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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 6 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 8,762.0 $829K 0.27% -263.0 -2.9% $94.62 +17.3%
102 EMLP FIRST TR EXCHANGE-TRADED FD 21,752.0 $824K 0.27% $37.87 +16.8%
103 KB KB FINL GROUP INC Financial Services 9,510.0 $818K 0.27% -2K -14.6% $86.04 +22.0%
104 EFA ISHARES TR 8,517.0 $818K 0.27% $96.03 +8.5%
105 MICROCHIP TECHNOLOGY INC. 14,030.0 $818K 0.27% -435.0 -3.0% $58.28
106 RIO RIO TINTO PLC Basic Materials 10,185.0 $815K 0.27% -165.0 -1.6% $80.03 +29.1%
107 PSTL POSTAL REALTY TRUST INC Real Estate 50,373.0 $813K 0.26% -1K -2.9% $16.14 +45.8%
108 BSX BOSTON SCIENTIFIC CORP Healthcare 8,515.0 $812K 0.26% +4K +95.6% $95.35 -40.1%
109 SCHW SCHWAB CHARLES CORP Financial Services 8,115.0 $811K 0.26% +254.0 +3.2% $99.90 -9.8%
110 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,594.0 $805K 0.26% +167.0 +6.9% $310.20 +19.5%
111 COLB COLUMBIA BKG SYS INC Financial Services 28,782.0 $804K 0.26% -906.0 -3.0% $27.95 +6.0%
112 VUG VANGUARD INDEX FDS 1,618.0 $789K 0.26% -203.0 -11.2% $487.86 -82.1%
113 DVY ISHARES TR 5,583.0 $788K 0.26% NEW $141.13 +9.2%
114 HWM HOWMET AEROSPACE INC Industrials 3,827.0 $785K 0.26% $205.02 +26.8%
115 ITW ILLINOIS TOOL WKS INC Industrials 3,167.0 $780K 0.25% +199.0 +6.7% $246.30 +1.5%
116 TOTALENERGIES SE 11,827.0 $774K 0.25% NEW $65.42
117 HMC HONDA MOTOR LTD Consumer Cyclical 25,550.0 $753K 0.24% -990.0 -3.7% $29.48 -10.9%
118 XLE SELECT SECTOR SPDR TR 16,716.0 $747K 0.24% +8K +100.0% $44.71 +32.3%
119 CVX CHEVRON CORP NEW Energy 4,891.0 $746K 0.24% +31.0 +0.6% $152.42 +25.3%
120 QUAL ISHARES TR 3,730.0 $741K 0.24% $198.62 +7.1%
Page 6 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%