TRED AVON FAMILY WEALTH, LLC - Portfolio overview

TRED AVON FAMILY WEALTH, LLC has 275 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BAC - BANK AMERICA CORP, 4.57%
2. IVV - ISHARES TR, 3.44%
3. AAPL - APPLE INC, 3.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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