Auxano Advisors, LLC — 13F Holdings & Portfolio

CIK 1811491 · latest 13F-HR filed 2026-05-04

Auxano Advisors, LLC manages $501.3M in 13F-reported U.S. long-equity assets across 199 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (10.54%), MSFT (8.61%), PHYS (7.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 8, added to 74, and trimmed 69.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$501.3M

Long-equity book

Holdings

199

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+19 / −8 / ↑74 / ↓69

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GMO ETF TRUST$11.0M +46.8%
  • COSTCO WHOLESALE CORPORATION$3.5M +15.0%
  • ISHARES TR$3.1M +94.3%
  • SCHWAB STRATEGIC TR$3.0M +877.4%
  • J P MORGAN EXCHANGE TRADED F$2.9M +785.7%
Show all 74

Top Trims

  • ISHARES TR-$16.7M -96.7%
  • MICROSOFT CORP-$13.1M -23.3%
  • APPLE INC-$4.1M -7.2%
  • AMAZON COM INC-$3.7M -9.9%
  • SPROTT ETF TRUST-$2.7M -45.3%
Show all 69

New Positions

  • SPDR SERIES TRUST$1.8M
  • B2GOLD CORP$1.1M
  • NEW PAC METALS CORP$844.6K
  • BARRICK MNG CORP$409.9K
  • FIRST TR EXCHANGE TRADED FD$398.0K
Show all 19

Exited Positions

  • SILICON LABORATORIES INC$1.0M
  • DOLLY VARDEN SILVER CORP$485.1K
  • INTERNATIONAL PAPER CO$345.3K
  • TRIMBLE INC$317.7K
  • SCHWAB CHARLES CORP$239.8K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $52.8M 10.54% 208,166 SH
2 MICROSOFT CORP MSFT 594918104 $43.1M 8.61% 116,548 SH
3 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $35.7M 7.12% 1,007,737 SH
4 GMO ETF TRUST QLTY 90139K100 $34.5M 6.88% 953,440 SH
5 AMAZON COM INC AMZN 023135106 $33.7M 6.72% 161,734 SH
6 COSTCO WHOLESALE CORPORATION COST 22160K105 $27.2M 5.42% 27,284 SH
7 ISHARES TR IWB 464287622 $17.7M 3.54% 49,756 SH
8 TESLA INC TSLA 88160R101 $15.5M 3.10% 41,802 SH
9 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $12.9M 2.58% 253,636 SH
10 ALPHABET INC GOOGL 02079K305 $8.5M 1.70% 29,633 SH
11 NVIDIA CORPORATION NVDA 67066G104 $7.5M 1.50% 43,224 SH
12 INVESCO EXCHANGE TRADED FD T RPG 46137V266 $6.5M 1.30% 139,928 SH
13 AMERICAN CENTY ETF TR AVUS 025072885 $6.5M 1.30% 58,413 SH
14 VANGUARD INDEX FDS VTV 922908744 $6.4M 1.27% 32,546 SH
15 ISHARES TR IQLT 46434V456 $6.3M 1.26% 136,447 SH
16 ISHARES TR IVV 464287200 $5.0M 0.99% 7,628 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.7M 0.94% 7,248 SH
18 SCHWAB STRATEGIC TR SCHD 808524797 $4.3M 0.87% 141,601 SH
19 JOHNSON & JOHNSON JNJ 478160104 $3.8M 0.76% 15,490 SH
20 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.5M 0.70% 7,295 SH
21 SCHWAB STRATEGIC TR FNDF 808524755 $3.3M 0.66% 67,980 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $3.3M 0.66% 11,256 SH
23 J P MORGAN EXCHANGE TRADED F JVAL 46641Q753 $3.3M 0.65% 66,724 SH
24 SPROTT ETF TRUST SGDM 85210B102 $3.2M 0.64% 42,460 SH
25 VISA INC V 92826C839 $3.0M 0.59% 9,849 SH
26 ISHARES INC URTH 464286392 $2.9M 0.59% 16,307 SH
27 WESTERN COPPER & GOLD CORP WRN 95805V108 $2.8M 0.57% 1,124,000 SH
28 STARBUCKS CORP SBUX 855244109 $2.7M 0.53% 29,595 SH
29 AMERICAN CENTY ETF TR AVUV 025072877 $2.7M 0.53% 24,000 SH
30 EXXON MOBIL CORP XOM 30231G102 $2.6M 0.52% 15,280 SH
31 ALPHABET INC GOOG 02079K107 $2.6M 0.51% 8,944 SH
32 ISHARES TR EFG 464288885 $2.5M 0.50% 22,632 SH
33 VANGUARD INDEX FDS VOT 922908538 $2.5M 0.49% 9,565 SH
34 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $2.5M 0.49% 48,535 SH
35 NOVO-NORDISK A S NVO 670100205 $2.4M 0.47% 64,308 SH
36 FIRST MAJESTIC SILVER CORP AG 32076V103 $2.2M 0.45% 104,000 SH
37 META PLATFORMS INC META 30303M102 $2.2M 0.44% 3,831 SH
38 HECLA MINING COMPANY HL 422704106 $2.1M 0.42% 113,019 SH
39 DISNEY WALT CO DIS 254687106 $2.0M 0.40% 20,832 SH
40 HOME DEPOT INC HD 437076102 $2.0M 0.40% 6,050 SH
41 SELECT SECTOR SPDR TR XLK 81369Y803 $1.9M 0.39% 14,573 SH
42 ISHARES INC IEMG 46434G103 $1.9M 0.39% 27,703 SH
43 ROCKET COS INC RKT 77311W101 $1.9M 0.38% 135,016 SH
44 ELI LILLY & CO LLY 532457108 $1.9M 0.38% 2,068 SH
45 BROADCOM INC AVGO 11135F101 $1.9M 0.38% 6,143 SH
46 UNILEVER PLC UL 904767803 $1.8M 0.36% 31,762 SH
47 SPDR SERIES TRUST SPTM 78464A805 $1.8M 0.35% 22,482 SH
48 SPDR SERIES TRUST BIL 78468R663 $1.7M 0.35% 18,943 SH
49 ASML HLDG NV ASML N07059210 $1.7M 0.35% 1,312 SH
50 MERCK & CO INC MRK 58933Y105 $1.7M 0.34% 13,971 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $501.3M 199 0001811491-26-000003
2025-12-31 2026-02-06 $506.4M 188 0001811491-26-000001