SEC Form 13F

TRED AVON FAMILY WEALTH, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$326,742,244
Positions262

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BANK OF AMER CORPBACCOM$16,339,642286,761
ISHARES TRIVVCORE S&P500 ETF$12,112,96316,175
APPLE INCAAPLCOM$11,484,46139,689
MICROSOFT CORPMSFTCOM$9,347,30325,058
AMAZON COM INCAMZNCOM$7,568,24831,754
ALPHABET INCGOOGCAP STK CL C$7,152,10620,242
JOHNSON & JOHNSONJNJCOM$6,558,99925,826
NVIDIA CORPORATIONNVDACOM$5,837,30429,173
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$5,738,20711,467
JPMORGAN CHASE & COJPMCOM$4,921,73415,036

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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