Universe · entity

AVALON CAPITAL MANAGEMENT

Institutional manager (13F) · CIK 1510809
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $322M
#IssuerValueShares
1ALPHABET INC$39M136,348
2VANECK ETF TRUST$23M251,945
3ALPHABET INC$18M63,636
4VANECK ETF TRUST$18M46,684
5INVESCO ACTVELY MNGD ETC FD$17M992,122
6SPDR GOLD TR$16M37,468
7ISHARES INC$12M172,730
8CISCO SYS INC$12M153,311
9APPLE INC$12M46,166
10AMAZON COM INC$11M52,256
11CHEVRON CORPORATION$11M51,236
12GLOBAL X FDS$9M191,810
13ISHARES TR$9M240,918
14VANECK FDS$8M163,593
15VANECK ETF TRUST$8M86,253
16ELI LILLY & CO$7M7,581
17DIMENSIONAL ETF TRUST$6M148,144
18TCW ETF TRUST$5M55,107
19MICROSOFT CORP$5M13,924
20ISHARES TR$5M81,554
21AMPLIFY ETF TR$4M97,685
22AMGEN INC$4M12,357
23ISHARES GOLD TR$4M45,690
24VANECK ETF TRUST$4M39,554
25VANECK ETF TRUST$4M90,342
26VANECK ETF TRUST$4M49,242
27ISHARES SILVER TR$3M50,994
28FEDEX CORP$3M8,662
29GLOBAL X FDS$3M119,702
30VANGUARD INDEX FDS$3M13,298
31GOLDMAN SACHS ETF TR$3M51,921
32AGNICO EAGLE MINES LTD$3M12,730
33NVIDIA CORPORATION$2M14,130
34SPINNAKER ETF SERIES$2M56,937
35SPDR SERIES TRUST$2M20,987
36BERKSHIRE HATHAWAY INC DEL$2M4,649
37GE VERNOVA INC$2M2,528
38ISHARES TR$2M51,432
39ISHARES INC$2M20,622
40MANAGED PORTFOLIO SERIES$2M48,205
41WISDOMTREE TR$2M18,668
42ISHARES TR$1M15,273
43INVESCO QQQ TR$1M2,384
44VISA INC$1M4,337
45CANADIAN NAT RES LTD MED TER$1M26,548
46GOLDMAN SACHS ETF TR$1M24,895
47COSTCO WHOLESALE CORPORATION$1M1,257
48ISHARES TR$1M6,526
49ENERGY TRANSFER L P$1M60,000
50TAIWAN SEMICONDUCTOR MANUFAC$1M3,237
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.