Avantra Family Wealth, Inc.
All 13F Filings
- Location
- Mechanicsburg, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 156,724
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 165 | 156,724 | 13F-HR | Avantra Family Wealth, Inc. |
| Q1 2026 | 4/22/2026 | 158 | 134,357 | 13F-HR | Avantra Family Wealth, Inc. |
| Q4 2025 | 1/21/2026 | 157 | 137,865 | 13F-HR | Avantra Family Wealth, Inc. |
| Q3 2025 | 10/28/2025 | 161 | 133,635 | 13F-HR | Avantra Family Wealth, Inc. |
| Q2 2025 | 7/23/2025 | 131 | 121,084 | 13F-HR | Avantra Family Wealth, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.3 K | 82.5% | 16.79 K | 0 | 16.79 K |
| ETFs | 27.44 K | 17.5% | 5.572 K | 0 | 5.572 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
156,724
Holdings
165
QoQ value change ($000)
22,367
(16.6%)
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.