Avantra Family Wealth, Inc. - Portfolio overview

Avantra Family Wealth, Inc. has 188 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 Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.20%
2. NVDA - NVIDIA CORPORATION, 3.85%
3. GJUN - FIRST TR EXCHNG TRADED FD VI, 2.93%

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

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