Avantra Family Wealth, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report, signed by Chief Compliance Officer Wade Hoffman, details the firm's investment portfolio for the third quarter of 2026.
The filing lists 162 total holdings, with Wells Fargo & Co. holding the largest position at 2,818,000 shares. The firm also holds significant stakes in major technology and financial institutions, including Microsoft Corporation (16,443 shares), NVIDIA Corporation (33,247 shares), and Apple Inc. (33,972 shares). Other notable positions include UnitedHealth Group (3,378 shares), JPMorgan Chase & Co. (3,942 shares), and Visa Inc. (1,041 shares).
In addition to individual stocks, the portfolio includes a variety of exchange-traded funds (ETFs). The filing lists numerous BlackRock ETF Trust funds, such as the iShares U.S. Large-Cap Equity ETF and the iShares Core S&P 500 ETF, alongside funds from other providers like iShares Inc. and First Trust Advisors.
