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Portfolio (Quarterly) Guide ↗

Avid Wealth Partners LLC

· CIK 0001992344
13F Portfolio $212M AUM 71 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 46 Added 13 Reduced 3 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 7,215.0 $1.8M 0.86% +992.0 +15.9% $253.78 +22.5%
22 TLH ISHARES TR 18,178.0 $1.8M 0.86% -5K -20.3% $100.72 -1.3%
23 VTEB VANGUARD MUN BD FDS 28,753.0 $1.4M 0.68% +597.0 +2.1% $49.89 +0.6%
24 MSFT MICROSOFT CORP Technology 3,302.0 $1.2M 0.58% +49.0 +1.5% $370.17 +11.5%
25 MINT PIMCO ETF TR 11,643.0 $1.2M 0.55% -6K -33.9% $100.57 +0.1%
26 GOOGL ALPHABET INC Communication Services 4,054.0 $1.2M 0.55% +865.0 +27.1% $287.56 +35.2%
27 SUB ISHARES TR 10,481.0 $1.1M 0.53% -595.0 -5.4% $106.50 -0.1%
28 FLIN FRANKLIN TEMPLETON ETF TR 31,909.0 $1.1M 0.50% NEW $33.22 +4.8%
29 XAR SPDR SERIES TRUST 4,089.0 $1.0M 0.49% -206.0 -4.8% $253.98 +9.8%
30 AMZN AMAZON COM INC Consumer Cyclical 4,974.0 $1.0M 0.49% +428.0 +9.4% $208.26 +30.5%
31 BINC BLACKROCK ETF TRUST II 18,751.0 $974K 0.46% +647.0 +3.6% $51.93 +0.8%
32 TSLA TESLA INC Consumer Cyclical 2,601.0 $967K 0.46% $371.75 +18.5%
33 GOOG ALPHABET INC Communication Services 3,239.0 $929K 0.44% +708.0 +28.0% $286.84 +34.2%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,389.0 $903K 0.43% +584.0 +72.5% $650.34 +15.4%
35 JAAA JANUS DETROIT STR TR 16,983.0 $855K 0.40% -25K -59.7% $50.37 +0.7%
36 ATEC ALPHATEC HLDGS INC Healthcare 75,062.0 $817K 0.39% +17K +29.1% $10.88 -28.0%
37 BNDX VANGUARD CHARLOTTE FDS 16,589.0 $797K 0.38% +825.0 +5.2% $48.05 +0.4%
38 AVGO BROADCOM INC Technology 2,553.0 $790K 0.37% +178.0 +7.5% $309.51 +36.3%
39 JPM JPMORGAN CHASE & CO Financial Services 2,362.0 $695K 0.33% +261.0 +12.4% $294.16 +1.7%
40 META META PLATFORMS INC Communication Services 1,109.0 $634K 0.30% +221.0 +24.9% $571.94 +11.1%
Page 2 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.4%
Technology 17.9%
Communication Services 8.2%
Healthcare 6.6%
Consumer Cyclical 5.6%
Energy 2.9%
Consumer Defensive 2.2%
Industrials 1.3%
Utilities 0.9%