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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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