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Portfolio (Quarterly) Guide ↗

TRED AVON FAMILY WEALTH, LLC

· CIK 0002094435
13F Portfolio $307M AUM 258 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New 71 Added 77 Reduced 12 Exited
Page 12 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BASV ADVISORS INNER CIRCLE FD III 9,849.0 $274K 0.09% NEW $27.77 +3.6%
222 IWF ISHARES TR 576.0 $273K 0.09% NEW $473.30 -73.7%
223 IJT ISHARES TR 1,925.0 $272K 0.09% NEW $141.16 +13.8%
224 TMUS T-MOBILE US INC Communication Services 1,301.0 $264K 0.09% NEW $203.04 -6.3%
225 AME AMETEK INC Industrials 1,277.0 $262K 0.09% $205.31 +8.7%
226 MLM MARTIN MARIETTA MATLS INC Basic Materials 421.0 $262K 0.09% -3.0 -0.7% $622.66 -13.6%
227 OEF ISHARES TR 762.0 $261K 0.09% $342.97 +8.0%
228 VST VISTRA CORP Utilities 1,600.0 $258K 0.08% +26.0 +1.6% $161.33 -10.7%
229 NKE NIKE INC Consumer Cyclical 4,040.0 $257K 0.08% +392.0 +10.8% $63.71 -30.3%
230 AMP AMERIPRISE FINL INC Financial Services 522.0 $256K 0.08% NEW $490.34 -8.1%
231 INGERSOLL RAND INC 3,192.0 $253K 0.08% $79.22
232 STE STERIS PLC Healthcare 975.0 $247K 0.08% -9.0 -0.9% $253.52 -14.8%
233 CARR CARRIER GLOBAL CORPORATION Industrials 4,608.0 $243K 0.08% +271.0 +6.2% $52.84 +17.7%
234 SBUX STARBUCKS CORP Consumer Cyclical 2,866.0 $241K 0.08% -3K -53.2% $84.21 +26.5%
235 NXT NEXTPOWER INC Technology 2,727.0 $238K 0.08% NEW $87.11 +38.9%
236 DUK DUKE ENERGY CORP NEW Utilities 1,990.0 $233K 0.08% $117.20 +6.4%
237 FLEX FLEX LTD Technology 3,820.0 $231K 0.07% -1K -27.5% $60.42 +116.9%
238 ROP ROPER TECHNOLOGIES INC Industrials 517.0 $230K 0.07% NEW $445.13 -26.1%
239 LOW LOWES COS INC Consumer Cyclical 943.0 $227K 0.07% NEW $241.16 -9.9%
240 DFAS DIMENSIONAL ETF TRUST 3,210.0 $224K 0.07% $69.67 +10.3%
Page 12 of 13  ·  257 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
Financial Services 24.6%
Technology 21.7%
Healthcare 12.8%
Industrials 9.4%
Consumer Cyclical 7.3%
Communication Services 6.6%
Energy 4.8%
Consumer Defensive 4.8%
Real Estate 3.0%
Utilities 2.6%