Universe · entity
Avestar Capital, LLC
Institutional manager (13F) · CIK 1704404
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $148M | 848,995 |
| 2 | ALPHABET INC | $141M | 491,995 |
| 3 | APPLE INC | $80M | 316,707 |
| 4 | META PLATFORMS INC | $45M | 78,239 |
| 5 | AMAZON COM INC | $39M | 187,706 |
| 6 | STATE STR SPDR S&P 500 ETF T | $35M | 54,113 |
| 7 | INVESCO QQQ TR | $31M | 54,498 |
| 8 | MICROSOFT CORP | $31M | 82,422 |
| 9 | ISHARES TR | $24M | 176,643 |
| 10 | SSGA ACTIVE ETF TR | $24M | 590,002 |
| 11 | ISHARES TR | $24M | 471,838 |
| 12 | ALPHABET INC | $21M | 73,067 |
| 13 | ISHARES TR | $21M | 32,028 |
| 14 | BROADCOM INC | $21M | 67,509 |
| 15 | GOLDMAN SACHS ETF TR | $21M | 406,466 |
| 16 | ISHARES GOLD TR | $17M | 367,753 |
| 17 | TESLA INC | $15M | 41,499 |
| 18 | INVESCO ACTIVELY MANAGED EXC | $15M | 297,977 |
| 19 | VANGUARD TAX-MANAGED FDS | $14M | 222,156 |
| 20 | DIMENSIONAL ETF TRUST | $14M | 273,313 |
| 21 | FIRST TR EXCHANGE-TRADED FD | $14M | 229,086 |
| 22 | SPDR SERIES TRUST | $14M | 138,658 |
| 23 | SERVICENOW INC | $13M | 124,531 |
| 24 | ISHARES GOLD TR | $12M | 133,283 |
| 25 | PHILIP MORRIS INTL INC | $12M | 69,749 |
| 26 | VANGUARD INDEX FDS | $11M | 33,587 |
| 27 | ETFS GOLD TR | $11M | 237,175 |
| 28 | JPMORGAN CHASE & CO | $10M | 33,326 |
| 29 | BERKSHIRE HATHAWAY INC DEL | $10M | 19,946 |
| 30 | VANGUARD INDEX FDS | $9M | 45,153 |
| 31 | J P MORGAN EXCHANGE TRADED F | $9M | 168,353 |
| 32 | ISHARES TR | $8M | 148,678 |
| 33 | ELI LILLY & CO | $8M | 8,385 |
| 34 | ISHARES TR | $8M | 67,388 |
| 35 | ABRDN ETFS | $8M | 312,810 |
| 36 | ISHARES TR | $7M | 19,539 |
| 37 | MASTERCARD INCORPORATED | $6M | 12,732 |
| 38 | INVESCO EXCH TRADED FD TR II | $6M | 53,045 |
| 39 | WALMART INC | $6M | 48,685 |
| 40 | INVESCO ACTVELY MNGD ETC FD | $6M | 347,839 |
| 41 | PROCTER & GAMBLE CO | $6M | 40,959 |
| 42 | INVESCO EXCH TRADED FD TR II | $6M | 24,698 |
| 43 | NETFLIX INC. | $6M | 59,937 |
| 44 | PALANTIR TECHNOLOGIES INC | $6M | 38,684 |
| 45 | ISHARES TR | $6M | 144,476 |
| 46 | COSTCO WHOLESALE CORPORATION | $6M | 5,629 |
| 47 | INVESCO EXCH TRD SLF IDX FD | $6M | 175,843 |
| 48 | INVESCO EXCH TRD SLF IDX FD | $6M | 92,090 |
| 49 | EXXON MOBIL CORP | $5M | 31,611 |
| 50 | PGIM ETF TR | $5M | 107,575 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.