Institutions / Avid Wealth Partners LLC
Avid Wealth Partners LLC
CIK 1992344 · Institution · as of Dec 31, 2025
Portfolio value
$204.70M
Positions
66
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 66 →
| Company | Value | % of portfolio |
|---|---|---|
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $29.62M | 14.5% |
| iShares Tr | $19.39M | 9.5% |
| Vanguard World Fd | $13.51M | 6.6% |
| World Gold Tr | $13.33M | 6.5% |
| Global X Fds | $12.04M | 5.9% |
| iShares Tr | $11.11M | 5.4% |
| iShares Tr | $9.27M | 4.5% |
| Invesco Exch Traded Fd Tr II | $8.69M | 4.2% |
| iShares Inc | $7.60M | 3.7% |
| iShares Inc | $6.77M | 3.3% |
| WisdomTree Tr | $6.70M | 3.3% |
| BlackRock ETF Trust | $6.52M | 3.2% |
| iShares Tr | $5.52M | 2.7% |
| WisdomTree Tr | $4.96M | 2.4% |
| iShares Tr | $3.94M | 1.9% |
| Ea Series Trust | $3.16M | 1.5% |
| Invesco Actively Managed Exc | $3.15M | 1.5% |
| Global X Fds | $2.61M | 1.3% |
| iShares Tr | $2.60M | 1.3% |
| iShares Tr | $2.32M | 1.1% |
| NVIDIA Corp | $2.23M | 1.1% |
| Janus Detroit Str Tr | $2.13M | 1.0% |
| iShares Bitcoin Trust ETF | $1.92M | 0.9% |
| PIMCO ETF Tr | $1.77M | 0.9% |
| Apple Inc. | $1.69M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.