Avid Wealth Partners LLC Portfolio Holdings

Avid Wealth Partners LLC

  • $175 Billion
  • Q2 2025

Avid Wealth Partners LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 52 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 $21.7B, Ishares S&P 100 ETF with a value of $15.6B, Ishares Tr with a value of $13.6B, Ishares S&P 500 Growth ETF with a value of $13.1B, and Global X Uranium ETF with a value of $12.2B.

Examining the 13F form we can see an increase of $27.4B in the current position value, from $147B to 175B.

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 $175 Billion
ETFs: $152 Billion
Technology: $4.78 Billion
Communication Services: $1.76 Billion
Financial Services: $1.6 Billion
Consumer Cyclical: $1.46 Billion
Consumer Defensive: $768 Million
Healthcare: $745 Million
Energy: $343 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $175 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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