account_balance
Investment manager · 13F filer · SEC CIK 2094435
Tred Avon Family Wealth, LLC
Reported value$329Mas of Sep 30, 2026
Positions261 12 new, 13 sold out
Top 10 weight29.3%BAC alone is 5%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BACBank of America Corp
4.7%
IVViShares Tr
4.0%Added +7%
AAPLApple Inc.
4.0%
MSFTMicrosoft Corp
3.8%
BRK-BBerkshire Hathaway Inc
2.7%Added +54%
AMZNAmazon.com Inc
2.4%
GOOGAlphabet Inc.
2.0%Trimmed −2%
NVDANVIDIA Corp
2.0%
JNJJohnson & Johnson
1.9%Trimmed −7%
VTIVanguard Index FDS
1.8%Added +25%
JPMJPMorgan Chase & Co
1.5%Trimmed −4%
PANWPalo Alto Networks Inc
1.3%Trimmed −12%
BACBank of America Corp
4.7%
IVViShares Tr
4.0%Added +7%
AAPLApple Inc.
4.0%
MSFTMicrosoft Corp
3.8%
BRK-BBerkshire Hathaway Inc
2.7%+54%
AMZNAmazon.com Inc
2.4%
GOOGAlphabet Inc.
2.0%
NVDANVIDIA Corp
2.0%
JNJ1.9%VTI1.8%
JPM1.5%PANWBoxes 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
BAC Bank of America Corp 4.7% Held
IVV iShares Tr 4.0% Added +7%
AAPL Apple Inc. 4.0% HeldMSFT Microsoft Corp 3.8% HeldBRK-B Berkshire Hathaway Inc 2.7% Added +54%AMZN Amazon.com Inc 2.4% HeldGOOG Alphabet Inc. 2.0% Trimmed −2%NVDA NVIDIA Corp 2.0% HeldJNJ Johnson & Johnson 1.9% Trimmed −7%VTI Vanguard Index FDS 1.8% Added +25%
JPM JPMorgan Chase & Co 1.5% Trimmed −4%PANW Palo Alto Networks Inc 1.3% Trimmed −12%What changed
Biggest moves since Jun 30, 2026
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