Avid Wealth Partners LLC: 13F holdings
CIK 19923442026Q2
| Positions | 77 |
|---|
| Reported value | $206.6m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 77 (+6 vs prior quarter) |
|---|
| Reported value | $206.6m (-2.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DYNF BLACKROCK ETF TRUST | 528,692 | $36.0m | 17.4% |
| CORO BLACKROCK ETF TRUST | 380,176 | $13.9m | 6.7% |
| MGV VANGUARD WORLD FD | 81,651 | $13.3m | 6.5% |
| URA GLOBAL X FDS | 305,083 | $13.3m | 6.5% |
| GLDM WORLD GOLD TR | 164,747 | $13.1m | 6.3% |
| BAI BLACKROCK ETF TRUST | 214,928 | $11.3m | 5.5% |
| IVV ISHARES TR | 14,463 | $10.8m | 5.2% |
| IWF ISHARES TR | 66,139 | $9.1m | 4.4% |
| IEMG ISHARES INC | 96,827 | $8.0m | 3.9% |
| TEMA ETF TRUST | 190,962 | $8.0m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1992344")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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