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Avondale Wealth Management - Portfolio Stock Holdings

Avondale Wealth Management disclosed 74 stock positions in a recent SEC 13F filing. $245,268,087 of stock holdings were filed, with the largest holdings including IVV, QQQ, and IJH. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

74

Est. Stock Holding Value:

$245,268,087

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Avondale Wealth Management

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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