Avail Investment Partners, LLC — 13F Holdings & Portfolio
CIK 2134779 · latest 13F-HR filed 2026-05-13
Avail Investment Partners, LLC manages $93.6K in 13F-reported U.S. long-equity assets across 137 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.11%), IVV (5.25%), SUB (5.12%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$93.6K
Long-equity book
137
Distinct positions
2026-03-31
Filed 2026-05-13
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.7K | 6.11% | 32,800 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $4.9K | 5.25% | 7,520 | SH |
| 3 | ISHARES TR | SUB | 464288158 | $4.8K | 5.12% | 45,005 | SH |
| 4 | ISHARES TR | AGG | 464287226 | $4.5K | 4.85% | 45,751 | SH |
| 5 | ISHARES TR | ACWX | 464288240 | $3.4K | 3.62% | 49,500 | SH |
| 6 | ABRDN ETFS | BCI | 003261104 | $2.7K | 2.84% | 109,531 | SH |
| 7 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $2.6K | 2.72% | 13,294 | SH |
| 8 | ISHARES TR | ISTB | 46432F859 | $2.4K | 2.55% | 49,195 | SH |
| 9 | ISHARES TR | MUB | 464288414 | $2.2K | 2.36% | 20,856 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $1.9K | 2.03% | 7,490 | SH |
| 11 | ISHARES TR | HDV | 46429B663 | $1.8K | 1.95% | 13,428 | SH |
| 12 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $1.7K | 1.77% | 16,827 | SH |
| 13 | ISHARES TR | IBMP | 46435U283 | $1.5K | 1.64% | 60,423 | SH |
| 14 | ALPHABET INC | GOOGL | 02079K305 | $1.4K | 1.54% | 5,009 | SH |
| 15 | MICROSOFT CORP | MSFT | 594918104 | $1.3K | 1.38% | 3,478 | SH |
| 16 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $1.3K | 1.34% | 1,927 | SH |
| 17 | BROADCOM INC | AVGO | 11135F101 | $1.2K | 1.26% | 3,805 | SH |
| 18 | RBB FD INC | TBIL | 74933W452 | $1.2K | 1.26% | 23,630 | SH |
| 19 | LAM RESEARCH CORP | LRCX | 512807306 | $1.2K | 1.24% | 5,428 | SH |
| 20 | ISHARES TR | IBMQ | 46435U325 | $1.1K | 1.23% | 44,965 | SH |
| 21 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.1K | 1.20% | 4,598 | SH |
| 22 | WALMART INC | WMT | 931142103 | $1.1K | 1.20% | 9,044 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $1.0K | 1.09% | 14,328 | SH |
| 24 | ISHARES TR | IQLT | 46434V456 | $931 | 0.99% | 20,145 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $913 | 0.98% | 39,314 | SH |
| 26 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $877 | 0.94% | 2,980 | SH |
| 27 | ISHARES INC | IEMG | 46434G103 | $859 | 0.92% | 12,311 | SH |
| 28 | SPDR SERIES TRUST | XBI | 78464A870 | $803 | 0.86% | 6,285 | SH |
| 29 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $792 | 0.85% | 3,267 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $785 | 0.84% | 3,771 | SH |
| 31 | ISHARES TR | IBMO | 46435U259 | $775 | 0.83% | 30,257 | SH |
| 32 | CISCO SYS INC | CSCO | 17275R102 | $718 | 0.77% | 9,259 | SH |
| 33 | ISHARES TR | SHY | 464287457 | $695 | 0.74% | 8,415 | SH |
| 34 | ISHARES TR | EFA | 464287465 | $693 | 0.74% | 7,138 | SH |
| 35 | ABRDN ETFS | BCD | 003261203 | $609 | 0.65% | 17,026 | SH |
| 36 | INVESCO QQQ TR | QQQ | 46090E103 | $593 | 0.63% | 1,027 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $580 | 0.62% | 1,210 | SH |
| 38 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $569 | 0.61% | 9,375 | SH |
| 39 | ALPHABET INC | GOOG | 02079K107 | $543 | 0.58% | 1,894 | SH |
| 40 | MCKESSON CORP | MCK | 58155Q103 | $539 | 0.58% | 623 | SH |
| 41 | MERCK & CO INC | MRK | 58933Y105 | $510 | 0.54% | 4,244 | SH |
| 42 | PROCTER AND GAMBLE CO | PG | 742718109 | $510 | 0.54% | 3,533 | SH |
| 43 | SPDR INDEX SHS FDS | QEFA | 78463X434 | $509 | 0.54% | 5,460 | SH |
| 44 | CHEVRON CORP NEW | CVX | 166764100 | $508 | 0.54% | 2,456 | SH |
| 45 | ISHARES TR | QUAL | 46432F339 | $508 | 0.54% | 2,651 | SH |
| 46 | VERTIV HOLDINGS CO | VRT | 92537N108 | $504 | 0.54% | 2,012 | SH |
| 47 | WISDOMTREE TR | DES | 97717W604 | $499 | 0.53% | 13,896 | SH |
| 48 | META PLATFORMS INC | META | 30303M102 | $485 | 0.52% | 848 | SH |
| 49 | ISHARES TR | IJR | 464287804 | $472 | 0.50% | 3,797 | SH |
| 50 | ALLIANCEBERNSTEIN GLOBAL HIG | AWF | 01879R106 | $439 | 0.47% | 43,139 | SH |