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SlateStone Wealth LLC
Sherri Daniels · Investment Advisor · Multi-Strategy
SlateStone Wealth LLC is an independent, boutique investment advisory firm headquartered in Jupiter, Florida. Founded in 2017 by industry veterans Sherri Daniels and Patrick Tylander, the firm provides comprehensive wealth management and bespoke asset management services to high-net-worth individuals, families, family offices, and foundations. SlateStone emphasizes a fiduciary standard of care, delivering tailored financial plans and strategic guidance to help clients protect and grow their assets through multi-asset class investment solutions. The firm operates with additional offices in Davie, Florida, and Madison, Wisconsin, and is recognized for its research-driven approach and personalized client advocacy.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +24.0% |
| YTD return | +16.8% |
| Sharpe ratio | 3.57 |
| Win rate | 82% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.slatestone.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 11.5% | +21.0% |
| NVDA | NVIDIA Corporation | 10.3% | +19.8% |
| GOOGL | Alphabet Inc Class A | 9.9% | +20.2% |
| MSFT | Microsoft Corporation | 7.3% | +5.0% |
| CAT | Caterpillar Inc | 6.8% | +25.6% |
| AMZN | Amazon.com Inc | 5.8% | +12.8% |
| JPM | JPMorgan Chase & Co | 5.1% | +15.7% |
| APH | Amphenol Corporation | 4.3% | +25.3% |
| CVX | Chevron Corp | 4.1% | +28.7% |
| PEP | PepsiCo Inc | 3.8% | -3.8% |
| BRK-A | Berkshire Hathaway Inc | 3.7% | +3.0% |
| JNJ | Johnson & Johnson | 3.6% | +34.9% |
| RTX | Raytheon Technologies Corp | 3.4% | +14.9% |
| CB | Chubb Ltd | 3.2% | +15.4% |
| NEE | Nextera Energy Inc | 3.2% | +2.1% |
| MRK | Merck & Company Inc | 3.1% | +48.0% |
| BLK | BlackRock Inc | 2.9% | +1.3% |
| ASML | ASML Holding NV ADR | 2.8% | +12.9% |
| AMGN | Amgen Inc | 2.7% | +25.3% |
| LHX | L3Harris Technologies Inc | 2.7% | -21.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 9.9% → 9.9% |
| Aug 31, 2026 | BUY | BRK-A | 3.7% → 3.7% |
| Aug 31, 2026 | SELL | APH | 4.3% → 4.3% |
| Aug 31, 2026 | BUY | PEP | 3.8% → 3.8% |
| Aug 31, 2026 | BUY | AMZN | 5.8% → 5.8% |
Investment Style Analysis
SlateStone Wealth LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, SlateStone Wealth LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
SlateStone’s investment philosophy is rooted in a fiduciary, client-centric approach that seeks to align financial strategies with each client's unique life vision. They believe in achieving long-term results through established, goal-oriented processes and a deep understanding of how investor behavior and emotions impact portfolio outcomes. Their professional investment team employs a research-driven methodology combining fundamental and quantitative analysis to manage diversified, multi-asset portfolios. By maintaining a disciplined approach to risk management, the firm aims to position portfolios for real growth while employing tactical adjustments to protect against permanent loss of capital and downside market conditions.
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 SlateStone Wealth LLC.
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Frequently asked questions
How is the simulated portfolio for SlateStone Wealth 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 SlateStone Wealth LLC's largest holding?
As of the latest filing, SlateStone Wealth LLC's top position is Apple Inc (AAPL), representing 11.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is SlateStone Wealth LLC's historical performance and risk profile?
Our simulation indicates a total return of +24.0% with a win rate of 82%. Notably, the portfolio maintains a Sharpe Ratio of 3.57, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does SlateStone Wealth LLC primarily invest in?
SlateStone Wealth LLC has a strong preference for the Consumer Electronics sector, which makes up 11.5% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is SlateStone Wealth LLC's portfolio concentrated or diversified?
SlateStone Wealth LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has SlateStone Wealth LLC performed in 2026?
Our AI-simulated model portfolio for SlateStone Wealth LLC tracks a Year-to-Date (YTD) return of +16.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Sherri Daniels manage SlateStone Wealth LLC directly?
Yes, Sherri Daniels serves as the key portfolio manager for SlateStone Wealth LLC, overseeing the investment strategy and final capital allocation decisions.