Auxano Advisors, LLC

RIA/Wealth

Auxano Advisors, LLC is a RIA/Wealth based in Bellevue, WA led by Peter Wesson Cline, reporting $1.5B in AUM as of Q3 2025 with 62% concentrated in top 10 holdings.

CEOPeter Wesson Cline

Portfolio Value: $470.3M
Positions: 172
Top Holding: MSFT at 13.2%
Last Reported: Q3 2025

Address10900 Ne 4th Street, Suite 1950, Bellevue, WA, 98004, United States

Top Holdings

Largest long holdings in Auxano Advisors, LLC's portfolio (62.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$62.1M	13.20%	-$179.2K Sold	0.00% 119.8K shares	Q1 2020 Held for 5y 8m
2 Apple AAPL	Consumer Electronics Technology	$53.3M	11.33%	+$4.2M Bought	0.00% 209.3K shares	Q1 2020 Held for 5y 8m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$36.1M	7.67%	-$30.7K Sold	0.00% 164.4K shares	Q1 2020 Held for 5y 8m
4 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$28.9M	6.15%	-$939.1K Sold	— 976.1K shares	Q4 2022 Held for 2y 11m
5 Costco Wholesale COST	Discount Stores Consumer Defensive	$25.7M	5.47%	-$168.5K Sold	0.01% 27.8K shares	Q1 2020 Held for 5y 8m
6 GMO U.S. Quality QLTY	ETF ETF	$21.2M	4.52%	+$939.5K Bought	— 586.9K shares	Q1 2024 Held for 1y 8m
7 iShares Russell 1000 IWB	ETF ETF	$19.3M	4.09%	-$356.3K Sold	— 52.7K shares	Q1 2020 Held for 5y 8m
8 iShares Russell Top 200 Growth IWY	ETF ETF	$16.5M	3.52%	+$953.9K Bought	— 60.4K shares	Q1 2024 Held for 1y 8m
9 JPMorgan Ultra-Short Municipal Income JMST	ETF ETF	$14.9M	3.18%	+$4.1M Bought	— 292.8K shares	Q4 2020 Held for 4y 11m
10 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$14.0M	2.98%	-$145.4K Sold	0.00% 31.5K shares	Q1 2020 Held for 5y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Auxano Advisors, LLC's latest filing

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Market Value

$470.3M

Prior: $428.3M

Q/Q Change

+9.82%

+$42.0M

Net Flows % of MV

+1.03%

Turnover Ratio

2.96%

New Purchases

6 stocks

$2.7M

Added To

66 stocks

+$13.1M

Sold Out Of

2 stocks

$503.7K

Reduced Holdings

78 stocks

-$10.4M

Increased Positions

Position	Shares Δ	Change
1 Berkshire Hathaway BRK.A	New	0 → 2.0 +$1.5M
2 Spire Global SPIR	New	0 → 26.0K +$285.7K
3 Lowe's Companies LOW	New	0 → 1.1K +$266.4K
4 Vanguard Mid-Cap Growth VOT	New	0 → 796.0 +$233.9K
5 Schwab Fundamental U.S. Large Company FNDX	New	0 → 8.1K +$213.4K

Decreased Positions

Position	Shares Δ	Change
1 lululemon athletica LULU	Sold	1.1K → 0 −$268.9K
2 Intuitive Surgical ISRG	Sold	432.0 → 0 −$234.8K
3 Pfizer PFE	-54.61%	22.7K → 10.3K −$316.2K
4 Ashland ASH	-44.98%	15.2K → 8.4K −$328.1K
5 iShares 1-3 Year Treasury Bond SHY	-31.83%	12.0K → 8.2K −$318.0K