The Richer You Are, the Fewer Stocks You Own

Written By The Long Angle Team

By Robert Frank — CNBC Inside Wealth, February 27, 2025

CNBC Wealth Editor Robert Frank featured findings from Long Angle’s 2025 High-Net-Worth Asset Allocation Report, showing that investors worth over $25 million hold only 38 percent of their portfolios in stocks — compared to 63 percent for those under $5 million.

The article highlights how wealthier families favor private company equity, real estate, and alternatives, reflecting longer investment horizons and greater diversification as net worth grows.

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The Long Angle Team

Scott Nixon is a Long Angle team member in the San Francisco Bay Area, with over a decade of experience in leading growth and operational strategies alongside founders and executives. He has successfully assembled top-tier teams for venture-backed companies, and managed a post-exit integration into a Fortune 100 company.

Connect with Scott Nixon on LinkedIn. If you are interested in learning more about Long Angle membership, click here.

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