Avantra Family Wealth, Inc. - Portfolio Stock Holdings
Avantra Family Wealth, Inc. disclosed 178 stock positions in a recent SEC 13F filing. $167,091,337 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $221,555,091 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
178Est. Stock Holding Value:
$167,091,337Top Stock Holdings By Sector
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Portfolio Stock Holdings - Avantra Family Wealth, Inc.
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