STUDIO INVESTMENT MANAGEMENT LLC

RIA/Wealth

STUDIO INVESTMENT MANAGEMENT LLC is a RIA/Wealth based in Chicago, IL led by Michael Curtis Wolcott, reporting $831.5M in AUM as of Q3 2025 with 55% ETF concentration and 16% allocation to VTIP.

Managing PartnerMichael Curtis Wolcott

Portfolio Value: $528.7M
Positions: 168
Top Holding: VTIP at 16.5%
Last Reported: Q3 2025

Address1901 N. Clybourn Ave., Suite 404, Chicago, IL, 60614, United States

Top Holdings

Largest long holdings in STUDIO INVESTMENT MANAGEMENT LLC's portfolio (48.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	ETF ETF	$87.2M	16.50%	+$8.1M Bought	— 1.7M shares	Q3 2021 Held for 4y 2m
2 Vanguard Dividend Appreciation VIG	Unknown Unknown	$31.3M	5.91%	-$217.3K Sold	— 144.3K shares	Q3 2022 Held for 3y 2m
3 Vanguard Value VTV	ETF ETF	$29.6M	5.60%	-$425.3K Sold	— 157.9K shares	Q3 2021 Held for 4y 2m
4 Dimensional International Core Equity 2 DFIC	ETF ETF	$19.2M	3.63%	+$150.0K Bought	— 584.9K shares	Q1 2023 Held for 2y 8m
5 Vanguard Small-Cap Value VBR	ETF ETF	$17.9M	3.39%	-$1.7M Sold	— 85.5K shares	Q3 2021 Held for 4y 2m
6 FNDF Schwab Fundamental International Equity FNDF	ETF ETF	$17.1M	3.24%	-$233.1K Sold	— 398.2K shares	Q3 2021 Held for 4y 2m
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$14.5M	2.74%	-$260.4K Sold	0.00% 28.9K shares	Q3 2021 Held for 4y 2m
8 Vanguard Short-Term Treasury VGSH	ETF ETF	$14.4M	2.72%	+$2.5M Bought	— 244.3K shares	Q3 2021 Held for 4y 2m
9 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$13.0M	2.46%	+$1.6M Bought	— 270.0K shares	Q4 2024 Held for 11 months
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$12.6M	2.38%	-$79.5K Sold	0.00% 51.7K shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in STUDIO INVESTMENT MANAGEMENT LLC's latest filing

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Market Value

$528.7M

Prior: $497.1M

Q/Q Change

+6.36%

+$31.6M

Net Flows % of MV

+0.226%

Turnover Ratio

3.96%

New Purchases

3 stocks

$693.5K

Added To

70 stocks

+$20.1M

Sold Out Of

8 stocks

$3.1M

Reduced Holdings

86 stocks

-$16.5M

Increased Positions

Position	Shares Δ	Change
1 JSML Janus Henderson Small Cap Growth Alpha ETF JSML	New	0 → 3.2K +$238.5K
2 Vanguard U.S. Multifactor ETF VFMF	New	0 → 1.6K +$230.7K
3 iShares Morningstar Mid-Cap Growth IMCG	New	0 → 2.7K +$224.4K
4 LKQ LKQ	+174.29%	11.4K → 31.2K +$606.2K
5 Dimensional Ultrashort Fixed Income DUSB	+64.75%	16.5K → 27.1K +$541.8K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Intermediate-Term Bond BIV	Sold	8.9K → 0 −$688.7K
2 Duke Energy DUK	Sold	4.3K → 0 −$512.7K
3 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	9.3K → 0 −$454.5K
4 iShares Core 1-5 Year USD Bond ETF ISTB	Sold	7.7K → 0 −$376.1K
5 iShares Short-Term National Muni Bond SUB	Sold	3.3K → 0 −$355.8K