Avondale Wealth Management
All 13F Filings
- Location
- West Lake Hills, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 203,460
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 71 | 203,460 | 13F-HR | Avondale Wealth Management |
| Q4 2025 | 2/17/2026 | 58 | 194,450 | 13F-HR | Avondale Wealth Management |
| Q3 2025 | 11/17/2025 | 58 | 187,717 | 13F-HR | Avondale Wealth Management |
| Q2 2025 | 7/17/2025 | 113 | 179,024 | 13F-HR | Avondale Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.88 K | 22.5% | 0 | 70.24 K | -70.24 K |
| ETFs | 152.7 K | 75.0% | 74.33 K | 0 | 74.33 K |
| Debt | 4.921 K | 2.4% | 4.921 K | 0 | 4.921 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
203,460
Holdings
71
QoQ value change ($000)
9,010
(4.6%)
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.