Avondale Wealth Management
•CIK: 1738720•Filing: Q4 2025
**Avondale Wealth Management** manages $194M across a portfolio of 58 positions, exhibiting a focus on diversified, growth-oriented equity exposure. Top holdings are heavily weighted toward broad market and sector indices, notably IVV ($39.2M) and NDQ ($19.1M). The portfolio maintains significant allocations to specialized indices such as IJH ($18.7M) and AVUV ($15.8M). This structure suggests a systematic approach targeting established market leaders and thematic growth sectors.
Total AUM
$194.5M
QoQ Performance
+3.6%
Positions
44
Top 10 Concentration
75.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
NDQ
IJH
AVUV
DFAE
SOXX
PYLD
IVV20.2%
NDQ9.8%
IJH9.6%
AVUV8.1%
DFAE6.5%
SOXX5.6%
PYLD5.3%
BOXX4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.1%
ETF22.6%
Technology5.5%
Consumer3.4%
Financial2.8%
Energy0.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑21 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023