account_balance

Investment manager · 13F filer · SEC CIK 1992344

Avid Wealth Partners LLC

Reported value$219Mas of Sep 30, 2026
Positions79 11 new, 9 sold out
Top 10 weight64.7%DYNF alone is 17%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DYNF BlackRock ETF Trust 17.4% Added +4%
GLDM World Gold Trust 7.0% Added +13%
CORO BlackRock ETF Trust 6.7% Added +6%
URA Global X FDS 6.3% Added +14%
MGV Vanguard World Fd 6.1% Held
BAI BlackRock ETF Trust 5.2% Added +12%
COWZ Pacer FDS Tr 4.6% New
IVW iShares Tr 4.5% Added +4%
IEMG iShares Inc 3.7% Added +4%
FRDM Ea Series Trust 3.2% Added +8%
VOLT Tema ETF Trust 3.2% Added +2%
SHLD Global X FDS 2.9% Added +21%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • COWZ $10M
  • ICLN $644K
  • SGOV $600K
  • QQQM $434K
arrow_upwardAdded
  • URNM +136%
  • JAAA +39%
  • SHLD +21%
  • TSLA +18%
arrow_downwardTrimmed
  • IVV −84%
  • MUB −20%
  • ETH −16%
  • XAR −13%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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