Biondo Investment Advisors Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.2B
- Clients
- 1,138
- Avg AUM / client
- $1.1M
- Accounts
- 2,493
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 82 positions, $779,854,769)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Intuitive Surgical Inc | COM NEW | $54,540,649 | 118,312 | 6.99% | 4.22% |
| 2 | Apple Inc | COM | $53,424,440 | 210,506 | 6.85% | 4.13% |
| 3 | Nvidia Corporation | COM | $51,863,072 | 297,380 | 6.65% | 4.01% |
| 4 | Alphabet Inc | CAP STK CL A | $45,716,576 | 158,981 | 5.86% | 3.54% |
| 5 | Mastercard Incorporated | CL A | $32,129,637 | 64,303 | 4.12% | 2.49% |
| 6 | Idexx Labs Inc | COM | $29,367,462 | 52,266 | 3.77% | 2.27% |
| 7 | Amazon Com Inc | COM | $25,055,506 | 120,303 | 3.21% | 1.94% |
| 8 | Exxon Mobil Corp | COM | $23,394,542 | 137,891 | 3.0% | 1.81% |
| 9 | Jpmorgan Chase & Co | COM | $22,860,287 | 77,714 | 2.93% | 1.77% |
| 10 | Krystal Biotech Inc | COM | $18,610,664 | 72,045 | 2.39% | 1.44% |
| 11 | Microsoft Corp | COM | $16,699,522 | 45,113 | 2.14% | 1.29% |
| 12 | Eli Lilly & Co | COM | $16,656,299 | 18,109 | 2.14% | 1.29% |
| 13 | Abbvie Inc | COM | $16,586,235 | 76,262 | 2.13% | 1.28% |
| 14 | Asml Hldg Nv | N Y REGISTRY SHS | $15,964,872 | 12,087 | 2.05% | 1.24% |
| 15 | Costco Wholesale Corporation | COM | $15,695,765 | 15,752 | 2.01% | 1.21% |
| 16 | Johnson & Johnson | COM | $15,521,287 | 63,497 | 1.99% | 1.2% |
| 17 | Chevron Corporation | COM | $15,427,946 | 74,567 | 1.98% | 1.19% |
| 18 | Lowes Cos Inc | COM | $14,600,656 | 61,794 | 1.87% | 1.13% |
| 19 | Lockheed Martin Corp | COM | $14,330,995 | 23,712 | 1.84% | 1.11% |
| 20 | International Business Machs | COM | $13,969,187 | 57,631 | 1.79% | 1.08% |
| 21 | Southern Co | COM | $13,432,093 | 139,164 | 1.72% | 1.04% |
| 22 | Mcdonalds Corp | COM | $13,349,639 | 42,954 | 1.71% | 1.03% |
| 23 | Simon Ppty Group Inc New | COM | $13,248,373 | 71,025 | 1.7% | 1.02% |
| 24 | Amgen Inc | COM | $12,886,429 | 36,625 | 1.65% | 1.0% |
| 25 | Duke Energy Corp New | COM NEW | $12,362,364 | 94,412 | 1.59% | 0.96% |
Top 25 of 82 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 842 | $204M | 15.8% |
| High net worth individuals | 266 | $894M | 69.1% |
| Investment companies | 1 | $52.7M | 4.07% |
| Pension and profit sharing plans | 5 | $17.3M | 1.34% |
| Charitable organizations | 8 | $1.5M | 0.12% |
| State or municipal government entities | Fewer than 5 clients | $53.1M | 4.11% |
| Corporations and other businesses | 16 | $70.0M | 5.42% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Ralph Biondo | Founder, Sr. Portfolio Manager, Member The Biondo Group, Llc | Feb 2004 (23y) | Less than 5% | |
| Joseph Peter Biondo | Member Manager | Jan 2005 (22y) | ≈ 37.5% – 75% via The Biondo Group Llc | |
| Scott Alan Goginsky | Portfolio Manager & Research Analyst, Member The Biondo Group, Llc | CFA | May 2011 (15y) | Less than 5% |
| Karl Augustus Wagner | Senior Wealth Advisor, Member The Biondo Group, Llc | Aug 2013 (13y) | ≈ 18.75% – 50% via The Biondo Group Llc | |
| Genevieve Catherine Sullivan Cornell | Chief Operating Officer, Member The Biondo Group, Llc | Mar 2018 (8y) | Less than 5% | |
| Nicole Ann Dutkus | Chief Compliance Officer | Oct 2018 (8y) | Less than 5% | |
| Jennifer L Jarvis | Registered representative | Jul 2018 (8y) | ||
| Alexandra Gene Tallman Vigilante | Registered representative | Nov 2018 (8y) | ||
| Casey Hunter Pisano | Registered representative | CFP | Jan 2019 (8y) | |
| Joseph William Daly | Registered representative | Jul 2019 (7y) | ||
| Luke Allen Barbalich | Registered representative | Oct 2021 (5y) | ||
| Ariel F Kosco | Registered representative | Mar 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Biondo Group Llc | Owner | Nov 2003 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Peter Biondo: 50% – 75% of The Biondo Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Karl Augustus Wagner: 25% – 50% of The Biondo Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FINANCIAL PLANNING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $1.2B (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗