DFX Intelligence
Family office profile
W••• C•••• F•••••••• L••
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Santa Barbara, CACandidateidentity confidence 30%w•••••••••.com
Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.
Not yet hand-verified
Last observed Sep 21, 2026 · 39 observations · 4 sources
1 people · 0 investments · 1 public positions · 76 events
This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 28% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- unknown
- Headquarters
- Santa Barbara, CA
- Office address
- unknown
- Business phone
- unknown
- Website
- w•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C••• M•••• | Chief Compliance Officer | Operations and finance | phone: 805-962-9131 (published by the subject, Aug 14, 2025) | sec.gov Fact |
Office contact points
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings1 positionsshow
Form 13F holdings
Top 1 positions of 1 for the quarter ended Jun 30, 2025; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| N•• | COM | $0 | 0 |
Changes between the last two quarters
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Corvel Corp (was $4,984,009, 44,512 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Salesforce Inc (was $3,144,911, 11,719 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited SEI Invts Co (was $4,817,668, 62,059 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Schwab Strategic Tr (was $73,839,580, 3,033,672 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Snap on Inc (was $12,110,026, 35,934 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Stryker Corporation (was $12,403,304, 33,320 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Spdr Gold Tr (was $2,447,749, 8,495 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Visa Inc (was $11,767,931, 33,579 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Vita Coco Co Inc (was $2,729,658, 89,059 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Waste Mgmt Inc Del (was $14,127,473, 61,023 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Williams Sonoma Inc (was $4,937,893, 31,233 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Zoetis Inc (was $11,228,753, 68,198 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Accenture Plc Ireland (was $10,765,719, 34,501 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Fabrinet (was $3,706,473, 18,766 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Vanguard Index Fds (was $3,172,212, 11,542 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Schwab Strategic Tr (was $36,459,630, 1,466,598 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Aaon Inc (was $3,989,091, 51,057 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Adobe Inc (was $6,565,650, 17,119 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Alphabet Inc (was $20,753,386, 134,205 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited American Tower Corp New (was $9,164,966, 42,118 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Amphenol Corp New (was $9,652,423, 147,163 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Apple Inc (was $35,076,114, 157,908 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Aptargroup Inc (was $3,185,912, 21,471 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Berkshire Hathaway Inc Del (was $16,253,276, 30,518 shares) sec.gov
- Jun 30, 2025 W••• C•••• F•••••••• L•• exited Costco Whsl Corp New (was $2,757,493, 2,916 shares) sec.gov
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline1show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Office discoveredW••• C•••• F•••••••• L•• files Form 13F (non_adviser_filer, $907,614,283 in 165 positions)DiscoveryInferencesec.gov
Sources and evidence39show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 39 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (2089)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | non_adviser_filer | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 162 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 165 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $876M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $908M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Santa Barbara, CA | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Santa Barbara, CA | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Santa Barbara, CA | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Website | w•••••••••.com | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) w•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website status | unreachable | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website status | unreachable | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website status | unreachable | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website status | unreachable | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website status | unreachable | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website status | unreachable | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website status | unreachable | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |