Avestar Capital, LLC Top Holdings and 13F Report (2026)

About Avestar Capital, LLC

Investment Activity

Avestar Capital, LLC has $1.79 billion in total holdings as of June 30, 2026.
Avestar Capital, LLC owns shares of 490 different stocks, but just 91 companies or ETFs make up 80% of its holdings.
Approximately 6.42% of the portfolio was purchased this quarter.
About 4.44% of the portfolio was sold this quarter.
This quarter, Avestar Capital, LLC has purchased 460 new stocks and bought additional shares in 201 stocks.
Avestar Capital, LLC sold shares of 183 stocks and completely divested from 33 stocks this quarter.

Largest Holdings

Alphabet: $182,449,166
NVIDIA: $169,678,025
Apple: $96,341,103
Invesco QQQ: $59,974,610
Meta Platforms: $56,050,080

Largest New Holdings this Quarter

25461H572 - DIREXION SHARES ETF TRUST: $2,117,282 Holding
91688F104 - Upwork: $1,740,167 Holding
404280406 - HSBC: $1,729,212 Holding
92189F676 - VanEck Semiconductor ETF: $1,157,889 Holding
38173M102 - Golub Capital BDC: $989,699 Holding

Largest Purchases this Quarter

Invesco QQQ: 9,549 shares (about $7.03M)
SPDR S&P 500 ETF Trust: 9,124 shares (about $6.81M)
KLA: 15,797 shares (about $4.77M)
McDonald's: 16,816 shares (about $4.55M)
Deere & Company: 4,435 shares (about $2.81M)

Largest Sales this Quarter

Broadcom: 18,082 shares (about $6.83M)
Credo Technology Group: 21,966 shares (about $5.97M)
iShares Core S&P 500 ETF: 5,015 shares (about $3.76M)
Sanmina: 13,770 shares (about $3.48M)
JPMorgan Chase & Co.: 9,001 shares (about $2.95M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOG Alphabet	$182,449,166	$2,747,491 â–²	1.5%	516,371	10.2%	Communication Services
NVDA NVIDIA	$169,678,025	$2,097,737 â–¼	-1.2%	848,011	9.5%	Technology
AAPL Apple	$96,341,103	$589,717 â–²	0.6%	332,945	5.4%	Technology
QQQ Invesco QQQ	$59,974,610	$7,031,536 â–²	13.3%	81,447	3.3%	ETF
META Meta Platforms	$56,050,080	$131,810 â–¼	-0.2%	99,505	3.1%	Communication Services
AMZN Amazon.com	$47,245,436	$2,521,400 â–¼	-5.1%	198,227	2.6%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$47,223,745	$6,813,566 â–²	16.9%	63,237	2.6%	ETF
MSFT Microsoft	$36,148,228	$192,105 â–¼	-0.5%	96,907	2.0%	Technology
ACWI iShares MSCI ACWI ETF	$29,844,360	$2,116,738 â–²	7.6%	190,128	1.7%	ETF
TSLA Tesla	$26,892,216	$1,446,438 â–²	5.7%	63,938	1.5%	Consumer Discretionary
GOOGL Alphabet	$26,264,272	$152,240 â–²	0.6%	73,493	1.5%	Communication Services
ULST SPDR SSgA Ultra Short Term Bond ETF	$25,415,993	$1,565,174 â–²	6.6%	628,720	1.4%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$24,602,972	$737,406 â–²	3.1%	486,417	1.4%	ETF
AVGO Broadcom	$24,526,107	$6,830,457 â–¼	-21.8%	64,927	1.4%	Technology
GSST Goldman Sachs Ultra Short Bond ETF	$20,671,841	$114,805 â–²	0.6%	408,736	1.2%	ETF
IVV iShares Core S&P 500 ETF	$20,229,788	$3,755,688 â–¼	-15.7%	27,013	1.1%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$17,233,250	$734,289 â–²	4.5%	144,829	1.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$15,934,351	$105,735 â–²	0.7%	223,640	0.9%	ETF
DIMENSIONAL ETF TRUST	$15,077,290	$1,198,459 â–²	8.6%	296,914	0.8%	ULTR FIX INC ETF
FTSM First Trust Enhanced Short Maturity ETF	$14,904,947	$1,202,877 â–²	8.8%	249,197	0.8%	ETF
IAUM iShares Gold Trust Micro	$14,626,296	$87,502 â–¼	-0.6%	365,566	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$14,409,176	$1,980,799 â–²	15.9%	38,940	0.8%	ETF
PM Philip Morris International	$14,141,494	$727,255 â–²	5.4%	78,169	0.8%	Consumer Staples
JPM JPMorgan Chase & Co.	$12,708,717	$2,946,327 â–¼	-18.8%	38,825	0.7%	Finance
GSY Invesco Ultra Short Duration ETF	$12,453,750	$2,489,797 â–¼	-16.7%	248,330	0.7%	ETF
AMD Advanced Micro Devices	$12,323,051	$21,494 â–²	0.2%	21,213	0.7%	Technology
NOW ServiceNow	$11,848,765	$713,227 â–¼	-5.7%	119,347	0.7%	Technology
MU Micron Technology	$11,320,641	$518,300 â–²	4.8%	9,807	0.6%	Technology
ARISTA NETWORKS INC	$11,092,994	$958,633 â–²	9.5%	65,299	0.6%	COM SHS
CELESTICA INC	$10,968,312	$1,826,897 â–¼	-14.3%	30,067	0.6%	COM
IAU iShares Gold Trust	$10,760,553	$696,353 â–²	6.9%	142,505	0.6%	ETF
BRK.B Berkshire Hathaway	$10,599,275	$618,483 â–²	6.2%	21,182	0.6%	Finance
EEM iShares MSCI Emerging Markets ETF	$10,439,845	$43,030 â–²	0.4%	152,607	0.6%	ETF
LLY Eli Lilly and Company	$10,142,845	$85,163 â–²	0.8%	8,456	0.6%	Healthcare
VTV Vanguard Value ETF	$9,704,443	$135,771 â–¼	-1.4%	44,530	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$9,662,619	$129,491 â–²	1.4%	20,222	0.5%	Technology
SGOL abrdn Physical Gold Shares ETF	$9,233,004	$165,804 â–²	1.8%	241,512	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$9,121,611	$146,193 â–¼	-1.6%	66,325	0.5%	ETF
PANW Palo Alto Networks	$8,455,932	$104,011 â–²	1.2%	24,796	0.5%	Technology
JPST JPMorgan Ultra-Short Income ETF	$8,406,913	$106,703 â–¼	-1.3%	166,243	0.5%	ETF
IWB iShares Russell 1000 ETF	$8,001,221		0.0%	19,539	0.4%	ETF
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$7,801,217	$813,042 â–²	11.6%	349,204	0.4%	ETF
QQQM Invesco NASDAQ 100 ETF	$7,482,942	$303 â–²	0.0%	24,699	0.4%	ETF
CRDO Credo Technology Group	$7,210,482	$5,973,653 â–¼	-45.3%	26,514	0.4%	Technology
RWL Invesco S&P 500 Revenue ETF	$7,191,483	$414,453 â–²	6.1%	56,289	0.4%	ETF
PULS PGIM Ultra Short Bond ETF	$7,070,300	$1,733,480 â–²	32.5%	142,517	0.4%	ETF
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$6,669,970	$358,121 â–²	5.7%	97,315	0.4%	ETF
MA Mastercard	$6,388,552	$150,482 â–¼	-2.3%	12,439	0.4%	Finance
MCD McDonald's	$6,349,008	$4,545,509 â–²	252.0%	23,488	0.4%	Consumer Discretionary
IMFL Invesco International Developed Dynamic Multifactor ETF	$6,326,252	$287,804 â–²	4.8%	184,224	0.4%	ETF
INTF iShares International Equity Factor ETF	$6,202,040	$284,303 â–²	4.8%	151,417	0.3%	ETF
V Visa	$5,873,688	$242,221 â–²	4.3%	17,120	0.3%	Finance
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$5,856,576	$332,892 â–²	6.0%	368,802	0.3%	ETF
WALMART INC	$5,808,161	$294,134 â–²	5.3%	51,282	0.3%	COM
INTC Intel	$5,804,646	$397,942 â–²	7.4%	41,572	0.3%	Technology
PG Procter & Gamble	$5,792,222	$213,946 â–¼	-3.6%	39,500	0.3%	Consumer Staples
AMAT Applied Materials	$5,729,773	$151,830 â–¼	-2.6%	7,925	0.3%	Technology
CRWD CrowdStrike	$5,385,380	$586,833 â–¼	-9.8%	13,582	0.3%	Technology
WTMF WisdomTree Managed Futures Strategy Fund	$5,372,551	$196,693 â–²	3.8%	131,519	0.3%	ETF
NFLX Netflix	$5,340,991	$61,904 â–²	1.2%	74,804	0.3%	Communication Services
COST Costco Wholesale	$5,302,335	$36,484 â–²	0.7%	5,668	0.3%	Consumer Staples
KLAC KLA	$5,279,976	$4,766,159 â–²	927.6%	17,500	0.3%	Technology
IVE iShares S&P 500 Value ETF	$4,969,976	$290,188 â–¼	-5.5%	21,888	0.3%	ETF
LAM RESEARCH CORP	$4,925,289	$563,051 â–²	12.9%	11,363	0.3%	COM NEW
QGRW WisdomTree U.S. Quality Growth Fund	$4,826,265	$17,762 â–¼	-0.4%	73,092	0.3%	ETF
GLD SPDR Gold Shares	$4,775,310	$1,037,726 â–²	27.8%	12,963	0.3%	ETF
JNJ Johnson & Johnson	$4,757,394	$72,636 â–¼	-1.5%	18,732	0.3%	Healthcare
QUAL iShares MSCI USA Quality Factor ETF	$4,564,363	$86,236 â–¼	-1.9%	20,801	0.3%	ETF
DBMF iMGP DBi Managed Futures Strategy ETF	$4,499,884	$226,208 â–²	5.3%	147,007	0.3%	ETF
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$4,472,636	$250,555 â–²	5.9%	71,243	0.2%	ETF
MRVL Marvell Technology	$4,400,267	$1,054,861 â–²	31.5%	14,771	0.2%	Technology
PALANTIR TECHNOLOGIES INC	$4,358,572	$154,705 â–¼	-3.4%	37,358	0.2%	CL A
XOM ExxonMobil	$4,236,151	$85,724 â–¼	-2.0%	30,984	0.2%	Energy
DE Deere & Company	$4,165,011	$2,813,254 â–²	208.1%	6,566	0.2%	Industrials
VOO Vanguard S&P 500 ETF	$4,045,305	$530,903 â–²	15.1%	5,890	0.2%	ETF
ISHARES BITCOIN TRUST ETF	$3,956,217	$29,994 â–²	0.8%	118,841	0.2%	SHS BEN INT
VWO Vanguard FTSE Emerging Markets ETF	$3,825,293	$493,099 â–²	14.8%	64,086	0.2%	ETF
CSCO Cisco Systems	$3,752,253	$278,615 â–¼	-6.9%	31,945	0.2%	Technology
SHOPIFY INC	$3,644,968	$901,337 â–¼	-19.8%	31,923	0.2%	CL A SUB VTG SHS
SPGI S&P Global	$3,624,150	$244,352 â–¼	-6.3%	8,899	0.2%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$3,621,692	$50,286 â–¼	-1.4%	107,024	0.2%	ETF
CAT Caterpillar	$3,615,335	$93,711 â–²	2.7%	3,395	0.2%	Industrials
ABBV AbbVie	$3,610,759	$103,927 â–¼	-2.8%	14,349	0.2%	Healthcare
GE GE Aerospace	$3,568,224	$38,866 â–¼	-1.1%	9,548	0.2%	Industrials
TJX TJX Companies	$3,557,694	$318,606 â–¼	-8.2%	23,483	0.2%	Consumer Discretionary
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$3,472,896		0.0%	45,600	0.2%	ETF
URTH iShares MSCI World ETF	$3,472,642		0.0%	17,137	0.2%	ETF
IWM iShares Russell 2000 ETF	$3,415,516	$35,453 â–²	1.0%	11,368	0.2%	ETF
BAC Bank of America	$3,391,531	$3,647 â–²	0.1%	59,521	0.2%	Finance
WDC Western Digital	$3,383,938	$67,066 â–¼	-1.9%	5,298	0.2%	Technology
YNDX Yandex	$3,278,138	$694,568 â–²	26.9%	11,870	0.2%	Technology
BBJP JPMorgan BetaBuilders Japan ETF	$3,244,731	$159,507 â–¼	-4.7%	43,085	0.2%	ETF
FLJP Franklin FTSE Japan ETF	$3,237,632	$269,233 â–¼	-7.7%	81,436	0.2%	ETF
WFC Wells Fargo & Company	$3,170,981	$60,575 â–¼	-1.9%	38,371	0.2%	Finance
GE VERNOVA INC	$3,136,484	$916,276 â–¼	-22.6%	2,670	0.2%	COM
GS The Goldman Sachs Group	$3,119,198	$289,264 â–²	10.2%	3,084	0.2%	Finance
KO CocaCola	$3,085,571	$979 â–¼	0.0%	37,837	0.2%	Consumer Staples
BKUI BNY Mellon Ultra Short Income ETF	$3,029,998	$460,101 â–¼	-13.2%	60,883	0.2%	ETF
RTX RTX	$2,979,520	$21,060 â–¼	-0.7%	15,704	0.2%	Industrials
SANDISK CORP	$2,871,721	$725,320 â–²	33.8%	1,263	0.2%	COM

Showing largest 100 holdings. View all holdings.

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Avestar Capital, LLC Top Holdings and 13F Report (2026)

About Avestar Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Avestar Capital, LLC Top Holdings and 13F Report (2026)

About Avestar Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAvestar Capital, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools