§ 13F · FUND PROFILE
Avid Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201M (13F)Positions · 55Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | 520K | $30M | 14.3% | +7% |
| 2 | OEF | ISHARES TR | 60K | $19M | 9.0% | +6% |
| 3 | MGV | VANGUARD WORLD FD | 101K | $15M | 6.9% | +5% |
| 4 | GLDM | WORLD GOLD TR | 154K | $14M | 6.8% | −1% |
| 5 | URA | GLOBAL X FDS | 284K | $14M | 6.5% | +1% |
| 6 | IVW | ISHARES TR | 97K | $11M | 5.2% | +7% |
| 7 | IVV | ISHARES TR | 15K | $10M | 4.6% | +11% |
| 8 | IDMO | INVESCO EXCH TRADED FD TR II | 179K | $10M | 4.6% | +14% |
| 9 | IEMG | ISHARES INC | 118K | $8M | 3.9% | +5% |
| 10 | BAI | BLACKROCK ETF TRUST | 231K | $8M | 3.6% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVID SIGNAL
AC read
Avid Wealth Partners LLC is a Other fund managing $201 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed