TRED AVON FAMILY WEALTH, LLC: summary

TRED AVON FAMILY WEALTH, LLC reported 261 positions with a reported value of $329.42M in its 13F for Q3 2026. Compared with Q2 2026: 13 new positions, 14 exited.

Top positions

• BANK OF AMER CORP COM
• ISHARES CORE S&P 500 ETF
• APPLE INC COM
• MICROSOFT CORP COM
• BERKSHIRE HATHAWAY INC DEL CL B NEW
• AMAZON COM INC
• ALPHABET INC CAP STK CL C
• NVIDIA CORPORATION
• JOHNSON & JOHNSON COM
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF