StockDriftsStockDriftsTop 50 Avid Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 17.41% | 528.7K | $36.0M | +1.58%(+8.23K) | $48.98(+42.94%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 6.74% | 380.2K | $13.9M | new | $33.86(+9.08%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 6.46% | 81.7K | $13.3M | -19.06%(-19.22K) | $128.92(+30.24%) | 2026-06-30 | |
| URA | GLOBAL X FDS | 6.45% | 305.1K | $13.3M | +7.54%(+21.39K) | $28.91(+55.84%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 6.33% | 164.7K | $13.1M | +6.75%(+10.42K) | $43.86(+98.59%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 5.49% | 214.9K | $11.3M | -6.90%(-15.94K) | $29.14(+52.52%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.24% | 14.5K | $10.8M | -3.96%(-597) | $584.67(+32.96%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.4% | 66.1K | $9.1M | -31.52%(-30.45K) | $88.68(+59.86%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.88% | 96.8K | $8.0M | -18.13%(-21.45K) | $52.98(+51.42%) | 2026-06-30 | |
| VOLT | TEMA ETF TRUST | 3.87% | 191.0K | $8.0M | new | $37.52(+2.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +54.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.87% |
Avid Wealth Partners LLC reports $206.56M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are DYNF (17.4%), CORO (6.7%) and MGV (6.5%). The top 20 holdings account for 84.34% of reported assets. Its disclosed equity book has returned +54.69% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avid Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1992344). View Avid Wealth Partners LLC’s 13F filings on SEC