Myriad Asset Management Advisors LLC

Q2 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$423,776
Net value change ($000)
+84,389 (24.9%)
New positions
20
Sold out positions
18
Turnover %
37.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 16,151 NEW
VTWO 10,639 NEW
LLY 10,638 NEW
RSP 10,433 NEW
EMXC 9,492 16.2%
V 6,791 NEW
GOOGL 5,695 41.7%
TMO 4,380 NEW
AMAT 4,020 NEW
AMZN 4,014 39.6%
Top Reduces (Value $000, Stocks/ETFs)
IAUM -36,303 -100.0%
HSBC -3,491 -100.0%
VALE -2,953 -100.0%
BHP -2,672 -50.6%
SAN -2,020 -100.0%
AA -1,963 -100.0%
AMD -1,804 -100.0%
PHM -1,798 -100.0%
USB -1,783 -100.0%
PNC -1,772 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type