CIK: 0002069031
Total reported value
$339.4M
Reporting period: 2026-03-31 · Number of holdings: 47
Myriad Asset Management Advisors LLC disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $339.4M and a quarterly turnover rate of 58.0%.
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Myriad Asset Management Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.106 — mathematically equivalent to about 9 equally-sized positions, well below its 47 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.02), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 34% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add IEMG
+122.7% $45.2M
Add EMXC
+55.6% $23.8M
Trim MSFT
-18.6% -$6.7M
Trim TSM
-62.2% -$6.2M
Trim AMZN
-28.7% -$5.6M
Trim META
-39.2% -$4.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 23.45% | +12.84% | +122.75% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 17.25% | +6.54% | +55.63% | |
| 3 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 10.70% | -1.13% | -12.97% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.18% | -0.58% | +0.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.02% | -1.25% | -13.23% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -2.22% | -18.57% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.99% | -1.87% | -28.74% | |
| 8 | FCX | Freeport-mcmoran INC | Stock-Materials | 2.22% | +0.22% | +0.59% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | -0.70% | -19.70% | |
| 10 | AVGO | Broadcom INC | Stock-Tech | 1.62% | -0.90% | -25.13% | |
| 11 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.56% | +1.56% | NEW | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 1.54% | +0.92% | +109.03% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -1.43% | -39.18% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.33% | -1.96% | -62.17% | |
| 15 | CAT | Caterpillar INC | Stock-Industrials | 1.25% | +0.20% | +0.61% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.18% | -0.38% | -14.88% | |
| 17 | GS | Goldman Sachs Group INC | Stock-Financials | 1.10% | -0.45% | -22.84% | |
| 18 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 1.03% | +1.03% | NEW | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.01% | — | +0.56% | |
| 20 | C | Citigroup INC | Stock-Financials | 1.00% | — | -2.03% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | -0.17% | +0.59% | |
| 22 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.99% | — | +0.59% | |
| 23 | MU | Micron Technology INC | Stock-Tech | 0.96% | — | -17.74% | |
| 24 | MLM | Martin Marietta Materials | Stock-Materials | 0.94% | — | +0.67% | |
| 25 | VMC | Vulcan Materials Co | Stock-Materials | 0.91% | — | +0.56% | |
| 26 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.87% | +0.87% | NEW | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.81% | +0.14% | +0.56% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | — | +0.58% | |
| 29 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.60% | +0.60% | NEW | |
| 30 | AA | Alcoa CORP | Stock-Materials | 0.58% | +0.58% | NEW | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.57% | — | +0.53% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | — | +0.61% | |
| 33 | PHM | Pultegroup INC | Stock-Consumer Disc | 0.53% | — | +0.59% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.53% | +0.53% | NEW | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 0.52% | +0.52% | NEW | |
| 36 | DHI | Dr Horton INC | Stock-Consumer Disc | 0.50% | — | +0.59% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | +0.49% | NEW | |
| 38 | CCJ | Cameco CORP | Stock-Energy | 0.44% | -0.59% | -62.22% | |
| 39 | BBVA | Banco Bilbao Vizcaya-sp Adr | Stock-Financials | 0.43% | +0.43% | NEW | |
| 40 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.38% | — | +0.61% | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.37% | +0.37% | NEW | |
| 42 | MP | Mp Materials CORP | Stock-Materials | 0.35% | — | +0.59% | |
| 43 | FITB | Fifth Third Bancorp | Stock-Financials | 0.28% | +0.28% | NEW | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.26% | +0.26% | NEW | |
| 45 | CFG | Citizens Financial Group | Stock-Financials | 0.25% | +0.25% | NEW | |
| 46 | MTB | M & T Bank CORP | Stock-Financials | 0.25% | +0.25% | NEW | |
| 47 | HBAN | Huntington Bancshares INC | Stock-Financials | 0.24% | +0.24% | NEW |
Performance for Q3 2026
-1.8%
Performance Last 4 Quarters
+2.3%
Based on 5 months of available history
Based on 72% of reported portfolio value with available pricing
Myriad Asset Management Advisors LLC's most significant position changes for 2026-03-31: Sold out: Alibaba Group Holding-sp Adr (BABA); New buy: Bhp Group Ltd-spon Adr (BHP); Sold out: Ss Spdr S&p Biotech ETF (XBI); Sold out: Nu Holdings Ltd. (NU); Sold out: Vanguard Russell 2000 ETF (VTWO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +12.8% | +122.75% | Add |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +6.5% | +55.63% | Add |
| 3 | ASML | ASML Holding N.V. | +0.9% | +109.03% | Add |
| 4 | FCX | Freeport-mcmoran INC | +0.2% | +0.59% | Add |
| 5 | CAT | Caterpillar INC | +0.2% | +0.61% | Add |
| 6 | LRCX | Lam Research CORP | +0.1% | +0.56% | Add |
| 7 | BAC | Bank Of America CORP | -0.2% | +0.59% | Add |
| 8 | MS | Morgan Stanley | -0.4% | -14.88% | Trim |
| 9 | GS | Goldman Sachs Group INC | -0.5% | -22.84% | Trim |
| 10 | NVDA | Nvidia CORP | -0.6% | +0.54% | Add |
| 11 | CCJ | Cameco CORP | -0.6% | -62.22% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | -0.7% | -19.70% | Trim |
| 13 | AVGO | Broadcom INC | -0.9% | -25.13% | Trim |
| 14 | IAUM | Ishares Gold Trust Micro | -1.1% | -12.97% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | -1.3% | -13.23% | Trim |
| 16 | META | Meta Platforms Inc-class A | -1.4% | -39.18% | Trim |
| 17 | AMZN | Amazon.com INC | -1.9% | -28.74% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | -2% | -62.17% | Trim |
| 19 | MSFT | Microsoft CORP | -2.2% | -18.57% | Trim |
| 20 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 21 | BHP | Bhp Group Ltd-spon Adr | — | NEW | New buy |
| 22 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | Sold out |
| 23 | NU | Nu Holdings Ltd. | — | EXIT | Sold out |
| 24 | VTWO | Vanguard Russell 2000 ETF | — | EXIT | Sold out |
| 25 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 26 | PDD | Pdd Holdings INC | — | EXIT | Sold out |
| 27 | HSBC | Hsbc Holdings Plc-spons Adr | — | NEW | New buy |
| 28 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 29 | VALE | Vale Sa-sp Adr | — | NEW | New buy |
| 30 | BIDU | Baidu INC - Spon Adr | — | EXIT | Sold out |
| 31 | SAN | Banco Santander Sa-spon Adr | — | NEW | New buy |
| 32 | GEV | GE Vernova INC | — | EXIT | Sold out |
| 33 | AA | Alcoa CORP | — | NEW | New buy |
| 34 | UBER | Uber Technologies INC | — | EXIT | Sold out |
| 35 | USB | US Bancorp | — | NEW | New buy |
| 36 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 37 | UNP | Union Pacific CORP | — | NEW | New buy |
| 38 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 39 | NTES | Netease Inc-adr | — | EXIT | Sold out |
| 40 | NEE | Nextera Energy INC | — | EXIT | Sold out |
| 41 | CEG | Constellation Energy | — | EXIT | Sold out |
| 42 | BBVA | Banco Bilbao Vizcaya-sp Adr | — | NEW | New buy |
| 43 | FUTU | Futu Holdings Ltd-adr | — | EXIT | Sold out |
| 44 | BLK | Blackrock INC | — | EXIT | Sold out |
| 45 | TFC | Truist Financial CORP | — | NEW | New buy |
| 46 | FITB | Fifth Third Bancorp | — | NEW | New buy |
| 47 | CSX | Csx CORP | — | NEW | New buy |
| 48 | CFG | Citizens Financial Group | — | NEW | New buy |
| 49 | MTB | M & T Bank CORP | — | NEW | New buy |
| 50 | HBAN | Huntington Bancshares INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-30 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
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