Avondale Wealth Management

CIK 0001738720 • 7 13F filings • Apr 8, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $179.0M113 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC COM	Stock	$1.7M	1.0%	12,200 SH	New
ALPHA ARCHITECT 1-3 MONTH BOX ETF	ETF	$6.5M	3.6%	57,630 SH	New
ALPHABET INC CAP STK CL C	Stock	$374K	0.2%	2,110 SH	New
AMAZON.COM INC	Stock	$2.2M	1.2%	9,898 SH	New
AMERICAN AIRLS GROUP INC COM	Stock	$216K	0.1%	19,250 SH	New
AMPLIFY ONLINE RETAIL ETF	ETF	$24K	0.0%	346 SH	New
APPLE INC	Stock	$2.9M	1.6%	14,025 SH	New
APPLIED MATLS INC COM	Stock	$120K	0.1%	657 SH	New
ARCHER AVIATION INC COM CL A	Stock	$860K	0.5%	79,250 SH	New
ARK 21SHARES ACTIVE ETHEREUM FUTURES STRATEGY ETF	ETF	$5K	0.0%	190 SH	New
ARK 21SHARES BITCOIN ETF BEN OF INT	ETF	$326K	0.2%	9,119 SH	New
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF	ETF	$31K	0.0%	345 SH	New
ARK INNOVATION ETF	ETF	$26K	0.0%	376 SH	New
ARK NEXT GENERATION INTERNET ETF	ETF	$42K	0.0%	286 SH	New
ATLAS ENERGY SOLUTIONS INC COM NEW	Stock	$107K	0.1%	8,000 SH	New
AUTOZONE INC COM	Stock	$316K	0.2%	85 SH	New
AVANTIS U.S. MID CAP EQUITY ETF	ETF	$134K	0.1%	2,025 SH	New
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$12.7M	7.1%	139,948 SH	New
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$3.6M	2.0%	5 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$726K	0.4%	1,495 SH	New
BIGCOMMERCE HLDGS INC COM SER 1	Stock	$50K	0.0%	10,000 SH	New
BLACKSTONE INC COM	Stock	$531K	0.3%	3,550 SH	New
BOEING CO COM	Stock	$84K	0.0%	400 SH	New
COSTCO WHOLESALE CORP	Stock	$246K	0.1%	249 SH	New
DELL TECHNOLOGIES INC CL C	Stock	$167K	0.1%	1,360 SH	New
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$10.5M	5.9%	362,622 SH	New
DIMENSIONAL EMERGING MARKETS VALUE ETF	ETF	$60K	0.0%	2,000 SH	New
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$62K	0.0%	2,000 SH	New
DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$143K	0.1%	4,000 SH	New
DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$583K	0.3%	8,695 SH	New
DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$7.3M	4.1%	135,956 SH	New
DIMENSIONAL US HIGH PROFITABILITY ETF	ETF	$353K	0.2%	9,920 SH	New
DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$598K	0.3%	20,327 SH	New
DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X SHARES	ETF	$36K	0.0%	1,600 SH	New
DISNEY WALT CO COM	Stock	$18K	0.0%	146 SH	New
DRAFTKINGS INC NEW COM CL A	Stock	$2.8M	1.5%	64,340 SH	New
DROPBOX INC CL A	Stock	$14K	0.0%	500 SH	New
DUTCH BROS INC CL A	Stock	$154K	0.1%	2,250 SH	New
ENERGY SELECT SECTOR SPDR	ETF	$2.3M	1.3%	26,812 SH	New
ENTERPRISE PRODS PARTNERS L P	Stock	$164K	0.1%	5,290 SH	New
EOG RESOURCES INC	Stock	$66K	0.0%	550 SH	New
EXXON MOBIL CORP COM	Stock	$555K	0.3%	5,147 SH	New
FEDEX CORP	Stock	$136K	0.1%	600 SH	New
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF	ETF	$117K	0.1%	1,248 SH	New
FIDELITY MSCI CONSUMER STAPLES INDEX ETF	ETF	$60	0.0%	1 SH	New
FIDELITY MSCI MATERIALS INDEX ETF	ETF	$124K	0.1%	2,496 SH	New
FIDELITY NASDAQ COMPOSITE INDEX ETF	ETF	$996K	0.6%	12,440 SH	New
FIDELITY WISE ORIGIN BITCOIN FUND	ETF	$45K	0.0%	478 SH	New
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	ETF	$88K	0.0%	414 SH	New
GABELLI DIVID & INCOME TR COM	CEF	$34K	0.0%	1,300 SH	New
GE AEROSPACE COM NEW	Stock	$257K	0.1%	1,000 SH	New
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK	Stock	$144K	0.1%	1,950 SH	New
GE VERNOVA INC COM	Stock	$198K	0.1%	375 SH	New
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	ETF	$275K	0.2%	6,308 SH	New
GRAYSCALE BITCOIN TRUST ETF	ETF	$85	0.0%	1 SH	New
HOME DEPOT	Stock	$458K	0.3%	1,250 SH	New
INDEPENDENCE RLTY TR INC COM	REIT	$88K	0.0%	5,000 SH	New
INTL BUSINESS MACHINES	Stock	$29K	0.0%	100 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$18.6M	10.4%	33,668 SH	New
INVESCO S&P 500 LOW VOLATILITY ETF	ETF	$53K	0.0%	724 SH	New
ISHARES BITCOIN TRUST ETF	ETF	$367K	0.2%	6,000 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$167K	0.1%	2,000 SH	New
ISHARES CORE S&P MID CAP ETF	ETF	$17.4M	9.7%	280,506 SH	New
ISHARES CORE S&P SMALL CAP ETF	ETF	$544K	0.3%	4,980 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$1.6M	0.9%	16,427 SH	New
ISHARES GOLD TRUST ETF	ETF	$84K	0.0%	1,349 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$308K	0.2%	725 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$51K	0.0%	460 SH	New
ISHARES S&P 500 INDEX	ETF	$36.2M	20.2%	58,315 SH	New
ISHARES S&P 500 VALUE ETF	ETF	$73K	0.0%	375 SH	New
ISHARES SEMICONDUCTOR ETF	ETF	$10.7M	6.0%	44,796 SH	New
ISHARES SILVER TRUST ETF	ETF	$77K	0.0%	2,356 SH	New
ISHARES U.S. AEROSPACE & DEFENSE ETF	ETF	$1.1M	0.6%	5,900 SH	New
ISHARES U.S. INDUSTRIALS ETF	ETF	$142K	0.1%	1,000 SH	New
ISHARES U.S. TREASURY BOND ETF	ETF	$1.6M	0.9%	67,463 SH	New
JPMORGAN CHASE & CO. COM	Stock	$399K	0.2%	1,375 SH	New
LANDBRIDGE COMPANY LLC CL A	Stock	$81K	0.0%	1,200 SH	New
META PLATFORMS INC CL A	Stock	$57K	0.0%	77 SH	New
MICROSOFT	Stock	$112K	0.1%	225 SH	New
NETFLIX INC COM	Stock	$47K	0.0%	35 SH	New
NVIDIA CORPORATION COM	Stock	$3.7M	2.1%	23,605 SH	New
ORACLE CORPORATION	Stock	$184K	0.1%	840 SH	New
PACER LUNT LARGE CAP ALTERNATOR ETF	ETF	$35	0.0%	1 SH	New
PACER US SMALL CAP CASH COWS ETF	ETF	$511K	0.3%	12,828 SH	New
PALANTIR TECHNOLOGIES INC CL A	Stock	$1.7M	1.0%	12,500 SH	New
PERMIAN BASIN RTY TR UNIT BEN INT	Stock	$93K	0.1%	7,500 SH	New
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	ETF	$682K	0.4%	7,400 SH	New
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	ETF	$6.5M	3.6%	243,792 SH	New
PROCTER AND GAMBLE CO COM	Stock	$390K	0.2%	2,450 SH	New
ROYAL DUTCH SHELL PLC-ADR	ADR	$12K	0.0%	173 SH	New
SCHWAB CHARLES CORP COM	Stock	$785K	0.4%	8,600 SH	New
SENTINELONE INC CL A	Stock	$626K	0.3%	34,250 SH	New
SERVICENOW INC COM	Stock	$82K	0.0%	80 SH	New
SOUTHWEST AIRLS CO COM	Stock	$4K	0.0%	120 SH	New
SPDR EURO STOXX 50 ETF	ETF	$119K	0.1%	2,000 SH	New
SPDR GOLD ETF	ETF	$502K	0.3%	1,647 SH	New
SPDR S&P 500 ETF	ETF	$458K	0.3%	742 SH	New
SPDR S&P REGIONAL BANKING ETF	ETF	$567K	0.3%	9,550 SH	New
TARGA RES CORP COM	Stock	$11K	0.0%	62 SH	New
TESLA MOTORS INC	Stock	$1.6M	0.9%	5,045 SH	New
THE TRADE DESK INC COM CL A	Stock	$36K	0.0%	500 SH	New
TRANE TECHNOLOGIES PLC SHS	Stock	$87K	0.0%	200 SH	New
TRUMP MEDIA & TECHNOLOGY GROUP COM	Stock	$90K	0.1%	5,000 SH	New
UNITED AIRLS HLDGS INC COM	Stock	$1.4M	0.8%	17,700 SH	New
UNITED STATES BRENT OIL FUND LP	ETF	$396K	0.2%	13,567 SH	New
VANECK GOLD MINERS ETF	ETF	$89K	0.0%	1,702 SH	New
VANGUARD CONSUMER STAPLES ETF	ETF	$445K	0.2%	2,030 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$106K	0.1%	517 SH	New
VANGUARD GROWTH ETF	ETF	$58K	0.0%	133 SH	New
VANGUARD S&P 500 ETF	ETF	$3.8M	2.1%	6,760 SH	New
WALMART INC COM	Stock	$1.2M	0.6%	11,900 SH	New
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT	Stock	$232K	0.1%	6,000 SH	New
WP CAREY INC COM	REIT	$94K	0.1%	1,500 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $2.1M
ALIGN TECHNOLOGY INC — $257K
ALPHABET INC — $604K
AMAZON COM INC — $2.2M
AMERICAN AIRLINES GROUP INC — $419K
AMERICAN CENTY ETF TR — $271K
AMERICAN CENTY ETF TR — $17.4M
APPLE INC — $4.1M
APPLIED MATLS INC — $202K
ARCHER AVIATION INC — $800K
ARK 21SHARES BITCOIN ETF — $204K
AUTOZONE INC — $1.1M
BERKSHIRE HATHAWAY INC DEL — $3.6M
BERKSHIRE HATHAWAY INC DEL — $616K
BLACKSTONE INC — $1.0M
CHEVRON CORPORATION — $786K
COMMERCE.COM INC — $27K
DELL TECHNOLOGIES INC — $222K
DIMENSIONAL ETF TRUST — $14.1M
DIMENSIONAL ETF TRUST — $705K
… and 51 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001214659-26-012948	—	View
Feb 17, 2026	Q4 2025	13F-HR	0001214659-26-002075	$194.5M	View
Nov 17, 2025	Q3 2025