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Avalon Trust Co.
Avalon Trust Co, founded in 1998 in Santa Fe, New Mexico, is a New Mexico-chartered trust company now wholly owned by Clearstead Advisors. The firm provides investment management, wealth planning, and fiduciary services tailored for individuals, families, trusts, foundations, and non-profits. Avalon Trust is dedicated to offering a personalized, innovative, and collaborative approach, operating as a family office with integrated investment, planning, and trust expertise. As of 2025, Avalon Trust is a boutique firm serving a limited client base with a team of under 25 employees.
Investment Strategy
Avalon Trust Co utilizes a disciplined, bottom-up investment process that blends growth and value investing, emphasizing independent fundamental research. The firm seeks to invest in high-quality companies with strong financials, consistent growth, and integrity in leadership, complemented by consideration of governance and environmental/social standards. Portfolios are customized with stable, capital-preservative bond and income allocations for the income portion, and top-down research is layered to evaluate macroeconomic factors influencing investments. The approach is both innovative and nimble, focusing on long-term client alignment, stability, and capital growth.
Latest 13F Filing Activity
Avalon Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 396 equity positions with a total 13F market value of $1B. The fund increased holdings in J P Morgan Exchange Traded F, Broadcom Inc., Nvidia Corporation among other positions. Avalon Trust Co. reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (396)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.34% | $114.0M | 229,189 | $293.76 | $497.41 | +$22.4M |
N NVDA | NVIDIA CORPORATION | 8.24% | $112.7M | 713,387 | $121.90 | $157.99 | +$33.8M |
A AVGO | BROADCOM INC | 6.86% | $93.9M | 340,571 | $66.23 | $275.65 | +$34.7M |
A AAPL | APPLE INC | 5.94% | $81.2M | 395,671 | $166.14 | $205.17 | -$18.3M |
A AMZN | AMAZON COM INC | 5.71% | $78.0M | 355,735 | $105.57 | $219.39 | +$7.8M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager and Investment Analyst | NM , United States | |
C Christian Trout | Portfolio Manager and Investment Analyst | Santa Fe, NM , United States |
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