StockDriftsStockDriftsTop 50 Avondale Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.62% | 61.0K | $45.7M | +7.04%(+4.01K) | $232.24(+235.40%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 10.39% | 34.6K | $25.5M | +4.76%(+1.57K) | $308.86(+137.17%) | 2026-06-30 | |
| IJH | ISHARES TR | 9.85% | 313.2K | $24.1M | +5.45%(+16.19K) | $47.49(+65.40%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 9.31% | 195.0K | $22.8M | +207.48%(+131.61K) | $114.76(+2.72%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 8.32% | 163.6K | $20.4M | +4.07%(+6.40K) | $91.67(+39.81%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 7.27% | 443.4K | $17.8M | +6.10%(+25.51K) | $25.53(+54.19%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 5.37% | 496.9K | $13.2M | +18.92%(+79.04K) | $26.50(-1.20%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.17% | 146.3K | $10.2M | +9.63%(+12.86K) | $54.81(+32.00%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.1% | 7.5K | $5.2M | +4.67%(+335) | $323.17(+120.52%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.95% | 89.4K | $4.8M | -2.30%(-2.11K) | $53.92(-2.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.80% | +67.67% | +8.81% | +52.55% |
| Top 20 Holdings Unweighted | +25.42% | +97.27% | +13.17% | +85.67% |
Avondale Wealth Management reports $245.27M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.6%), QQQ (10.4%) and IJH (9.8%). The top 20 holdings account for 89.25% of reported assets. Its disclosed equity book has returned +67.67% on a three-year cumulative basis. 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 Avondale Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1738720). View Avondale Wealth Management’s 13F filings on SEC