Tred Avon Family Wealth, LLC Portfolio Holdings

Tred Avon Family Wealth, LLC

  • $307 Billion
  • Q4 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$1.35 Billion 0.44% of portfolio
8,906
Q4 2025 Reduced 8.82%
$317M
$1.1 Billion 0.36% of portfolio
62,243
Q4 2025 Reduced 0.53%
$1.4B
$639 Million 0.21% of portfolio
25,593
Q4 2025 Reduced 7.47%
$1.48B
$616 Million 0.2% of portfolio
17,076
Q4 2025 Reduced 12.1%
$1.9B
$369 Million 0.12% of portfolio
25,356
Q4 2025 Added 0.79%
$570M
$343 Million 0.11% of portfolio
15,000
Q4 2025 Reduced 11.95%
$1.36B
$111 Million 0.04% of portfolio
24,492
Q4 2025 Reduced 0.23%

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $307 Billion
  • Prior Value $291 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 32 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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