Myriad Asset Management Advisors
Latest statistics and disclosures from Myriad Asset Management Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEMG, EMXC, NVDA, GOOGL, AAPL, and represent 48.88% of Myriad Asset Management Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$16M), VTWO (+$11M), LLY (+$11M), RSP (+$10M), V (+$6.8M), TMO, AMAT, MUFG, LNG, GLW.
- Started 20 new stock positions in MA, NVO, V, MUFG, DHR, RSP, LNG, GLW, AAPL, PANW. LLY, BE, VTWO, VLO, AMAT, TMO, ISRG, NUE, MRVL, SMFG.
- Reduced shares in these 10 stocks: IAUM (-$36M), IEMG (-$12M), EMXC (-$8.1M), MU (-$6.9M), HSBC, BHP, , , AA, AMD.
- Sold out of its positions in AMD, AA, BBVA, SAN, CFG, DHI, FITB, HSBC, HBAN, IAUM. LEN, MTB, MP, PNC, PHM, TFC, USB, VALE.
- Myriad Asset Management Advisors was a net buyer of stock by $19M.
- Myriad Asset Management Advisors has $424M in assets under management (AUM), dropping by 24.87%.
- Central Index Key (CIK): 0002069031
Tip: Access up to 7 years of quarterly data
Positions held by Myriad Asset Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Myriad Asset Management Advisors
Myriad Asset Management Advisors holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG) | 19.4 | $82M | -13% | 992k | 82.84 |
|
| Ishares Msci Emerging Markets Etf Msci Emrg Chn (EMXC) | 16.1 | $68M | -10% | 665k | 102.30 |
|
| NVIDIA Corporation (NVDA) | 5.1 | $22M | +6% | 107k | 200.09 |
|
| Alphabet Cl A Ord Cap Stk Cl A (GOOGL) | 4.6 | $19M | +14% | 54k | 357.37 |
|
| Apple (AAPL) | 3.8 | $16M | NEW | 56k | 289.35 |
|
| Amazon (AMZN) | 3.3 | $14M | +21% | 59k | 238.34 |
|
| Microsoft Corporation (MSFT) | 2.6 | $11M | -2% | 29k | 373.03 |
|
| Vanguard Russell 2000 Etf Vng Rus2000idx (VTWO) | 2.5 | $11M | NEW | 88k | 121.42 |
|
| Eli Lilly & Co. (LLY) | 2.5 | $11M | NEW | 8.9k | 1199.46 |
|
| Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP) | 2.5 | $10M | NEW | 49k | 212.77 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $8.9M | +42% | 27k | 327.32 |
|
| Freeport Mcmoran Ord CL B (FCX) | 1.9 | $8.2M | 130k | 62.89 |
|
|
| Broadcom (AVGO) | 1.9 | $8.2M | +21% | 22k | 377.76 |
|
| Visa Cl A Ord Com Cl A (V) | 1.6 | $6.8M | NEW | 20k | 343.08 |
|
| Asml Holding Adr Rep Ord N Y Registry Shs (ASML) | 1.6 | $6.7M | -14% | 3.4k | 1989.39 |
|
| Citigroup Ord Com New (C) | 1.4 | $6.1M | +45% | 44k | 139.97 |
|
| Morgan Stanley Ord Com New (MS) | 1.4 | $6.0M | +18% | 29k | 209.05 |
|
| Taiwan Semiconductor Mnftg Adr 5 Ord Sponsored Ads (TSM) | 1.4 | $5.7M | -9% | 12k | 477.59 |
|
| Goldman Sachs (GS) | 1.3 | $5.4M | +20% | 5.3k | 1011.44 |
|
| Caterpillar (CAT) | 1.2 | $5.2M | -19% | 4.8k | 1064.93 |
|
| Union Pacific Corporation (UNP) | 1.1 | $4.8M | +154% | 18k | 272.00 |
|
| Bank of America Corporation (BAC) | 1.1 | $4.7M | +19% | 83k | 56.98 |
|
| Meta Platforms Cl A Ord Cl A (META) | 1.1 | $4.5M | -7% | 8.0k | 563.25 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $4.4M | NEW | 8.7k | 501.32 |
|
| Micron Technology (MU) | 1.0 | $4.2M | -62% | 3.6k | 1154.18 |
|
| Eaton Ord SHS (ETN) | 1.0 | $4.1M | 9.7k | 426.10 |
|
|
| Lam Research Ord Com New (LRCX) | 1.0 | $4.1M | -26% | 9.4k | 433.29 |
|
| Applied Materials (AMAT) | 0.9 | $4.0M | NEW | 5.6k | 723.02 |
|
| CSX Corporation (CSX) | 0.9 | $3.9M | +284% | 82k | 47.53 |
|
| Teck Resources Cl B Ord CL B (TECK) | 0.9 | $3.9M | 65k | 59.45 |
|
|
| Vulcan Materials Company (VMC) | 0.9 | $3.8M | +14% | 13k | 295.05 |
|
| Martin Marietta Materials (MLM) | 0.9 | $3.6M | +15% | 6.3k | 576.74 |
|
| Deere & Company (DE) | 0.8 | $3.4M | +57% | 5.4k | 634.34 |
|
| Mitsubishi Ufj Fncl Grp Ads Rep Ord Sponsored Ads (MUFG) | 0.8 | $3.2M | NEW | 162k | 19.89 |
|
| Cheniere Energy Ord Com New (LNG) | 0.7 | $3.2M | NEW | 13k | 239.04 |
|
| Corning Incorporated (GLW) | 0.7 | $3.1M | NEW | 12k | 255.41 |
|
| Danaher Corporation (DHR) | 0.7 | $3.0M | NEW | 16k | 190.46 |
|
| Intuitive Surgical Ord Com New (ISRG) | 0.7 | $2.9M | NEW | 7.2k | 397.65 |
|
| Valero Energy Corporation (VLO) | 0.7 | $2.8M | NEW | 11k | 260.47 |
|
| Marvell Technology (MRVL) | 0.7 | $2.8M | NEW | 9.5k | 297.92 |
|
| Bhp Group Sponsored Ads (BHP) | 0.6 | $2.6M | -56% | 31k | 83.32 |
|
| Mastercard Cl A Ord Cl A (MA) | 0.5 | $2.2M | NEW | 4.3k | 513.71 |
|
| Nucor Corporation (NUE) | 0.5 | $2.2M | NEW | 10k | 222.70 |
|
| Wells Fargo & Company (WFC) | 0.5 | $2.1M | -4% | 26k | 82.63 |
|
| Palo Alto Networks (PANW) | 0.5 | $2.1M | NEW | 6.2k | 341.05 |
|
| Sumitomo Mit Adr Rep 3/5th Of Ord Sponsored Adr (SMFG) | 0.5 | $1.9M | NEW | 82k | 23.57 |
|
| Novo Nordisk Adr Repsg 1 Ord Adr (NVO) | 0.4 | $1.8M | NEW | 39k | 47.93 |
|
| Bloom Energy Cl A Ord Com Cl A (BE) | 0.4 | $1.6M | NEW | 5.3k | 302.78 |
|
| Cameco Corporation (CCJ) | 0.3 | $1.4M | 14k | 101.88 |
|
Past Filings by Myriad Asset Management Advisors
SEC 13F filings are viewable for Myriad Asset Management Advisors going back to 2026
- Myriad Asset Management Advisors 2026 Q2 filed July 20, 2026
- Myriad Asset Management Advisors 2026 Q1 filed April 30, 2026