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Avid Wealth Partners LLC
Avid Wealth Partners LLC is a fee-based, Registered Investment Advisor (RIA) headquartered in San Antonio, Texas. Founded in 2015, the firm comprises CERTIFIED FINANCIAL PLANNERS™ and other financial service professionals offering investment advisory, comprehensive financial planning, consulting, and risk management services. Serving wealth creators, business owners, and their families, Avid Wealth Partners tailors tax-smart strategies, retirement planning, and business succession solutions to US-based high-net-worth individuals and families. The firm employs approximately 9–11 people, with most operating as investment professionals.
Investment Strategy
Avid Wealth Partners’ investment approach emphasizes tax-efficient wealth management, leveraging institution-grade solutions and private bank lending to meet the needs of affluent clients. Their philosophy prioritizes holistic financial planning, asset protection, business transfer strategies, and retirement income distribution, offering both discretionary and non-discretionary portfolio management. The firm primarily serves high-net-worth individuals and their families, customizing solutions based on comprehensive risk assessments and long-term growth objectives.
Latest 13F Filing Activity
Avid Wealth Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $175M. The fund increased holdings in Blackrock Etf Trust, Blackrock Etf Trust, Ishares TR among other positions. Avid Wealth Partners LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DYNF | BLACKROCK ETF TRUST | 12.40% | $21.7M | 397,875 | $47.35 | $54.46 | +$5.2M |
O OEF | ISHARES TR | 8.90% | $15.6M | 51,096 | $237.18 | $304.35 | -$1.0M |
I IEFA | ISHARES TR | 7.79% | $13.6M | 162,997 | $77.73 | $83.48 | +$5.1M |
I IVW | ISHARES TR | 7.49% | $13.1M | 118,943 | $91.15 | $110.10 | +$3.2M |
U URA | GLOBAL X FDS | 6.99% | $12.2M | 314,664 | $26.94 | $38.81 | +$4.6M |
Industry Allocation
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