Holdings
Avantra Family Wealth, Inc.
As of Jun 30, 2026, Avantra Family Wealth, Inc. reported 108 positions worth US$109M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 31,119 | US$9M | +1,187 | Jun 30, 2026 |
| Nvidia Corporation | 32,624 | US$6.53M | +429 | Jun 30, 2026 |
| Amazon.com, Inc. | 19,839 | US$4.73M | +1,395 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,062 | US$4.67M | +626 | Jun 30, 2026 |
| Microsoft Corp. | 11,753 | US$4.38M | +525 | Jun 30, 2026 |
| Broadcom Inc. | 7,831 | US$2.96M | +227 | Jun 30, 2026 |
| Citigroup, Inc. | 20,919 | US$2.93M | −1,357 | Jun 30, 2026 |
| Micron Technology, Inc. | 2,478 | US$2.86M | −748 | Jun 30, 2026 |
| Wells Fargo & Company | 31,856 | US$2.63M | −846 | Jun 30, 2026 |
| Meta Platforms, Inc. | 3,894 | US$2.19M | +1,014 | Jun 30, 2026 |