DOSSIER · 13F-HR · Q1 2026

TRED AVON FAMILY WEALTH, LLC

TRED AVON FAMILY WEALTH's family office based in New York, NY $301M in tracked AUM across 262 positions as of Q1 2026.

TA
TRED AVON FAMILY WEALTH·New York, NY·Family Office
CIK 0002094435 · last filed Mar 31, 2026
Total AUM
$301M
10.4%
vs prior
Holdings
262
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

TRED AVON FAMILY WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BAC
BANK AMERICA CORP
$14M287K4.6%
02
IVV
ISHARES TR
$11M16K3.5%
03
AAPL
APPLE INC
$10M40K3.4%
04
MSFT
MICROSOFT CORP
$9M25K3.1%
05
JNJ
JOHNSON & JOHNSON
$7M30K2.4%
06
AMZN
AMAZON COM INC
$7M32K2.2%
07
GOOG
ALPHABET INC
$6M21K2.0%
08
NVDA
NVIDIA CORPORATION
$5M30K1.7%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M10K1.6%
10
JPM
JPMORGAN CHASE & CO
$4M15K1.5%

Filing history

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