Avid Wealth Partners LLC
Net buyer this quarter
$207M
47
+$13.1M
21.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLDM | $13.1M | 6.33% | 0.05% | +6.8% | Q4 2023 |
 VOLT | $8M | 3.87% | Not reported | New | Q2 2026 |
 FRDM | $6.77M | 3.28% | Not reported | -6.4% | Q4 2025 |
 SHLD | $5.19M | 2.51% | 0.08% | +92.8% | Q4 2025 |
 NVDA | $2.53M | 1.23% | 0.00% | -6.1% | Q4 2023 |
 IBIT | $2.12M | 1.03% | 0.00% | +32.9% | Q1 2024 |
 AAPL | $1.98M | 0.96% | 0.00% | -5.3% | Q4 2023 |
 GOOGL | $1.47M | 0.71% | 0.00% | +1.8% | Q4 2023 |
 AMZN | $1.23M | 0.60% | 0.00% | +3.9% | Q4 2023 |
 TSLA | $1.23M | 0.60% | 0.00% | +12.6% | Q1 2025 |
| GOOG | $1.12M | 0.54% | Not reported | -2.2% | Q4 2023 |
 MSFT | $1.06M | 0.51% | 0.00% | -14.3% | Q4 2023 |
 AVGO | $955K | 0.46% | 0.00% | -1.0% | Q4 2024 |
 MU | $805K | 0.39% | 0.00% | -12.7% | Q4 2025 |
| IAU | $777K | 0.38% | 0.00% | New | Q2 2026 |
| SPY | $741K | 0.36% | Not reported | -28.6% | Q4 2023 |
 JPM | $724K | 0.35% | 0.00% | -6.4% | Q2 2024 |
 ATEC | $649K | 0.31% | 0.05% | Not reported | Q4 2025 |
 META | $536K | 0.26% | Not reported | -14.3% | Q4 2023 |
 WMT | $496K | 0.24% | 0.00% | +32.0% | Q2 2025 |
 BRK.B | $475K | 0.23% | Not reported | -0.4% | Q1 2024 |
 LLY | $451K | 0.22% | 0.00% | +0.3% | Q2 2025 |
 SUN | $432K | 0.21% | Not reported | Not reported | Q3 2024 |
 GEV | $421K | 0.20% | 0.00% | -0.6% | Q4 2025 |
 ISRG | $400K | 0.19% | 0.00% | -1.6% | Q2 2025 |
 ETH | $364K | 0.18% | 0.03% | +73.9% | Q4 2025 |
 COST | $355K | 0.17% | 0.00% | -4.8% | Q1 2025 |
 BAC | $350K | 0.17% | 0.00% | -3.2% | Q2 2025 |
 V | $325K | 0.16% | 0.00% | -3.7% | Q2 2025 |
 AMD | $324K | 0.16% | 0.00% | New | Q2 2026 |
 JNJ | $314K | 0.15% | 0.00% | +8.6% | Q4 2025 |
 INTC | $311K | 0.15% | 0.00% | New | Q2 2026 |
 MRK | $302K | 0.15% | 0.00% | +2.3% | Q4 2025 |
 CAT | $299K | 0.14% | 0.00% | New | Q2 2026 |
 XOM | $288K | 0.14% | 0.00% | +2.4% | Q4 2025 |
 FIX | $279K | 0.14% | 0.00% | -17.1% | Q1 2026 |
 GE | $277K | 0.13% | 0.00% | -3.0% | Q3 2025 |
 ASML | $259K | 0.13% | 0.00% | New | Q2 2026 |
 AMAT | $249K | 0.12% | 0.00% | New | Q2 2026 |
 CVX | $247K | 0.12% | 0.00% | +13.8% | Q4 2025 |
 LRCX | $230K | 0.11% | 0.00% | New | Q2 2026 |
 MA | $222K | 0.11% | 0.00% | -4.2% | Q2 2025 |
 AXP | $219K | 0.11% | 0.00% | -4.4% | Q4 2025 |
 GS | $212K | 0.10% | 0.00% | New | Q2 2026 |
 CVNA | $206K | 0.10% | Not reported | New | Q2 2026 |
 KLAC | $205K | 0.10% | 0.00% | New | Q2 2026 |
 AZN | $203K | 0.10% | Not reported | +2.3% | Q1 2026 |
| Q1 2026 | |||||
| GLDM | $14.3M | 6.76% | 0.05% | -1.2% | Q4 2023 |
| FRDM | $5.42M | 2.56% | Not reported | +60.7% | Q4 2025 |
| SHLD | $3.19M | 1.51% | 0.04% | +11.9% | Q4 2025 |
| NVDA | $2.35M | 1.11% | 0.00% | +12.6% | Q4 2023 |
| IBIT | $1.84M | 0.87% | 0.00% | +24.0% | Q1 2024 |
| AAPL | $1.83M | 0.87% | 0.00% | +15.9% | Q4 2023 |
| MSFT | $1.22M | 0.58% | 0.00% | +1.5% | Q4 2023 |
| GOOGL | $1.17M | 0.55% | 0.00% | +27.1% | Q4 2023 |
| AMZN | $1.04M | 0.49% | 0.00% | +9.4% | Q4 2023 |
| TSLA | $967K | 0.46% | 0.00% | -0.1% | Q1 2025 |
| GOOG | $929K | 0.44% | Not reported | +28.0% | Q4 2023 |
| SPY | $903K | 0.43% | Not reported | +72.6% | Q4 2023 |
| ATEC | $817K | 0.39% | 0.05% | +29.1% | Q4 2025 |
| AVGO | $790K | 0.37% | 0.00% | +7.5% | Q4 2024 |
| JPM | $695K | 0.33% | 0.00% | +12.4% | Q2 2024 |
| META | $634K | 0.30% | Not reported | +24.9% | Q4 2023 |
| ISRG | $472K | 0.22% | 0.00% | +25.4% | Q2 2025 |
| BRK.B | $457K | 0.22% | Not reported | -9.0% | Q1 2024 |
| SUN | $416K | 0.20% | Not reported | Not reported | Q3 2024 |
| WMT | $412K | 0.19% | 0.00% | +10.7% | Q2 2025 |
| COST | $397K | 0.19% | 0.00% | +18.8% | Q1 2025 |
| XOM | $349K | 0.16% | 0.00% | +15.9% | Q4 2025 |
| LLY | $345K | 0.16% | 0.00% | +7.1% | Q2 2025 |
 QQQ | $338K | 0.16% | Not reported | New | Q1 2026 |
| GEV | $314K | 0.15% | 0.00% | +12.5% | Q4 2025 |
| BAC | $310K | 0.15% | 0.00% | +19.9% | Q2 2025 |
| V | $297K | 0.14% | 0.00% | +16.2% | Q2 2025 |
| JNJ | $278K | 0.13% | 0.00% | +15.2% | Q4 2025 |
| MRK | $277K | 0.13% | 0.00% | +8.8% | Q4 2025 |
| ETH | $277K | 0.13% | 0.02% | +55.4% | Q4 2025 |
| CVX | $271K | 0.13% | 0.00% | -4.0% | Q4 2025 |
| MU | $270K | 0.13% | 0.00% | +7.0% | Q4 2025 |
 NFLX | $240K | 0.11% | 0.00% | Not reported | Q4 2023 |
| FIX | $234K | 0.11% | 0.00% | New | Q1 2026 |
| MA | $225K | 0.11% | 0.00% | +11.4% | Q2 2025 |
| GE | $217K | 0.10% | 0.00% | +3.0% | Q3 2025 |
 COIN | $215K | 0.10% | 0.00% | +0.2% | Q4 2023 |
| AZN | $206K | 0.10% | Not reported | New | Q1 2026 |
| AXP | $205K | 0.10% | 0.00% | +15.3% | Q4 2025 |
| Q4 2025 | |||||
| GLDM | $13.3M | 6.51% | 0.05% | -5.9% | Q4 2023 |
| FRDM | $3.16M | 1.55% | Not reported | New | Q4 2025 |
| SHLD | $2.61M | 1.27% | 0.04% | New | Q4 2025 |
| NVDA | $2.23M | 1.09% | 0.00% | +43.6% | Q4 2023 |
| IBIT | $1.92M | 0.94% | 0.00% | +23.0% | Q1 2024 |
| AAPL | $1.69M | 0.83% | 0.00% | +3.1% | Q4 2023 |
| MSFT | $1.57M | 0.77% | 0.00% | -0.9% | Q4 2023 |
| ATEC | $1.22M | 0.60% | 0.04% | New | Q4 2025 |
| TSLA | $1.17M | 0.57% | 0.00% | +4.0% | Q1 2025 |
| AMZN | $1.05M | 0.51% | 0.00% | +3.3% | Q4 2023 |
| GOOGL | $998K | 0.49% | 0.00% | +17.5% | Q4 2023 |
| AVGO | $822K | 0.40% | 0.00% | +30.1% | Q4 2024 |
| GOOG | $794K | 0.39% | Not reported | +0.4% | Q4 2023 |
| JPM | $677K | 0.33% | 0.00% | +25.5% | Q2 2024 |
| META | $586K | 0.29% | Not reported | +0.6% | Q4 2023 |
| SPY | $549K | 0.27% | Not reported | +6.5% | Q4 2023 |
| BRK.B | $527K | 0.26% | Not reported | +24.3% | Q1 2024 |
| ISRG | $462K | 0.23% | 0.00% | +9.4% | Q2 2025 |
| LLY | $376K | 0.18% | 0.00% | +5.1% | Q2 2025 |
| SUN | $335K | 0.16% | Not reported | Not reported | Q3 2024 |
| WMT | $334K | 0.16% | 0.00% | +13.1% | Q2 2025 |
| V | $297K | 0.14% | 0.00% | -0.8% | Q2 2025 |
| BAC | $291K | 0.14% | 0.00% | +19.2% | Q2 2025 |
| COST | $289K | 0.14% | 0.00% | +16.7% | Q1 2025 |
| COIN | $278K | 0.14% | 0.00% | +0.1% | Q4 2023 |
| ETH | $252K | 0.12% | 0.01% | New | Q4 2025 |
 PEP | $235K | 0.11% | 0.00% | New | Q4 2025 |
| MA | $231K | 0.11% | 0.00% | -0.5% | Q2 2025 |
| GE | $229K | 0.11% | 0.00% | Not reported | Q3 2025 |
| MRK | $223K | 0.11% | 0.00% | New | Q4 2025 |
| AXP | $218K | 0.11% | 0.00% | New | Q4 2025 |
| XOM | $213K | 0.10% | 0.00% | New | Q4 2025 |
| MU | $213K | 0.10% | 0.00% | New | Q4 2025 |
| GEV | $209K | 0.10% | 0.00% | New | Q4 2025 |
| CVX | $208K | 0.10% | 0.00% | New | Q4 2025 |
| JNJ | $204K | 0.10% | 0.00% | New | Q4 2025 |
 SAN | $118K | 0.06% | 0.00% | -6.1% | Q3 2025 |
| Q3 2025 | |||||
| GLDM | $12.7M | 6.30% | 0.07% | +6.0% | Q4 2023 |
| THRO | $5.7M | 2.83% | 1.91% | +4.4% | Q2 2025 |
| IBIT | $2.04M | 1.02% | 0.00% | +3.2% | Q1 2024 |
| MSFT | $1.7M | 0.84% | 0.00% | -0.3% | Q4 2023 |
| NVDA | $1.56M | 0.77% | 0.00% | +9.7% | Q4 2023 |
| AAPL | $1.54M | 0.76% | 0.00% | +10.2% | Q4 2023 |
| TSLA | $1.11M | 0.55% | 0.00% | +63.8% | Q1 2025 |
| AMZN | $966K | 0.48% | 0.00% | -0.7% | Q4 2023 |
| GOOGL | $660K | 0.33% | 0.00% | +1.5% | Q4 2023 |
| META | $648K | 0.32% | Not reported | +4.9% | Q4 2023 |
| GOOG | $614K | 0.31% | Not reported | +5.1% | Q4 2023 |
| AVGO | $602K | 0.30% | 0.00% | +18.7% | Q4 2024 |
| JPM | $528K | 0.26% | 0.00% | +6.3% | Q2 2024 |
| SPY | $505K | 0.25% | Not reported | Not reported | Q4 2023 |
| BRK.B | $424K | 0.21% | Not reported | +8.8% | Q1 2024 |
| COIN | $414K | 0.21% | 0.00% | +9.7% | Q4 2023 |
| ISRG | $334K | 0.17% | 0.00% | -6.3% | Q2 2025 |
| SUN | $320K | 0.16% | Not reported | Not reported | Q3 2024 |
| V | $291K | 0.14% | 0.00% | +0.7% | Q2 2025 |
| WMT | $273K | 0.14% | 0.00% | +5.1% | Q2 2025 |
| COST | $266K | 0.13% | 0.00% | -11.7% | Q1 2025 |
| LLY | $254K | 0.13% | 0.00% | -17.0% | Q2 2025 |
| MA | $232K | 0.12% | 0.00% | +0.7% | Q2 2025 |
| BAC | $229K | 0.11% | 0.00% | -11.3% | Q2 2025 |
| GE | $224K | 0.11% | 0.00% | New | Q3 2025 |
| NFLX | $222K | 0.11% | 0.00% | +1.7% | Q4 2023 |
 ORCL | $217K | 0.11% | 0.00% | New | Q3 2025 |
| SAN | $112K | 0.06% | 0.00% | New | Q3 2025 |