Avondale Wealth Management

13F filer · CIK 0001738720

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$245MU.S. long equity reported on 13F

Positions412 new · 7 closed

Net flow last quarter-$6.3MBuys minus sells

Top 10 positions weight19.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202641 positions
QQQInvesco QQQ Trust, Series 1	$25.5M	10.39%	Not reported	+4.8%	Q3 2019
AAPLApple Inc.	$4.31M	1.76%	0.00%	-7.0%	Q4 2017
AMDAdvanced Micro Devices Inc	$3.99M	1.63%	0.00%	-32.3%	Q4 2018
NVDANvidia Corp	$3.64M	1.49%	0.00%	-12.7%	Q3 2020
BRK.ABerkshire Hathaway Inc	$3M	1.22%	Not reported	-20.0%	Q4 2017
AMZNAmazon Com Inc	$2.45M	1.00%	0.00%	-2.8%	Q4 2017
TSLATesla, Inc.	$2.41M	0.98%	0.00%	+1.4%	Q4 2017
BXBlackstone Inc.	$1.21M	0.49%	0.00%	+15.7%	Q4 2022
PBTPermian Basin Royalty Trust	$1.16M	0.47%	Not reported	-5.9%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$1.16M	0.47%	Not reported	Not reported	Q4 2018
WMTWalmart Inc.	$1.08M	0.44%	0.00%	-8.2%	Q2 2021
PLTRPalantir Technologies Inc.	$1.04M	0.42%	0.00%	+7.4%	Q1 2021
UALUnited Airlines Holdings, Inc.	$938K	0.38%	0.00%	-35.2%	Q4 2023
DKNGDraftKings Inc.	$861K	0.35%	Not reported	-6.8%	Q3 2021
SCHWSchwab Charles Corp	$821K	0.33%	0.00%	Not reported	Q1 2023
TGTTarget Corp	$804K	0.33%	0.00%	Not reported	Q2 2021
BRK.BBerkshire Hathaway Inc	$764K	0.31%	Not reported	+18.8%	Q3 2020
GOOGAlphabet Inc.	$741K	0.30%	Not reported	-0.4%	Q4 2018
AZOAutozone Inc	$684K	0.28%	0.00%	-37.1%	Q3 2020
CVXChevron Corp	$629K	0.26%	0.00%	Not reported	Q4 2021
BNOUnited States Brent Oil Fund, LP	$612K	0.25%	0.10%	-3.0%	Q2 2025
GEVGE Vernova Inc.	$599K	0.24%	0.00%	+20.0%	Q2 2024
DELLDell Technologies Inc.	$584K	0.24%	0.00%	Not reported	Q1 2022
JPMJPMorgan Chase & Co	$548K	0.22%	0.00%	+21.8%	Q4 2017
GLDSPDR Gold Trust	$522K	0.21%	0.00%	-7.0%	Q4 2017
AMATApplied Materials Inc	$428K	0.17%	0.00%	Not reported	Q4 2017
TOSTToast, Inc.	$421K	0.17%	0.01%	Not reported	Q3 2022
ZMZoom Communications, Inc.	$384K	0.16%	Not reported	+17.1%	Q2 2020
GEGeneral Electric Co	$374K	0.15%	0.00%	Not reported	Q3 2022
IBITiShares Bitcoin Trust ETF	$366K	0.15%	0.00%	-21.4%	Q2 2024
HDHome Depot, Inc.	$344K	0.14%	0.00%	+21.9%	Q4 2017
AEOAmerican Eagle Outfitters Inc	$318K	0.13%	0.01%	New	Q2 2026
ACHRArcher Aviation Inc.	$310K	0.13%	0.01%	-57.7%	Q4 2024
AVMCaVINCI MEDIA CORP	$301K	0.12%	Not reported	Not reported	Q2 2025
DBCInvesco DB Commodity Index Tracking Fund	$276K	0.11%	0.02%	+17.2%	Q1 2026
ALGNAlign Technology Inc	$253K	0.10%	0.00%	Not reported	Q2 2022
BROSDutch Bros Inc.	$251K	0.10%	0.00%	-17.7%	Q2 2024
FDXFedex Corp	$251K	0.10%	0.00%	Not reported	Q4 2017
BTCGrayscale Bitcoin Mini Trust ETF	$249K	0.10%	0.01%	Not reported	Q3 2024
EPDEnterprise Products Partners L.P.	$219K	0.09%	0.00%	+12.8%	Q4 2017
CMRCCommerce.com, Inc.	$29.6K	0.01%	0.01%	Not reported	Q4 2020
Q1 2026Reported Apr 15, 202645 positions
QQQInvesco QQQ Trust, Series 1	$19.1M	9.37%	Not reported	+6.5%	Q3 2019
AAPLApple Inc.	$4.06M	2.00%	0.00%	+17.6%	Q4 2017
NVDANvidia Corp	$3.64M	1.79%	0.00%	-3.5%	Q3 2020
BRK.ABerkshire Hathaway Inc	$3.59M	1.76%	Not reported	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$2.22M	1.09%	0.00%	+157.0%	Q1 2018
AMZNAmazon Com Inc	$2.21M	1.08%	0.00%	+5.2%	Q4 2017
TSLATesla, Inc.	$2.1M	1.03%	0.00%	+8.7%	Q4 2017
AMDAdvanced Micro Devices Inc	$2.06M	1.01%	0.00%	-4.7%	Q4 2018
WMTWalmart Inc.	$1.29M	0.64%	0.00%	-6.7%	Q2 2021
PLTRPalantir Technologies Inc.	$1.21M	0.60%	0.00%	Not reported	Q1 2021
AZOAutozone Inc	$1.15M	0.56%	0.00%	+131.3%	Q3 2020
PBTPermian Basin Royalty Trust	$1.06M	0.52%	Not reported	+7.7%	Q3 2024
BXBlackstone Inc.	$1.02M	0.50%	0.00%	+278.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.01M	0.50%	Not reported	+145.4%	Q4 2018
UALUnited Airlines Holdings, Inc.	$981K	0.48%	0.00%	+12.7%	Q4 2023
SCHWSchwab Charles Corp	$836K	0.41%	0.00%	Not reported	Q1 2023
BNOUnited States Brent Oil Fund, LP	$806K	0.40%	0.26%	+27.0%	Q2 2025
ACHRArcher Aviation Inc.	$800K	0.39%	0.02%	+11.9%	Q4 2024
DKNGDraftKings Inc.	$791K	0.39%	Not reported	-52.4%	Q3 2021
CVXChevron Corp	$786K	0.39%	0.00%	Not reported	Q4 2021
TGTTarget Corp	$746K	0.37%	0.00%	-8.9%	Q2 2021
GLDSPDR Gold Trust	$655K	0.32%	0.00%	-4.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$616K	0.30%	Not reported	+50.3%	Q3 2020
GOOGAlphabet Inc.	$604K	0.30%	Not reported	+0.2%	Q4 2018
IBITiShares Bitcoin Trust ETF	$538K	0.26%	0.00%	+4.5%	Q2 2024
AALAmerican Airlines Group Inc.	$419K	0.21%	0.01%	Not reported	Q2 2021
JPMJPMorgan Chase & Co	$404K	0.20%	0.00%	Not reported	Q4 2017
TOSTToast, Inc.	$401K	0.20%	0.01%	Not reported	Q3 2022
GEVGE Vernova Inc.	$371K	0.18%	0.00%	+13.3%	Q2 2024
ZMZoom Communications, Inc.	$305K	0.15%	Not reported	Not reported	Q2 2020
FDXFedex Corp	$285K	0.14%	0.00%	Not reported	Q4 2017
GEGeneral Electric Co	$284K	0.14%	0.00%	Not reported	Q3 2022
AVMCaVINCI MEDIA CORP	$271K	0.13%	Not reported	Not reported	Q2 2025
HDHome Depot, Inc.	$263K	0.13%	0.00%	-54.9%	Q4 2017
PGPROCTER & GAMBLE Co	$261K	0.13%	0.00%	+19.9%	Q4 2017
ALGNAlign Technology Inc	$257K	0.13%	0.00%	-25.0%	Q2 2022
DBCInvesco DB Commodity Index Tracking Fund	$256K	0.13%	0.02%	New	Q1 2026
FBTCFidelity Wise Origin Bitcoin Fund	$246K	0.12%	0.00%	Not reported	Q2 2024
ROPRoper Technologies Inc	$242K	0.12%	0.00%	New	Q1 2026
DELLDell Technologies Inc.	$222K	0.11%	0.00%	Not reported	Q1 2022
BROSDutch Bros Inc.	$215K	0.11%	0.00%	Not reported	Q2 2024
ARKBArk 21Shares Bitcoin ETF	$204K	0.10%	0.01%	-0.5%	Q2 2024
AMATApplied Materials Inc	$202K	0.10%	0.00%	Not reported	Q4 2017
EPDEnterprise Products Partners L.P.	$200K	0.10%	0.00%	Not reported	Q4 2017
CMRCCommerce.com, Inc.	$26.7K	0.01%	0.01%	Not reported	Q4 2020
Q4 2025Reported Feb 17, 202633 positions
QQQInvesco QQQ Trust, Series 1	$19.1M	9.80%	Not reported	-6.9%	Q3 2019
NVDANvidia Corp	$4.03M	2.07%	0.00%	-4.0%	Q3 2020
BRK.ABerkshire Hathaway Inc	$3.77M	1.94%	Not reported	Not reported	Q4 2017
AAPLApple Inc.	$3.7M	1.90%	0.00%	-1.7%	Q4 2017
DKNGDraftKings Inc.	$2.65M	1.36%	Not reported	+40.3%	Q3 2021
TSLATesla, Inc.	$2.34M	1.20%	0.00%	-4.2%	Q4 2017
AMZNAmazon Com Inc	$2.33M	1.20%	0.00%	+1.6%	Q4 2017
AMDAdvanced Micro Devices Inc	$2.28M	1.17%	0.00%	Not reported	Q4 2018
PLTRPalantir Technologies Inc.	$1.48M	0.76%	0.00%	-10.8%	Q1 2021
WMTWalmart Inc.	$1.24M	0.64%	0.00%	Not reported	Q2 2021
UALUnited Airlines Holdings, Inc.	$1.06M	0.54%	0.00%	-9.6%	Q4 2023
ACHRArcher Aviation Inc.	$1.04M	0.53%	0.02%	+61.2%	Q4 2024
SCHWSchwab Charles Corp	$889K	0.46%	0.00%	+3.5%	Q1 2023
PBTPermian Basin Royalty Trust	$777K	0.40%	Not reported	+215.5%	Q3 2024
IBITiShares Bitcoin Trust ETF	$665K	0.34%	0.00%	+6.4%	Q2 2024
TGTTarget Corp	$660K	0.34%	0.00%	Not reported	Q2 2021
GOOGAlphabet Inc.	$659K	0.34%	Not reported	-0.8%	Q4 2018
GLDSPDR Gold Trust	$633K	0.33%	0.00%	-2.7%	Q4 2017
XOMExxonMobil Holdings Corp	$613K	0.32%	0.00%	-1.0%	Q1 2018
HDHome Depot, Inc.	$611K	0.31%	0.00%	+42.0%	Q4 2017
AZOAutozone Inc	$499K	0.26%	0.00%	+72.9%	Q3 2020
JPMJPMorgan Chase & Co	$443K	0.23%	0.00%	Not reported	Q4 2017
SPYSPDR S&P 500 ETF Trust	$431K	0.22%	Not reported	-14.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$430K	0.22%	Not reported	+1.8%	Q3 2020
BXBlackstone Inc.	$362K	0.19%	0.00%	Not reported	Q4 2022
BNOUnited States Brent Oil Fund, LP	$346K	0.18%	0.38%	-10.5%	Q2 2025
ALGNAlign Technology Inc	$312K	0.16%	0.00%	Not reported	Q2 2022
GEGeneral Electric Co	$308K	0.16%	0.00%	Not reported	Q3 2022
ARKBArk 21Shares Bitcoin ETF	$265K	0.14%	0.01%	Not reported	Q2 2024
GEVGE Vernova Inc.	$245K	0.13%	0.00%	Not reported	Q2 2024
FDXFedex Corp	$231K	0.12%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$216K	0.11%	0.00%	-22.6%	Q4 2017
CMRCCommerce.com, Inc.	$41.2K	0.02%	0.01%	Not reported	Q4 2020
Q3 2025Reported Nov 17, 202533 positions
QQQInvesco QQQ Trust, Series 1	$20M	10.66%	Not reported	-1.0%	Q3 2019
NVDANvidia Corp	$4.2M	2.24%	0.00%	-4.6%	Q3 2020
BRK.ABerkshire Hathaway Inc	$3.77M	2.01%	Not reported	Not reported	Q4 2017
AAPLApple Inc.	$3.53M	1.88%	0.00%	-1.3%	Q4 2017
TSLATesla, Inc.	$2.41M	1.29%	0.00%	+7.6%	Q4 2017
AMZNAmazon Com Inc	$2.18M	1.16%	0.00%	+0.2%	Q4 2017
DKNGDraftKings Inc.	$2.05M	1.09%	Not reported	-14.8%	Q3 2021
AMDAdvanced Micro Devices Inc	$1.72M	0.92%	0.00%	-12.7%	Q4 2018
PLTRPalantir Technologies Inc.	$1.7M	0.90%	0.00%	-25.6%	Q1 2021
WMTWalmart Inc.	$1.15M	0.61%	0.00%	-6.3%	Q2 2021
UALUnited Airlines Holdings, Inc.	$1.01M	0.54%	0.00%	-41.0%	Q4 2023
ACHRArcher Aviation Inc.	$821K	0.44%	0.01%	+8.2%	Q4 2024
SCHWSchwab Charles Corp	$821K	0.44%	0.00%	Not reported	Q1 2023
IBITiShares Bitcoin Trust ETF	$819K	0.44%	0.00%	+110.0%	Q2 2024
GLDSPDR Gold Trust	$583K	0.31%	0.00%	-0.4%	Q4 2017
XOMExxonMobil Holdings Corp	$580K	0.31%	0.00%	Not reported	Q1 2018
GOOGAlphabet Inc.	$515K	0.27%	Not reported	+0.3%	Q4 2018
HDHome Depot, Inc.	$506K	0.27%	0.00%	Not reported	Q4 2017
SPYSPDR S&P 500 ETF Trust	$494K	0.26%	Not reported	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$434K	0.23%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$422K	0.22%	Not reported	-43.8%	Q3 2020
BNOUnited States Brent Oil Fund, LP	$410K	0.22%	0.38%	+0.5%	Q2 2025
BXBlackstone Inc.	$401K	0.21%	0.00%	-33.8%	Q4 2022
AZOAutozone Inc	$365K	0.19%	0.00%	Not reported	Q3 2020
ARKBArk 21Shares Bitcoin ETF	$347K	0.18%	0.01%	Not reported	Q2 2024
GEGeneral Electric Co	$301K	0.16%	0.00%	Not reported	Q3 2022
PGPROCTER & GAMBLE Co	$300K	0.16%	0.00%	-20.4%	Q4 2017
PBTPermian Basin Royalty Trust	$265K	0.14%	Not reported	+93.3%	Q3 2024
ORCLOracle Corp	$236K	0.13%	0.00%	Not reported	Q4 2017
GEVGE Vernova Inc.	$231K	0.12%	0.00%	Not reported	Q2 2024
BROSDutch Bros Inc.	$222K	0.12%	0.00%	+88.9%	Q2 2024
AESIAtlas Energy Solutions Inc.	$216K	0.12%	0.02%	+137.5%	Q2 2023
CMRCCommerce.com, Inc.	$49.9K	0.03%	0.01%	Not reported	Q4 2020

Premium opens every quarter this fund has filed