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Joanne Burks

Avondale Wealth Management

Assets Managed
$245.267M
Holdings
66
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
20.55%(2Q avg: 12.6%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Avondale Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Avondale Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 245.267M in assets, with a quarterly growth rate of 20.55% and a 2-quarter average growth rate of 12.6%. The portfolio is managed by Joanne Burks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 7.04%
18.62%
$45.666M
60,978 shares@ $748.9 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.76%
10.39%
$25.481M
34,603 shares@ $736.4 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 5.46%
9.85%
$24.149M
313,179 shares@ $77.12 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 207.48%
9.32%
$22.837M
195,037 shares@ $117.1 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 4.08%
8.33%
$20.417M
163,647 shares@ $124.77 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 6.11%
7.27%
$17.829M
443,390 shares@ $40.21 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 18.92%
5.38%
$13.178M
496,901 shares@ $26.53 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 9.64%
4.18%
$10.23M
146,346 shares@ $69.9 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.68%
2.11%
$5.153M
7,504 shares@ $686.77 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Decreased -2.3%
1.96%
$4.784M
89,414 shares@ $53.5 avg price

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