Avantra Family Wealth, Inc. Portfolio Holdings

Avantra Family Wealth, Inc.

  • $138 Billion
  • Q4 2025

Avantra Family Wealth, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.83B, Nvidia Corp with a value of $5.88B, Microsoft Corp with a value of $5.27B, First Tr Exchng Traded Fd Vi with a value of $4.16B, and Amazon Com Inc with a value of $4.12B.

Examining the 13F form we can see an increase of $4.23B in the current position value, from $134B to 138B.

Avantra Family Wealth, Inc. is based out at Mechanicsburg, PA

Below you can find more details about Avantra Family Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
Technology: $33 Billion
ETFs: $25.5 Billion
Financial Services: $14.8 Billion
Healthcare: $10.2 Billion
Communication Services: $9.65 Billion
Industrials: $7.29 Billion
Consumer Cyclical: $7.16 Billion
Consumer Defensive: $4.86 Billion
Other: $7.51 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $138 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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