Avondale Wealth Management

Est. AUM

$203.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$37.2M	56968	18.29%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$20.1M	296991	9.86%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$19.1M	33031	9.37%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$17.4M	157244	8.54%	SOLE
5	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$14.2M	417883	6.95%	SOLE
6	PIMCO ETF TR	MULTISECTOR BD	$10.9M	417858	5.38%	SOLE
7	DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.3M	133485	4.10%	SOLE
8	EA SERIES TRUST	ALPHA ARCH 1-3	$7.4M	63431	3.63%	SOLE
9	ISHARES TR	ISHARES SEMICDTR	$6.2M	18723	3.02%	SOLE
10	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$4.9M	91522	2.42%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	7169	2.11%	SOLE
12	APPLE INC	COM	$4.1M	16000	2.00%	SOLE
13	NVIDIA CORPORATION	COM	$3.6M	20859	1.79%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	5	1.76%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.6M	42196	1.27%	SOLE
16	EXXON MOBIL CORP	COM	$2.2M	13097	1.09%	SOLE
17	ISHARES TR	US TREAS BD ETF	$2.2M	96782	1.09%	SOLE
18	AMAZON COM INC	COM	$2.2M	10597	1.08%	SOLE
19	TESLA INC	COM	$2.1M	5648	1.03%	SOLE
20	ADVANCED MICRO DEVICES INC	COM	$2.1M	10150	1.01%	SOLE
21	WALMART INC	COM	$1.3M	10400	0.64%	SOLE
22	ISHARES TR	US AER DEF ETF	$1.2M	5550	0.60%	SOLE
23	PALANTIR TECHNOLOGIES INC	CL A	$1.2M	8300	0.60%	SOLE
24	AUTOZONE INC	COM	$1.1M	340	0.56%	SOLE
25	ISHARES TR	CORE US AGGBD ET	$1.1M	11568	0.56%	SOLE
26	PERMIAN BASIN RTY TR	UNIT BEN INT	$1.1M	49250	0.52%	SOLE
27	BLACKSTONE INC	COM	$1.0M	8900	0.50%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.0M	1551	0.50%	SOLE
29	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.0M	11853	0.49%	SOLE
30	UNITED AIRLS HLDGS INC	COM	$981K	10650	0.48%	SOLE
31	SCHWAB CHARLES CORP	COM	$836K	8900	0.41%	SOLE
32	UNITED STS BRENT OIL FD LP	UNIT	$806K	15502	0.40%	SOLE
33	ARCHER AVIATION INC	COM CL A	$800K	154700	0.39%	SOLE
34	DRAFTKINGS INC NEW	COM CL A	$791K	36600	0.39%	SOLE
35	CHEVRON CORPORATION	COM	$786K	3797	0.39%	SOLE
36	TARGET CORP	COM	$746K	6155	0.37%	SOLE
37	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$714K	20363	0.35%	SOLE
38	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$705K	9936	0.35%	SOLE
39	SPDR GOLD TR	GOLD SHS	$655K	1522	0.32%	SOLE
40	PIMCO ETF TR	ACTIVE BD ETF	$655K	7100	0.32%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$616K	1285	0.30%	SOLE
42	ALPHABET INC	CAP STK CL C	$604K	2105	0.30%	SOLE
43	ISHARES TR	CORE S&P SCP ETF	$569K	4580	0.28%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$557K	8550	0.27%	SOLE
45	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$538K	14000	0.26%	SOLE
46	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$497K	13512	0.24%	SOLE
47	AMERICAN AIRLINES GROUP INC	COM	$419K	39000	0.21%	SOLE
48	ISHARES TR	CORE MSCI EAFE	$407K	4500	0.20%	SOLE
49	JPMORGAN CHASE & CO	COM	$404K	1375	0.20%	SOLE
50	TOAST INC	CL A	$401K	15124	0.20%	SOLE

1–50 of 71

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.