TRED AVON FAMILY WEALTH, LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Easton, MD
CIK
0002094435
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
257
307,421
BAC, MSFT, IVV, AAPL
13F-HR
1/27/2026
000209443526000001
Q3 2025
237
291,124
BAC, MSFT, IVV, AAPL
13F-HR
10/29/2025
000209443525000001