Avail Investment Partners
Latest statistics and disclosures from Avail Investment Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002134779
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Positions held by Avail Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Avail Investment Partners
Avail Investment Partners holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.1 | $5.7M | 33k | 174.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $4.9M | 7.5k | 653.19 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 5.1 | $4.8M | 45k | 106.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.9 | $4.5M | 46k | 99.28 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.6 | $3.4M | 50k | 68.46 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 2.8 | $2.7M | 110k | 24.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.7 | $2.6M | 13k | 191.89 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.5 | $2.4M | 49k | 48.46 |
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| Ishares Tr National Mun Etf (MUB) | 2.4 | $2.2M | 21k | 106.16 |
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| Apple (AAPL) | 2.0 | $1.9M | 7.5k | 253.81 |
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| Ishares Tr Core High Dv Etf (HDV) | 1.9 | $1.8M | 13k | 135.69 |
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| United Parcel Service CL B (UPS) | 1.8 | $1.7M | 17k | 98.35 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 1.6 | $1.5M | 60k | 25.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $1.4M | 5.0k | 287.68 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.3M | 3.5k | 370.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $1.3M | 1.9k | 650.23 |
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| RBB Us Treas 3 Mnth (TBIL) | 1.3 | $1.2M | 24k | 49.85 |
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| Broadcom (AVGO) | 1.3 | $1.2M | 3.8k | 309.59 |
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| Lam Research Corp Com New (LRCX) | 1.2 | $1.2M | 5.4k | 213.71 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 1.2 | $1.1M | 45k | 25.53 |
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| Wal-Mart Stores (WMT) | 1.2 | $1.1M | 9.0k | 124.28 |
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| Johnson & Johnson (JNJ) | 1.2 | $1.1M | 4.6k | 244.45 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 1.1 | $1.0M | 14k | 70.91 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.0 | $931k | 20k | 46.21 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $913k | 39k | 23.22 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $877k | 3.0k | 294.30 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $859k | 12k | 69.78 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.9 | $803k | 6.3k | 127.76 |
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| International Business Machines (IBM) | 0.8 | $792k | 3.3k | 242.42 |
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| Amazon (AMZN) | 0.8 | $785k | 3.8k | 208.17 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.8 | $775k | 30k | 25.61 |
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| Cisco Systems (CSCO) | 0.8 | $718k | 9.3k | 77.55 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $695k | 8.4k | 82.59 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $693k | 7.1k | 97.09 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.7 | $609k | 17k | 35.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $593k | 1.0k | 577.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $580k | 1.2k | 479.34 |
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| Bristol Myers Squibb (BMY) | 0.6 | $569k | 9.4k | 60.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $543k | 1.9k | 286.69 |
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| McKesson Corporation (MCK) | 0.6 | $539k | 623.00 | 865.17 |
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| Merck & Co (MRK) | 0.5 | $510k | 4.2k | 120.17 |
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| Procter & Gamble Company (PG) | 0.5 | $510k | 3.5k | 144.35 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.5 | $509k | 5.5k | 93.22 |
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| Chevron Corporation (CVX) | 0.5 | $508k | 2.5k | 206.84 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $508k | 2.7k | 191.63 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $504k | 2.0k | 250.50 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.5 | $499k | 14k | 35.91 |
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| Meta Platforms Cl A (META) | 0.5 | $485k | 848.00 | 571.93 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $472k | 3.8k | 124.31 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.5 | $439k | 43k | 10.18 |
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| Verizon Communications (VZ) | 0.5 | $438k | 8.7k | 50.21 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $434k | 10k | 42.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $426k | 989.00 | 430.74 |
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| At&t (T) | 0.4 | $413k | 14k | 28.97 |
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| Amgen (AMGN) | 0.4 | $412k | 1.2k | 351.84 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $408k | 8.2k | 49.88 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.4 | $399k | 5.0k | 79.15 |
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| Chubb (CB) | 0.4 | $397k | 1.2k | 326.21 |
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| Abbvie (ABBV) | 0.4 | $393k | 1.8k | 217.49 |
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| Oracle Corporation (ORCL) | 0.4 | $392k | 2.7k | 147.31 |
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| Phillips 66 (PSX) | 0.4 | $386k | 2.1k | 182.08 |
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| Tesla Motors (TSLA) | 0.4 | $384k | 1.0k | 372.09 |
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| Intel Corporation (INTC) | 0.4 | $382k | 8.7k | 44.16 |
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| Visa Com Cl A (V) | 0.4 | $379k | 1.3k | 302.23 |
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| Lowe's Companies (LOW) | 0.4 | $376k | 1.6k | 236.03 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $375k | 13k | 29.05 |
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| Ishares Tr Esg Optimized (SUSA) | 0.4 | $374k | 2.8k | 132.11 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $373k | 15k | 25.62 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $370k | 530.00 | 698.11 |
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| Costco Wholesale Corporation (COST) | 0.4 | $366k | 367.00 | 997.28 |
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| Edison International (EIX) | 0.4 | $364k | 5.0k | 73.09 |
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| Technipfmc (FTI) | 0.4 | $363k | 5.3k | 69.13 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $363k | 2.4k | 152.91 |
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| American Express Company (AXP) | 0.4 | $360k | 1.2k | 302.52 |
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| Exelon Corporation (EXC) | 0.4 | $356k | 7.3k | 48.98 |
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| Eli Lilly & Co. (LLY) | 0.4 | $350k | 381.00 | 918.64 |
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| PG&E Corporation (PCG) | 0.4 | $349k | 20k | 17.58 |
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| J.B. Hunt Transport Services (JBHT) | 0.4 | $346k | 1.6k | 212.01 |
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| Gilead Sciences (GILD) | 0.4 | $346k | 2.5k | 139.24 |
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| Comfort Systems USA (FIX) | 0.4 | $345k | 250.00 | 1380.00 |
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| Micron Technology (MU) | 0.4 | $341k | 1.0k | 338.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $321k | 3.5k | 90.50 |
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| FedEx Corporation (FDX) | 0.3 | $318k | 892.00 | 356.50 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $318k | 1.7k | 192.61 |
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| General Dynamics Corporation (GD) | 0.3 | $311k | 907.00 | 342.89 |
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| Prudential Financial (PRU) | 0.3 | $292k | 3.0k | 97.69 |
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| Ciena Corp Com New (CIEN) | 0.3 | $291k | 750.00 | 388.00 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $290k | 2.3k | 126.09 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $288k | 3.1k | 93.81 |
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| General Motors Company (GM) | 0.3 | $285k | 3.8k | 74.49 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $278k | 2.9k | 95.47 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $274k | 810.00 | 338.27 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $272k | 3.9k | 70.12 |
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| Host Hotels & Resorts (HST) | 0.3 | $269k | 14k | 19.19 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $263k | 1.6k | 169.46 |
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| Netflix (NFLX) | 0.3 | $263k | 2.7k | 96.09 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $259k | 11k | 24.28 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $257k | 1.1k | 242.91 |
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| Quanta Services (PWR) | 0.3 | $254k | 463.00 | 548.60 |
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| Verisign (VRSN) | 0.3 | $252k | 1.0k | 248.28 |
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| Ge Aerospace Com New (GE) | 0.3 | $248k | 873.00 | 284.08 |
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| Citigroup Com New (C) | 0.3 | $248k | 2.2k | 113.35 |
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| Bank of America Corporation (BAC) | 0.3 | $247k | 5.1k | 48.67 |
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| Fiserv (FISV) | 0.3 | $246k | 4.4k | 55.90 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $241k | 3.6k | 66.39 |
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| Sandisk Corp (SNDK) | 0.3 | $235k | 370.00 | 635.14 |
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| Pfizer (PFE) | 0.3 | $235k | 8.4k | 28.08 |
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| Ameriprise Financial (AMP) | 0.2 | $233k | 525.00 | 443.81 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $232k | 384.00 | 604.17 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $225k | 4.2k | 53.78 |
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| Deere & Company (DE) | 0.2 | $222k | 394.00 | 563.45 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $219k | 3.7k | 58.82 |
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| Morgan Stanley Com New (MS) | 0.2 | $217k | 1.3k | 164.52 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $217k | 727.00 | 298.49 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $217k | 9.1k | 23.78 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $216k | 4.7k | 46.11 |
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| Dollar General (DG) | 0.2 | $212k | 1.8k | 118.70 |
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| Entergy Corporation (ETR) | 0.2 | $210k | 1.9k | 112.18 |
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| Williams Companies (WMB) | 0.2 | $208k | 2.9k | 72.80 |
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| Servicenow (NOW) | 0.2 | $206k | 2.0k | 104.57 |
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| Centene Corporation (CNC) | 0.2 | $206k | 6.3k | 32.82 |
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| Roper Industries (ROP) | 0.2 | $205k | 578.00 | 354.67 |
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| MasTec (MTZ) | 0.2 | $204k | 633.00 | 322.27 |
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| Capital One Financial (COF) | 0.2 | $203k | 1.1k | 182.55 |
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| Cigna Corp (CI) | 0.2 | $203k | 762.00 | 266.40 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $202k | 261.00 | 773.95 |
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| Target Corporation (TGT) | 0.2 | $202k | 1.7k | 121.25 |
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| Marriott Intl Cl A (MAR) | 0.2 | $200k | 612.00 | 326.80 |
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| Hp (HPQ) | 0.2 | $193k | 10k | 19.21 |
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| Golub Capital BDC (GBDC) | 0.2 | $191k | 15k | 12.68 |
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| Ford Motor Company (F) | 0.2 | $188k | 16k | 11.55 |
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.2 | $185k | 18k | 10.42 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $152k | 10k | 14.72 |
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| Xplr Infrastructure Com Unit Part In (XIFR) | 0.1 | $127k | 12k | 10.60 |
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| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $59k | 22k | 2.71 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $34k | 14k | 2.40 |
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| Alight Com Cl A (ALIT) | 0.0 | $12k | 21k | 0.58 |
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Past Filings by Avail Investment Partners
SEC 13F filings are viewable for Avail Investment Partners going back to 2026
- Avail Investment Partners 2026 Q1 filed May 13, 2026