StockDriftsStockDriftsTop 50 Tred Avon Family Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | 4.74% | 287.0K | $15.6M | +0.07%(+199) | $49.46(+1.88%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.01% | 17.2K | $13.2M | +6.53%(+1.06K) | $653.66(+17.80%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.96% | 39.2K | $13.0M | -1.34%(-531) | $236.52(+44.99%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.84% | 24.6K | $12.6M | -1.65%(-414) | $506.99(+5.23%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.67% | 17.6K | $8.8M | +53.81%(+6.17K) | $490.37(+8.54%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.37% | 31.3K | $7.8M | -1.32%(-420) | $220.10(+19.24%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.05% | 19.8K | $6.7M | -2.14%(-434) | $223.63(+52.11%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.98% | 28.6K | $6.5M | -1.93%(-562) | $172.29(+26.01%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.94% | 24.1K | $6.4M | -6.74%(-1.74K) | $171.19(+48.25%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 1.79% | 15.8K | $5.9M | +24.68%(+3.12K) | $327.48(+14.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.69% |
Tred Avon Family Wealth LLC reports $329.42M in US-listed equity holdings across 261 positions in its most recent 13F filing. Its largest disclosed positions are BAC (4.7%), IVV (4.0%) and AAPL (4.0%). The top 20 holdings account for 41.25% of reported assets. Its disclosed equity book has returned +9.93% cumulatively over 4 quarters. 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 Tred Avon Family Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2094435). View Tred Avon Family Wealth LLC’s 13F filings on SEC