Avid Wealth Partners LLC
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 206,561
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 77 | 206,561 | 13F-HR | Avid Wealth Partners LLC |
| Q1 2026 | 4/30/2026 | 71 | 211,566 | 13F-HR | Avid Wealth Partners LLC |
| Q4 2025 | 2/13/2026 | 66 | 204,700 | 13F-HR | Avid Wealth Partners LLC |
| Q3 2025 | 11/6/2025 | 55 | 201,222 | 13F-HR | Avid Wealth Partners LLC |
| Q2 2025 | 8/14/2025 | 52 | 174,785 | 13F-HR | Avid Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.16 K | 17.5% | 46 | 0 | 46 |
| ETFs | 170.1 K | 82.3% | 0 | 5.352 K | -5.352 K |
| Debt | 299 | 0.1% | 299 | 0 | 299 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
206,561
Holdings
77
QoQ value change ($000)
-5,005
(-2.4%)
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.