Tred Avon Family Wealth
$327M 13F equity value
277 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tred Avon Family Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BAC | BANK OF AMER CORP | 286,761 | $16M | 5.0% |
| IVV | ISHARES TR | 16,175 | $12M | 3.7% |
| AAPL | APPLE INC | 39,689 | $11M | 3.5% |
| MSFT | MICROSOFT CORP | 25,058 | $9M | 2.9% |
| AMZN | AMAZON COM INC | 31,754 | $8M | 2.3% |
| GOOG | ALPHABET INC | 20,242 | $7M | 2.2% |
| JNJ | JOHNSON & JOHNSON | 25,826 | $7M | 2.0% |
| NVDA | NVIDIA CORPORATION | 29,173 | $6M | 1.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 11,467 | $6M | 1.8% |
| JPM | JPMORGAN CHASE & CO | 15,036 | $5M | 1.5% |
Track Tred Avon Family Wealth's 13F portfolio: $327M in reported holdings, 277 positions. Top holdings and quarterly changes on SentiSense.
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