Avid Wealth Partners LLC has disclosed its latest holdings in a 13F-HR filing, revealing a total portfolio value of approximately $218.8 million as of September 30, 2026. This filing is essential for understanding the firm’s investment strategies and market positioning.

About Avid Wealth Partners LLC

Avid Wealth Partners LLC, based in San Antonio, Texas, is an investment management firm. The company is categorized under the SEC as an 'other' entity and has been active in filing various reports, including its recent 13F-HR submissions. The firm’s recent filings include:

  • November 3, 2026 - 13F-HR
  • August 3, 2026 - 13F-HR
  • May 1, 2026 - 13F-HR
  • February 13, 2026 - 13F-HR

What the Filing Says

The recent filing indicates that Avid Wealth Partners holds a diversified portfolio with a total of 79 entries. The firm has invested heavily in exchange-traded funds (ETFs) and major technology companies, reflecting current market trends. The filing states, "The total value of the portfolio is $218,817,964," showcasing significant assets under management.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors. Clients can gain insights into Avid's investment strategies, while competitors may analyze the firm's positions to adjust their own strategies accordingly. The focus on ETFs and technology stocks could signal trends that other firms might follow.

What's Next

The filing does not say what happens next.