Portfolio (Quarterly) Guide ↗

Avid Wealth Partners LLC

· CIK 0001992344

13F Portfolio $212M AUM 71 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 46 Added 13 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PEP	PEPSICO INC	Consumer Defensive	1,634	$235K	0.12%	SOLD
2	VTV	VANGUARD INDEX FDS	—	1,186	$227K	0.11%	SOLD
3	SAN	BANCO SANTANDER SA	Financial Services	10,073	$118K	0.06%	SOLD

Sector Allocation

Financial Services 54.4%

Technology 17.9%

Communication Services 8.2%

Healthcare 6.6%

Consumer Cyclical 5.6%

Energy 2.9%

Consumer Defensive 2.2%

Industrials 1.3%

Utilities 0.9%