Avondale Wealth Management - Portfolio overview

Avondale Wealth Management has 73 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 18.25%
2. IJH - ISHARES TR, 9.84%
3. QQQ - INVESCO QQQ TR, 9.35%

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

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