Avid Wealth Partners LLC

Est. AUM

$211.6M

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	BLACKROCK ETF TRUST	ISHARES US EQUIT	$30.3M	520461	14.31%	SOLE
2	ISHARES TR	S&P 100 ETF	$19.1M	60105	9.04%	SOLE
3	VANGUARD WORLD FD	MEGA CAP VAL ETF	$14.6M	100874	6.91%	SOLE
4	WORLD GOLD TR	SPDR GLD MINIS	$14.3M	154324	6.76%	SOLE
5	GLOBAL X FDS	GLOBAL X URANIUM	$13.7M	283691	6.49%	SOLE
6	ISHARES TR	S&P 500 GRWT ETF	$10.9M	96586	5.16%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$9.8M	15060	4.65%	SOLE
8	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$9.8M	178938	4.64%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$8.2M	118272	3.90%	SOLE
10	BLACKROCK ETF TRUST	ISHARES A I INNO	$7.6M	230868	3.60%	SOLE
11	WISDOMTREE TR	JAPN HEDGE EQT	$6.4M	40153	3.01%	SOLE
12	ISHARES INC	MSCI GBL GOLD MN	$5.9M	74875	2.80%	SOLE
13	EA SERIES TRUST	FREEDOM 100 EM	$5.4M	99208	2.56%	SOLE
14	ISHARES TR	U.S. TECH ETF	$4.8M	26233	2.25%	SOLE
15	ISHARES TR	NATIONAL MUN ETF	$4.4M	41467	2.08%	SOLE
16	WISDOMTREE TR	INDIA ERNGS FD	$4.1M	100907	1.95%	SOLE
17	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$3.2M	68366	1.51%	SOLE
18	GLOBAL X FDS	DEFENSE TECH ETF	$3.2M	45036	1.51%	SOLE
19	NVIDIA CORPORATION	COM	$2.4M	13474	1.11%	SOLE
20	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.8M	47957	0.87%	SOLE
21	ISHARES TR	10-20 YR TRS ETF	$1.8M	18178	0.87%	SOLE
22	APPLE INC	COM	$1.8M	7215	0.87%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	28753	0.68%	SOLE
24	MICROSOFT CORP	COM	$1.2M	3302	0.58%	SOLE
25	PIMCO ETF TR	ENHAN SHRT MA AC	$1.2M	11643	0.55%	SOLE
26	ALPHABET INC	CAP STK CL A	$1.2M	4054	0.55%	SOLE
27	ISHARES TR	SHRT NAT MUN ETF	$1.1M	10481	0.53%	SOLE
28	FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$1.1M	31909	0.50%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	4089	0.49%	SOLE
30	AMAZON COM INC	COM	$1.0M	4974	0.49%	SOLE
31	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$974K	18751	0.46%	SOLE
32	TESLA INC	COM	$967K	2601	0.46%	SOLE
33	ALPHABET INC	CAP STK CL C	$929K	3239	0.44%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$903K	1389	0.43%	SOLE
35	JANUS DETROIT STR TR	HENDRSON AAA CL	$855K	16983	0.40%	SOLE
36	ALPHATEC HLDGS INC	COM NEW	$817K	75062	0.39%	SOLE
37	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$797K	16589	0.38%	SOLE
38	BROADCOM INC	COM	$790K	2553	0.37%	SOLE
39	JPMORGAN CHASE & CO	COM	$695K	2362	0.33%	SOLE
40	META PLATFORMS INC	CL A	$634K	1109	0.30%	SOLE
41	ISHARES TR	RUS 1000 ETF	$588K	1649	0.28%	SOLE
42	ISHARES TR	20 YR TR BD ETF	$534K	6155	0.25%	SOLE
43	ISHARES TR	CORE S&P TTL STK	$517K	3630	0.24%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$513K	859	0.24%	SOLE
45	INTUITIVE SURGICAL INC	COM NEW	$472K	1023	0.22%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$457K	954	0.22%	SOLE
47	SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$416K	6398	0.20%	SOLE
48	WALMART INC	COM	$412K	3315	0.19%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$397K	398	0.19%	SOLE
50	ISHARES TR	CORE MSCI EAFE	$350K	3868	0.17%	SOLE

1–50 of 71

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