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.
TRED AVON FAMILY WEALTH, LLC (CIK 2094435) reported $301.3M across 260 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BAC ($14.0M, 4.64%), IVV ($10.5M, 3.49%), AAPL ($10.1M, 3.36%), MSFT ($9.3M, 3.09%), JNJ ($7.2M, 2.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BAC | BANK AMERICA CORP | $14.0M | 4.64% | 286,761 | Trimmed |
| 2 | IVV | ISHARES TR | $10.5M | 3.49% | 16,097 | Trimmed |
| 3 | AAPL | APPLE INC | $10.1M | 3.36% | 39,939 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $9.3M | 3.09% | 25,178 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $7.2M | 2.40% | 29,549 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $6.7M | 2.22% | 32,175 | Trimmed |
| 7 | GOOG | ALPHABET INC | $5.9M | 1.97% | 20,652 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $5.2M | 1.74% | 30,028 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.64% | 10,333 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $4.4M | 1.48% | 15,110 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $4.2M | 1.41% | 13,242 | Added |
| 12 | XOM | EXXON MOBIL CORP | $4.1M | 1.35% | 24,012 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $3.9M | 1.28% | 13,393 | Trimmed |
| 14 | AVGO | BROADCOM INC | $3.8M | 1.26% | 12,287 | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.23% | 68,496 | Added |
| 16 | GBDC | GOLUB CAP BDC INC | $3.1M | 1.04% | 247,203 | Added |
| 17 | LLY | ELI LILLY & CO | $3.0M | 1.00% | 3,289 | Trimmed |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | $3.0M | 0.99% | 39,734 | Added |
| 19 | NEE | NEXTERA ENERGY INC | $2.9M | 0.96% | 31,229 | Hold |
| 20 | V | VISA INC | $2.7M | 0.90% | 8,946 | Added |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $2.6M | 0.87% | 5,311 | Added |
| 22 | ABT | ABBOTT LABORATORIES | $2.5M | 0.84% | 24,724 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $2.4M | 0.79% | 3,964 | Added |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.4M | 0.78% | 40,063 | Trimmed |
| 25 | META | META PLATFORMS INC | $2.3M | 0.76% | 4,012 | Added |
Source: SEC Form 13F filings · as of 2026-03-31