Avid Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Avid Wealth Partners LLC held in its portfolio 66 assets valued at $204,699,950 (i.e. $204.70M).
The most valuable assets in the portfolio included: BLACKROCK ETF TRUST ($29.62M), ISHARES TR ($19.39M), and VANGUARD WORLD FD ($13.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Avid Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BLACKROCK ETF TRUST | 487061 | 29618178 | ISHARES US EQUIT |
| ISHARES TR | 56523 | 19385820 | S&P 100 ETF |
| VANGUARD WORLD FD | 95730 | 13513294 | MEGA CAP VAL ETF |
| WORLD GOLD TR | 156156 | 13331038 | SPDR GLD MINIS |
| GLOBAL X FDS | 281701 | 12037071 | GLOBAL X URANIUM |
| ISHARES TR | 90134 | 11109923 | S&P 500 GRWT ETF |
| ISHARES TR | 13529 | 9266615 | CORE S&P500 ETF |
| INVESCO EXCH TRADED FD TR II | 156456 | 8694242 | S&P INTL MOMNT |
| ISHARES INC | 113027 | 7597689 | CORE MSCI EMKT |
| ISHARES INC | 91888 | 6766630 | MSCI GBL GOLD MN |
| WISDOMTREE TR | 144681 | 6697303 | INDIA ERNGS FD |
| BLACKROCK ETF TRUST | 195817 | 6520708 | ISHARES A I INNO |
| ISHARES TR | 27639 | 5518858 | U.S. TECH ETF |
| WISDOMTREE TR | 34429 | 4963296 | JAPN HEDGE EQT |
| ISHARES TR | 36821 | 3943897 | NATIONAL MUN ETF |
| EA SERIES TRUST | 61721 | 3164450 | FREEDOM 100 EM |
| INVESCO ACTIVELY MANAGED EXC | 66334 | 3145558 | TOTAL RETURN |
| GLOBAL X FDS | 40258 | 2608335 | DEFENSE TECH ETF |
| ISHARES TR | 29034 | 2597338 | CORE MSCI EAFE |
| ISHARES TR | 22809 | 2318947 | 10-20 YR TRS ETF |
| NVIDIA CORPORATION | 11967 | 2231846 | COM |
| JANUS DETROIT STR TR | 42146 | 2131752 | HENDRSON AAA CL |
| ISHARES BITCOIN TRUST ETF | 38672 | 1920065 | SHS BEN INT |
| PIMCO ETF TR | 17623 | 1768280 | ENHAN SHRT MA AC |
| APPLE INC | 6223 | 1691785 | COM |
| MICROSOFT CORP | 3253 | 1573216 | COM |
| VANGUARD MUN BD FDS | 28156 | 1415965 | TAX EXEMPT BD |
| ALPHATEC HLDGS INC | 58129 | 1223034 | COM NEW |
| ISHARES TR | 11076 | 1181809 | SHRT NAT MUN ETF |
| TESLA INC | 2603 | 1170621 | COM |
| AMAZON COM INC | 4546 | 1049308 | COM |
| SPDR SERIES TRUST | 4295 | 1036126 | STATE STREET SPD |
| ALPHABET INC | 3189 | 998157 | CAP STK CL A |
| BLACKROCK ETF TRUST II | 18104 | 955348 | ISHARES FLEXIBLE |
| BROADCOM INC | 2375 | 821988 | COM |
| ALPHABET INC | 2531 | 794228 | CAP STK CL C |
| VANGUARD CHARLOTTE FDS | 15764 | 761716 | TOTAL INT BD ETF |
| JPMORGAN CHASE & CO. | 2101 | 676984 | COM |
| META PLATFORMS INC | 888 | 586160 | CL A |
| SPDR S&P 500 ETF TR | 805 | 548946 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 1048 | 526777 | CL B NEW |
| ISHARES TR | 5997 | 522728 | 20 YR TR BD ETF |
| INTUITIVE SURGICAL INC | 816 | 462150 | COM NEW |
| VANGUARD INDEX FDS | 634 | 397600 | S&P 500 ETF SHS |
| ELI LILLY & CO | 350 | 376138 | COM |
| SUNOCO LP/SUNOCO FIN CORP | 6398 | 335299 | COM UT REP LP |
| WALMART INC | 2994 | 333769 | COM |
| VISA INC | 846 | 296701 | COM CL A |
| BANK AMERICA CORP | 5296 | 291280 | COM |
| COSTCO WHSL CORP NEW | 335 | 288884 | COM |
| COINBASE GLOBAL INC | 1228 | 277700 | COM CL A |
| ISHARES TR | 2912 | 261381 | SYSTEMATIC BD ET |
| GRAYSCALE ETHEREUM MINI TR E | 8969 | 251670 | SHS NEW |
| PEPSICO INC | 1634 | 234924 | COM |
| MASTERCARD INCORPORATED | 405 | 231206 | CL A |
| GE AEROSPACE | 743 | 228930 | COM NEW |
| VANGUARD INDEX FDS | 1186 | 226514 | VALUE ETF |
| MERCK & CO INC | 2113 | 222735 | COM |
| AMERICAN EXPRESS CO | 588 | 217531 | COM |
| SPROTT FDS TR | 3895 | 213797 | URANIUM MINERS E |
| EXXON MOBIL CORP | 1774 | 213483 | COM |
| MICRON TECHNOLOGY INC | 746 | 212936 | COM |
| GE VERNOVA INC | 320 | 209142 | COM |
| CHEVRON CORP NEW | 1363 | 207735 | COM |
| JOHNSON & JOHNSON | 987 | 204260 | COM |
| BANCO SANTANDER SA | 10073 | 118156 | ADR |
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