Dalio's family office heavily invests in gold! First disclosure of US stock holdings after completely exiting Bridgewater, with holdings rising to $500 million

The Dalio family office disclosed its investments in the U.S. stock market on Thursday for the first time since the pandemic. Media analysis suggests this move shows Dalio is shifting his focus to the family office business after leaving Bridgewater.

According to 13F regulatory filings, as of the end of last year, one operating entity under Dalio's investment companies held approximately $503 million in assets in the U.S. stock market. This is about one-third higher than the previously disclosed data from early 2021.

The document shows that over three-quarters of the Dalio family office's newly disclosed U.S. stock portfolio is allocated to an ETF that tracks gold prices. In addition, it holds smaller amounts of U.S. Treasury ETFs and S&P 500 Index ETFs.

Prior to this year, the Dalio family office had only disclosed holdings in two gold-related ETFs. But the latest disclosure reports nearly twelve holdings, including ETFs investing in both developed and emerging markets.

According to the media's compilation of billionaire indices, Dalio currently has a net worth of approximately $20.1 billion.

Fully Committed to Family Investment Management After Leaving Bridgewater

The 76-year-old Dalio is beginning a new chapter in his career. Previously, he had just completed a long-planned process to officially cut ties with Bridgewater Associates. Dalio founded Bridgewater in 1975 in a two-bedroom apartment in New York, starting as a commodities trader and building the company into the world’s largest hedge fund.

Last year, Dalio sold his remaining shares in Bridgewater Associates, located in Westport, Connecticut, and exited the board of directors. Meanwhile, a sovereign wealth fund from Brunei invested in Bridgewater. Dalio first announced his succession plan over a decade ago, but it wasn't until 2022 that he truly relinquished control. That year, he transferred voting rights to the board and stepped down as one of the three co-chief investment officers.

Dalio said in a media interview at the end of 2025 that he had resumed management of the family office's investments. The previous year, a former Wall Street executive who held the position unexpectedly left. Afterwards, Dalio hired Steven Kryger to help manage investments. Kryger had worked at Bridgewater for more than ten years and had led Dalio’s research team.

Kryger currently refers to himself as the co-chief investment officer for global macro strategy at the Dalio family office. He recently posted job openings on LinkedIn, seeking talent for Dalio’s investment company, including an associate position for the global macro small team, which requires collaboration with Dalio. Last year, Dalio also hired Morgan Stanley veteran Alma DeMetropolis as deputy chief executive officer of the family office.

The Dalio family office manages his private investments and charitable donations. Dalio supports ocean exploration through the nonprofit OceanX. Since its founding in 2003, the Dalio Foundation has granted over $7 billion.

Under the leadership of longtime CEO Janine Racanelli, the Dalio family office has recently established a branch in Abu Dhabi, as part of Dalio's increased investment in the Middle East. The family office has also expanded staff related to investments, tax planning, and technology at offices in the U.S. and Singapore and elsewhere.

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