13F Filings History of TRED AVON FAMILY WEALTH, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$307,421,800
Signature - Title
Michelle Eldridge - SR. COMPLIANCE OFFICER
Location
Easton, MD
Summary
This page shows a list of all the recent 13F filings made by TRED AVON FAMILY WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRED AVON FAMILY WEALTH, LLC reported 257 stock holdings with total value $307,421,800 as of Q4 2025. Top holdings included BAC, MSFT, IVV, AAPL, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 257 $307,421,800 +$29,264,426 -$11,202,957 +$18,061,469 BAC, MSFT, IVV, AAPL, BRKB 13F-HR 27 Jan 2026, 12:59
Q3 2025 237 $291,124,794 $0 $0 $0 BAC, MSFT, IVV, AAPL, BRKB 13F-HR 29 Oct 2025, 10:53