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.
Avestar Capital, LLC (CIK 1704404) reported $1.56B across 424 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($149.7M, 9.62%), GOOG ($145.9M, 9.37%), AAPL ($84.0M, 5.39%), META ($57.1M, 3.67%), AMZN ($43.5M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $149.7M | 9.62% | 858,495 | Added |
| 2 | GOOG | ALPHABET INC | $145.9M | 9.37% | 508,595 | Added |
| 3 | AAPL | APPLE INC | $84.0M | 5.39% | 330,907 | Added |
| 4 | META | META PLATFORMS INC | $57.1M | 3.67% | 99,739 | Added |
| 5 | AMZN | AMAZON COM INC | $43.5M | 2.79% | 208,806 | Added |
| 6 | QQQ | INVESCO QQQ TR | $41.5M | 2.67% | 71,898 | Added |
| 7 | MSFT | MICROSOFT CORP | $36.1M | 2.32% | 97,422 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $35.2M | 2.26% | 54,113 | Added |
| 9 | AVGO | BROADCOM INC | $25.7M | 1.65% | 83,009 | Added |
| 10 | ACWI | ISHARES TR | $24.4M | 1.57% | 176,643 | Added |
| 11 | ULST | SSGA ACTIVE ETF TR | $23.9M | 1.53% | 590,002 | Trimmed |
| 12 | ICSH | ISHARES TR | $23.9M | 1.53% | 471,838 | Added |
| 13 | TSLA | TESLA INC | $22.5M | 1.44% | 60,499 | Added |
| 14 | GOOGL | ALPHABET INC | $21.0M | 1.35% | 73,067 | Trimmed |
| 15 | IVV | ISHARES TR | $20.9M | 1.34% | 32,028 | Trimmed |
| 16 | GSST | GOLDMAN SACHS ETF TR | $20.5M | 1.32% | 406,466 | Added |
| 17 | IAUM | ISHARES GOLD TR | $17.2M | 1.10% | 367,753 | Added |
| 18 | GSY | INVESCO ACTIVELY MANAGED EXC | $14.9M | 0.96% | 297,977 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $14.2M | 0.91% | 222,156 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $14.1M | 0.90% | 47,826 | Added |
| 21 | DUSB | DIMENSIONAL ETF TRUST | $13.9M | 0.89% | 273,313 | New |
| 22 | FTSM | FIRST TR EXCHANGE-TRADED FD | $13.7M | 0.88% | 229,086 | Added |
| 23 | SPYG | SPDR SERIES TRUST | $13.6M | 0.87% | 138,658 | Added |
| 24 | NOW | SERVICENOW INC | $13.2M | 0.85% | 126,531 | Trimmed |
| 25 | PM | PHILIP MORRIS INTL INC | $12.3M | 0.79% | 74,149 | Added |
Source: SEC Form 13F filings · as of 2026-03-31