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Venturi Wealth Management, LLC
Russell Norwood · Investment Advisor · Multi-Strategy
Venturi Wealth Management, LLC, operating as Venturi Private Wealth, is an independent, fee-only wealth management firm and multi-family office founded in 2015 and based in Austin, Texas. The firm provides comprehensive financial planning, investment management, and family office services to ultra-high-net-worth individuals, entrepreneurs, and corporate executives. Venturi focuses on simplifying financial complexity for its clients through a range of services including estate planning, tax strategy, liquidity event planning, and private market access. As a fiduciary, the firm is dedicated to providing unbiased advice and has been recognized as a top-performing wealth manager by industry leaders such as Forbes and WealthManagement.com.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +35.5% |
| YTD return | +23.8% |
| Sharpe ratio | 3.86 |
| Win rate | 62% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://venturiprivatewealth.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 10.8% | +29.6% |
| NVDA | NVIDIA Corporation | 10.3% | +17.7% |
| MSFT | Microsoft Corporation | 8.5% | +3.3% |
| GOOGL | Alphabet Inc Class A | 8.4% | +35.4% |
| MU | Micron Technology Inc | 7.9% | +189.4% |
| AVGO | Broadcom Inc | 5.7% | +5.7% |
| HEI | Heico Corporation | 4.0% | -5.4% |
| V | Visa Inc. Class A | 4.0% | +8.8% |
| JPM | JPMorgan Chase & Co | 3.9% | +13.0% |
| TXN | Texas Instruments Incorporated | 3.8% | +22.9% |
| LLY | Eli Lilly and Company | 3.6% | +30.6% |
| COP | ConocoPhillips | 3.6% | +8.1% |
| ABBV | AbbVie Inc | 3.5% | +22.6% |
| KLAC | KLA-Tencor Corporation | 3.4% | -27.4% |
| AMZN | Amazon.com Inc | 3.4% | +13.2% |
| WMT | Walmart Inc. Common Stock | 3.4% | +2.0% |
| URI | United Rentals Inc | 3.4% | +4.9% |
| QCOM | Qualcomm Incorporated | 3.2% | +15.5% |
| META | Meta Platforms Inc. | 2.7% | +14.1% |
| PGR | Progressive Corp | 2.7% | -3.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | RTX | 2.9% → 0.0% |
| Sep 14, 2026 | BUY | JPM | 3.9% → 3.9% |
| Sep 14, 2026 | BUY | NVDA | 10.2% → 10.3% |
| Sep 14, 2026 | SELL | AMZN | 3.6% → 3.4% |
| Sep 14, 2026 | SELL | ABBV | 3.5% → 3.5% |
Investment Style Analysis
Venturi Wealth Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Venturi Wealth Management, LLC made a significant move by reducing the position in RTX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Venturi Private Wealth’s investment philosophy is built on a fiduciary commitment to transparency and unconflicted guidance, emphasizing deeply personalized asset allocation and risk management. The firm employs a holistic approach called 'The Venturi Effect,' where diverse expertise in traditional and private markets converges to preserve and grow client wealth across generations. Venturi integrates sophisticated tax and estate planning with its investment strategies, often utilizing private equity, real estate, and private credit to enhance long-term outcomes and align with the unique goals of business owners and affluent families.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Venturi Wealth Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Venturi Wealth Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Venturi Wealth Management, LLC's largest holding?
As of the latest filing, Venturi Wealth Management, LLC's top position is Apple Inc (AAPL), representing 10.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Venturi Wealth Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +35.5% with a win rate of 62%. Notably, the portfolio maintains a Sharpe Ratio of 3.86, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Venturi Wealth Management, LLC primarily invest in?
Venturi Wealth Management, LLC has a strong preference for the Semiconductors sector, which makes up 30.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Venturi Wealth Management, LLC's portfolio concentrated or diversified?
Venturi Wealth Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Venturi Wealth Management, LLC performed in 2026?
Our AI-simulated model portfolio for Venturi Wealth Management, LLC tracks a Year-to-Date (YTD) return of +23.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Russell Norwood manage Venturi Wealth Management, LLC directly?
Yes, Russell Norwood serves as the key portfolio manager for Venturi Wealth Management, LLC, overseeing the investment strategy and final capital allocation decisions.