Sign In
test

Alicia Fuschak

Avid Wealth Partners Llc

Assets Managed
$211.566M
Holdings
71
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
3.36%(2Q avg: 2.55%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Avid Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Avid Wealth Partners 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 211.566M in assets, with a quarterly growth rate of 3.36% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Alicia Fuschak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 6.86%
14.32%
$30.28M
520,461 shares@ $58.18 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 6.34%
9.04%
$19.117M
60,105 shares@ $318.07 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 5.38%
6.92%
$14.622M
100,874 shares@ $144.95 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -1.17%
6.77%
$14.304M
154,324 shares@ $92.69 avg price
URA
Global X Uranium Etf
Recent Activity
Increased 0.71%
6.5%
$13.739M
283,691 shares@ $48.44 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 7.16%
5.17%
$10.925M
96,586 shares@ $113.12 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.32%
4.65%
$9.837M
15,060 shares@ $653.2 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 14.37%
4.64%
$9.813M
178,938 shares@ $54.85 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 4.65%
3.9%
$8.249M
118,272 shares@ $69.76 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 17.9%
3.6%
$7.607M
230,868 shares@ $32.96 avg price

1-10 of 71