Avantra Family Wealth, Inc.: 13F holdings
CIK 17747442026Q2
| Positions | 165 |
|---|---|
| Reported value | $156.7m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 31,119 | $9.0m | 5.7% |
| NVDA NVIDIA CORPORATION | 32,624 | $6.5m | 4.2% |
| AMZN AMAZON COM INC | 19,839 | $4.7m | 3.0% |
| FIRST TR EXCHNG TRADED FD VI | 108,930 | $4.5m | 2.9% |
| MSFT MICROSOFT CORP | 11,753 | $4.4m | 2.8% |
| FJUN FIRST TR EXCHNG TRADED FD VI | 68,796 | $4.1m | 2.6% |
| GOOGL ALPHABET INC | 8,339 | $3.0m | 1.9% |
| AVGO BROADCOM INC | 7,831 | $3.0m | 1.9% |
| C CITIGROUP INC | 20,919 | $2.9m | 1.9% |
| MU MICRON TECHNOLOGY INC | 2,478 | $2.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1774744")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.