13F Insight
DOSSIER · 13F-HR · Q3 2026

Avondale Wealth Management

$227M in tracked AUM across 61 positions as of Q3 2026.

AW
CIK 0001738720 · last filed Sep 30, 2026
Total AUM
$227M
as of Q3 2026
Holdings
61
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Avondale Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$46M60K20.4%02
QQQ
INVESCO QQQ TR
$26M35K11.3%03
IJH
ISHARES TR
$22M311K9.8%04
AVUV
AMERICAN CENTY ETF TR
$19M164K8.5%05
BOXX
EA SERIES TRUST
$19M161K8.4%06
DFAE
DIMENSIONAL ETF TRUST
$17M434K7.5%07
PYLD
PIMCO ETF TR
$12M471K5.3%08
VOO
VANGUARD INDEX FDS
$5M8K2.3%09
AAPL
APPLE INC
$5M14K2.0%10
JBND
J P MORGAN EXCHANGE TRADED F
$4M84K1.9%

Filing history

2026Q3Sep 30
$227M▼ 7.5%
61 positionsView →2026Q2Jun 30
$245M▲ 20.5%
66 positionsView →2026Q1Mar 31
$203M▲ 4.6%
71 positionsView →2025Q4Dec 31
$194M▲ 3.6%
58 positionsView →2025Q3Sep 30
$188M▲ 4.9%
58 positionsLocked2025Q2Jun 30
$179M▲ 12.7%
113 positionsLocked2025Q1Mar 31
$159M▲ 1.8%
113 positionsLocked2024Q4Dec 31
$156M▲ 1.4%
112 positionsLocked2024Q3Sep 30
$154M▲ 5.1%
115 positionsLocked2024Q2Jun 30
$146M▲ 2.6%
120 positionsLocked2024Q1Mar 31
$143M▲ 14.9%
124 positionsLocked2023Q4Dec 31
$124M▲ 8.9%
121 positionsLocked
Showing 12 of 33