TRED AVON FAMILY WEALTH, LLC
TRED AVON FAMILY WEALTH, LLC reported 262 positions worth $326.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: BAC (5.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BAC | SH | $16.3M | 5.00% | 286,761 | — | — | |
| ▸ 2 | IVV | SH | $12.1M | 3.71% | 16,175 | — | — | |
| ▸ 3 | AAPL | SH | $11.5M | 3.51% | 39,689 | — | — | |
| ▸ 4 | MSFT | SH | $9.3M | 2.86% | 25,058 | — | — | |
| ▸ 5 | AMZN | SH | $7.6M | 2.32% | 31,754 | — | — | |
| ▸ 6 | GOOG | SH | $7.2M | 2.19% | 20,242 | — | — | |
| ▸ 7 | JNJ | SH | $6.6M | 2.01% | 25,826 | — | — | |
| ▸ 8 | NVDA | SH | $5.8M | 1.79% | 29,173 | — | — | |
| ▸ 9 | BRK-B | SH | $5.7M | 1.76% | 11,467 | — | — | |
| ▸ 10 | JPM | SH | $4.9M | 1.51% | 15,036 | — | — |
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Frequently Asked Questions
What stocks does TRED AVON FAMILY WEALTH, LLC hold as of Q2 2026?
TRED AVON FAMILY WEALTH, LLC reported 262 positions worth $326.7M in its Q2 2026 13F filing. Largest positions: BAC (5.0%), IVV (3.7%), AAPL (3.5%), MSFT (2.9%) and AMZN (2.3%).
What did TRED AVON FAMILY WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TRED AVON FAMILY WEALTH, LLC 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.