Tred Avon Family Wealth, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $307 Billion distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of America Corp with a value of $17.7B, Microsoft Corp with a value of $12.2B, Ishares Core S&P 500 ETF with a value of $11.8B, Apple Inc. with a value of $11.2B, and Berkshire Hathaway Inc Class B with a value of $8.64B.
Examining the 13F form we can see an increase of $16.3B in the current position value, from $291B to 307B.
Tred Avon Family Wealth, LLC is based out at Easton, MD
Below you can find more details about Tred Avon Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$307 Billion
Financial Services: $56 Billion
ETFs: $53.3 Billion
Technology: $51.4 Billion
Healthcare: $29.5 Billion
Industrials: $22.7 Billion
Consumer Cyclical: $18 Billion
Communication Services: $15.8 Billion
Energy: $12.4 Billion
Other: $29.8 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
