TRED AVON FAMILY WEALTH, LLC - Portfolio Stock Holdings
TRED AVON FAMILY WEALTH, LLC disclosed 274 stock positions in a recent SEC 13F filing. $329,420,644 of stock holdings were filed, with the largest holdings including BAC, IVV, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 19, 2026.We estimate the fund has a total AUM of $431,932,028 and has 3 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:
274Est. Stock Holding Value:
$329,420,644Top Stock Holdings By Sector
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Portfolio Stock Holdings - TRED AVON FAMILY WEALTH, LLC
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