unitedhealth Group Inc | COM | $4,101,822 | 15,159 | 1.27% | 0.7% |
| 25 | Nice Ltd | SPONSORED ADR | $4,101,672 | 37,200 | 1.27% | 0.7% |
Top 25 of 139 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $42.6M | 7.29% |
| High net worth individuals | 122 | $515M | 88.0% |
| Pension and profit sharing plans | 13 | $27.3M | 4.67% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Gideon Riley | Managing Member/Chief Compliance Officer | Feb 2011 (16y) | 50% – 75% | |
| Stuart Edwin Friedman | Managing Member | Feb 2011 (16y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $453M (77% of AUM) Mar 2026
- Fidelity Brokerage Services $131M (22% of AUM) Mar 2026
- The Vanguard Group, Inc. $1.0M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗