TRED AVON FAMILY WEALTH, LLC: 13F holdings
CIK 20944352026Q2
| Positions | 262 |
|---|
| Reported value | $326.7m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 262 (+1 vs prior quarter) |
|---|
| Reported value | $326.7m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BAC BANK OF AMER CORP | 286,761 | $16.3m | 5.0% |
| IVV ISHARES TR | 16,175 | $12.1m | 3.7% |
| AAPL APPLE INC | 39,689 | $11.5m | 3.5% |
| MSFT MICROSOFT CORP | 25,058 | $9.3m | 2.9% |
| AMZN AMAZON COM INC | 31,754 | $7.6m | 2.3% |
| GOOG ALPHABET INC | 20,242 | $7.2m | 2.2% |
| JNJ JOHNSON & JOHNSON | 25,826 | $6.6m | 2.0% |
| NVDA NVIDIA CORPORATION | 29,173 | $5.8m | 1.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 11,467 | $5.7m | 1.8% |
| JPM JPMORGAN CHASE & CO | 15,036 | $4.9m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2094435")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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