Home / Leaderboard / Girard Advisory Services, LLC
Girard Advisory Services, LLC
Timothy Chubb · Investment Advisor · Multi-Strategy
Girard Advisory Services, LLC, originally established in 1995 as Girard Partners, Ltd., is a fee-only registered investment advisor and a core component of the Univest Wealth division of Univest Financial Corporation. Headquartered in King of Prussia, Pennsylvania, the firm specializes in providing comprehensive wealth management, financial planning, and retirement solutions to individuals, families, and institutional clients. Since its acquisition by Univest in 2014, the firm has focused on delivering objective, fiduciary advice through a research-driven, client-centric approach. Girard emphasizes the value of human connection and personalized strategies, leveraging its historical legacy to help clients navigate market cycles and achieve long-term financial goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +26.9% |
| YTD return | +16.8% |
| Sharpe ratio | 3.52 |
| Win rate | 45% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.meetgirard.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.0% | +28.1% |
| MSFT | Microsoft Corporation | 10.8% | +2.8% |
| GOOGL | Alphabet Inc Class A | 10.6% | +36.3% |
| NVDA | NVIDIA Corporation | 8.6% | +15.6% |
| AMZN | Amazon.com Inc | 7.9% | +9.7% |
| MU | Micron Technology Inc | 7.0% | +141.4% |
| AVGO | Broadcom Inc | 6.0% | +3.4% |
| META | Meta Platforms Inc. | 4.8% | -2.3% |
| LLY | Eli Lilly and Company | 4.3% | +26.9% |
| NEE | Nextera Energy Inc | 3.3% | +0.1% |
| V | Visa Inc. Class A | 3.3% | +8.7% |
| BLK | BlackRock Inc | 2.4% | -3.6% |
| SPGI | S&P Global Inc | 2.3% | -11.8% |
| TMO | Thermo Fisher Scientific Inc | 2.2% | +25.7% |
| AMAT | Applied Materials Inc | 2.2% | +36.7% |
| UNH | UnitedHealth Group Incorporated | 2.1% | +0.1% |
| UVSP | Univest Corporation Pennsylvania | 2.0% | +18.3% |
| COST | Costco Wholesale Corp | 1.9% | -4.2% |
| ANET | Arista Networks | 1.7% | +0.5% |
| JPM | JPMorgan Chase & Co | 1.6% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | NVDA | 8.5% → 8.6% |
| Sep 14, 2026 | SELL | BLK | 2.6% → 2.4% |
| Sep 14, 2026 | BUY | AMAT | 2.2% → 2.2% |
| Sep 14, 2026 | SELL | UVSP | 1.9% → 2.0% |
| Sep 14, 2026 | SELL | AMZN | 8.1% → 7.9% |
Investment Style Analysis
Girard Advisory Services, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.6B 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, Girard Advisory Services, LLC made a significant move by increasing exposure to NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Girard Advisory Services employs a disciplined investment philosophy rooted in strategic asset allocation and broad diversification across domestic and international asset classes. The firm utilizes a research-driven process that integrates both active and passive management techniques to optimize risk-adjusted returns and capture market opportunities. Their approach is unconstrained yet highly selective, focusing on long-term value and maintaining a strategic framework that aims to filter out market noise. As a fiduciary, Girard prioritizes personalized portfolio construction, ensuring that investment strategies are closely aligned with each client's unique values, risk tolerance, and financial objectives.
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 Girard Advisory Services, LLC.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -3.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.6%
- Wolverine Trading, LLC — Robert Bellick · 3M -3.6%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -4.4%
Frequently asked questions
How is the simulated portfolio for Girard Advisory Services, 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 Girard Advisory Services, LLC's largest holding?
As of the latest filing, Girard Advisory Services, LLC's top position is Apple Inc (AAPL), representing 15.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Girard Advisory Services, LLC's historical performance and risk profile?
Our simulation indicates a total return of +26.9% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of 3.52, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Girard Advisory Services, LLC primarily invest in?
Girard Advisory Services, LLC has a strong preference for the Semiconductors sector, which makes up 21.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Girard Advisory Services, LLC's portfolio concentrated or diversified?
Girard Advisory Services, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Girard Advisory Services, LLC performed in 2026?
Our AI-simulated model portfolio for Girard Advisory Services, 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 Timothy Chubb manage Girard Advisory Services, LLC directly?
Yes, Timothy Chubb serves as the key portfolio manager for Girard Advisory Services, LLC, overseeing the investment strategy and final capital allocation decisions.