Avid Wealth Partners LLC
Avid Wealth Partners LLC reported 77 holdings worth US$207M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Avid Wealth Partners LLC reported 77 holdings worth US$207M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$207M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 7,260 | US$2.59M | 1.3% |
| Nvidia Corporation | 12,652 | US$2.53M | 1.2% |
| Apple Inc | 6,833 | US$1.98M | 0.96% |
| Amazon.com, Inc. | 5,170 | US$1.23M | 0.60% |
| Tesla, Inc. | 2,928 | US$1.23M | 0.60% |
| Microsoft Corp. | 2,831 | US$1.06M | 0.51% |
| Broadcom Inc. | 2,528 | US$955K | 0.46% |
| Micron Technology, Inc. | 697 | US$805K | 0.39% |
| Jp Morgan Chase & Co. | 2,211 | US$724K | 0.35% |
| Alphatec Holdings, Inc. | 75,062 | US$649K | 0.31% |
| Meta Platforms, Inc. | 951 | US$536K | 0.26% |
| Walmart Inc. | 4,377 | US$496K | 0.24% |
| Berkshire Hathaway Inc. | 950 | US$475K | 0.23% |
| Eli Lilly And Company | 376 | US$451K | 0.22% |
| Sunoco Lp | 6,398 | US$432K | 0.21% |
| Ge Vernova Inc. | 358 | US$421K | 0.20% |
| Intuitive Surgical, Inc. | 1,007 | US$400K | 0.19% |
| Costco Wholesale Corporation | 379 | US$355K | 0.17% |
| Bank Of America Corporation | 6,145 | US$350K | 0.17% |
| Visa Inc. | 947 | US$325K | 0.16% |
| Advanced Micro Devices Inc | 558 | US$324K | 0.16% |
| Johnson & Johnson | 1,235 | US$314K | 0.15% |
| Intel Corporation | 2,224 | US$311K | 0.15% |
| Merck & Company, Inc. | 2,352 | US$302K | 0.15% |
| Caterpillar, Inc. | 281 | US$299K | 0.14% |
| Exxon Mobil Corporation | 2,105 | US$288K | 0.14% |
| Comfort Systems Usa, Inc. | 141 | US$279K | 0.14% |
| Ge Aerospace | 742 | US$277K | 0.13% |
| Asml Holding Nv | 130 | US$259K | 0.13% |
| Applied Materials, Inc. | 345 | US$249K | 0.12% |
| Chevron Corporation | 1,489 | US$247K | 0.12% |
| Lam Research Corporation | 531 | US$230K | 0.11% |
| Mastercard Incorporated | 432 | US$222K | 0.11% |
| American Express Company | 648 | US$219K | 0.11% |
| Goldman Sachs Group, Inc. (the) | 210 | US$212K | 0.10% |
| Carvana Co. | 3,123 | US$206K | 0.10% |
| Kla Corporation | 679 | US$205K | 0.10% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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