Avondale Wealth Management: 13F holdings
CIK 17387202026Q2
| Positions | 66 |
|---|
| Reported value | $245.3m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 66 (-5 vs prior quarter) |
|---|
| Reported value | $245.3m (+20.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 60,978 | $45.7m | 18.6% |
| QQQ INVESCO QQQ TR | 34,603 | $25.5m | 10.4% |
| IJH ISHARES TR | 313,179 | $24.1m | 9.8% |
| BOXX EA SERIES TRUST | 195,037 | $22.8m | 9.3% |
| AVUV AMERICAN CENTY ETF TR | 163,647 | $20.4m | 8.3% |
| DFAE DIMENSIONAL ETF TRUST | 443,390 | $17.8m | 7.3% |
| PYLD PIMCO ETF TR | 496,901 | $13.2m | 5.4% |
| DIMENSIONAL ETF TRUST | 146,346 | $10.2m | 4.2% |
| VOO VANGUARD INDEX FDS | 7,504 | $5.2m | 2.1% |
| JBND J P MORGAN EXCHANGE TRADED F | 89,414 | $4.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1738720")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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