Myriad Asset Management Advisors LLC

Q1 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$339,387
Net value change ($000)
+14,758 (4.5%)
New positions
15
Sold out positions
16
Turnover %
22.5%
Sector allocation + QoQ delta (equities-only)

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)
IEMG 45,153 131.1%
EMXC 23,789 68.4%
BHP 5,280 NEW
HSBC 3,491 NEW
ASML 3,202 158.1%
VALE 2,953 NEW
SAN 2,020 NEW
AA 1,963 NEW
USB 1,783 NEW
PNC 1,772 NEW
Top Reduces (Value $000, Stocks/ETFs)
BABA -8,151 -100.0%
MSFT -6,714 -37.7%
TSM -6,185 -57.8%
AMZN -5,630 -35.7%
XBI -4,861 -100.0%
NU -4,718 -100.0%
META -4,438 -47.3%
VTWO -4,289 -100.0%
SE -4,181 -100.0%
PDD -3,981 -100.0%
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