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.
Avondale Wealth Management (CIK 1738720) reported $203.5M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($37.2M, 18.29%), IJH ($20.1M, 9.86%), QQQ ($19.1M, 9.37%), AVUV ($17.4M, 8.54%), DFAE ($14.1M, 6.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $37.2M | 18.29% | 56,968 | Trimmed |
| 2 | IJH | ISHARES TR | $20.1M | 9.86% | 296,991 | Added |
| 3 | QQQ | INVESCO QQQ TR | $19.1M | 9.37% | 33,031 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $17.4M | 8.54% | 157,244 | Added |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $14.1M | 6.95% | 417,883 | Added |
| 6 | PYLD | PIMCO ETF TR | $10.9M | 5.38% | 417,858 | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $8.3M | 4.10% | 133,485 | Added |
| 8 | BOXX | EA SERIES TRUST | $7.4M | 3.63% | 63,431 | Trimmed |
| 9 | SOXX | ISHARES TR | $6.2M | 3.02% | 18,723 | Trimmed |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | $4.9M | 2.42% | 91,522 | New |
| 11 | VOO | VANGUARD INDEX FDS | $4.3M | 2.11% | 7,169 | Added |
| 12 | AAPL | APPLE INC | $4.1M | 2.00% | 16,000 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $3.6M | 1.79% | 20,859 | Trimmed |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 1.76% | 5 | Hold |
| 15 | XLE | SELECT SECTOR SPDR TR | $2.6M | 1.27% | 42,196 | Added |
| 16 | GOVT | ISHARES TR | $2.2M | 1.09% | 96,782 | Added |
| 17 | XOM | EXXON MOBIL CORP | $2.2M | 1.09% | 13,097 | Added |
| 18 | AMZN | AMAZON COM INC | $2.2M | 1.08% | 10,597 | Added |
| 19 | TSLA | TESLA INC | $2.1M | 1.03% | 5,648 | Added |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $2.1M | 1.01% | 10,150 | Trimmed |
| 21 | WMT | WALMART INC | $1.3M | 0.64% | 10,400 | Trimmed |
| 22 | ITA | ISHARES TR | $1.2M | 0.60% | 5,550 | Trimmed |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $1.2M | 0.60% | 8,300 | Hold |
| 24 | AGG | ISHARES TR | $1.1M | 0.56% | 11,568 | Added |
| 25 | AZO | AUTOZONE INC | $1.1M | 0.56% | 340 | Added |
Source: SEC Form 13F filings · as of 2026-03-31