Long-term investor
Avantra Family Wealth, Inc. @avantrafamilywealthinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001774744).
Record
- Tracked since 2025-06-30 (441 days), 229 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.7% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- GJUN · 2.9% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- FJUN · 2.6% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- C · 1.9% · long · since 2025-06-30
- MU · 1.8% · long · since 2025-09-30
- WFC · 1.7% · long · since 2025-06-30
- IVV · 1.6% · long · since 2025-09-30