Avondale Wealth Management
All 13F Filings
- Location
- West Lake Hills, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 194,450
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 58 | 194,450 | 13F-HR | Avondale Wealth Management |
| Q3 2025 | 11/17/2025 | 58 | 187,717 | 13F-HR | Avondale Wealth Management |
| Q2 2025 | 7/17/2025 | 113 | 179,024 | 13F-HR | Avondale Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 116.1 K | 59.7% | 6.43 K | 0 | 6.43 K |
| ETFs | 78.33 K | 40.3% | 306 | 0 | 306 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
194,450
Holdings
58
QoQ value change ($000)
6,733
(3.6%)
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.