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Home > Institutional Investor > Avondale Wealth Management > Profile

Instuitional Investor - Avondale Wealth Management

Fund Profile
Filing Period:
Fund Name: Avondale Wealth Management
Portfolio Value $194,450,040
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,259 $39,219,010 20.17%
2.
Invesco Qqq Tr
 31,022 $19,057,076 9.8%
3.
Ishares Trust
 IEF 283,468 $18,708,899 9.62%
4.
American Centy Etf Tr
 155,241 $15,831,433 8.14%
5.
Dimensional Etf Trust
 385,468 $12,554,686 6.46%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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