First seen by DFX
Sep 13, 2026
date not stated
Bristlecone Advisors LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_MFO (Bristlecone Advisors of Seattle and Bellevue is described in trade press as a multi-family office acquired by Corient.)
First seen by DFX
Sep 12, 2026
date not stated
Bristlecone Advisors LLC named as in-care-of on Paul M Anderson Foundation ($4,249,729 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Bristlecone Advisors LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $4,249,729 in assets (IRS); could be the family's investment company, its manager or its accountant)
Bristlecone Advisors, LLC reported $1,196,515,645 across 233 13(f) positions for the quarter ended 2025-09-30
Bristlecone Advisors, LLC opened a $6,229,908 position in Fortinet Inc (74,095 shares)
Bristlecone Advisors, LLC increased Doubleline Etf Trust 52,670 -> 74,663 shares ($2,435,461 -> $3,474,070)
Bristlecone Advisors, LLC increased Ishares Tr 31,883 -> 40,475 shares ($2,993,456 -> $3,851,175)
Bristlecone Advisors, LLC opened a $4,237,246 position in RTX Corporation (25,323 shares)
Bristlecone Advisors, LLC reduced Paypal Hldgs Inc 26,987 -> 19,821 shares ($2,005,674 -> $1,329,197)
Bristlecone Advisors, LLC reduced Vanguard Index Fds 38,144 -> 2,984 shares ($11,593,132 -> $979,262)
Bristlecone Advisors, LLC reduced Vanguard World Fd 12,804 -> 4,636 shares ($8,492,524 -> $3,461,343)
Bristlecone Advisors, LLC reduced Wisdomtree Tr 168,677 -> 113,306 shares ($8,486,137 -> $5,695,870)
Bristlecone Advisors, LLC reduced Microsoft Corp 316,184 -> 226,320 shares ($157,273,159 -> $117,222,443)
Bristlecone Advisors, LLC exited Fortinet Inc (was $8,082,400, 76,451 shares)
Bristlecone Advisors, LLC exited RTX Corporation (was $3,763,973, 25,777 shares)
Bristlecone Advisors, LLC reported $1,190,800,586 across 296 13(f) positions for the quarter ended 2025-06-30
Bristlecone Advisors, LLC exited Tyson Foods Inc (was $2,059,532, 32,276 shares)
Bristlecone Advisors, LLC increased Ishares Tr 22,028 -> 31,883 shares ($2,065,756 -> $2,993,456)
Bristlecone Advisors, LLC increased J P Morgan Exchange Traded F 30,209 -> 43,097 shares ($1,536,128 -> $2,194,500)
Bristlecone Advisors, LLC increased J P Morgan Exchange Traded F 212,407 -> 276,427 shares ($10,754,167 -> $14,009,321)
Bristlecone Advisors, LLC reduced Kellanova 42,286 -> 11,162 shares ($3,488,173 -> $887,714)
Bristlecone Advisors, LLC reduced Wisdomtree Tr 508,609 -> 168,677 shares ($25,598,291 -> $8,486,137)
Bristlecone Advisors, LLC reduced Intel Corp 115,421 -> 49,748 shares ($2,621,220 -> $1,114,364)
Bristlecone Advisors, LLC reduced Ishares Tr 11,847 -> 8,126 shares ($2,363,359 -> $1,753,510)
Bristlecone Advisors, LLC reduced Comcast Corp New 114,666 -> 51,940 shares ($4,231,162 -> $1,853,724)
Bristlecone Advisors, LLC reduced Disney Walt Co 41,986 -> 29,275 shares ($4,144,060 -> $3,630,445)
Bristlecone Advisors, LLC reduced Dollar Gen Corp New 24,862 -> 3,512 shares ($2,186,116 -> $401,703)
Bristlecone Advisors, LLC reduced Kroger Co 30,929 -> 11,500 shares ($2,093,585 -> $824,895)
Bristlecone Advisors, LLC reduced Merck & Co Inc 33,046 -> 14,071 shares ($2,966,209 -> $1,113,900)
Bristlecone Advisors, LLC reduced United Parcel Service Inc 35,590 -> 21,369 shares ($3,914,545 -> $2,156,987)
Bristlecone Advisors, LLC reduced Vanguard Mun Bd Fds 129,476 -> 94,276 shares ($6,424,600 -> $4,622,353)
Bristlecone Advisors, LLC reduced Veeva Sys Inc 19,381 -> 11,416 shares ($4,489,222 -> $3,287,580)
Bristlecone Advisors, LLC reduced Wheaton Precious Metals Corp 63,747 -> 41,774 shares ($4,948,680 -> $3,751,306)
Bristlecone Advisors, LLC reduced Palantir Technologies Inc 99,062 -> 62,002 shares ($8,360,833 -> $8,452,113)
Bristlecone Advisors, LLC reduced Paypal Hldgs Inc 52,880 -> 26,987 shares ($3,450,420 -> $2,005,674)
Bristlecone Advisors, LLC reduced Pfizer Inc 201,465 -> 75,493 shares ($5,105,122 -> $1,829,949)
Bristlecone Advisors, LLC reduced Salesforce Inc 10,742 -> 5,181 shares ($2,882,724 -> $1,412,807)
Bristlecone Advisors, LLC reduced The Trade Desk Inc 38,625 -> 3,683 shares ($2,113,560 -> $265,140)
Bristlecone Advisors, LLC reduced Adobe Inc 12,674 -> 9,222 shares ($4,860,860 -> $3,567,808)
Bristlecone Advisors, LLC reduced Albemarle Corp 39,714 -> 12,897 shares ($2,860,203 -> $808,255)