account_balance
Investment manager · 13F filer · SEC CIK 1774744
Avantra Family Wealth, Inc.
Reported value$167Mas of Sep 30, 2026
Positions162 13 new, 16 sold out
Top 10 weight33.1%AAPL alone is 7%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.8%Added +9%
MSFTMicrosoft Corp
5.0%Added +40%
NVDANVIDIA Corp
4.5%
AMZNAmazon.com Inc
4.2%Added +40%
GJUNFirst Tr Exchng Traded Fd Vi
2.8%Added +2%
FJUNFirst Tr Exchng Traded Fd Vi
2.6%Added +3%
MPCMarathon Petroleum Corp
1.9%
MUMicron Technology Inc
1.8%Added +13%
GOOGLAlphabet Inc.
1.8%Added +3%
AVGOBroadcom Inc.
1.7%
CCitigroup Inc
1.6%
IVViShares Tr
1.6%
AAPLApple Inc.
6.8%Added +9%
MSFTMicrosoft Corp
5.0%Added +40%
NVDANVIDIA Corp
4.5%
AMZNAmazon.com Inc
4.2%+40%
GJUNFirst Tr Exchng Traded Fd Vi
2.8%
FJUNFirst Tr Exchng Traded Fd Vi
2.6%
IVV1.6%
Boxes 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
AAPL Apple Inc. 6.8% Added +9%MSFT Microsoft Corp 5.0% Added +40%NVDA NVIDIA Corp 4.5% HeldAMZN Amazon.com Inc 4.2% Added +40%
GJUN First Tr Exchng Traded Fd Vi 2.8% Added +2%
FJUN First Tr Exchng Traded Fd Vi 2.6% Added +3%
MPC Marathon Petroleum Corp 1.9% HeldMU Micron Technology Inc 1.8% Added +13%GOOGL Alphabet Inc. 1.8% Added +3%AVGO Broadcom Inc. 1.7% HeldC Citigroup Inc 1.6% HeldIVV iShares Tr 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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