Avantra Family Wealth, Inc.
Avantra Family Wealth, Inc. reported 165 positions worth $156.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (5.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $9.0M | 5.75% | 31,119 | — | — | |
| ▸ 2 | NVDA | SH | $6.5M | 4.17% | 32,624 | — | — | |
| ▸ 3 | AMZN | SH | $4.7M | 3.02% | 19,839 | — | — | |
| ▸ 4 | GJUN | SH | $4.5M | 2.86% | 108,930 | — | — | |
| ▸ 5 | MSFT | SH | $4.4M | 2.80% | 11,753 | — | — | |
| ▸ 6 | FJUN | SH | $4.1M | 2.63% | 68,796 | — | — | |
| ▸ 7 | GOOGL | SH | $3.0M | 1.90% | 8,339 | — | — | |
| ▸ 8 | AVGO | SH | $3.0M | 1.89% | 7,831 | — | — | |
| ▸ 9 | C | SH | $2.9M | 1.87% | 20,919 | — | — | |
| ▸ 10 | MU | SH | $2.9M | 1.83% | 2,478 | — | — |
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Frequently Asked Questions
What stocks does Avantra Family Wealth, Inc. hold as of Q2 2026?
Avantra Family Wealth, Inc. reported 165 positions worth $156.7M in its Q2 2026 13F filing. Largest positions: AAPL (5.7%), NVDA (4.2%), AMZN (3.0%), GJUN (2.9%) and MSFT (2.8%).
What did Avantra Family Wealth, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Avantra Family Wealth, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.