Avid Wealth Partners LLC
RIA/Wealth
Avid Wealth Partners LLC is a RIA/Wealth based in San Antonio, TX led by Eric Ilmari Kala, reporting $206.1M in AUM as of Q3 2025 with 84% ETF concentration and 68% concentrated in top 10 holdings.
CEOEric Ilmari Kala
- Portfolio Value
- $196.9M
- Positions
- 54
- Top Holding
- DYNF at 12.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Avid Wealth Partners LLC's portfolio (68.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.4M | 12.38% | +$818.3K Bought | — 411.7K shares | |
ETF ETF | $17.3M | 8.81% | +$330.8K Bought | — 52.1K shares | |
ETF ETF | $14.9M | 7.59% | -$58.9K Sold | — 313.4K shares | |
ETF ETF | $14.9M | 7.55% | +$633.5K Bought | — 170.3K shares | |
ETF ETF | $14.6M | 7.44% | +$281.6K Bought | — 121.3K shares | |
ETF ETF | $12.8M | 6.52% | +$712.4K Bought | — 92.8K shares | |
Unknown Unknown | $12.7M | 6.44% | +$715.3K Bought | — 165.9K shares | |
ETF ETF | $9.4M | 4.80% | +$518.3K Bought | — 148.6K shares | |
ETF ETF | $7.4M | 3.74% | +$418.7K Bought | — 111.7K shares | |
ETF ETF | $6.1M | 3.12% | +$139.9K Bought | — 9.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Avid Wealth Partners LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+334.27% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-43.94% | |
-16.96% | |
-11.69% | |
-11.33% |
Analytics
Portfolio insights and performance metrics for Avid Wealth Partners LLC
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