AiSiWhale

AI & tech investing

Avestar Capital, LLC

CIK 1704404

13F filing for Q2 2026・No. 1,766

Holdings
US$1.79B
Quarter change
+US$233.61M
Entries
544
Net bought (estimate)
+US$41.65M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 63
  • Sold out 33
  • Cut 179
  • Added 202
  • Corporate actions 2
  • Unchanged 46

Largest holdings

490 stocks worth US$1.69B, options and bonds left out.

StockThis quarterValueWeight
GOOGALPHABET INCCAP STK CL CAddedUS$177.68M10.51%
NVDANvidiaCOMCutUS$168.22M9.95%
AAPLAppleCOMAddedUS$92.29M5.46%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$47.22M2.79%
QQQInvesco QQQUNIT SER 1AddedUS$45.91M2.72%
METAMetaCL AAddedUS$45.01M2.66%
AMZNAmazonCOMCutUS$44.6M2.64%
MSFTMicrosoftCOMCutUS$30.18M1.79%
ISHARES TRMSCI ACWI ETFAddedUS$29.84M1.77%
GOOGLAlphabetCAP STK CL AAddedUS$26.26M1.55%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.