Avondale Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 61 distinct positions held by the firm.
The largest position disclosed in the portfolio is Advanced Micro Devices Inc., held in 5,585 shares. Other top individual stock holdings include Amazon.com Inc. (10,298 shares), Apple Inc. (13,796 shares), and NVIDIA Corporation (16,904 shares). The portfolio also features significant allocations to exchange-traded funds (ETFs), with the iShares Core S&P 500 ETF leading the list at 60,330 shares.
Among the notable individual stock holdings are Palantir Technologies Inc. Class A (7,013 shares), Tesla Inc. (5,655 shares), and Toast Inc. Class A (15,124 shares). The filing also lists positions in Berkshire Hathaway Inc. Class A and Class B, as well as various energy-related stocks such as ExxonMobil and Perpetual Resources.
Avondale Wealth Management is headquartered in West Lake Hills, Texas. The filing was signed by Joanne Burks, the CFO and COO of the firm.
