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CIK: 0001704404
Total reported value
$1.8B
$1.8B
460 檔
26.8%
During the Q1 2026 filing period, Avestar Capital, LLC (CIK: 0001704404) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 460 reported positions.
In Q1 2026, Avestar Capital, LLC displayed an active expansion posture, initiating 50 new positions and adding to 84 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.62% | -0.14% | +0.38% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.37% | +0.82% | +5.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.39% | -0.01% | +0.80% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.67% | -0.54% | +11.64% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | -0.15% | +1.80% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.67% | +0.68% | +48.08% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.30% | +7.83% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.26% | +0.38% | +3.93% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | -0.28% | +29.89% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.57% | +0.10% | +33.84% | |
| 11 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.53% | -0.11% | -5.34% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.53% | -0.16% | +36.47% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.44% | +0.06% | +47.99% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.12% | -17.19% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | -0.21% | -0.30% | |
| 16 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.32% | -0.17% | +0.80% | |
| 17 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.10% | -0.28% | +3.73% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.96% | -0.26% | +6.23% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | -0.02% | +147.13% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.19% | +29.35% | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.89% | -0.05% | — | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.88% | -0.05% | +135.92% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.09% | +1.48% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.85% | -0.19% | -3.89% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | — | +142.05% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.75% | -0.15% | +13.58% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.11% | +295.75% | |
| 28 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.68% | -0.16% | +4.09% | |
| 29 | CLS | Celestica Inc | Stock-Tech | 0.63% | -0.02% | +15.49% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.02% | +3.20% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | -0.03% | +8.40% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | +0.03% | — | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | -0.08% | +18.35% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.07% | +10.26% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | -0.68% | |
| 36 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.49% | -0.05% | +138.96% | |
| 37 | ANET | Arista Networks Inc | Stock-Tech | 0.47% | +0.15% | +21.49% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.16% | -6.15% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | — | -0.81% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.11% | +63.32% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.05% | +81.42% | |
| 42 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | +2.03% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.07% | -1.21% | |
| 44 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.39% | -0.06% | +120.75% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.06% | +1.50% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.38% | -0.08% | +36.74% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.38% | +0.04% | -0.39% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.12% | +33.17% | |
| 49 | INTF | Ishares International Equity | ETF-Other | 0.36% | -0.01% | +0.21% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.06% | +5.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +48.08% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +147.13% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +295.75% | Add |
| 4 | FTSM | First Trust Enh Short Mat Fd | +0.5% | +135.92% | Add |
| 5 | PM | Philip Morris International | +0.5% | +142.05% | Add |
| 6 | ICSH | Ishares Ultra Short Duration | +0.4% | +36.47% | Add |
| 7 | ACWI | Ishares Msci Acwi ETF | +0.4% | +33.84% | Add |
| 8 | BCI | Abrdn Bloomberg All Commodit | +0.3% | +138.96% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | +47.99% | Add |
| 10 | PDBC | Invesco Optimum Yield Divers | +0.3% | +120.75% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +29.89% | Add |
| 12 | GLD | Spdr Gold Shares | +0.2% | +358.47% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +63.32% | Add |
| 14 | SPGI | S&p Global Inc | +0.2% | +375.19% | Add |
| 15 | MA | Mastercard Inc - A | +0.2% | +81.42% | Add |
| 16 | IAU | Ishares Gold Trust | +0.1% | +13.58% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +29.35% | Add |
| 18 | IAUM | Ishares Gold Trust Micro | +0.1% | +3.73% | Add |
| 19 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.1% | +47.99% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -0.00% | Trim |
| 21 | JPST | Jpmorgan Ultra-short Income | +0.1% | +18.35% | Add |
| 22 | SGOL | Abrdn Physical Gold Shares | +0.1% | +4.09% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | +5.00% | Add |
| 24 | CVX | Chevron CORP | +0.1% | +7.09% | Add |
| 25 | VTV | Vanguard Value ETF | +0.1% | +8.40% | Add |
| 26 | CLS | Celestica Inc | +0.1% | +15.49% | Add |
| 27 | ANET | Arista Networks Inc | +0.1% | +21.49% | Add |
| 28 | ZS | Zscaler Inc | +0.1% | +618.72% | Add |
| 29 | GSY | Invesco Ultra Short Duration | +0.1% | +6.23% | Add |
| 30 | COP | Conocophillips | +0.1% | +23.64% | Add |
| 31 | KLAC | Kla CORP | +0.1% | +20.27% | Add |
| 32 | JNJ | Johnson & Johnson | +0.1% | +1.03% | Add |
| 33 | VV | Vanguard Large-cap ETF | +0.1% | +254.70% | Add |
| 34 | AMAT | Applied Materials Inc | +0.1% | +2.37% | Add |
| 35 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +36.74% | Add |
| 36 | GEV | GE Vernova Inc | 0% | -0.66% | Trim |
| 37 | TJX | Tjx Companies Inc | 0% | +16.02% | Add |
| 38 | MU | Micron Technology Inc | 0% | +8.21% | Add |
| 39 | MCHI | Ishares Msci China ETF | 0% | +55.37% | Add |
| 40 | VUG | Vanguard Growth ETF | 0% | +102.94% | Add |
| 41 | COM | Direxion Auspice Brd Cmdty | 0% | +68.18% | Add |
| 42 | HOOD | Robinhood Markets Inc - A | 0% | +120.18% | Add |
| 43 | CPRT | Copart Inc | 0% | +102.66% | Add |
| 44 | WDC | Western Digital CORP | 0% | +8.28% | Add |
| 45 | PANW | Palo Alto Networks Inc | 0% | +35.22% | Add |
| 46 | WMT | Walmart Inc | 0% | -1.21% | Trim |
| 47 | CAT | Caterpillar Inc | 0% | +4.03% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | 0% | +33.17% | Add |
| 49 | ASML | ASML Holding N.V. | 0% | +15.72% | Add |
| 50 | CRDO | Credo Technology Group Holding Ltd | 0% | +71.13% | Add |
According to official SEC Form 13F filings, Avestar Capital, LLC reported a total U.S. public equity portfolio value of $1.8B across 460 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOG, AAPL) accounted for 26.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
DUSB
市值: $13.9M
Top Position Liquidated / Trimmed
CIBR
前期市值: $8.5M
During Q1 2026, Avestar Capital, LLC's top holdings by market value included NVDA (9.6%)、GOOG (9.4%)、AAPL (5.4%). The largest single position, NVDA, represented 9.6% of total portfolio value.
In Q1 2026, Avestar Capital, LLC made 199 total portfolio adjustments, initiating 50 new buys, adding to 84 positions, trimming 46 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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