Tred Avon Family Wealth, LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$602.7M
Holdings
260
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BAC
BANK AMERICA CORP
Held since at least Q1 2024
5.4%
02
$IVV
ISHARES TR
Held since at least Q1 2024
3.6%
03
$AAPL
APPLE INC
Held since at least Q1 2024
3.4%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.2%
05
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
2.5%
06
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.3%
07
$GOOG
ALPHABET INC
Held since at least Q1 2024
2.0%
08
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
1.8%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
1.7%
10
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:54 UTC.