Holdings
Avondale Wealth Management
As of Sep 30, 2026, Avondale Wealth Management reported 59 positions worth US$225M. Largest: iShares Core S&P 500 ETF, Invesco QQQ Trust and iShares Core S&P Mid-Cap ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 60,330 | US$46.2M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 34,600 | US$25.6M | new | Sep 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 311K | US$22.4M | new | Sep 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 164K | US$19.3M | new | Sep 30, 2026 |
| Alpha Architect 1-3 Month Box ETF | 161K | US$19M | new | Sep 30, 2026 |
| Dimensional Emerging Core Equity Market ETF | 434K | US$17.1M | new | Sep 30, 2026 |
| PIMCO Multisector Bond Active Exchange-Traded Fund | 471K | US$12M | new | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 7,551 | US$5.29M | new | Sep 30, 2026 |
| Apple Inc | 13,796 | US$4.59M | −1,089 | Sep 30, 2026 |
| JPMorgan Active Bond ETF | 83,710 | US$4.28M | new | Sep 30, 2026 |