Avid Wealth Partners LLC - Portfolio Stock Holdings
Avid Wealth Partners LLC disclosed 86 stock positions in a recent SEC 13F filing. $206,271,148 of stock holdings were filed, with the largest holdings including DYNF, CORO, and MGV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $298,534,409 and has 8 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:
86Est. Stock Holding Value:
$206,271,148Top Stock Holdings By Sector
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Portfolio Stock Holdings - Avid Wealth Partners LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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