Avid Wealth Partners LLC
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 211,566
- 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 |
|---|---|---|---|---|---|
| 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 | 36.12 K | 17.1% | 0 | 35.37 K | -35.37 K |
| ETFs | 175.5 K | 82.9% | 42.23 K | 0 | 42.23 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
211,566
Holdings
71
QoQ value change ($000)
6,866
(3.4%)
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.