KNIGHTSBRIDGE ASSET MANAGEMENT LLC
Q1 2026 Form 13-F
NEWPORT BEACH, CALIFORNIA
CIK 0001332811
· CRD 110347
· SEC-registered investment adviser
$743.0M Reported Value Total
KNIGHTSBRIDGE WEALTH MANAGEMENT reports 1,391 total accounts under management (AUM). There are 1,247 discretionary accounts valued at $1,030,039,247, and 144 non-discretionary accounts valued at $88,464,534.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $30.8M gross asset value
Hedge Fund: $30.8M
Source: Form ADV filed 2026-09-28
Reported value
$743.0M
Quarter over quarter
-0.8%
Holdings
262
Top-10 concentration
49.3%
Key People
Form ADV owners & control persons
Kurt Edward Beimfohr
PRINCIPAL
John Gilbert Prichard
PRESIDENT & CHIEF INVESTMENT OFFICER
Miles Ellis Yourman
PRINCIPAL, PORTFOLIO MANAGER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 15, 2026 |
| Form | 13F-HR |
| Reported value | $743.0M |
| Positions | 262 |
| Change in reported value | +19.7% |
| New positions | 63 |
| Exited positions | 20 |
| Position turnover | 29.4% |
| Top-10 concentration | 49.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
339 | $814.2M |
|
Q1 2026 13F
Filed May 15, 2026
|
262 | $743.0M |
|
Q4 2025 13F
Filed May 15, 2026
|
219 | $620.9M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
175 | $591.6M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
152 | $453.4M |
|
Q1 2025 13F
Filed May 15, 2025
|
125 | $389.7M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
117 | $431.6M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
118 | $445.7M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
111 | $402.9M |
|
Q1 2024 13F
Filed May 15, 2024
|
120 | $353.6M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
120 | $353.6M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
109 | $317.3M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
102 | $310.8M |
|
Q1 2023 13F
Filed May 12, 2023
|
131 | $585.1M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
138 | $528.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
119 | $475.7M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
119 | $503.5M |
|
Q1 2022 13F
Filed May 13, 2022
|
98 | $299.5M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
95 | $300.7M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
83 | $284.1M |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SGOV ISHARES TR | $111.9M | 15.06% |
| 2 | USFR WISDOMTREE TR | $62.3M | 8.39% |
| 3 | MTBA SIMPLIFY EXCHANGE TRADED FUN | $40.5M | 5.45% |
| 4 | SPDW SPDR INDEX SHS FDS | $35.1M | 4.72% |
| 5 | SPYM SPDR SERIES TRUST | $28.5M | 3.83% |
| 6 | SPEM SPDR INDEX SHS FDS | $20.6M | 2.78% |
| 7 | AAPL APPLE INC | $20.4M | 2.75% |
| 8 | GOOGL ALPHABET INC | $17.9M | 2.41% |
| 9 | JQUA J P MORGAN EXCHANGE TRADED F | $15.1M | 2.03% |
| 10 | KCCA KRANESHARES TRUST | $14.2M | 1.91% |
| 11 | LBRT LIBERTY ENERGY INC | $13.6M | 1.83% |
| 12 | SIMO SILICON MOTION TECHNOLOGY CO | $12.8M | 1.72% |
| 13 | MSFT MICROSOFT CORP | $12.0M | 1.62% |
| 14 | DGRO ISHARES TR | $11.2M | 1.51% |
| 15 | NVDA NVIDIA CORPORATION | $10.9M | 1.47% |
| 16 | AMZN AMAZON COM INC | $10.1M | 1.36% |
| 17 | CNC CENTENE CORP DEL | $9.5M | 1.28% |
| 18 | HCA HCA HEALTHCARE INC | $8.3M | 1.12% |
| 19 | CRM SALESFORCE INC | $8.3M | 1.12% |
| 20 | SNDK SANDISK CORP | $7.9M | 1.06% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.