13F Filings History of Avid Wealth Partners LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$204,699,950
Signature - Title
Alicia Fuschak - COO & CCO
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Avid Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avid Wealth Partners LLC reported 66 stock holdings with total value $204,699,950 as of Q4 2025. Top holdings included DYNF, OEF, MGV, GLDM, and URA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $204,699,950 +$36,887,864 -$37,207,710 -$319,846 DYNF, OEF, MGV, GLDM, URA 13F-HR 13 Feb 2026, 14:55
Q3 2025 55 $201,222,288 +$11,636,387 -$1,821,249 +$9,815,138 DYNF, OEF, URA, IEFA, IVW 13F-HR 06 Nov 2025, 15:49
Q2 2025 52 $174,784,906 +$34,378,318 -$24,360,176 +$10,018,142 DYNF, OEF, IEFA, IVW, URA 13F-HR 14 Aug 2025, 13:37
Q1 2025 49 $147,403,222 +$40,534,023 -$30,915,525 +$9,618,498 OEF, DYNF, IVW, GLDM, IVV 13F-HR 17 Apr 2025, 14:14
Q4 2024 45 $140,752,911 +$9,863,473 -$9,836,217 +$27,256 OEF, DYNF, IEFA, IVW, IVV 13F-HR 27 Jan 2025, 15:07
Q3 2024 43 $141,307,778 +$26,677,630 -$19,218,672 +$7,458,958 OEF, DYNF, IEFA, IVW, GLDM 13F-HR 01 Nov 2024, 11:51
Q2 2024 39 $128,720,768 +$27,930,560 -$26,112,688 +$1,817,872 OEF, DYNF, IVW, GLDM, URA 13F-HR 19 Jul 2024, 12:23
Q1 2024 38 $124,491,352 +$59,392,970 -$43,777,818 +$15,615,152 OEF, IVV, IEFA, GLDM, URA 13F-HR 08 May 2024, 12:47
Q4 2023 30 $100,882,943 $0 $0 $0 IYW, IEFA, EMXC, OEF, IWM 13F-HR 23 Jan 2024, 16:41