Narwhal Capital Management
RIA/Wealth
Narwhal Capital Management is a RIA/Wealth based in Marietta, GA led by Matthew Doran Burton, reporting $1.8B in AUM as of Q3 2025 with IVV as the largest holding (10% allocation).
FounderMatthew Doran Burton
- Portfolio Value
- $1.4B
- Positions
- 163
- Top Holding
- IVV at 10.11%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Narwhal Capital Management's portfolio (49.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $136.5M | 10.11% | +$5.0M Bought | — 203.9K shares | |
Semiconductors Technology | $94.8M | 7.02% | +$1.6M Bought | 0.00% 508.2K shares | |
Software - Infrastructure Technology | $80.8M | 5.99% | -$610.7K Sold | 0.00% 156.1K shares | |
Consumer Electronics Technology | $69.4M | 5.14% | -$611.6K Sold | 0.00% 272.6K shares | |
Internet Content & Information Communication Services | $69.2M | 5.12% | -$1.8M Sold | 0.00% 284.1K shares | |
Unknown Unknown | $48.9M | 3.62% | +$20.8K Bought | — 672.0K shares | |
Specialty Retail Consumer Cyclical | $46.5M | 3.44% | -$324.7K Sold | 0.00% 211.8K shares | |
Construction Materials Basic Materials | $41.0M | 3.04% | +$3.2M Bought | 0.10% 133.4K shares | |
Banks - Diversified Financial Services | $40.4M | 2.99% | +$533.1K Bought | 0.00% 128.2K shares | |
Internet Content & Information Communication Services | $37.6M | 2.78% | +$846.0K Bought | 0.00% 51.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Narwhal Capital Management's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Narwhal Capital Management
GthenA