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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 12 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EMR EMERSON ELEC CO Industrials 2,292.0 $328K 0.10% $143.15 +3.2%
222 IUSV ISHARES TR 2,973.0 $327K 0.10% NEW $110.15 +3.5%
223 SLB SLB LIMITED Energy 7,024.0 $327K 0.10% +1K +21.9% $46.49 +22.9%
224 INTU INTUIT Technology 1,241.0 $324K 0.10% -77.0 -5.8% $261.00 +32.2%
225 NXT NEXTPOWER INC Technology 2,638.0 $314K 0.10% -89.0 -3.3% $119.14 -30.3%
226 LIBERTY MEDIA CORP DEL 3,296.0 $314K 0.10% $95.14
227 DUK DUKE ENERGY CORP NEW Utilities 2,466.0 $312K 0.10% +476.0 +23.9% $126.57 -4.9%
228 CASY CASEYS GEN STORES INC Consumer Cyclical 384.0 $305K 0.09% -243.0 -38.8% $794.74 -3.5%
229 DOCU DOCUSIGN INC Technology 6,814.0 $303K 0.09% +853.0 +14.3% $44.42 +45.5%
230 ESE ESCO TECHNOLOGIES INC Technology 862.0 $302K 0.09% NEW $350.04 -23.5%
231 AMD ADVANCED MICRO DEVICES INC Technology 519.0 $301K 0.09% NEW $580.91 -20.9%
232 WCN WASTE CONNECTIONS INC Industrials 1,795.0 $299K 0.09% -105.0 -5.5% $166.69 -1.7%
233 EWJ ISHARES INC 3,180.0 $297K 0.09% NEW $93.27 +2.1%
234 FISV FISERV INC Technology 5,910.0 $290K 0.09% NEW $49.05 +5.3%
235 SBUX STARBUCKS CORP Consumer Cyclical 2,793.0 $285K 0.09% -73.0 -2.5% $102.19 +3.9%
236 PAGP PLAINS GP HLDGS L P Energy 11,630.0 $282K 0.09% NEW $24.27 +17.3%
237 CL COLGATE PALMOLIVE CO Consumer Defensive 3,041.0 $279K 0.09% -680.0 -18.3% $91.68 -2.2%
238 VNQ VANGUARD INDEX FDS 2,837.0 $274K 0.08% NEW $96.43 -0.1%
239 LUV SOUTHWEST AIRLS CO Industrials 5,145.0 $265K 0.08% $51.42 -26.7%
240 DFAS DIMENSIONAL ETF TRUST 3,210.0 $264K 0.08% $82.35 -2.0%
Page 12 of 14  ·  262 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%