Avantra Family Wealth, Inc.
Avantra Family Wealth, Inc. reported a Form 13F information table total of $134.36 million in 158 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1774744): holdings report, quarter ended 2026-03-31, filed 2026-04-22; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Tsai Capital Corp | United States | $0.134B | 19 |
| Harpswell Capital Advisors, LLC | United States | $0.134B | 36 |
| Spear Advisors LLC | United States | $0.134B | 26 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | Poland | $0.134B | 80 |
| WILLNER & HELLER, LLC | United States | $0.134B | 161 |
| Somerset Group LLC | United States | $0.135B | 59 |
| Capelight Capital Asset Management LP | United States | $0.134B | 33 |
| Joel Adams & Associates, Inc. | United States | $0.135B | 64 |
| Saber Capital Managment, LLC | United States | $0.135B | 34 |
| Seneschal Advisors, LLC | United States | $0.135B | 664 |