• 13F History

Avid Wealth Partners LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$147M
Signature - Title
Alicia Fuschak - COO & CCO
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Avid Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avid Wealth Partners LLC reported 49 stock holdings with total value $147M as of Q1 2025. Top holdings included OEF, DYNF, IVW, GLDM, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 49 $147M +$40.5M -$30.9M +$9.62M OEF, DYNF, IVW, GLDM, IVV 13F-HR 4/17/2025, 02:14 PM
Q4 2024 45 $141M +$9.86M -$9.84M +$27.3K OEF, DYNF, IEFA, IVW, IVV 13F-HR 1/27/2025, 03:07 PM
Q3 2024 43 $141M +$26.7M -$19.2M +$7.46M OEF, DYNF, IEFA, IVW, GLDM 13F-HR 11/1/2024, 11:51 AM
Q2 2024 39 $129M +$27.9M -$26.1M +$1.82M OEF, DYNF, IVW, GLDM, URA 13F-HR 7/19/2024, 12:23 PM
Q1 2024 38 $124M +$59.4M -$43.8M +$15.6M OEF, IVV, IEFA, GLDM, URA 13F-HR 5/8/2024, 12:47 PM
Q4 2023 30 $101M IYW, IEFA, EMXC, OEF, IWM 13F-HR 1/23/2024, 04:41 PM