§ 13F · FUND PROFILE
Avondale Wealth Management.
AUM · $245M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$947K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 61K | $46M | 18.6% | +7% |
| 2 | QQQ | INVESCO QQQ TR | 35K | $25M | 10.4% | +5% |
| 3 | IJH | ISHARES TR | 313K | $24M | 9.8% | +5% |
| 4 | BOXX | EA SERIES TRUST | 195K | $23M | 9.3% | +207% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 164K | $20M | 8.3% | +4% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 443K | $18M | 7.3% | +6% |
| 7 | PYLD | PIMCO ETF TR | 497K | $13M | 5.4% | +19% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 146K | $10M | 4.2% | +10% |
| 9 | VOO | VANGUARD INDEX FDS | 8K | $5M | 2.1% | +5% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 89K | $5M | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVONDALE SIGNAL
AC read
Avondale Wealth Management is a Other fund managing $245 million in assets. The fund runs a portfolio of 66 positions.
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