Avantra Family Wealth, Inc. Portfolio Holdings

Avantra Family Wealth, Inc.

  • $134 Billion
  • Q3 2025

Avantra Family Wealth, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.23B, Nvidia Corp with a value of $5.98B, Microsoft Corp with a value of $5.57B, First Tr Exchng Traded Fd Vi with a value of $3.99B, and Amazon Com Inc with a value of $3.88B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $121B to 134B.

Avantra Family Wealth, Inc. is based out at Mechanicsburg, PA

Below you can find more details about Avantra Family Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
Technology: $32.6 Billion
ETFs: $24.4 Billion
Financial Services: $13.9 Billion
Communication Services: $9.72 Billion
Healthcare: $9.12 Billion
Industrials: $7.28 Billion
Consumer Cyclical: $7.09 Billion
Consumer Defensive: $4.9 Billion
Other: $8.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$231 Million 0.17% of portfolio
494
Q2 2025 New
$22.4B
$227 Million 0.17% of portfolio
4,103
Q3 2025 New
$26.9B
$227 Million 0.17% of portfolio
601
Q3 2025 New
$0
$214 Million 0.16% of portfolio
1,518
Q3 2025 New
$77.2B
$218 Million 0.16% of portfolio
1,026
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$216 Million 0.16% of portfolio
-
Q3 2025 Reduced 95.82%
$24.5B
$219 Million 0.16% of portfolio
1,937
Q3 2025 Reduced 38.25%
$0
$216 Million 0.16% of portfolio
4,011
Q3 2025 New
$303B
$203 Million 0.15% of portfolio
1,306
Q3 2025 New
$6.3B
$201 Million 0.15% of portfolio
1,998
Q3 2025 New
$14.1B
$197 Million 0.15% of portfolio
18,164
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $134 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 46 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
Track This Portfolio

Track Avantra Family Wealth, Inc. Portfolio

Follow Avantra Family Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantra Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantra Family Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email