• 13F History

Avondale Wealth Management

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$159M
Signature - Title
Joanne Burks - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Avondale Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avondale Wealth Management reported 112 stock holdings with total value $159M as of Q1 2025. Top holdings included IVV, IJH, QQQ, DFAE, and CALF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 112 $159M +$12.6M -$2.37M +$10.2M IVV, IJH, QQQ, DFAE, CALF 13F-HR 4/8/2025, 01:57 PM
Q4 2024 112 $156M +$13.1M -$12.9M +$121K IVV, IJH, QQQ, CALF, DFAE 13F-HR 1/10/2025, 10:27 AM
Q3 2024 113 $154M +$4.5M -$4.83M -$332K IVV, IJH, QQQ, CALF, DFAE 13F-HR 10/10/2024, 04:50 PM
Q2 2024 120 $146M +$9.29M -$4.49M +$4.79M IVV, IJH, QQQ, CALF, DFAE 13F-HR 7/12/2024, 10:51 AM
Q1 2024 122 $143M +$23.9M -$2.28M +$21.6M IVV, IJH, QQQ, CALF, DFAE 13F-HR 4/2/2024, 04:24 PM
Q4 2023 118 $124M +$8.09M -$10.1M -$1.98M IVV, IJH, QQQ, CALF, DFAE 13F-HR 1/10/2024, 10:59 AM
Q3 2023 131 $114M +$8.44M -$6.09M +$2.35M IVV, QQQ, IJH, CALF, DFAE 13F-HR 10/10/2023, 01:54 PM
Q2 2023 124 $119M +$11M -$13.7M -$2.73M IVV, QQQ, IJH, AGG, CALF 13F-HR 7/6/2023, 03:22 PM
Q1 2023 128 $116M +$9.21M -$15.6M -$6.4M IVV, QQQ, AGG, IJH, IEMG 13F-HR 4/5/2023, 03:51 PM
Q4 2022 121 $115M +$30.3M -$12M +$18.4M IVV, AGG, IJH, QQQ, IEMG 13F-HR 1/6/2023, 11:49 AM
Q3 2022 117 $91.7M +$14.8M -$4.16M +$10.6M IVV, QQQ, IJH, IEMG, CALF 13F-HR 10/7/2022, 11:06 AM
Q2 2022 108 $86.2M +$19.4M -$4.31M +$15.1M IVV, QQQ, IEMG, IJH, GOVT 13F-HR 7/11/2022, 04:18 PM
Q1 2022 119 $85.1M +$8.34M -$14.4M -$6.07M IVV, IEMG, IJH, QQQ, GOVT 13F-HR 4/12/2022, 01:29 PM
Q4 2021 101 $98.5M +$5.11M -$11.9M -$6.8M IVV, QQQ, IJH, IEMG, IBB 13F-HR 1/11/2022, 07:29 AM
Q3 2021 105 $102M +$2.59M -$4.84M -$2.25M IVV, QQQ, IBB, IJH, GOVT 13F-HR 10/12/2021, 02:09 PM
Q2 2021 102 $107M +$8.63M -$7.87M +$760K IVV, QQQ, IBB, IJH, IEMG 13F-HR 7/13/2021, 09:14 AM
Q1 2021 97 $102M +$16.3M -$2.76M +$13.6M IVV, QQQ, IJH, IBB, IEMG 13F-HR 4/27/2021, 10:17 AM
Q4 2020 100 $85.2M +$12.9M -$1.19M +$11.8M IVV, QQQ, TLT, IBB, GOVT 13F-HR 1/15/2021, 11:14 AM
Q3 2020 91 $65.4M +$2.47M -$10.2M -$7.69M IVV, QQQ, GOVT, IJH, IBB 13F-HR 10/15/2020, 01:04 PM
Q2 2020 90 $69.8M +$2.09M -$2.93M -$840K IVV, IJH, QQQ, GOVT, IBB 13F-HR 7/15/2020, 11:36 AM
Q1 2020 99 $62.6M +$11.4M -$3.37M +$8.06M IVV, IJH, GOVT, QQQ, IJR 13F-HR 4/16/2020, 10:28 AM
Q4 2019 96 $67.5M +$4.14M -$1.43M +$2.72M IVV, IJH, GOVT, IJR, IEFA 13F-HR 1/23/2020, 10:56 AM
Q3 2019 98 $60.6M +$3.84M -$77.6M -$73.8M IVV, IJH, GOVT, IJR, IEFA 13F-HR 10/24/2019, 12:37 PM
Q2 2019 111 $136M +$8.12M -$4.81M +$3.31M IVV, VOO, GOVT, IJH, IBB 13F-HR 7/26/2019, 11:43 AM
Q1 2019 114 $130M +$958K -$3.56M -$2.6M IVV, VOO, JPST, IJH, IBB 13F-HR 4/22/2019, 04:03 PM
Q4 2018 111 $120M +$38.5M -$8.91M +$29.6M IVV, VOO, JPST, IBB, IJH 13F-HR 1/23/2019, 11:22 AM
Q3 2018 96 $106M +$1.68M -$22.5M -$20.9M IVV, VOO, IBB, IJH, INDA 13F-HR 10/24/2018, 05:09 PM
Q2 2018 95 $121M +$3.02M -$6.57M -$3.55M IVV, VOO, IEFA, IBB, IJH 13F-HR 7/6/2018, 01:13 PM
Q1 2018 98 $122M +$25.9M -$9.61M +$16.3M IVV, VOO, IEFA, IBB, IJH 13F-HR 4/30/2018, 11:29 AM
Q4 2017 118 $114M IVV, IEFA, IBB, IJH, INDA 13F-HR 4/27/2018, 10:59 AM