Avestar Capital, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,556,771
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 5/13/2026 | 509 | 1,556,771 | 13F-HR | Avestar Capital, LLC |
| Q4 2025 | 2/10/2026 | 483 | 1,543,233 | 13F-HR | Avestar Capital, LLC |
| Q3 2025 | 11/7/2025 | 481 | 1,527,445 | 13F-HR | Avestar Capital, LLC |
| Q2 2025 | 8/13/2025 | 492 | 1,463,628 | 13F-HR | Avestar Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
96.87 K
(6.2% of total reported value)
· QoQ Δ:
+8.598 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 966.2 K | 66.2% | 0 | 315.5 K | -315.5 K |
| ETFs | 468.3 K | 32.1% | 320.2 K | 0 | 320.2 K |
| Debt | 25.38 K | 1.7% | 159 | 0 | 159 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
1,556,771
Holdings
509
QoQ value change ($000)
13,538
(0.9%)
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.