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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 807.0 $237K 0.07% -24.0 -2.9% $293.18 +4.0%
102 BSX BOSTON SCIENTIFIC CORP Healthcare 5,183.0 $221K 0.07% -3K -39.1% $42.68 +12.7%
103 DVY ISHARES TR 1,333.0 $208K 0.06% -4K -76.1% $156.27 +4.1%
104 AMP AMERIPRISE FINL INC Financial Services 446.0 $205K 0.06% -76.0 -14.6% $458.76 +18.2%
Page 6 of 6  ·  104 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%