Avondale Wealth Management's Q2 2026 Portfolio Activity
Avondale Wealth Management maintained a $245 million portfolio allocation as of June 30, 2026. The report highlights significant changes in holdings including substantial increases and decreases.
As of June 30, 2026, Avondale Wealth Management maintained a total portfolio value of $245 million. This quarter's filing details observable purchases and sales across various asset classes.
The investor held 65 distinct positions in their portfolio this period. The top five holdings by weight accounted for approximately Avondale Wealth Management's total assets under management, representing a significant portion of the allocation.
Significant Purchases: The report indicates notable buying activity in several areas. BOXX, an ETF focused on small-cap stocks, saw a substantial increase of 207.48% in its position this quarter. Similarly, the investor significantly boosted their stake in BOND (PIMCO ETF TR), adding shares at a considerable rate. Other notable buys included positions in XOP, AEO (American Eagle Outfitters), and a new position in BTC (Grayscale Bitcoin Mini ETF).
Significant Sales: Conversely, the investor disclosed notable selling activity. The most significant exit was from ACHR (Archer Aviation), which experienced a nearly 58% reduction in shares held this quarter. Other sales included reductions in positions like AMD and exits from other holdings not listed as buys.
The portfolio's sector allocation also reflects these changes, with the 'Unknown' category remaining dominant at 85.36% of the total value. Other sectors present include Technology (6.05%), Consumer Cyclical (2.99%), Financial Services (2.59%), and smaller allocations in Energy, Utilities, Healthcare, and Communication Services.