Avid Wealth Partners LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
San Antonio, TX
CIK
0001992344
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 43 141,307 OEF, DYNF, IEFA, IVW 13F-HR 11/1/2024 000199234424000006
Q2 2024 39 128,720 OEF, DYNF, IVW, GLDM 13F-HR 7/19/2024 000199234424000004
Q1 2024 38 124,491 OEF, IVV, IEFA, GLDM 13F-HR 5/8/2024 000199234424000003
Q4 2023 30 100,882 IYW, IEFA, EMXC, OEF 13F-HR 1/23/2024 000199234424000001