Avos Capital Management, LLC

CIK: 0001948622SEC EDGAR →

Portfolio Value

$228.8M

Holdings

65

As of

Q4 2025

New Positions

59

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

753,287$75.6M
33.05%
2

PIMCO ETF TR

345,686$17.9M
7.82%
3

VANGUARD TAX-MANAGED FDS

208,783$13.0M
5.70%
4

SPDR SERIES TRUST

400,989$10.6M
4.64%
5

INVESCO DB COMMDY INDX TRCK

410,393$9.2M
4.01%
6

WORLD GOLD TR

100,966$8.6M
3.77%
7

ETFS GOLD TR

188,530$7.7M
3.38%
8

ISHARES TR

182,842$7.6M
3.33%
9

FLEXSHARES TR

158,284$7.3M
3.17%
10

WISDOMTREE TR

147,504$6.9M
3.01%

Quarterly Changes

Top Buys

SPTLNEW
$10.6M
SGOV↑ Increased
$9.8M
BBJP↑ Increased
$807K
NVDANEW
$746K
IAUMNEW
$738K

Top Sells

TLT↓ Decreased
$10.6M
WFRDCLOSED
$1.5M
VIXYCLOSED
$487K
VEA↓ Decreased
$480K
CCO↓ Decreased
$441K

New Positions (11)

$10.6M · 401K shares
$746K · 4K shares
$738K · 17K shares
$551K · 627 shares
$310K · 1K shares
$299K · 2K shares
$276K · 800 shares
$252K · 6K shares
$219K · 250 shares
$214K · 40 shares
$203K · 3K shares

Closed Positions (5)

$1.5M · 21K shares
$487K · 15K shares
$356K · 1K shares
$353K · 2K shares
$256K · 348 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services41$205.0M89.6%
Technology7$12.1M5.3%
Energy5$6.3M2.7%
Communication Services2$2.1M0.9%
Unknown1$710K0.3%
Healthcare2$707K0.3%
Basic Materials2$648K0.3%
Industrials2$551K0.2%
Consumer Defensive1$350K0.2%
Consumer Cyclical1$214K0.1%
Utilities1$203K0.1%