Arkolith/Funds/Avantra Family Wealth, Inc.

Avantra Family Wealth, Inc.

CIK 1774744Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Avantra Family Wealth, Inc. holds a diversified book of 165 reported positions worth $156.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Ishares S&P 500 Growth ETF and trimmed Citigroup Inc. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +28% (+16.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Avantra Family Wealth, Inc. is a wealth platform: this book aggregates client accounts across many advisers.

Opened
32
bought for the first time
+29 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.7%
+16.3%/yr · since Jan '25
Their reported book
+30.7%
held from quarter-end
S&P 500
+28.5%
same window
$8K$9K$11K$12K$13KJan '25May '25Sep '25Jan '26May '26Sep '26
Avantra Family Wealth, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +30.7%, a 3.0-point gap that is the cost of the ~29-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Avantra Family Wealth, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

72% mapped to company sectors

Information Technology
30%
ETFs / funds
28%
Financials
9%
Industrials
9%
Consumer Discretionary
7%
Health Care
5%
Consumer Staples
3%
Energy
3%

+5 sectors below the cut, 6% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Avantra Family Wealth, Inc.

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP8 / 80$639.4M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Swiss Re Ltd40 / 80$1.0B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Ketron Financial17 / 80$270.8M
Emerald Advisors, LLC28 / 80$668.6M
Howard Hughes Medical Institute15 / 80$366.1M
Hoey Investments, Inc51 / 80$636.4M

Ranked by the share of each fund's own book sitting in the names it shares with Avantra Family Wealth, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

165 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$9.0M31.1K
5.7%
+4.0%
Added · +1K sh
2Nvidia Corporation
COM
$6.5M32.6K
4.2%
+1.3%
Added · +429 sh
3Amazon Com Inc
COM
$4.7M19.8K
3.0%
+7.6%
Added · +1K sh
4First TR Exchng Traded FD VI
FT VEST U.S EQT
$4.5M108.9K
2.9%
+0.6%
Added · +601 sh
5Microsoft Corp
COM
$4.4M11.8K
2.8%
+4.7%
Added · +525 sh
6First TR Exchng Traded FD VI
FT VEST US EQT
$4.1M68.8K
2.6%
+0.7%
Added · +479 sh
7Alphabet Inc
CAP STK CL A
$3.0M8.3K
1.9%
+3.1%
Added · +251 sh
8Broadcom Inc
COM
$3.0M7.8K
1.9%
+3.0%
Added · +227 sh
9Citigroup Inc
COM NEW
$2.9M20.9K
1.9%
−6.1%
Reduced · −1K sh
10Micron Technology Inc
COM
$2.9M2.5K
1.8%
−23%
Reduced · −748 sh
11Wells Fargo & Co
COM
$2.6M31.9K
1.7%
−2.6%
Reduced · −846 sh
12Ishares TR
CORE S&P500 ETF
$2.5M3.4K
1.6%
+45%
Added · +1K sh
13Meta Platforms Inc
CL A
$2.2M3.9K
1.4%
+35%
Added · +1K sh
14First TR Exchng Traded FD VI
VEST NASDAQ 100
$2.1M78.9K
1.3%
+0.9%
Added · +718 sh
15Marathon Pete Corp
COM
$2.1M8.1K
1.3%
−16%
Reduced · −2K sh
16CVS Health Corp
COM
$2.0M19.5K
1.3%
+7.1%
Added · +1K sh
17Taiwan Semiconductor Manufac
SPONSORED ADS
$2.0M4.2K
1.3%
−1.9%
Reduced · −82 sh
18First TR Exchng Traded FD VI
FT VEST US EQT
$1.9M43.4K
1.2%
+0.3%
Added · +126 sh
19BlackRock ETF Trust
ISHARES US EQUIT
$1.8M26.2K
1.1%
−2.9%
Reduced · −792 sh
20Caterpillar Inc
COM
$1.7M1.6K
1.1%
+24%
Added · +318 sh
21Ishares TR
S&P 500 VAL ETF
$1.7M7.6K
1.1%
+10%
Added · +700 sh
22Alphabet Inc
CAP STK CL C
$1.7M4.8K
1.1%
+9.6%
Added · +418 sh
23First TR Exchng Traded FD VI
FT VEST INT EQ M
$1.6M57.6K
1.0%
+1.7%
Added · +975 sh
24Ishares TR
S&P 500 GRWT ETF
$1.5M10.7K
0.9%
New
New position
25Ishares TR
CORE DIV GRWTH
$1.4M18.5K
0.9%
+1.6%
Added · +294 sh
26British Amern Tob PLC
SPONSORED ADR
$1.4M22.7K
0.9%
+61%
Added · +9K sh
27Cardinal Health Inc
COM
$1.4M5.8K
0.9%
−6.2%
Reduced · −387 sh
28Western Digital Corp
COM
$1.4M2.1K
0.9%
−6.0%
Reduced · −135 sh
29Applied Matls Inc
COM
$1.3M1.8K
0.8%
New
New position
30JPMorgan Chase & Co
COM
$1.3M3.9K
0.8%
+0.4%
Added · +14 sh
31Home Depot Inc
COM
$1.2M3.5K
0.8%
+46%
Added · +1K sh
32L3harris Technologies Inc
COM
$1.2M4.2K
0.8%
+8.3%
Added · +326 sh
33Johnson & Johnson
COM
$1.1M4.5K
0.7%
+168%
Added · +3K sh
34Wesco Intl Inc
COM
$1.1M3.3K
0.7%
−1.2%
Reduced · −39 sh
35First TR Exchng Traded FD VI
FT VEST NAS
$1.1M32.6K
0.7%
+1.3%
Added · +424 sh
36Ishares Inc
CORE MSCI EMKT
$1.1M13.2K
0.7%
−27%
Reduced · −5K sh
37Baxter Intl Inc
COM
$1.1M51.1K
0.7%
New
New position
38Ge Aerospace
COM NEW
$1.1M2.9K
0.7%
−0.9%
Reduced · −28 sh
39First CTZNS Bancshares Inc D
CL A
$1.1M520
0.7%
−5.1%
Reduced · −28 sh
40Texas Instrs Inc
COM
$1.1M3.6K
0.7%
−1.1%
Reduced · −40 sh
41Wisdomtree TR
US QTLY DIV GRT
$1.1M11.1K
0.7%
+0.6%
Added · +69 sh
42Hewlett Packard Enterprise C
COM
$1.1M23.3K
0.7%
−20%
Reduced · −6K sh
43Berkshire Hathaway Inc Del
CL B NEW
$1.1M2.1K
0.7%
−19%
Reduced · −479 sh
44Intercontinental Exchange In
COM
$1.0M8.5K
0.7%
−2.2%
Reduced · −191 sh
45Eli Lilly & Co
COM
$1.0M868
0.7%
+4.0%
Added · +33 sh
46Cisco Sys Inc
COM
$1.0M8.6K
0.6%
−25%
Reduced · −3K sh
47Merck & Co Inc
COM
$920K7.2K
0.6%
+30%
Added · +2K sh
48Chevron Corporation
COM
$910K5.5K
0.6%
+69%
Added · +2K sh
49Lam Research Corp
COM NEW
$896K2.1K
0.6%
+24%
Added · +404 sh
50Datadog Inc
CL A COM
$883K3.4K
0.6%
+14%
Added · +412 sh
Showing 50 of 165 positions
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Filing history

As-of date vs the date the SEC received each filing

$156.7M · Q2 2026Q4 2024 · $107.0MQ2 2026 · $156.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d165$156.7M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d158$134.4M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202621d157$137.9M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202528d161$133.6M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202523d131$121.1M13F-HR
Q1 2025Mar 31, 2025Apr 22, 202522d149$104.2M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202524d152$107.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.