SEC Form 13F

Avantra Family Wealth, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$156,723,606
Positions165

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$9,004,60531,119
NVIDIA CORPORATIONNVDACOM$6,527,78332,624
AMAZON COM INCAMZNCOM$4,728,50319,839
FIRST TR EXCHNG TRADED FD VIGJUNFT VEST U.S EQT$4,486,827108,930
MICROSOFT CORPMSFTCOM$4,384,22811,753
FIRST TR EXCHNG TRADED FD VIFJUNFT VEST US EQT$4,124,32068,796
ALPHABET INCGOOGLCAP STK CL A$2,980,1428,339
BROADCOM INCAVGOCOM$2,958,1607,831
CITIGROUP INCCCOM NEW$2,927,82320,919
MICRON TECHNOLOGY INCMUCOM$2,860,3312,478

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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