Holdings
Tred Avon Family Wealth, LLC
As of Sep 30, 2026, Tred Avon Family Wealth, LLC reported 244 positions worth US$316M. Largest: Bank Of America Corporation, iShares Core S&P 500 ETF and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bank Of America Corporation | 287K | US$15.6M | +199 | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 17,232 | US$13.2M | new | Sep 30, 2026 |
| Apple Inc | 39,158 | US$13M | −531 | Sep 30, 2026 |
| Microsoft Corp. | 24,644 | US$12.6M | −414 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 52,040 | US$11.9M | +19,047 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 17,637 | US$8.78M | +6,170 | Sep 30, 2026 |
| Amazon.com, Inc. | 31,334 | US$7.81M | −420 | Sep 30, 2026 |
| Nvidia Corporation | 28,611 | US$6.53M | −562 | Sep 30, 2026 |
| Johnson & Johnson | 24,086 | US$6.38M | −1,740 | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 15,781 | US$5.91M | new | Sep 30, 2026 |