Avalon Trust
$1.5B Assets Reported
484 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 726,959 | $127M | 8.7% |
| AAPL | APPLE INC | 416,025 | $106M | 7.3% |
| GOOG | ALPHABET INC | 340,078 | $98M | 6.7% |
| AVGO | BROADCOM INC | 297,552 | $92M | 6.3% |
| MSFT | MICROSOFT CORP | 236,541 | $88M | 6.0% |
| AMZN | AMAZON COM INC | 368,803 | $77M | 5.3% |
| JMTG | J P MORGAN EXCHANGE TRADED F | 1,337,102 | $68M | 4.7% |
| V | VISA INC | 176,643 | $53M | 3.7% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 69,810 | $33M | 2.3% |
| PWR | QUANTA SVCS INC | 60,570 | $33M | 2.3% |
Track Avalon Trust's 13F portfolio: $1.5B in reported holdings, 484 positions. Top holdings, AUM, and quarterly changes on SentiSense.