Notify me when Avondale Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 58 | $188M | +$4.98M | -$10.5M | -$5.54M | IVV, QQQ, IJH, AVUV, DFAE | 13F-HR | 11/17/2025, 03:46 PM |
| Q2 2025 | 113 | $179M | +$37.1M | -$32.4M | +$4.66M | IVV, QQQ, IJH, AVUV, SOXX | 13F-HR | 7/17/2025, 02:42 PM |
| 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 | 132 | $114M | +$8.44M | -$11.8M | -$3.35M | IVV, QQQ, IJH, CALF, DFAE | 13F-HR | 10/10/2023, 01:54 PM |
| Q2 2023 | 124 | $119M | +$11M | -$14.3M | -$3.3M | IVV, QQQ, IJH, AGG, CALF | 13F-HR | 7/6/2023, 03:22 PM |
| Q1 2023 | 128 | $116M | +$9.21M | -$15.9M | -$6.74M | IVV, QQQ, AGG, IJH, IEMG | 13F-HR | 4/5/2023, 03:51 PM |
| Q4 2022 | 121 | $115M | +$30.3M | -$12.5M | +$17.9M | IVV, AGG, IJH, QQQ, IEMG | 13F-HR | 1/6/2023, 12:49 PM |
| Q3 2022 | 118 | $91.7M | +$14.8M | -$4.49M | +$10.3M | IVV, QQQ, IJH, IEMG, CALF | 13F-HR | 10/7/2022, 11:06 AM |
| Q2 2022 | 108 | $86.2M | +$19.4M | -$5.38M | +$14M | IVV, QQQ, IEMG, IJH, GOVT | 13F-HR | 7/11/2022, 04:18 PM |
| Q1 2022 | 121 | $85.1M | +$8.34M | -$15.3M | -$7M | IVV, IEMG, IJH, QQQ, GOVT | 13F-HR | 4/12/2022, 01:29 PM |
| Q4 2021 | 102 | $98.8M | +$5.11M | -$13.3M | -$8.2M | IVV, QQQ, IJH, IEMG, IBB | 13F-HR | 1/11/2022, 08:29 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 | $86.3M | +$13.1M | -$1.34M | +$11.8M | IVV, QQQ, TLT, IBB, GOVT | 13F-HR | 1/15/2021, 12:14 PM |
| Q3 2020 | 91 | $66.1M | +$2.59M | -$10.6M | -$7.97M | IVV, QQQ, GOVT, IJH, IBB | 13F-HR | 10/15/2020, 01:04 PM |
| Q2 2020 | 91 | $70.4M | +$2.09M | -$6.94M | -$4.85M | IVV, IJH, QQQ, GOVT, IBB | 13F-HR | 7/15/2020, 11:36 AM |
| Q1 2020 | 99 | $63.3M | +$11.5M | -$3.73M | +$7.81M | IVV, IJH, GOVT, QQQ, IJR | 13F-HR | 4/16/2020, 10:28 AM |
| Q4 2019 | 96 | $68.2M | +$4.34M | -$1.44M | +$2.9M | IVV, IJH, GOVT, IJR, IEFA | 13F-HR | 1/23/2020, 11:56 AM |
| Q3 2019 | 98 | $60.6M | +$3.84M | -$79M | -$75.1M | IVV, IJH, GOVT, IJR, IEFA | 13F-HR | 10/24/2019, 12:37 PM |
| Q2 2019 | 112 | $136M | +$8.12M | -$5.03M | +$3.09M | IVV, VOO, GOVT, IJH, IBB | 13F-HR | 7/26/2019, 11:43 AM |
| Q1 2019 | 115 | $130M | +$958K | -$3.93M | -$2.97M | IVV, VOO, JPST, IJH, IBB | 13F-HR | 4/22/2019, 04:03 PM |
| Q4 2018 | 112 | $120M | +$38.5M | -$9.14M | +$29.4M | IVV, VOO, JPST, IBB, IJH | 13F-HR | 1/23/2019, 12:22 PM |
| Q3 2018 | 97 | $106M | +$1.68M | -$22.6M | -$20.9M | IVV, VOO, IBB, IJH, INDA | 13F-HR | 10/24/2018, 05:09 PM |
| Q2 2018 | 96 | $121M | +$3.02M | -$6.64M | -$3.62M | IVV, VOO, IEFA, IBB, IJH | 13F-HR | 7/6/2018, 01:13 PM |
| Q1 2018 | 98 | $122M | +$25.9M | -$16.7M | +$9.24M | IVV, VOO, IEFA, IBB, IJH | 13F-HR | 4/30/2018, 11:29 AM |
| Q4 2017 | 119 | $114M | $0 | $0 | IVV, IEFA, IBB, IJH, INDA | 13F-HR | 4/27/2018, 10:59 AM |