Avalon Advisory Group
All 13F Filings
- Location
- Wexford, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 270,773
- 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 | 14 | 270,773 | 13F-HR | Avalon Advisory Group |
| Q1 2026 | 4/22/2026 | 12 | 247,852 | 13F-HR | Avalon Advisory Group |
| Q4 2025 | 1/29/2026 | 13 | 245,062 | 13F-HR | Avalon Advisory Group |
| Q3 2025 | 11/13/2025 | 18 | 246,714 | 13F-HR | Avalon Advisory Group |
| Q2 2025 | 7/14/2025 | 16 | 232,795 | 13F-HR | Avalon Advisory Group |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.387 K | 0.5% | 336 | 0 | 336 |
| ETFs | 269.4 K | 99.5% | 22.59 K | 0 | 22.59 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
270,773
Holdings
14
QoQ value change ($000)
22,921
(9.2%)
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.