Avid Wealth Partners LLC - Portfolio overview

Avid Wealth Partners LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DYNF - BLACKROCK ETF TRUST, 13.30%
2. OEF - ISHARES TR, 8.40%
3. MGV - VANGUARD WORLD FD, 6.42%

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

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