Ted Buchan & Co
RIA/Wealth
Ted Buchan & Co is a RIA/Wealth based in San Diego, CA led by Edward John Buchan, reporting $347.3M in AUM as of Q3 2025 with 66% ETF concentration.
PresidentEdward John Buchan
- Portfolio Value
- $255.3M
- Positions
- 83
- Top Holding
- AGG at 8.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ted Buchan & Co's portfolio (48.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.1M | 8.28% | +$1.0M Bought | — 210.8K shares | |
ETF ETF | $14.8M | 5.79% | +$9.2M Bought | — 158.3K shares | |
ETF ETF | $13.7M | 5.36% | +$38.8K Bought | — 20.4K shares | |
ETF ETF | $13.6M | 5.33% | -$1.5M Sold | — 301.1K shares | |
ETF ETF | $11.9M | 4.67% | +$189.6K Bought | — 107.2K shares | |
ETF ETF | $11.8M | 4.61% | +$405.8K Bought | — 141.8K shares | |
ETF ETF | $10.0M | 3.93% | -$1.4M Sold | — 20.9K shares | |
ETF ETF | $9.8M | 3.83% | +$9.8M New | — 117.1K shares | |
ETF ETF | $8.8M | 3.45% | -$414.0K Sold | — 96.2K shares | |
Semiconductors Technology | $8.8M | 3.44% | -$221.1K Sold | 0.00% 47.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ted Buchan & Co's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Ted Buchan & Co
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