account_balance
Investment manager · 13F filer · SEC CIK 1738720
Avondale Wealth Management
Reported value$227Mas of Sep 30, 2026
Positions61 4 new, 9 sold out
Top 10 weight77.4%IVV alone is 20%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
20.4%
QQQInvesco QQQ Tr
11.3%
IJHiShares Tr
9.8%
AVUVAmerican Centy ETF Tr
8.5%
BOXXEa Series Trust
8.4%Trimmed −18%
DFAEDimensional ETF Trust
7.5%Trimmed −2%
PYLDPimco ETF Tr
5.3%−5%
VOOVanguard Index FDS
2.3%
AAPLApple Inc.
2.0%
JBNDJ P Morgan Exchange Traded F
1.9%
BOND1.8%
NVDA1.7%IVViShares Tr
20.4%
QQQInvesco QQQ Tr
11.3%
IJHiShares Tr
9.8%
AVUVAmerican Centy ETF Tr
8.5%
BOXXEa Series Trust
8.4%
DFAEDimensional ETF Trust
7.5%
PYLD5.3%
VOO2.3%
AAPLJBND1.9%
BOND
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 20.4% Held
QQQ Invesco QQQ Tr 11.3% Held
IJH iShares Tr 9.8% Held
AVUV American Centy ETF Tr 8.5% Held
BOXX Ea Series Trust 8.4% Trimmed −18%
DFAE Dimensional ETF Trust 7.5% Trimmed −2%
PYLD Pimco ETF Tr 5.3% Trimmed −5%
VOO Vanguard Index FDS 2.3% Held
AAPL Apple Inc. 2.0% Trimmed −7%JBND J P Morgan Exchange Traded F 1.9% Trimmed −6%
BOND Pimco ETF Tr 1.8% Added +25%
NVDA NVIDIA Corp 1.7% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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