DOSSIER · 13F-HR · Q2 2026

Avid Wealth Partners LLC

$207M in tracked AUM across 77 positions as of Q2 2026.

AW
CIK 0001992344 · last filed Jun 30, 2026
Total AUM
$207M
as of Q2 2026
Holdings
77
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Avid Wealth Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DYNF
BLACKROCK ETF TRUST
$36M529K17.4%
02
CORO
BLACKROCK ETF TRUST
$14M380K6.7%
03
MGV
VANGUARD WORLD FD
$13M82K6.5%
04
URA
GLOBAL X FDS
$13M305K6.5%
05
GLDM
WORLD GOLD TR
$13M165K6.3%
06
BAI
BLACKROCK ETF TRUST
$11M215K5.5%
07
IVV
ISHARES TR
$11M14K5.2%
08
IVW
ISHARES TR
$9M66K4.4%
09
IEMG
ISHARES INC
$8M97K3.9%
10
VOLT
TEMA ETF TRUST
$8M191K3.9%

Filing history

2026Q2Jun 30
$207M 2.4%
77 positionsView →
2026Q1Mar 31
$212M 3.4%
71 positionsView →
2025Q4Dec 31
$205M 1.7%
66 positionsView →
2025Q3Sep 30
$201M 15.1%
55 positionsView →
2025Q2Jun 30
$175M 18.6%
52 positionsLocked
2025Q1Mar 31
$147M 4.7%
49 positionsLocked
2024Q4Dec 31
$141M 0.4%
45 positionsLocked
2024Q3Sep 30
$141M 9.8%
43 positionsLocked
2024Q2Jun 30
$129M 3.4%
39 positionsLocked
2024Q1Mar 31
$124M 23.4%
38 positionsLocked
2023Q4Dec 31
$101M
30 positionsLocked