Avalon Advisory Group Portfolio Holdings

Avalon Advisory Group has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $233 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $116M, Ishares Barclays with a value of $78.8M, Vanguard Ftse All World Ex Us with a value of $13.7M, Ishares Core S&P Total U.S. St with a value of $7.9M, and Schwab Strategic Tr Intl Eqty with a value of $3.93M.

Examining the 13F form we can see an increase of $20.5M in the current position value, from $212M to 233M.

Avalon Advisory Group is based out at Wexford, PA

Below you can find more details about Avalon Advisory Group portfolio as well as his latest detailed transactions.