Avid Wealth Partners LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001992344 · SAN ANTONIO, TX

As of Sep 30, 2025, Avid Wealth Partners LLC reported 55 positions worth $201.2M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF	DYNF	—	411,697	$24.4M	12.11%
ISHARES S&P 100 ETF	OEF	—	52,090	7.3M	8.62%
GLOBAL X URANIUM ETF	URA	—	313,429	4.9M	7.43%
ISHARES CORE MSCI EAFE ETF	IEFA	—	170,253	4.9M	7.39%
ISHARES S&P 500 GROWTH ETF	IVW	—	121,276	4.6M	7.28%
VANGUARD MEGA CAP VALUE INDEX FUND	MGV	—	92,804	2.8M	6.38%
SPDR GOLD MINISHARES TRUST	GLDM	—	165,878	2.7M	6.30%
INVESCO S&P MIDCAP LOW VOLATILITY ETF	XMLV	—	148,632	$9.4M	4.69%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	111,688	$7.4M	3.66%
ISHARES CORE S&P 500 ETF	IVV	—	9,187	$6.1M	3.06%
ISHARES US THEMATIC ROTATION ACTIVE ETF	THRO	—	150,571	$5.7M	2.83%
ISHARES MSCI GLOBAL GOLD MINERS ETF	RING	—	85,356	$5.5M	2.74%
ISHARES US TECHNOLOGY ETF	IYW	—	27,359	$5.4M	2.66%
WISDOMTREE INDIA EARNINGS FUND	EPI	—	98,105	$4.3M	2.15%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	40,553	$4.3M	2.15%
ISHARES AI INNOVATION AND TECH ACTIVE ETF	BAI	—	126,347	$4.3M	2.14%
WISDOMTREE JAPAN HEDGED EQUITY FUND	DXJ	—	31,721	$4.1M	2.02%
INVESCO TOTAL RETURN BOND ETF	GTO	—	79,857	$3.8M	1.89%
ISHARES 10-20 YEAR TREASURY BOND ETF	TLH	—	31,703	$3.3M	1.62%
ISHARES BITCOIN TRUST ETF	IBIT	—	31,437	$2.0M	1.02%
JANUS HENDERSON AAA CLO ETF	JAAA	—	35,491	.8M	0.90%
MICROSOFT CORP	MSFT	Technology	3,282	.7M	0.84%
NVIDIA CORP	NVDA	Technology	8,336	.6M	0.77%
APPLE INC	AAPL	Technology	6,036	.5M	0.76%
VANGUARD TAX-EXEMPT BOND INDEX FUND	VTEB	—	30,192	.5M	0.75%