Skip to content
Disclosery

13F-HR filed by Avid Wealth Partners LLC

Avid Wealth Partners LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-01, with 71 holding rows worth $211,566,346.

Accession
0001992344-26-000005
Filer
CIK 1992344
Filed
2026-05-01
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 71 entries on the cover page, a total value of $211,566,346 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,566,346 with VALUE read as dollars as filed, 13F file number 028-23525. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT520,461$30,280,418dollars as filed
ISHARES TR464287101S&P 100 ETF60,105$19,117,465dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF100,874$14,621,619dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS154,324$14,304,291dollars as filed
GLOBAL X FDS37954Y871GLOBAL X URANIUM283,691$13,739,168dollars as filed
iShares S&P 500 Growth ETF464287309SHS96,586$10,924,878dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS15,060$9,837,103dollars as filed
Invesco S&P International Dev Momt ETF46138E222SHS178,938$9,812,968dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS118,272$8,249,486dollars as filed
BLACKROCK ETF TRUST09290C780ISHA I IN TE ETF230,868$7,607,103dollars as filed
WISDOMTREE TR97717W851JAPN HEDGE EQT40,153$6,367,475dollars as filed
ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW46434G855ETF74,875$5,913,625dollars as filed
EA SERIES TRUST02072L607FREEDOM 100 EM99,208$5,422,415dollars as filed
iShares U.S. Technology ETF464287721SHS26,233$4,759,119dollars as filed
ISHARES TR464288414NATIONAL MUN ETF41,467$4,401,722dollars as filed
WISDOMTREE TR97717W422INDIA ERNGS FD100,907$4,116,991dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A804TOTAL RETURN68,366$3,201,589dollars as filed
GLOBAL X FDS37960A529DEFENSE TECH ETF45,036$3,190,351dollars as filed
NVIDIA Corp67066G104COM13,474$2,349,911dollars as filed
IShares Bitcoin Trust Registered46438F101SHS47,957$1,842,508dollars as filed
Apple Inc037833100COM7,215$1,831,053dollars as filed
ISHARES TR46428865310-20 YR TRS ETF18,178$1,830,844dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF28,753$1,434,487dollars as filed
Microsoft Corp594918104COM3,302$1,222,301dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC11,643$1,170,911dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,054$1,165,768dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF10,481$1,116,226dollars as filed
FRANKLIN TEMPLETON ETF TR35473P769FRANKLIN INDIA31,909$1,060,017dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS4,089$1,038,524dollars as filed
Amazon.com, Inc023135106COM4,974$1,035,864dollars as filed
BlackRock Flexible Income ETF092528603SHS18,751$973,739dollars as filed
Tesla Motors, Inc88160R101COM2,601$966,922dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,239$929,085dollars as filed
SPY78462F103SHS1,389$903,322dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL16,983$855,448dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW75,062$816,675dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS16,589$797,101dollars as filed
Broadcom Inc.11135F101COM2,553$790,179dollars as filed
JPMorgan Chase & Co46625H100COM2,362$694,806dollars as filed
META PLATFORMS INC CL A30303M102COM1,109$634,280dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,649$587,967dollars as filed
ISHARES TR46428743220 YR TR BD ETF6,155$533,606dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS3,630$517,021dollars as filed
Vanguard S&P 500 ETF922908363COM859$513,295dollars as filed
Intuitive Surgical,Inc.46120E602COM1,023$471,593dollars as filed
Berkshire Hathaway Inc084670702COM954$457,157dollars as filed
SUNOCO LP/SUNOCO FIN CORP86765K109COM UT REP LP6,398$415,653dollars as filed
Walmart Inc.931142103COM3,315$412,203dollars as filed
Costco Wholesale Corporation22160K105COM398$396,870dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS3,868$350,126dollars as filed
EXXON MOBIL CORP30231G102COM2,056$348,821dollars as filed
Eli Lilly and Company532457108COM375$344,914dollars as filed
INVESCO QQQ TR46090E103COM586$338,227dollars as filed
GE Vernova Inc.36828A101COM360$314,244dollars as filed
Bank of America Corp060505104COM6,350$309,563dollars as filed
Visa Inc92826C839COM983$297,102dollars as filed
Johnson & Johnson478160104COM1,137$277,928dollars as filed
Merck & Co.,Inc.58933Y105COM2,299$276,971dollars as filed
GRAYSCALE ETHEREUM STAKING38964R203SHS NEW13,935$276,749dollars as filed
Chevron Corporation166764100COM1,308$270,625dollars as filed
Micron Technology,Inc.595112103COM798$269,629dollars as filed
ISHARES SYSTEMATIC BOND ETF46435U796COM2,912$259,168dollars as filed
Netflix, Inc64110L106COM2,497$240,087dollars as filed
COMFORT SYS USA INC COM199908104Stock170$234,428dollars as filed
SPROTT FDS TR85208P303URANI MINER ETF3,699$233,592dollars as filed
MasterCard, Inc57636Q104COM451$225,347dollars as filed
ISHARES TR464288109MORNINGSTAR VALU2,390$222,605dollars as filed
General Electric Company369604301COM765$217,174dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock1,231$214,945dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,044$205,898dollars as filed
American Express Company025816109COM678$205,081dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001992344-26-000005this filing2026-05-01acceptance time not in the bulk data set