Avail Investment Partners, LLC

Est. AUM

$93.6M

13F long equity, this entity only

Positions

137

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$5.7M	32800	6.11%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$4.9M	7520	5.25%	SOLE
3	ISHARES TR	SHRT NAT MUN ETF	$4.8M	45005	5.12%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$4.5M	45751	4.85%	SOLE
5	ISHARES TR	MSCI ACWI EX US	$3.4M	49500	3.62%	SOLE
6	ABRDN ETFS	BBRG ALL COMD K1	$2.7M	109531	2.84%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.6M	13294	2.72%	SOLE
8	ISHARES TR	CORE 1 5 YR USD	$2.4M	49195	2.55%	SOLE
9	ISHARES TR	NATIONAL MUN ETF	$2.2M	20856	2.36%	SOLE
10	APPLE INC	COM	$1.9M	7490	2.03%	SOLE
11	ISHARES TR	CORE HIGH DV ETF	$1.8M	13428	1.95%	SOLE
12	UNITED PARCEL SERVICE INC	CL B	$1.7M	16827	1.77%	SOLE
13	ISHARES TR	IBONDS DEC 27	$1.5M	60423	1.64%	SOLE
14	ALPHABET INC	CAP STK CL A	$1.4M	5009	1.54%	SOLE
15	MICROSOFT CORP	COM	$1.3M	3478	1.38%	SOLE
16	SPDR S&P 500 ETF TR	TR UNIT	$1.3M	1927	1.34%	SOLE
17	BROADCOM INC	COM	$1.2M	3805	1.26%	SOLE
18	RBB FD INC	US TREAS 3 MNTH	$1.2M	23630	1.26%	SOLE
19	LAM RESEARCH CORP	COM NEW	$1.2M	5428	1.24%	SOLE
20	ISHARES TR	IBONDS DEC 28	$1.1M	44965	1.23%	SOLE
21	JOHNSON & JOHNSON	COM	$1.1M	4598	1.20%	SOLE
22	WALMART INC	COM	$1.1M	9044	1.20%	SOLE
23	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.0M	14328	1.09%	SOLE
24	ISHARES TR	MSCI INTL QUALTY	$931K	20145	0.99%	SOLE
25	SCHWAB STRATEGIC TR	US AGGREGATE B	$913K	39314	0.98%	SOLE
26	JPMORGAN CHASE & CO.	COM	$877K	2980	0.94%	SOLE
27	ISHARES INC	CORE MSCI EMKT	$859K	12311	0.92%	SOLE
28	SPDR SERIES TRUST	S&P BIOTECH	$803K	6285	0.86%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$792K	3267	0.85%	SOLE
30	AMAZON COM INC	COM	$785K	3771	0.84%	SOLE
31	ISHARES TR	IBONDS DEC 26	$775K	30257	0.83%	SOLE
32	CISCO SYS INC	COM	$718K	9259	0.77%	SOLE
33	ISHARES TR	1 3 YR TREAS BD	$695K	8415	0.74%	SOLE
34	ISHARES TR	MSCI EAFE ETF	$693K	7138	0.74%	SOLE
35	ABRDN ETFS	BBRG ALL COMMDY	$609K	17026	0.65%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$593K	1027	0.63%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$580K	1210	0.62%	SOLE
38	BRISTOL-MYERS SQUIBB CO	COM	$569K	9375	0.61%	SOLE
39	ALPHABET INC	CAP STK CL C	$543K	1894	0.58%	SOLE
40	MCKESSON CORP	COM	$539K	623	0.58%	SOLE
41	MERCK & CO INC	COM	$510K	4244	0.54%	SOLE
42	PROCTER AND GAMBLE CO	COM	$510K	3533	0.54%	SOLE
43	SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$509K	5460	0.54%	SOLE
44	ISHARES TR	MSCI USA QLT FCT	$508K	2651	0.54%	SOLE
45	CHEVRON CORP NEW	COM	$508K	2456	0.54%	SOLE
46	VERTIV HOLDINGS CO	COM CL A	$504K	2012	0.54%	SOLE
47	WISDOMTREE TR	US SMALLCAP DIVD	$499K	13896	0.53%	SOLE
48	META PLATFORMS INC	CL A	$485K	848	0.52%	SOLE
49	ISHARES TR	CORE S&P SCP ETF	$472K	3797	0.50%	SOLE
50	ALLIANCEBERNSTEIN GLOBAL HIG	COM	$439K	43139	0.47%	SOLE

1–50 of 137

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