CIK 1738720
Avondale Wealth Management
Institutional 13F holdings & portfolio
Holdings
58
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 58
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 57K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 31K | $1M+ | SH |
| IJH | ISHARES TR | 283K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 155K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 385K | $1M+ | SH |
| SOXX | ISHARES TR | 36K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 389K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 70K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 128K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 22K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| AAPL | APPLE INC | 14K | $1M+ | SH |
| DKNG | DRAFTKINGS INC NEW | 77K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 10K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 11K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 40K | $1M+ | SH |
| GOVT | ISHARES TR | 76K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 8K | $1M+ | SH |
| ITA | ISHARES TR | 6K | $1M+ | SH |
| WMT | WALMART INC | 11K | $1M+ | SH |
| AGG | ISHARES TR | 12K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 12K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 9K | $1M+ | SH |
| ACHR | ARCHER AVIATION INC | 138K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 9K | $500K+ | SH |
| PBT | PERMIAN BASIN RTY TR | 46K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 13K | $500K+ | SH |
| BOND | PIMCO ETF TR | 7K | $500K+ | SH |
| TGT | TARGET CORP | 7K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 9K | $500K+ | SH |
| IJR | ISHARES TR | 4K | $500K+ | SH |
| AZO | AUTOZONE INC | 147 | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 632 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 855 | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| BNO | UNITED STS BRENT OIL FD LP | 12K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 7K | $100K–$500K | SH |
| ALGN | ALIGN TECHNOLOGY INC | 2K | $100K–$500K | SH |