Avantra Family Wealth, Inc. - Portfolio Stock Holdings
Avantra Family Wealth, Inc. disclosed 190 stock positions in a recent SEC 13F filing. $156,723,286 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and AMZN. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
190Est. Stock Holding Value:
$156,723,286Top Stock Holdings By Sector
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Portfolio Stock Holdings - Avantra Family Wealth, Inc.
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