Avid Wealth Partners LLC Top Holdings and 13F Report (2026) About Avid Wealth Partners LLCInvestment ActivityAvid Wealth Partners LLC has $211.57 million in total holdings as of March 31, 2026.Avid Wealth Partners LLC owns shares of 71 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 8.90% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Avid Wealth Partners LLC has purchased 66 new stocks and bought additional shares in 47 stocks.Avid Wealth Partners LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares U.S. Equity Factor Rotation Active ETF $30,280,418iShares S&P 100 ETF $19,117,465Vanguard Mega Cap Value ETF $14,621,619SPDR Gold MiniShares Trust $14,304,291Global X Uranium ETF $13,739,168 Largest New Holdings this Quarter 35473P769 - Franklin FTSE India ETF $1,060,017 Holding464287622 - iShares Russell 1000 ETF $587,967 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $517,021 Holding46090E103 - Invesco QQQ $338,227 Holding64110L106 - Netflix $240,087 Holding Largest Purchases this Quarter Freedom 100 Emerging Markets ETF 37,487 shares (about $2.05M)iShares U.S. Equity Factor Rotation Active ETF 33,400 shares (about $1.94M)Invesco S&P International Developed Momentum ETF 22,482 shares (about $1.23M)BLACKROCK ETF TRUST 35,051 shares (about $1.15M)iShares S&P 100 ETF 3,582 shares (about $1.14M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 25,166 shares (about $2.28M)WisdomTree India Earnings Fund 43,774 shares (about $1.79M)iShares MSCI Global Gold Miners ETF 17,013 shares (about $1.34M)Janus Henderson AAA CLO ETF 25,163 shares (about $1.27M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 5,980 shares (about $601.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvid Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDYNFiShares U.S. Equity Factor Rotation Active ETF$30,280,418$1,943,212 â–²6.9%520,46114.3%ETFOEFiShares S&P 100 ETF$19,117,465$1,139,319 â–²6.3%60,1059.0%ETFMGVVanguard Mega Cap Value ETF$14,621,619$745,619 â–²5.4%100,8746.9%ETFGLDMSPDR Gold MiniShares Trust$14,304,291$169,808 â–¼-1.2%154,3246.8%FinanceURAGlobal X Uranium ETF$13,739,168$96,376 â–²0.7%283,6916.5%ETFIVWiShares S&P 500 Growth ETF$10,924,878$729,788 â–²7.2%96,5865.2%ETFIVViShares Core S&P 500 ETF$9,837,103$1,000,040 â–²11.3%15,0604.6%ETFIDMOInvesco S&P International Developed Momentum ETF$9,812,968$1,232,914 â–²14.4%178,9384.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,249,486$365,839 â–²4.6%118,2723.9%ETFBLACKROCK ETF TRUST$7,607,103$1,154,931 â–²17.9%230,8683.6%ISHARES A I INNODXJWisdomTree Japan Hedged Equity Fund$6,367,475$907,714 â–²16.6%40,1533.0%FinanceRINGiShares MSCI Global Gold Miners ETF$5,913,625$1,343,686 â–¼-18.5%74,8752.8%ETFFRDMFreedom 100 Emerging Markets ETF$5,422,415$2,048,928 â–²60.7%99,2082.6%ETFIYWiShares U.S. Technology ETF$4,759,119$255,073 â–¼-5.1%26,2332.2%ManufacturingMUBiShares National Muni Bond ETF$4,401,722$493,173 â–²12.6%41,4672.1%ETFEPIWisdomTree India Earnings Fund$4,116,991$1,785,973 â–¼-30.3%100,9071.9%FinanceGTOInvesco Total Return Bond ETF$3,201,589$95,159 â–²3.1%68,3661.5%ETFGLOBAL X FDS$3,190,351$338,474 â–²11.9%45,0361.5%DEFENSE TECH ETFNVDANVIDIA$2,349,911$262,826 â–²12.6%13,4741.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,842,508$356,730 â–²24.0%47,9570.9%SHS BEN INTAAPLApple$1,831,053$251,754 â–²15.9%7,2150.9%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$1,830,844$466,423 â–¼-20.3%18,1780.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,434,487$29,784 â–²2.1%28,7530.7%ETFMSFTMicrosoft$1,222,301$18,138 â–²1.5%3,3020.6%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,170,911$601,395 â–¼-33.9%11,6430.6%ETFGOOGLAlphabet$1,165,768$248,739 â–²27.1%4,0540.6%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,116,226$63,367 â–¼-5.4%10,4810.5%ETFFLINFranklin FTSE India ETF$1,060,017$1,060,017 â–²New Holding31,9090.5%ETFXARSPDR S&P Aerospace & Defense ETF$1,038,524$52,320 â–¼-4.8%4,0890.5%ETFAMZNAmazon.com$1,035,864$89,133 â–²9.4%4,9740.5%Retail/WholesaleBINCiShares Flexible Income Active ETF$973,739$33,599 â–²3.6%18,7510.5%ETFTSLATesla$966,922$744 â–¼-0.1%2,6010.5%Auto/Tires/TrucksGOOGAlphabet$929,085$203,085 â–²28.0%3,2390.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$903,322$379,798 â–²72.5%1,3890.4%FinanceJAAAJanus Henderson AAA CLO ETF$855,448$1,267,481 â–¼-59.7%16,9830.4%ETFATECAlphatec$816,675$184,231 â–²29.1%75,0620.4%MedicalBNDXVanguard Total International Bond ETF$797,101$39,641 â–²5.2%16,5890.4%ETFAVGOBroadcom$790,179$55,093 â–²7.5%2,5530.4%Computer and TechnologyJPMJPMorgan Chase & Co.$694,806$76,776 â–²12.4%2,3620.3%FinanceMETAMeta Platforms$634,280$126,398 â–²24.9%1,1090.3%Computer and TechnologyIWBiShares Russell 1000 ETF$587,967$587,967 â–²New Holding1,6490.3%ETFTLTiShares 20+ Year Treasury Bond ETF$533,606$13,698 â–²2.6%6,1550.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$517,021$517,021 â–²New Holding3,6300.2%ETFVOOVanguard S&P 500 ETF$513,295$134,449 â–²35.5%8590.2%ETFISRGIntuitive Surgical$471,593$95,425 â–²25.4%1,0230.2%MedicalBRK.BBerkshire Hathaway$457,157$45,045 â–¼-9.0%9540.2%FinanceSUNSunoco$415,6530.0%6,3980.2%EnergyWALMART INC$412,203$39,915 â–²10.7%3,3150.2%COMCOSTCostco Wholesale$396,870$62,821 â–²18.8%3980.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$350,126$2,277,991 â–¼-86.7%3,8680.2%ETFXOMExxonMobil$348,821$47,844 â–²15.9%2,0560.2%EnergyLLYEli Lilly and Company$344,914$22,994 â–²7.1%3750.2%MedicalQQQInvesco QQQ$338,227$338,227 â–²New Holding5860.2%FinanceGE VERNOVA INC$314,244$34,916 â–²12.5%3600.1%COMBACBank of America$309,563$51,383 â–²19.9%6,3500.1%FinanceVVisa$297,102$41,407 â–²16.2%9830.1%Business ServicesJNJJohnson & Johnson$277,928$36,666 â–²15.2%1,1370.1%MedicalMRKMerck & Co., Inc.$276,971$22,408 â–²8.8%2,2990.1%MedicalGRAYSCALE ETHEREUM STAKING$276,749$98,625 â–²55.4%13,9350.1%SHS NEWCVXChevron$270,625$11,379 â–¼-4.0%1,3080.1%EnergyMUMicron Technology$269,629$17,570 â–²7.0%7980.1%Computer and TechnologyFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$259,1680.0%2,9120.1%ETFNFLXNetflix$240,087$240,087 â–²New Holding2,4970.1%Consumer DiscretionaryFIXComfort Systems USA$234,428$234,428 â–²New Holding1700.1%ConstructionURNMSprott Uranium Miners ETF$233,592$12,377 â–¼-5.0%3,6990.1%ETFMAMastercard$225,347$22,984 â–²11.4%4510.1%Business ServicesILCViShares Morningstar Value ETF$222,605$222,605 â–²New Holding2,3900.1%ETFGEGE Aerospace$217,174$6,246 â–²3.0%7650.1%AerospaceCOINCoinbase Global$214,945$524 â–²0.2%1,2310.1%FinanceAZNCFAstraZeneca$205,898$205,898 â–²New Holding1,0440.1%MedicalAXPAmerican Express$205,081$27,223 â–²15.3%6780.1%FinancePEPPepsiCo$0$234,924 â–¼-100.0%00.0%Consumer StaplesVTVVanguard Value ETF$0$226,514 â–¼-100.0%00.0%ETFSANBanco Santander$0$118,156 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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