Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Avestar Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Avestar Capital, LLC (CIK 1704404) reported $1.79B across 490 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($182.4M, 10.19%), NVDA ($169.7M, 9.48%), AAPL ($96.3M, 5.38%), QQQ ($60.0M, 3.35%), META ($56.1M, 3.13%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGALPHABET INC$182.4M10.19%516,371Added
2NVDANVIDIA CORPORATION$169.7M9.48%848,011Trimmed
3AAPLAPPLE INC$96.3M5.38%332,945Added
4QQQINVESCO QQQ TR$60.0M3.35%81,447Added
5METAMETA PLATFORMS INC$56.1M3.13%99,505Trimmed
6AMZNAMAZON COM INC$47.2M2.64%198,227Trimmed
7SPYSTATE STR SPDR S&P 500 ETF T$47.2M2.64%63,237Added
8MSFTMICROSOFT CORP$36.1M2.02%96,907Trimmed
9ACWIISHARES TR$29.8M1.67%190,128Added
10TSLATESLA INC$26.9M1.50%63,938Added
11GOOGLALPHABET INC$26.3M1.47%73,493Added
12ULSTSSGA ACTIVE ETF TR$25.4M1.42%628,720Added
13ICSHISHARES TR$24.6M1.37%486,417Added
14AVGOBROADCOM INC$24.5M1.37%64,927Trimmed
15GSSTGOLDMAN SACHS ETF TR$20.7M1.15%408,736Added
16IVVISHARES TR$20.2M1.13%27,013Trimmed
17SPYGSPDR SERIES TRUST$17.2M0.96%144,829Added
18VEAVANGUARD TAX-MANAGED FDS$15.9M0.89%223,640Added
19DUSBDIMENSIONAL ETF TRUST$15.1M0.84%296,914Added
20FTSMFIRST TR EXCHANGE-TRADED FD$14.9M0.83%249,197Added
21IAUMISHARES GOLD TRUST MICRO$14.6M0.82%365,566Trimmed
22VTIVANGUARD INDEX FDS$14.4M0.80%38,940Added
23PMPHILIP MORRIS INTL INC$14.1M0.79%78,169Added
24JPMJPMORGAN CHASE & CO$12.7M0.71%38,825Trimmed
25GSYINVESCO ACTIVELY MANAGED EXC$12.5M0.70%248,330Trimmed

Source: SEC Form 13F filings · as of 2026-06-30