StockDriftsStockDriftsTop 50 Avondale Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20.35% | 60.3K | $46.2M | -1.06%(-648) | $232.24(+231.56%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 11.28% | 34.6K | $25.6M | -0.01%(-3) | $308.86(+132.58%) | 2026-09-30 | |
| IJH | ISHARES TR | 9.85% | 310.7K | $22.4M | -0.78%(-2.43K) | $47.49(+52.41%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 8.52% | 164.2K | $19.3M | +0.35%(+565) | $91.67(+30.56%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 8.37% | 160.5K | $19.0M | -17.71%(-34.54K) | $114.76(+3.39%) | 2026-09-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 7.52% | 434.2K | $17.1M | -2.08%(-9.23K) | $25.53(+46.79%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 5.27% | 470.9K | $12.0M | -5.23%(-25.97K) | $26.50(-4.16%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.33% | 7.6K | $5.3M | +0.63%(+47) | $325.48(+116.48%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.02% | 13.8K | $4.6M | -7.32%(-1.09K) | $160.20(+114.07%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.89% | 83.7K | $4.3M | -6.38%(-5.70K) | $53.92(-4.67%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.48% | +70.57% | +9.18% | +55.12% |
| Top 20 Holdings Unweighted | +26.09% | +100.47% | +14.15% | +93.85% |
Avondale Wealth Management reports $226.99M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are IVV (20.4%), QQQ (11.3%) and IJH (9.8%). The top 20 holdings account for 88.95% of reported assets. Its disclosed equity book has returned +70.57% on a three-year cumulative basis. Figures reflect the Q3 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