Avondale Wealth Management

Q1 2026 13F-HR Holdings

Location
West Lake Hills, TX
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$203,460
Net value change ($000)
+9,010 (4.6%)
New positions
12
Sold out positions
0
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 1,609 262.5%
DFAE 1,595 12.7%
AVUV 1,540 9.7%
IJH 1,347 7.2%
XLE 799 44.7%
CVX 786 NEW
DFAT 705 9.2%
BX 661 182.6%
AZO 649 130.1%
SPY 577 133.9%
Top Reduces (Value $000, Stocks/ETFs)
SOXX -4,664 -43.1%
IVV -2,007 -5.1%
DKNG -1,861 -70.2%
BOXX -641 -8.0%
NVDA -393 -9.7%
HD -348 -57.0%
PLTR -261 -17.7%
ACHR -239 -23.0%
TSLA -238 -10.2%
AMD -216 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type