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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 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 7,176.0 $630K 0.40% NEW $87.77 -6.8%
82 PWR QUANTA SVCS INC Industrials 870.0 $626K 0.40% NEW $720.04 -16.3%
83 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,602.0 $620K 0.40% NEW $386.73 +2.0%
84 EVRG EVERGY INC Utilities 7,094.0 $613K 0.39% NEW $86.43 -6.7%
85 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,337.0 $605K 0.39% NEW $72.51 +7.9%
86 TLH ISHARES TR 5,990.0 $601K 0.38% NEW $100.35 -3.0%
87 FNDF SCHWAB STRATEGIC TR 11,188.0 $590K 0.38% NEW $52.76 +5.1%
88 HAS HASBRO INC Consumer Cyclical 7,119.0 $588K 0.38% NEW $82.59 +14.1%
89 AZN ASTRAZENECA PLC Healthcare 3,057.0 $580K 0.37% NEW $189.62 -14.2%
90 OEF ISHARES TR 1,525.0 $558K 0.36% NEW $365.83 +4.1%
91 EQT EQT CORP Energy 10,423.0 $554K 0.35% NEW $53.17 +2.6%
92 EFV ISHARES TR 7,081.0 $542K 0.35% NEW $76.55 +6.8%
93 THRO BLACKROCK ETF TRUST 12,503.0 $539K 0.34% NEW $43.11 +1.7%
94 PEP PEPSICO INC Consumer Defensive 3,930.0 $532K 0.34% NEW $135.42 +4.2%
95 SHEL SHELL PLC Energy 6,651.0 $516K 0.33% NEW $77.54 +17.2%
96 PG PROCTER & GAMBLE CO Consumer Defensive 3,497.0 $513K 0.33% NEW $146.64 -2.0%
97 IGEB ISHARES TR 11,190.0 $505K 0.32% NEW $45.11 -1.9%
98 V VISA INC Financial Services 1,439.0 $494K 0.32% NEW $343.09 +11.2%
99 PCAR PACCAR INC Industrials 4,077.0 $490K 0.31% NEW $120.12 +4.3%
100 NFLX NETFLIX INC. Communication Services 6,719.0 $480K 0.31% NEW $71.40 +14.5%
Page 5 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%