Avondale Wealth Management

Institutional manager (13F) · CIK 1738720

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $198M

#	Issuer	Value	Shares
1	ISHARES TR	$37M	56,968
2	ISHARES TR	$20M	296,991
3	INVESCO QQQ TR	$19M	33,031
4	AMERICAN CENTY ETF TR	$17M	157,244
5	DIMENSIONAL ETF TRUST	$14M	417,883
6	PIMCO ETF TR	$11M	417,858
7	DIMENSIONAL ETF TRUST	$8M	133,485
8	EA SERIES TRUST	$7M	63,431
9	ISHARES TR	$6M	18,723
10	J P MORGAN EXCHANGE TRADED F	$5M	91,522
11	VANGUARD INDEX FDS	$4M	7,169
12	APPLE INC	$4M	16,000
13	NVIDIA CORPORATION	$4M	20,859
14	BERKSHIRE HATHAWAY INC DEL	$4M	5
15	SELECT SECTOR SPDR TR	$3M	42,196
16	EXXON MOBIL CORP	$2M	13,097
17	ISHARES TR	$2M	96,782
18	AMAZON COM INC	$2M	10,597
19	TESLA INC	$2M	5,648
20	ADVANCED MICRO DEVICES INC	$2M	10,150
21	WALMART INC	$1M	10,400
22	PALANTIR TECHNOLOGIES INC	$1M	8,300
23	ISHARES TR	$1M	5,550
24	AUTOZONE INC	$1M	340
25	ISHARES TR	$1M	11,568
26	PERMIAN BASIN RTY TR	$1M	49,250
27	BLACKSTONE INC	$1M	8,900
28	STATE STR SPDR S&P 500 ETF T	$1M	1,551
29	FIDELITY COMWLTH TR	$1M	11,853
30	UNITED AIRLS HLDGS INC	$981k	10,650
31	SCHWAB CHARLES CORP	$836k	8,900
32	UNITED STS BRENT OIL FD LP	$806k	15,502
33	ARCHER AVIATION INC	$800k	154,700
34	DRAFTKINGS INC NEW	$791k	36,600
35	CHEVRON CORPORATION	$786k	3,797
36	TARGET CORP	$746k	6,155
37	DIMENSIONAL ETF TRUST	$714k	20,363
38	DIMENSIONAL ETF TRUST	$705k	9,936
39	PIMCO ETF TR	$655k	7,100
40	SPDR GOLD TR	$655k	1,522
41	BERKSHIRE HATHAWAY INC DEL	$616k	1,285
42	ALPHABET INC	$604k	2,105
43	ISHARES TR	$569k	4,580
44	SPDR SERIES TRUST	$557k	8,550
45	ISHARES BITCOIN TRUST ETF	$538k	14,000
46	DIMENSIONAL ETF TRUST	$497k	13,512
47	AMERICAN AIRLINES GROUP INC	$419k	39,000
48	ISHARES TR	$407k	4,500
49	JPMORGAN CHASE & CO	$404k	1,375
50	TOAST INC	$401k	15,124

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