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Portfolio (Quarterly) Guide ↗

Avondale Wealth Management

· CIK 0001738720
13F Portfolio $245M AUM 66 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 66 New
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITA ISHARES TR 5,050.0 $1.2M 0.50% NEW $242.42 -6.9%
22 BX BLACKSTONE INC Financial Services 10,300.0 $1.2M 0.49% NEW $117.67 +15.7%
23 PBT PERMIAN BASIN RTY TR Energy 46,330.0 $1.2M 0.47% NEW $25.04 +36.5%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,551.0 $1.2M 0.47% NEW $746.61 +3.2%
25 AGG ISHARES TR 11,574.0 $1.1M 0.47% NEW $98.98 -2.0%
26 WMT WALMART INC Consumer Defensive 9,550.0 $1.1M 0.44% NEW $113.26 -5.4%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 8,913.0 $1.0M 0.42% NEW $116.67 +49.4%
28 UAL UNITED AIRLS HLDGS INC Industrials 6,900.0 $938K 0.38% NEW $135.99 -18.1%
29 DKNG DRAFTKINGS INC NEW Consumer Cyclical 34,100.0 $861K 0.35% NEW $25.26 -4.9%
30 SCHW SCHWAB CHARLES CORP Financial Services 8,900.0 $821K 0.34% NEW $92.27 +18.4%
31 TGT TARGET CORP Consumer Defensive 6,155.0 $804K 0.33% NEW $130.61 +25.9%
32 DFSV DIMENSIONAL ETF TRUST 20,363.0 $790K 0.32% NEW $38.79 +4.3%
33 BERKSHIRE HATHAWAY INC DEL 1,526.0 $764K 0.31% NEW $500.39
34 GOOG ALPHABET INC 2,097.0 $741K 0.30% NEW $353.33
35 AZO AUTOZONE INC Consumer Cyclical 214.0 $684K 0.28% NEW $3195.94 -6.7%
36 DFUS DIMENSIONAL ETF TRUST 8,001.0 $656K 0.27% NEW $81.94 +2.6%
37 CVX CHEVRON CORPORATION Energy 3,797.0 $629K 0.26% NEW $165.76 +25.8%
38 BNO UNITED STS BRENT OIL FD LP Financial Services 15,040.0 $612K 0.25% NEW $40.69 +37.9%
39 GEV GE VERNOVA INC Utilities 510.0 $599K 0.24% NEW $1174.86 -19.8%
40 DELL DELL TECHNOLOGIES INC Technology 1,354.0 $584K 0.24% NEW $431.46 +21.4%
Page 2 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 52.3%
Technology 24.8%
Consumer Cyclical 12.3%
Consumer Defensive 3.2%
Industrials 3.1%
Energy 3.0%
Utilities 1.0%
Healthcare 0.4%