Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aveo Capital Partners, LLC (CIK 1576584) reported $601.2M across 177 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: DFAU ($39.0M, 6.48%), PYLD ($37.6M, 6.25%), OEF ($31.6M, 5.26%), SGOV ($31.3M, 5.21%), QQQM ($30.4M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $39.0M | 6.48% | 1.0M | Added |
| 2 | PYLD | PIMCO ETF TR | $37.6M | 6.25% | 1.4M | Added |
| 3 | OEF | ISHARES TR | $31.6M | 5.26% | 116,427 | Added |
| 4 | SGOV | ISHARES TR | $31.3M | 5.21% | 311,957 | Trimmed |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $30.4M | 5.06% | 152,904 | Added |
| 6 | IUS | INVESCO EXCH TRD SLF IDX FD | $29.3M | 4.88% | 607,884 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $19.1M | 3.17% | 653,005 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $19.0M | 3.16% | 716,141 | Trimmed |
| 9 | IEF | ISHARES TR | $17.4M | 2.89% | 182,855 | Added |
| 10 | IAU | ISHARES GOLD TR | $14.5M | 2.41% | 227,972 | Trimmed |
| 11 | ANGL | VANECK ETF TRUST | $13.5M | 2.25% | 478,049 | Trimmed |
| 12 | DFGP | DIMENSIONAL ETF TRUST | $12.8M | 2.13% | 239,217 | Added |
| 13 | DUHP | DIMENSIONAL ETF TRUST | $11.8M | 1.96% | 358,457 | Added |
| 14 | FNDF | SCHWAB STRATEGIC TR | $11.6M | 1.93% | 308,207 | Added |
| 15 | SPAB | SPDR SER TR | $11.4M | 1.90% | 450,424 | Trimmed |
| 16 | XLE | SELECT SECTOR SPDR TR | $10.1M | 1.68% | 125,277 | Trimmed |
| 17 | AVDV | AMERICAN CENTY ETF TR | $10.0M | 1.66% | 135,730 | Added |
| 18 | XMHQ | INVESCO EXCHANGE TRADED FD T | $9.7M | 1.61% | 102,590 | Added |
| 19 | DFAC | DIMENSIONAL ETF TRUST | $8.5M | 1.41% | 258,593 | Added |
| 20 | JMUB | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.33% | 160,852 | Trimmed |
| 21 | AVSC | AMERICAN CENTY ETF TR | $7.7M | 1.29% | 164,538 | Added |
| 22 | VCLT | VANGUARD SCOTTSDALE FDS | $7.5M | 1.25% | 101,766 | Added |
| 23 | UST | PROSHARES TR | $7.5M | 1.25% | 174,652 | New |
| 24 | JBND | J P MORGAN EXCHANGE TRADED F | $6.9M | 1.14% | 129,610 | Added |
| 25 | TIP | ISHARES TR | $6.8M | 1.12% | 61,735 | New |
Source: SEC Form 13F filings · as of 2025-03-31