StockDriftsStockDriftsTop 50 Tred Avon Family Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | 5% | 286.8K | $16.3M | +0.00%(+0) | $49.45(+29.67%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.71% | 16.2K | $12.1M | +0.48%(+78) | $646.88(+20.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.51% | 39.7K | $11.5M | -0.63%(-250) | $236.52(+29.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.86% | 25.1K | $9.3M | -0.48%(-120) | $506.99(-0.84%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.32% | 31.8K | $7.6M | -1.31%(-421) | $220.10(+24.92%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.19% | 20.2K | $7.2M | -1.99%(-410) | $223.63(+56.73%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.01% | 25.8K | $6.6M | -12.60%(-3.72K) | $171.19(+53.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.79% | 29.2K | $5.8M | -2.85%(-855) | $172.29(+27.96%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.76% | 11.5K | $5.7M | +10.97%(+1.13K) | $485.64(+7.77%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.51% | 15.0K | $4.9M | -0.49%(-74) | $303.66(+19.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.81% |
Tred Avon Family Wealth LLC reports $326.74M in US-listed equity holdings across 262 positions in its most recent 13F filing. Its largest disclosed positions are BAC (5.0%), IVV (3.7%) and AAPL (3.5%). The top 20 holdings account for 38.68% of reported assets. Its disclosed equity book has returned +4.35% cumulatively over 3 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 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