Tred Avon Family Wealth, LLC Portfolio Holdings

Tred Avon Family Wealth, LLC

  • $291 Billion
  • Q3 2025

Tred Avon Family Wealth, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Billion distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank Of America Corp with a value of $16.6B, Microsoft Corp with a value of $11.8B, Ishares Core S&P 500 ETF with a value of $11B, Apple Inc. with a value of $9.72B, and Berkshire Hathaway Inc Class B with a value of $8.36B.

Examining the 13F form we can see an increase of $291B in the current position value.

Tred Avon Family Wealth, LLC is based out at Easton, MD

Below you can find more details about Tred Avon Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Billion
Financial Services: $52.7 Billion
ETFs: $51.6 Billion
Technology: $49.6 Billion
Healthcare: $24.4 Billion
Industrials: $22.1 Billion
Consumer Cyclical: $15.8 Billion
Communication Services: $14.8 Billion
Consumer Defensive: $12.4 Billion
Other: $31.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11 Billion 3.76% of portfolio
16,368
Q3 2025 New
$0
$4.85 Billion 1.67% of portfolio
14,771
Q3 2025 New
$0
$3.53 Billion 1.21% of portfolio
65,137
Q3 2025 New
$0
$2.76 Billion 0.95% of portfolio
4,514
Q3 2025 New
$0
$2.41 Billion 0.83% of portfolio
33,734
Q3 2025 New
$0
$2.19 Billion 0.75% of portfolio
3,280
Q3 2025 New
$0
$1.94 Billion 0.67% of portfolio
71,198
Q3 2025 New
$0
$1.87 Billion 0.64% of portfolio
41,902
Q3 2025 New
$0
$1.8 Billion 0.62% of portfolio
7,077
Q3 2025 New
$0
$1.64 Billion 0.56% of portfolio
18,833
Q3 2025 New
$0
$1.55 Billion 0.53% of portfolio
23,711
Q3 2025 New
$0
$1.24 Billion 0.43% of portfolio
10,403
Q3 2025 New
$0
$1.13 Billion 0.39% of portfolio
1,878
Q3 2025 New
$0
$1.14 Billion 0.39% of portfolio
15,507
Q3 2025 New
$0
$1 Billion 0.34% of portfolio
7,949
Q3 2025 New
$0
$873 Million 0.3% of portfolio
1,821
Q3 2025 New
$0
$833 Million 0.29% of portfolio
21,752
Q3 2025 New
$0
$795 Million 0.27% of portfolio
8,517
Q3 2025 New
$0
$747 Million 0.26% of portfolio
8,358
Q3 2025 New
$0
$725 Million 0.25% of portfolio
3,730
Q3 2025 New
$0
$701 Million 0.24% of portfolio
2,386
Q3 2025 New
$0
$588 Million 0.2% of portfolio
6,949
Q3 2025 New
$0
$551 Million 0.19% of portfolio
17,435
Q3 2025 New
$0
$523 Million 0.18% of portfolio
4,404
Q3 2025 New
$0
$445 Million 0.15% of portfolio
747
Q3 2025 New
$0
$447 Million 0.15% of portfolio
2,070
Q3 2025 New
$0
$419 Million 0.14% of portfolio
4,335
Q3 2025 New
$0
$367 Million 0.13% of portfolio
11,516
Q3 2025 New
$0
$376 Million 0.13% of portfolio
17,849
Q3 2025 New
$0
$350 Million 0.12% of portfolio
7,331
Q3 2025 New
$0
$346 Million 0.12% of portfolio
6,828
Q3 2025 New
$63.7B
$313 Million 0.11% of portfolio
4,300
Q3 2025 New
$0
$328 Million 0.11% of portfolio
1,730
Q3 2025 New
$0
$300 Million 0.1% of portfolio
4,037
Q3 2025 New
$0
$253 Million 0.09% of portfolio
5,003
Q3 2025 New
$0
$254 Million 0.09% of portfolio
762
Q3 2025 New
$0
$220 Million 0.08% of portfolio
3,210
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $291 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 237 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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