1y return+27.8%S&P 500 +20.9%
3y return+65.8%S&P 500 +68.5%
5y return+52.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $214 against $280 in the S&P 500.2
Avondale Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $45.7M | 18.6% | +7.0% |
| QQQInvesco Qqq Tr | $25.5M | 10.4% | +4.8% |
| IJHIshares Tr | $24.1M | 9.8% | +5.5% |
| BOXXEa Series Trust | $22.8M | 9.3% | +207.5% |
| AVUVAmerican Centy Etf Tr | $20.4M | 8.3% | +4.1% |
| DFAEDimensional Etf Trust | $17.8M | 7.3% | +6.1% |
| PYLDPimco Etf Tr | $13.2M | 5.4% | +18.9% |
| Dimensional Etf TrustCUSIP 25434V609 | $10.2M | 4.2% | +9.6% |
| VOOVanguard Index Fds | $5.2M | 2.1% | +4.7% |
| JBNDJ P Morgan Exchange Traded F | $4.8M | 2.0% | −2.3% |
| AAPLApple Inc | $4.3M | 1.8% | −7.0% |
| AMDAdvanced Micro Devices Inc | $4.0M | 1.6% | −32.3% |
| NVDANvidia Corporation | $3.6M | 1.5% | −12.7% |
| BONDPimco Etf Tr | $3.5M | 1.4% | +439.0% |
| BRK/ABerkshire Hathaway Inc Del | $3.0M | 1.2% | −20.0% |
| AMZNAmazon Com Inc | $2.5M | 1.0% | −2.8% |
| TSLATesla Inc | $2.4M | 1.0% | +1.4% |
| GOVTIshares Tr | $2.4M | 1.0% | +6.9% |
| XLESelect Sector Spdr Tr | $2.3M | 0.9% | |
| ONEQFidelity Comwlth Tr | $1.2M | 0.5% | +1.2% |
| ITAIshares Tr | $1.2M | 0.5% | −9.0% |
| BXBlackstone Inc | $1.2M | 0.5% | +15.7% |
| PBTPermian Basin Rty Tr | $1.2M | 0.5% | −5.9% |
| SPYState Str Spdr S&p 500 Etf T | $1.2M | 0.5% | |
| AGGIshares Tr | $1.1M | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | September 30, 2022 | +1335.2% | $1.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $4.0M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $599K |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $3.6M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $741K |
| UALUnited Airls Hldgs Inc | December 31, 2023 | +229.6% | $938K |
| AAPLApple Inc | June 30, 2020 | +217.3% | $4.3M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $25.5M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $3.0M |
| AZOAutozone Inc | September 30, 2020 | +171.4% | $684K |
Sold off last quarter
- SOXXIshares Tr was $6.2M
- Exxon Mobil CorpCUSIP 30231G102 was $2.2M
- AALAmerican Airlines Group Inc was $419K
- IEFAIshares Tr was $407K
- PGProcter & Gamble Co was $261K
- FBTCFidelity Wise Origin Bitcoin was $246K
- ROPRoper Technologies Inc was $242K
- ARKBArk 21shares Bitcoin Etf was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.4% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +6.4% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
| December 31, 2021 | +4.4% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Avondale Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1738720&type=13F-HR&dateb=&owner=include&count=40CIK 1738720
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1738720/000121465926008458/Filed July 13, 2026 · accession 0001214659-26-008458