Avid Wealth Partners LLC
•CIK: 1992344•Filing: Q4 2025
**Avid Wealth Partners LLC** manages $205M across a diversified portfolio of 66 positions. The fund exhibits notable allocations to commodities and international exposure, highlighted by the top holdings in DYNF at $29.6M and OEF at $19.4M. Significant weightings are also observed in GLDM ($13.3M) and URA ($12.0M), suggesting a tactical focus on inflation hedges and global asset diversification. This structure indicates a mandate prioritizing tangible assets and broad market risk mitigation.
Total AUM
$204.7M
QoQ Performance
+1.7%
Positions
51
Top 10 Concentration
64.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DYNF
OEF
MGV
GLDM
URA
IVW
DYNF14.5%
OEF9.5%
MGV6.6%
GLDM6.5%
URA5.9%
IVW5.4%
IVV4.5%
IDMO4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.6%
ETF5.0%
Technology4.2%
Consumer1.4%
Financial1.1%
Healthcare0.4%
Consumer Staples0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW16 new positions
↑32 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023