Institutions / Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC
CIK 2094435 · Institution · as of Dec 31, 2025
Portfolio value
$307.42M
Positions
257
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 257 →
| Company | Value | % of portfolio |
|---|---|---|
| Bank of America Corp /De | $17.72M | 5.8% |
| Microsoft Corp | $12.21M | 4.0% |
| iShares Tr | $11.79M | 3.8% |
| Apple Inc. | $11.22M | 3.6% |
| Warren E. Buffett | $8.64M | 2.8% |
| Amazon.com Inc | $7.51M | 2.4% |
| Alphabet Inc. | $6.58M | 2.1% |
| Johnson & Johnson | $6.22M | 2.0% |
| NVIDIA Corp | $6.06M | 2.0% |
| JPMORGAN CHASE & CO | $4.91M | 1.6% |
| Vanguard Index Fds | $4.29M | 1.4% |
| Broadcom Inc. | $4.27M | 1.4% |
| ELI LILLY & Co | $3.59M | 1.2% |
| Vanguard Intl Equity Index F | $3.57M | 1.2% |
| Golub Cap BDC Inc | $3.30M | 1.1% |
| Abbott Laboratories | $3.10M | 1.0% |
| Fidelity Wise Origin Bitcoin | $3.06M | 1.0% |
| Visa Inc | $3.05M | 1.0% |
| Thermo Fisher Scientific Inc. | $2.98M | 1.0% |
| Exxon Mobil Corp | $2.95M | 1.0% |
| Eaton Corp plc | $2.59M | 0.8% |
| Meta Platforms Inc | $2.55M | 0.8% |
| Nextera Energy Inc | $2.51M | 0.8% |
| Vanguard Intl Equity Index F | $2.48M | 0.8% |
| Alphabet Inc. | $2.40M | 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.