Avondale Wealth Management
Avondale Wealth Management reported 66 holdings worth US$245M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Avondale Wealth Management reported 66 holdings worth US$245M as of Jun 30, 2026. Largest: Apple Inc, Advanced Micro Devices Inc and Berkshire Hathaway Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$245M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 14,885 | US$4.31M | 1.8% |
| Advanced Micro Devices Inc | 6,875 | US$3.99M | 1.6% |
| Berkshire Hathaway Inc. | 7,512 | US$3.76M | 1.5% |
| Nvidia Corporation | 18,204 | US$3.64M | 1.5% |
| Amazon.com, Inc. | 10,298 | US$2.45M | 1.0% |
| Tesla, Inc. | 5,727 | US$2.41M | 0.98% |
| Blackstone Inc. | 10,300 | US$1.21M | 0.49% |
| Permian Basin Royalty Trust | 46,330 | US$1.16M | 0.47% |
| Walmart Inc. | 9,550 | US$1.08M | 0.44% |
| Palantir Technologies Inc. | 8,913 | US$1.04M | 0.42% |
| United Airlines Holdings, Inc. | 6,900 | US$938K | 0.38% |
| Draftkings Inc. | 34,100 | US$861K | 0.35% |
| Charles Schwab Corporation (the) | 8,900 | US$821K | 0.33% |
| Target Corporation | 6,155 | US$804K | 0.33% |
| Alphabet Inc (google) Class C | 2,073 | US$741K | 0.30% |
| Autozone, Inc. | 214 | US$684K | 0.28% |
| Chevron Corporation | 3,797 | US$629K | 0.26% |
| Ge Vernova Inc. | 510 | US$599K | 0.24% |
| Dell Technologies Inc. | 1,354 | US$584K | 0.24% |
| Jp Morgan Chase & Co. | 1,675 | US$548K | 0.22% |
| Applied Materials, Inc. | 592 | US$428K | 0.17% |
| Toast, Inc. | 15,124 | US$421K | 0.17% |
| Zoom Communications, Inc. | 4,450 | US$384K | 0.16% |
| Ge Aerospace | 1,000 | US$374K | 0.15% |
| Home Depot, Inc. (the) | 975 | US$344K | 0.14% |
| American Eagle Outfitters, Inc. | 18,500 | US$318K | 0.13% |
| Archer Aviation Inc. | 65,450 | US$310K | 0.13% |
| Align Technology, Inc. | 1,500 | US$253K | 0.10% |
| Dutch Bros Inc. | 3,500 | US$251K | 0.10% |
| Fedex Corporation | 800 | US$251K | 0.10% |
| Enterprise Products Partners L.p. | 5,969 | US$219K | 0.09% |
| Commerce.com, Inc. - Series 1 | 10,000 | US$29,600 | 0.01% |
| American Airlines Group, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Roper Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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