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Coldstream Capital Management, Inc.
Kevin Fitzwilson · Investment Advisor · Multi-Strategy
Coldstream Capital Management, Inc., doing business as Coldstream Wealth Management, is an employee-owned financial services firm founded in 1996 and headquartered in Bellevue, Washington. The firm provides comprehensive wealth management, investment advisory, and family office services primarily to high-net-worth individuals, families, and institutional clients. Coldstream is dedicated to a client-centric model, offering personalized financial planning, risk management, and tax advisory. It operates as an independent firm, maintaining a focus on long-term strategy and fiduciary responsibility without the influence of private equity backing. The institution has grown significantly through strategic mergers while preserving its commitment to employee ownership and customized financial solutions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.2% |
| YTD return | +14.8% |
| Sharpe ratio | 2.21 |
| Win rate | 53% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.coldstream.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 34.9% | +10.0% |
| AAPL | Apple Inc | 10.9% | +31.2% |
| AMZN | Amazon.com Inc | 8.6% | +12.1% |
| NVDA | NVIDIA Corporation | 8.6% | +20.4% |
| GOOGL | Alphabet Inc Class A | 6.6% | +38.9% |
| BRK-A | Berkshire Hathaway Inc | 5.0% | +0.4% |
| PWR | Quanta Services Inc | 3.0% | +6.7% |
| AVGO | Broadcom Inc | 2.8% | +7.3% |
| META | Meta Platforms Inc. | 2.4% | +6.7% |
| LLY | Eli Lilly and Company | 2.2% | +34.0% |
| LRCX | Lam Research Corp | 2.0% | +76.3% |
| JPM | JPMorgan Chase & Co | 1.9% | +14.2% |
| TSLA | Tesla Inc | 1.8% | -14.4% |
| COST | Costco Wholesale Corp | 1.5% | -4.1% |
| SBUX | Starbucks Corporation | 1.4% | +7.1% |
| XOM | Exxon Mobil Corp | 1.4% | +31.8% |
| MU | Micron Technology Inc | 1.4% | +7.9% |
| JNJ | Johnson & Johnson | 1.3% | +15.4% |
| V | Visa Inc. Class A | 1.2% | +3.4% |
| CSCO | Cisco Systems Inc | 1.2% | -5.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | AMZN | 9.0% → 8.6% |
| Aug 31, 2026 | SELL | LRCX | 3.3% → 2.0% |
| Aug 31, 2026 | SELL | V | 1.2% → 1.2% |
| Aug 31, 2026 | BUY | BRK-A | 2.1% → 5.0% |
| Aug 31, 2026 | SELL | META | 2.4% → 2.4% |
Investment Style Analysis
Coldstream Capital Management, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Coldstream Capital Management, Inc. made a significant move by reducing the position in AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Coldstream’s investment philosophy is centered on Modern Portfolio Theory and a disciplined approach to both strategic and tactical asset allocation. The firm seeks to optimize risk-adjusted returns by combining non-correlated assets across various classes, including domestic and international equities, fixed income, and alternative investments. Their strategy involves rigorous fundamental analysis and ongoing due diligence conducted by a dedicated in-house Investment Strategy Group. By balancing long-term structural allocations with short-term adjustments to exploit market dislocations, Coldstream aims to protect capital during volatility while capturing growth opportunities tailored to each client's unique financial objectives and risk profile.
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 Coldstream Capital Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Coldstream Capital Management, Inc. 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 Coldstream Capital Management, Inc.'s largest holding?
As of the latest filing, Coldstream Capital Management, Inc.'s top position is Microsoft Corporation (MSFT), representing 34.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Coldstream Capital Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +19.2% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.21, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Coldstream Capital Management, Inc. primarily invest in?
Coldstream Capital Management, Inc. has a strong preference for the Software - Infrastructure sector, which makes up 34.9% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Coldstream Capital Management, Inc.'s portfolio concentrated or diversified?
Coldstream Capital Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 54.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Coldstream Capital Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Coldstream Capital Management, Inc. tracks a Year-to-Date (YTD) return of +14.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kevin Fitzwilson manage Coldstream Capital Management, Inc. directly?
Yes, Kevin Fitzwilson serves as the key portfolio manager for Coldstream Capital Management, Inc., overseeing the investment strategy and final capital allocation decisions.