Loading…
CIK 0001992344 • 6 13F filings • Apr 17, 2025 – Aug 3, 2026
Import this data to Google Sheets with:
=jivedata("avid-wealth-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $228K | 0.2% | 1,476 SH | |
| AMAZON COM INC | COM | $470K | 0.3% | 2,469 SH | |
| APPLE INC | COM | $935K | 0.6% | 4,211 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $285K | 0.2% | 535 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $16.4M | 11.1% | 336,728 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $897K | 0.6% | 17,124 SH | |
| BROADCOM INC | COM | $203K | 0.1% | 1,210 SH | |
| COINBASE GLOBAL INC | COM CL A | $210K | 0.1% | 1,221 SH | |
| COSTCO WHSL CORP NEW | COM | $207K | 0.1% | 219 SH | |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | $575K | 0.4% | 15,599 SH | |
| GLOBAL X FDS | GLOBAL X URANIUM | $7.6M | 5.1% | 329,978 SH | |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $5.2M | 3.5% | 109,881 SH | |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $6.9M | 4.7% | 112,586 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $428K | 0.3% | 2,473 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.3M | 0.9% | 28,171 SH | |
| ISHARES INC | CORE MSCI EMKT | $2.8M | 1.9% | 51,979 SH | |
| ISHARES INC | EMNG MKTS EQT | $1.6M | 1.1% | 33,189 SH | |
| ISHARES INC | MSCI EMRG CHN | $912K | 0.6% | 16,562 SH | |
| ISHARES INC | MSCI GBL GOLD MN | $3.1M | 2.1% | 79,811 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $2.8M | 1.9% | 26,756 SH | |
| ISHARES TR | 20 YR TR BD ETF | $278K | 0.2% | 3,059 SH | |
| ISHARES TR | CORE MSCI EAFE | $8.5M | 5.8% | 112,349 SH | |
| ISHARES TR | CORE S&P TTL STK | $949K | 0.6% | 7,775 SH | |
| ISHARES TR | CORE S&P500 ETF | $9.2M | 6.3% | 16,451 SH | |
| ISHARES TR | EXPND TEC SC ETF | $315K | 0.2% | 3,477 SH | |
| ISHARES TR | MSCI USA MIN VOL | $2.9M | 2.0% | 30,854 SH | |
| ISHARES TR | NATIONAL MUN ETF | $4.4M | 3.0% | 41,501 SH | |
| ISHARES TR | S&P 100 ETF | $16.6M | 11.3% | 61,281 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $9.9M | 6.7% | 107,028 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $984K | 0.7% | 9,322 SH | |
| ISHARES TR | U.S. TECH ETF | $4.7M | 3.2% | 33,513 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $1.8M | 1.2% | 35,368 SH | |
| JPMORGAN CHASE & CO. | COM | $356K | 0.2% | 1,453 SH | |
| META PLATFORMS INC | CL A | $332K | 0.2% | 576 SH | |
| MICROSOFT CORP | COM | $750K | 0.5% | 1,999 SH | |
| NVIDIA CORPORATION | COM | $677K | 0.5% | 6,244 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $955K | 0.6% | 9,488 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $423K | 0.3% | 756 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $217K | 0.1% | 4,559 SH | |
| SPROTT FDS TR | URANIUM MINERS E | $995K | 0.7% | 30,665 SH | |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | $919K | 0.6% | 15,834 SH | |
| TESLA INC | COM | $370K | 0.3% | 1,429 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $601K | 0.4% | 2,340 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $206K | 0.1% | 1,191 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.2M | 1.5% | 43,931 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $8.7M | 5.9% | 67,827 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $3.4M | 2.3% | 77,820 SH | |
| WISDOMTREE TR | JAPN HEDGE EQT | $3.1M | 2.1% | 28,180 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $9.7M | 6.6% | 156,021 SH |
| 13F-HR |
| 0001992344-26-000007 |
| $206.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001992344-25-000005 | $174.8M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001992344-26-000005 | $211.6M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001992344-25-000003 | $147.4M | View |