Avenue 1 Advisors, LLC

RIA/Wealth

Avenue 1 Advisors, LLC is a RIA/Wealth based in West Chester, PA led by David Christopher Benfer, reporting $802.0M in AUM as of Q3 2025 with 89% ETF concentration and 72% concentrated in top 10 holdings.

Managing PartnerDavid Christopher Benfer

Portfolio Value: $316.8M
Positions: 94
Top Holding: SCHG at 13.43%
Last Reported: Q3 2025

Address24 W Market Street, West Chester, PA, 19382, United States

Top Holdings

Largest long holdings in Avenue 1 Advisors, LLC's portfolio (72.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$42.5M	13.43%	+$731.9K Bought	— 1.3M shares	Q4 2020 Held for 4y 11m
2 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$33.0M	10.42%	+$883.4K Bought	— 1.1M shares	Q4 2020 Held for 4y 11m
3 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$31.1M	9.82%	+$1.4M Bought	— 388.1K shares	Q1 2023 Held for 2y 8m
4 Vanguard Growth VUG	ETF ETF	$26.9M	8.49%	+$589.0K Bought	— 56.1K shares	Q4 2020 Held for 4y 11m
5 Vanguard Value VTV	ETF ETF	$24.7M	7.79%	+$957.8K Bought	— 132.3K shares	Q4 2020 Held for 4y 11m
6 Vanguard Total Bond Market BND	ETF ETF	$20.0M	6.30%	+$1.2M Bought	— 268.4K shares	Q4 2020 Held for 4y 11m
7 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$15.4M	4.85%	+$517.1K Bought	— 233.0K shares	Q4 2020 Held for 4y 11m
8 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$12.7M	4.00%	-$36.7K Sold	— 145.2K shares	Q4 2020 Held for 4y 11m
9 Vanguard Small-Cap Growth VBK	ETF ETF	$11.8M	3.71%	+$384.8K Bought	— 39.5K shares	Q4 2020 Held for 4y 11m
10 iShares National Muni Bond MUB	ETF ETF	$11.6M	3.66%	+$362.0K Bought	— 109.0K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Avenue 1 Advisors, LLC's latest filing

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Market Value

$316.8M

Prior: $290.8M

Q/Q Change

+8.93%

+$26.0M

Net Flows % of MV

+2.57%

New Purchases

2 stocks

$421.2K

Added To

42 stocks

+$9.0M

Sold Out Of

3 stocks

$668.9K

Reduced Holdings

30 stocks

-$620.9K

Increased Positions

Position	Shares Δ	Change
1 Caterpillar CAT	New	0 → 447.0 +$213.3K
2 Citigroup C	New	0 → 2.0K +$207.9K
3 SLM SLM	+120.0%	8.0K → 17.7K +$266.9K
4 iShares S&P 500 Value IVE	+30.58%	1.3K → 1.7K +$81.8K
5 Alphabet Inc. GOOGL	+20.36%	3.5K → 4.2K +$171.6K

Decreased Positions

Position	Shares Δ	Change
1 Semler Scientific SMLR	Sold	6.0K → 0 −$232.4K
2 Paychex PAYX	Sold	1.5K → 0 −$224.4K
3 Roper Technologies, Inc. ROP	Sold	374.0 → 0 −$212.0K
4 General Electric GE	-12.11%	801.0 → 704.0 −$29.2K
5 iShares S&P 500 Growth ETF IVW	-9.7%	3.2K → 2.9K −$37.7K