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Avos Capital Management, LLC
AVOS Capital Management, LLC is an SEC-registered investment adviser based in Boulder, Colorado. The firm, founded in January 2021 by Joshua Blanchfield, Peter Joers, and Michael Polansky, manages assets primarily for high-net-worth individuals, along with pooled investment vehicles and corporate clients. With a small team of approximately 3 employees, AVOS Capital focuses on delivering tailored investment management services.
Investment Strategy
AVOS Capital Management, LLC employs a diversified, long-term investment strategy across public equities, ETFs, and commodities. The firm’s portfolio is constructed using a bottom-up approach, striving for capital appreciation by investing in a blend of traditional and alternative assets. Key focus areas include U.S. equities, global ETFs, and commodity tracking funds, reflecting a balanced strategy designed to manage risk while seeking attractive risk-adjusted returns for high net worth and institutional clients.
Latest 13F Filing Activity
Avos Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $175M. The fund increased holdings in Vanguard Tax-managed FDS, PIMCO Etf TR, Ishares TR among other positions. Avos Capital Management, LLC reduced exposure to Ishares TR, Vital Energy Inc., Ishares TR among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 35.49% | $62.2M | 618,125 | $100.39 | $100.69 | -$3.5M |
L LTPZ | PIMCO ETF TR | 8.34% | $14.6M | 278,700 | $52.18 | $52.47 | +$3.5M |
T TLT | ISHARES TR | 7.01% | $12.3M | 139,361 | $88.45 | $88.25 | +$3.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.29% | $9.3M | 162,647 | $52.81 | $57.01 | +$5.5M |
D DBC | INVESCO DB COMMDY INDX TRCK | 4.25% | $7.5M | 341,625 | $22.32 | $21.81 | +$1.7M |
Industry Allocation
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