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Portfolio (Quarterly) Guide ↗

TRED AVON FAMILY WEALTH, LLC

· CIK 0002094435
13F Portfolio $327M AUM 262 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 33 New 81 Added 104 Reduced 28 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWJ ISHARES INC 3,180.0 $297K 0.09% NEW $93.27 +2.1%
22 FISV FISERV INC Technology 5,910.0 $290K 0.09% NEW $49.05 +5.3%
23 PAGP PLAINS GP HLDGS L P Energy 11,630.0 $282K 0.09% NEW $24.27 +17.3%
24 VNQ VANGUARD INDEX FDS 2,837.0 $274K 0.08% NEW $96.43 -0.1%
25 MO ALTRIA GROUP INC Consumer Defensive 3,651.0 $263K 0.08% NEW $71.95 -3.3%
26 DUPONT DE NEMOURS INC 1,833.0 $249K 0.08% NEW $135.64
27 VEA VANGUARD TAX-MANAGED FDS 3,465.0 $247K 0.08% NEW $71.24 +1.2%
28 MDLZ MONDELEZ INTL INC Consumer Defensive 4,173.0 $241K 0.07% NEW $57.84 +6.5%
29 CAT CATERPILLAR INC Industrials 225.0 $240K 0.07% NEW $1066.26 -26.9%
30 PWR QUANTA SVCS INC Industrials 297.0 $214K 0.07% NEW $720.04 -15.1%
31 GEV GE VERNOVA INC Utilities 176.0 $207K 0.06% NEW $1174.86 -23.5%
32 HDV ISHARES TR 7,469.0 $205K 0.06% NEW $27.41 +8.0%
33 ILCG ISHARES TR 1,730.0 $202K 0.06% NEW $117.02 -2.9%
Page 2 of 2  ·  33 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 23.7%
Financial Services 22.0%
Healthcare 12.2%
Industrials 9.8%
Consumer Cyclical 7.4%
Consumer Defensive 5.6%
Energy 5.2%
Communication Services 4.7%
Real Estate 3.8%
Utilities 3.3%