Sign In
test

MICHELLE ELDRIDGE

Tred Avon Family Wealth, Llc

Assets Managed
$301.339M
Holdings
261
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-1.97%(2Q avg: 1.81%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tred Avon Family Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 261 positions.

Assets under management

The assets under management (AUM) of Tred Avon Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 301.339M in assets, with a quarterly growth rate of -1.97% and a 2-quarter average growth rate of 1.81%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BAC
Bank Of America Corp
Recent Activity
Decreased -11.01%
4.64%
$13.98M
286,761 shares@ $48.76 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -6.46%
3.49%
$10.515M
16,097 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.21%
3.37%
$10.136M
39,939 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.3%
3.1%
$9.32M
25,178 shares@ $370.18 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.64%
2.4%
$7.223M
29,549 shares@ $244.44 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.14%
2.23%
$6.701M
32,175 shares@ $208.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.45%
1.97%
$5.924M
20,652 shares@ $286.87 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.52%
1.74%
$5.237M
30,028 shares@ $174.41 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -39.89%
1.65%
$4.952M
10,333 shares@ $479.22 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.78%
1.48%
$4.445M
15,110 shares@ $294.17 avg price

1-10 of 261