Peter Joers
Avos Capital Management, Llc
Assets Managed
$253.027M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
10.59%(2Q avg: 8.7%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Avos Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.
Assets under management
The assets under management (AUM) of Avos Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 253.027M in assets, with a quarterly growth rate of 10.59% and a 2-quarter average growth rate of 8.7%. The portfolio is managed by Peter Joers, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AVOS Avos Global Equities Etf
| 33.68% | $85.199M 3.459M shares@ $24.63 avg price | New Position |
SGOV Ishares 0-3 Month Treasury B
| 30.4% | $76.895M 763,913 shares@ $100.66 avg price | Increased 1.42% |
DBC Invesco Db Commodity Index T
| 5.1% | $12.889M 445,222 shares@ $28.95 avg price | Increased 8.49% |
IGOV Ishares International Treasu
| 3.31% | $8.352M 203,402 shares@ $41.07 avg price | Increased 11.25% |
EBND Spdr Bloomberg Em Bond
| 3.07% | $7.762M 376,047 shares@ $20.65 avg price | Increased 50.62% |
LTPZ Pimco 15+ Yr Us Tips Indx
| 3.02% | $7.625M 149,430 shares@ $51.03 avg price | Decreased -56.77% |
GUNR Flexshares Global Upstream N
| 2.99% | $7.559M 137,030 shares@ $55.16 avg price | Decreased -13.42% |
GLDM Spdr Gold Minishares Trust
| 2.91% | $7.361M 79,414 shares@ $92.69 avg price | Decreased -21.34% |
SGOL Abrdn Physical Gold Shares
| 2.59% | $6.531M 146,362 shares@ $44.63 avg price | Decreased -22.36% |
SPTL Spdr Port Lng Trm Trsry
| 2.5% | $6.306M 239,783 shares@ $26.31 avg price | Decreased -40.2% |
1-10 of 29