Avondale Wealth Management Portfolio Holdings
Avondale Wealth Management
- $170 Million
- Q3 2025
Avondale Wealth Management has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39M, Invesco Qqq Trust, Series 1 with a value of $20M, Ishares Core S&P Mid Cap ETF with a value of $18M, American Centy ETF Tr Avantis with a value of $14.6M, and Dimensional ETF Tr with a value of $11.9M.
Examining the 13F form we can see an increase of $5.91M in the current position value, from $164M to 170M.
Below you can find more details about Avondale Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
ETFs: $140 Million
Technology: $11.4 Million
Consumer Cyclical: $7.73 Million
Financial Services: $5.85 Million
Industrials: $2.13 Million
Consumer Defensive: $1.45 Million
Energy: $844,000
Communication Services: $515,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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