Avondale Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Avondale Wealth Management held in its portfolio 58 assets valued at $194,450,040 (i.e. $194.45M).
The most valuable assets in the portfolio included: ISHARES TR ($39.22M), INVESCO QQQ TR ($19.06M), and ISHARES TR ($18.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Avondale Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 57259 | 39219010 | CORE S&P500 ETF |
| INVESCO QQQ TR | 31022 | 19057076 | UNIT SER 1 |
| ISHARES TR | 283468 | 18708899 | CORE S&P MCP ETF |
| AMERICAN CENTY ETF TR | 155241 | 15831433 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 385468 | 12554686 | EMGR CRE EQT MNG |
| ISHARES TR | 35923 | 10818355 | ISHARES SEMICDTR |
| PIMCO ETF TR | 388951 | 10377213 | MULTISECTOR BD |
| EA SERIES TRUST | 69649 | 8016544 | ALPHA ARCH 1-3 |
| DIMENSIONAL ETF TRUST | 128165 | 7630937 | US TARGETED VLU |
| VANGUARD INDEX FDS | 6920 | 4339740 | S&P 500 ETF SHS |
| NVIDIA CORPORATION | 21615 | 4031198 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| APPLE INC | 13611 | 3700286 | COM |
| DRAFTKINGS INC NEW | 76950 | 2651697 | COM CL A |
| TESLA INC | 5198 | 2337645 | COM |
| AMAZON COM INC | 10075 | 2325512 | COM |
| ADVANCED MICRO DEVICES INC | 10650 | 2280804 | COM |
| SELECT SECTOR SPDR TR | 39936 | 1785539 | STATE STREET ENE |
| ISHARES TR | 76187 | 1754214 | US TREAS BD ETF |
| PALANTIR TECHNOLOGIES INC | 8300 | 1475325 | CL A |
| ISHARES TR | 5900 | 1266671 | US AER DEF ETF |
| WALMART INC | 11150 | 1242222 | COM |
| ISHARES TR | 11564 | 1154998 | CORE US AGGBD ET |
| FIDELITY COMWLTH TR | 12356 | 1129382 | NASDAQ COMPSIT |
| UNITED AIRLS HLDGS INC | 9450 | 1056699 | COM |
| ARCHER AVIATION INC | 138200 | 1039264 | COM CL A |
| SCHWAB CHARLES CORP | 8900 | 889199 | COM |
| PERMIAN BASIN RTY TR | 45750 | 776835 | UNIT BEN INT |
| DIMENSIONAL ETF TRUST | 9801 | 726931 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 20327 | 668558 | US SMALL CAP VAL |
| ISHARES BITCOIN TRUST ETF | 13400 | 665310 | SHS BEN INT |
| PIMCO ETF TR | 7100 | 660868 | ACTIVE BD ETF |
| TARGET CORP | 6755 | 660301 | COM |
| ALPHABET INC | 2100 | 658980 | CAP STK CL C |
| SPDR GOLD TR | 1596 | 632511 | GOLD SHS |
| EXXON MOBIL CORP | 5097 | 613373 | COM |
| HOME DEPOT INC | 1775 | 610778 | COM |
| SPDR SERIES TRUST | 8550 | 554126 | STATE STREET SPD |
| ISHARES TR | 4380 | 526388 | CORE S&P SCP ETF |
| AUTOZONE INC | 147 | 498551 | COM |
| VANGUARD WORLD FD | 2225 | 470009 | CONSUM STP ETF |
| JPMORGAN CHASE & CO. | 1375 | 443053 | COM |
| SPDR S&P 500 ETF TR | 632 | 430749 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 855 | 429766 | CL B NEW |
| ISHARES TR | 4500 | 402570 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 9919 | 377220 | US HIGH PROFITAB |
| BLACKSTONE INC | 2350 | 362229 | COM |
| UNITED STS BRENT OIL FD LP | 12202 | 345565 | UNIT |
| GLOBAL X FDS | 6568 | 313885 | US INFR DEV ETF |
| ALIGN TECHNOLOGY INC | 2000 | 312300 | COM |
| GE AEROSPACE | 1000 | 308030 | COM NEW |
| PACER FDS TR | 6779 | 300794 | US SMALL CAP CAS |
| ARK 21SHARES BITCOIN ETF | 9119 | 264821 | SHS BEN INT |
| ISHARES TR | 535 | 253216 | RUS 1000 GRW ETF |
| GE VERNOVA INC | 375 | 245089 | COM |
| FEDEX CORP | 800 | 231088 | COM |
| PROCTER AND GAMBLE CO | 1510 | 216398 | COM |
| COMMERCE.COM INC | 10000 | 41200 | COM SER 1 |
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