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Portfolio (Quarterly) Guide ↗

Avantra Family Wealth, Inc.

· CIK 0001774744
13F Portfolio $157M AUM 165 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 165 New
Page 2 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 7,555.0 $1.7M 1.09% NEW $227.06 +4.5%
22 GOOG ALPHABET INC 4,777.0 $1.7M 1.08% NEW $353.33
23 YSEP FIRST TR EXCHNG TRADED FD VI 57,562.0 $1.6M 1.01% NEW $27.54 +3.1%
24 IVW ISHARES TR 10,699.0 $1.5M 0.94% NEW $137.54 +1.8%
25 DGRO ISHARES TR 18,467.0 $1.4M 0.89% NEW $75.79 +4.7%
26 BTI BRITISH AMERN TOB PLC Consumer Defensive 22,659.0 $1.4M 0.89% NEW $61.76 -9.1%
27 CAH CARDINAL HEALTH INC Healthcare 5,831.0 $1.4M 0.88% NEW $237.56 -1.3%
28 WDC WESTERN DIGITAL CORP Technology 2,115.0 $1.4M 0.86% NEW $638.72 -28.1%
29 AMAT APPLIED MATLS INC Technology 1,759.0 $1.3M 0.81% NEW $723.00 -36.1%
30 JPM JPMORGAN CHASE & CO Financial Services 3,857.0 $1.3M 0.81% NEW $327.33 +9.3%
31 HD HOME DEPOT INC Consumer Cyclical 3,495.0 $1.2M 0.79% NEW $352.66 -6.4%
32 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,231.0 $1.2M 0.78% NEW $290.59 -9.6%
33 JNJ JOHNSON & JOHNSON Healthcare 4,520.0 $1.1M 0.73% NEW $253.96 +5.5%
34 WCC WESCO INTL INC Industrials 3,257.0 $1.1M 0.72% NEW $345.43 -2.6%
35 QJUN FIRST TR EXCHNG TRADED FD VI 32,581.0 $1.1M 0.70% NEW $33.79 -1.0%
36 IEMG ISHARES INC 13,164.0 $1.1M 0.70% NEW $82.84 -1.2%
37 BAX BAXTER INTL INC Healthcare 51,120.0 $1.1M 0.69% NEW $21.32 +22.6%
38 GE GE AEROSPACE Industrials 2,913.0 $1.1M 0.69% NEW $373.76 -8.3%
39 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 520.0 $1.1M 0.69% NEW $2080.79 +5.4%
40 TXN TEXAS INSTRS INC Technology 3,609.0 $1.1M 0.69% NEW $298.07 -13.2%
Page 2 of 9  ·  165 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
Technology 36.7%
Financial Services 11.3%
Healthcare 10.9%
Industrials 10.9%
Consumer Cyclical 7.8%
Communication Services 6.3%
Consumer Defensive 5.4%
Energy 4.0%
Utilities 3.0%
Basic Materials 2.1%