Avid Wealth Partners LLC Portfolio Holdings

Avid Wealth Partners LLC

  • $201 Billion
  • Q3 2025

Avid Wealth Partners LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Tr U S Equity Fa with a value of $24.4B, Ishares S&P 100 ETF with a value of $17.3B, Global X Uranium ETF with a value of $14.9B, Ishares Tr with a value of $14.9B, and Ishares S&P 500 Growth ETF with a value of $14.6B.

Examining the 13F form we can see an increase of $26.4B in the current position value, from $175B to 201B.

Avid Wealth Partners LLC is based out at San Antonio, TX

Below you can find more details about Avid Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion
ETFs: $175 Billion
Technology: $6.03 Billion
Communication Services: $2.14 Billion
Consumer Cyclical: $2.08 Billion
Financial Services: $1.82 Billion
Healthcare: $588 Million
Consumer Defensive: $538 Million
Energy: $320 Million
Other: $224 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $201 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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