DOSSIER · 13F-HR · Q2 2026

TRED AVON FAMILY WEALTH, LLC

$327M in tracked AUM across 262 positions as of Q2 2026.

TA
CIK 0002094435 · last filed Jun 30, 2026
Total AUM
$327M
as of Q2 2026
Holdings
262
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

TRED AVON FAMILY WEALTH, 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
BAC
BANK OF AMER CORP
$16M287K5.0%
02
IVV
ISHARES TR
$12M16K3.7%
03
AAPL
APPLE INC
$11M40K3.5%
04
MSFT
MICROSOFT CORP
$9M25K2.9%
05
AMZN
AMAZON COM INC
$8M32K2.3%
06
GOOG
ALPHABET INC
$7M20K2.2%
07
JNJ
JOHNSON & JOHNSON
$7M26K2.0%
08
NVDA
NVIDIA CORPORATION
$6M29K1.8%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M11K1.8%
10
JPM
JPMORGAN CHASE & CO
$5M15K1.5%

Filing history

2026Q2Jun 30
$327M 8.4%
262 positionsView →
2026Q1Mar 31
$301M 2.0%
262 positionsView →
2025Q4Dec 31
$307M 199.7%
258 positionsView →
2025Q3Sep 30
$103M
98 positionsView →