TRED AVON FAMILY WEALTH, LLC
All 13F Filings
- Location
- Easton, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 329,421
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 261 | 329,421 | 13F-HR | TRED AVON FAMILY WEALTH, LLC |
| Q2 2026 | 8/10/2026 | 262 | 326,742 | 13F-HR | TRED AVON FAMILY WEALTH, LLC |
| Q1 2026 | 4/22/2026 | 261 | 301,339 | 13F-HR | TRED AVON FAMILY WEALTH, LLC |
| Q4 2025 | 1/27/2026 | 257 | 307,422 | 13F-HR | TRED AVON FAMILY WEALTH, LLC |
| Q3 2025 | 10/29/2025 | 237 | 291,125 | 13F-HR | TRED AVON FAMILY WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 260.2 K | 79.0% | 0 | 5.328 K | -5.328 K |
| ETFs | 69.24 K | 21.0% | 8.007 K | 0 | 8.007 K |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
329,421
Holdings
261
QoQ value change ($000)
2,679
(0.8%)
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.