§ 13F · FUND PROFILE
TRED AVON FAMILY WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $291.1T (13F)Positions · 237Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BAC | BANK AMERICA CORP | 322K | $17.7T | 5.8% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 25K | $12.2T | 4.0% | +11% |
| 3 | IVV | ISHARES TR | 17K | $11.8T | 3.8% | +5% |
| 4 | AAPL | APPLE INC | 41K | $11.2T | 3.6% | +8% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 17K | $8.6T | 2.8% | +3% |
| 6 | AMZN | AMAZON COM INC | 33K | $7.5T | 2.4% | +12% |
| 7 | GOOG | ALPHABET INC | 21K | $6.6T | 2.1% | +24% |
| 8 | JNJ | JOHNSON & JOHNSON | 30K | $6.2T | 2.0% | +8% |
| 9 | NVDA | NVIDIA CORPORATION | 32K | $6.1T | 2.0% | −2% |
| 10 | JPM | JPMORGAN CHASE & CO. | 15K | $4.9T | 1.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRED SIGNAL
AC read
TRED AVON FAMILY WEALTH, LLC is a Other fund managing $291124.8 trillion in assets. The fund runs a broad portfolio of 237 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed