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Ashleigh Swayze

Avail Investment Partners, Llc

Assets Managed
$93.624M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avail Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Avail Investment Partners, 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 93.624M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
New Position
6.11%
$5.72M
32,800 shares@ $174.4 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
New Position
5.25%
$4.912M
7,520 shares@ $653.2 avg price
SUB
Ishares Short-term National
Recent Activity
New Position
5.12%
$4.793M
45,005 shares@ $106.5 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
New Position
4.86%
$4.542M
45,751 shares@ $99.28 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
New Position
3.62%
$3.389M
49,500 shares@ $68.47 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
New Position
2.85%
$2.661M
109,531 shares@ $24.3 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
New Position
2.73%
$2.551M
13,294 shares@ $191.9 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
New Position
2.55%
$2.384M
49,195 shares@ $48.47 avg price
MUB
Ishares National Muni Bond E
Recent Activity
New Position
2.37%
$2.214M
20,856 shares@ $106.16 avg price
AAPL
Apple Inc
Recent Activity
New Position
2.04%
$1.901M
7,490 shares@ $253.81 avg price

1-10 of 137