13F Filings History of Avantra Family Wealth, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$137,864,606
Signature - Title
Wade Hoffman - Chief Compliance Officer
Location
Mechanicsburg, PA
Summary
This page shows a list of all the recent 13F filings made by Avantra Family Wealth, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avantra Family Wealth, Inc. reported 157 stock holdings with total value $137,864,606 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, GJUN, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 157 $137,864,606 +$5,625,299 -$4,090,394 +$1,534,905 AAPL, NVDA, MSFT, GJUN, AMZN 13F-HR 21 Jan 2026, 09:47
Q3 2025 161 $133,634,828 +$30,255,249 -$25,480,356 +$4,774,893 AAPL, NVDA, MSFT, GJUN, AMZN 13F-HR 27 Oct 2025, 19:08
Q2 2025 131 $121,083,638 +$31,519,049 -$22,925,177 +$8,593,872 GJUN, AAPL, MSFT, NVDA, FJUN 13F-HR 23 Jul 2025, 08:43
Q1 2025 149 $104,221,627 +$11,416,873 -$13,266,515 -$1,849,642 AAPL, MSFT, NVDA, AMZN, WFC 13F-HR 22 Apr 2025, 15:36
Q4 2024 152 $107,022,715 $0 $0 $0 AAPL, MSFT, NVDA, AMZN, WFC 13F-HR 24 Jan 2025, 12:15