AVALON CAPITAL MANAGEMENT
All 13F Filings
- Location
- Port Of Redwood City, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 354,317
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 122 | 354,317 | 13F-HR | AVALON CAPITAL MANAGEMENT |
| Q4 2025 | 2/11/2026 | 139 | 418,009 | 13F-HR | AVALON CAPITAL MANAGEMENT |
| Q3 2025 | 10/22/2025 | 133 | 408,020 | 13F-HR | AVALON CAPITAL MANAGEMENT |
| Q2 2025 | 8/7/2025 | 127 | 372,238 | 13F-HR | AVALON CAPITAL MANAGEMENT |
| Q1 2014 | 4/28/2014 | 93 | 123,760 | 13F-HR | David R. Rahn & Associates Inc. |
| Q4 2013 | 1/28/2014 | 99 | 118,621 | 13F-HR | David R. Rahn & Associates Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
87
(0.0% of total reported value)
· QoQ Δ:
+87
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.7 K | 44.8% | 0 | 148.6 K | -148.6 K |
| ETFs | 194.2 K | 54.8% | 90.31 K | 0 | 90.31 K |
| Debt | 1.258 K | 0.4% | 0 | 4.007 K | -4.007 K |
| Other | 0 | 0.0% | 0 | 1.47 K | -1.47 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
354,317
Holdings
122
QoQ value change ($000)
-63,692
(-15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.