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.
Avid Wealth Partners LLC (CIK 1992344) reported $211.6M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DYNF ($30.3M, 14.31%), OEF ($19.1M, 9.04%), MGV ($14.6M, 6.91%), GLDM ($14.3M, 6.76%), URA ($13.7M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $30.3M | 14.31% | 520,461 | Added |
| 2 | OEF | ISHARES TR | $19.1M | 9.04% | 60,105 | Added |
| 3 | MGV | VANGUARD WORLD FD | $14.6M | 6.91% | 100,874 | Added |
| 4 | GLDM | WORLD GOLD TR | $14.3M | 6.76% | 154,324 | Trimmed |
| 5 | URA | GLOBAL X FDS | $13.7M | 6.49% | 283,691 | Added |
| 6 | IVW | ISHARES TR | $10.9M | 5.16% | 96,586 | Added |
| 7 | IVV | ISHARES TR | $9.8M | 4.65% | 15,060 | Added |
| 8 | IDMO | INVESCO EXCH TRADED FD TR II | $9.8M | 4.64% | 178,938 | Added |
| 9 | IEMG | ISHARES INC | $8.2M | 3.90% | 118,272 | Added |
| 10 | BAI | BLACKROCK ETF TRUST | $7.6M | 3.60% | 230,868 | Added |
| 11 | DXJ | WISDOMTREE TR | $6.4M | 3.01% | 40,153 | Added |
| 12 | RING | ISHARES INC | $5.9M | 2.80% | 74,875 | Trimmed |
| 13 | FRDM | EA SERIES TRUST | $5.4M | 2.56% | 99,208 | Added |
| 14 | IYW | ISHARES TR | $4.8M | 2.25% | 26,233 | Trimmed |
| 15 | MUB | ISHARES TR | $4.4M | 2.08% | 41,467 | Added |
| 16 | EPI | WISDOMTREE TR | $4.1M | 1.95% | 100,907 | Trimmed |
| 17 | GTO | INVESCO ACTIVELY MANAGED EXC | $3.2M | 1.51% | 68,366 | Added |
| 18 | SHLD | GLOBAL X FDS | $3.2M | 1.51% | 45,036 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $2.3M | 1.11% | 13,474 | Added |
| 20 | TLH | ISHARES TR | $1.8M | 0.87% | 18,178 | Trimmed |
| 21 | AAPL | APPLE INC | $1.8M | 0.87% | 7,215 | Added |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $1.8M | 0.87% | 47,957 | Added |
| 23 | VTEB | VANGUARD MUN BD FDS | $1.4M | 0.68% | 28,753 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.2M | 0.58% | 3,302 | Added |
| 25 | GOOGL | ALPHABET INC | $1.2M | 0.55% | 4,054 | Added |
Source: SEC Form 13F filings · as of 2026-03-31