§ 13F · FUND PROFILE
Avid Wealth Partners LLC.
AUM · $207M (13F)Positions · 77Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | 529K | $36M | 17.4% | +2% |
| 2 | CORO | BLACKROCK ETF TRUST | 380K | $14M | 6.7% | NEW |
| 3 | MGV | VANGUARD WORLD FD | 82K | $13M | 6.5% | −19% |
| 4 | URA | GLOBAL X FDS | 305K | $13M | 6.5% | +8% |
| 5 | GLDM | WORLD GOLD TR | 165K | $13M | 6.3% | +7% |
| 6 | BAI | BLACKROCK ETF TRUST | 215K | $11M | 5.5% | −7% |
| 7 | IVV | ISHARES TR | 14K | $11M | 5.2% | −4% |
| 8 | IVW | ISHARES TR | 66K | $9M | 4.4% | −32% |
| 9 | IEMG | ISHARES INC | 97K | $8M | 3.9% | −18% |
| 10 | VOLT | TEMA ETF TRUST | 191K | $8M | 3.9% | NEW |
§ 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 $207 million in assets. The fund runs a portfolio of 77 positions.
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