Avalon Advisory Group
All 13F Filings
- Location
- Wexford, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 247,852
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.051 K | 0.4% | 0 | 234.7 K | -234.7 K |
| ETFs | 246.8 K | 99.6% | 237.5 K | 0 | 237.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
247,852
Holdings
12
QoQ value change ($000)
2,790
(1.1%)
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.