Avid Wealth Partners Llc Portfolio Shifts in Q2 2026: Focus on FDI and ETF Activity
A detailed look at Avid Wealth Partners' significant holdings changes during the second quarter of 2026.
Avid Wealth Partners Llc's portfolio saw notable shifts this quarter, with specific emphasis on Foreign Dividend (FDI) stocks and various Exchange-Traded Funds (ETFs). The investor held a total of 71 positions as of June 30th, 2026.
The most significant purchase during Q2 appears to be the substantial increase in shares of SHLD. This position grew by an impressive 92.84% from the previous quarter, indicating strong confidence or a strategic decision regarding this fund. Similarly, GOVT experienced a remarkable 100% increase in its position size.
Other notable additions include URA and MGV, both showing positive changes in their respective portfolio percentages (6.45% and 6.46%) despite the data not specifying exact share increases for these two funds beyond what was already present in prior periods according to the top holdings section.
Conversely, Avid Wealth Partners Llc divested from several positions significantly during this quarter. The largest sell by percentage change occurred with OEF, which decreased by 77.38%. IDMO also saw a substantial reduction of -76.65%, suggesting an exit strategy or realignment for that fund.
Furthermore, GTO experienced a steep decline of -67.53% in its position size, and MUB decreased by -79.67%. These exits highlight the investor's dynamic approach to managing their portfolio allocations across different asset classes.
The changes observed align with Avid Wealth Partners' stated strategies or market views for Q2 2026, focusing on adjustments within specific sectors and fund types as disclosed in regulatory filings. For more detailed information about this investment firm's holdings, please visit Avid Wealth Partners Llc.