Q2 2026 13F · SEC CIK 2134779

Avail Investment Partners, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $129.8M
Reported positions: 199
Holdings vs S&P 500, 3 yrs: —
Assets under management: $184.5M

Avail Investment Partners, LLC is a wealth manager that reported 199 positions worth $129.8M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Nvidia Corporation Com (NVDA, 5.7%), Ishares Core S&p 500 ETF (IVV, 4.4%), Ishares Tr (AGG, 3.9%).

Avail Investment Partners, LLC holdings largest 50 of 199 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Avail Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	5.7%	6.1%	36,872	+12.4%	$7.4M
IVVIshares Core S&p 500 ETF	4.4%	5.2%	7,590	+0.9%	$5.7M
AGGIshares Tr	3.9%	4.9%	51,477	+12.5%	$5.1M
ACWXIshares Tr	3.0%	3.6%	51,816	+4.7%	$3.9M
AAPLApple Inc	2.3%	2.0%	10,498	+40.2%	$3.0M
SUBIshares Tr	2.3%	5.1%	27,927	-37.9%	$3.0M
RSPInvesco S&p 500 Equal Weight ETF	2.3%	2.7%	13,775	+3.6%	$2.9M
IGIBIshares Tr	2.0%	—	49,232	—	$2.6M
BCIAbrdn Etfs	1.9%	2.8%	110,511	+0.9%	$2.5M
LRCXLam Research Corp	1.9%	1.2%	5,652	+4.1%	$2.4M
TBILRbb Fd Inc	1.8%	1.3%	46,666	+97.5%	$2.3M
MUBIshares National Muni Bond ETF	1.8%	2.4%	21,462	+2.9%	$2.3M
MSFTMicrosoft Corp	1.6%	1.4%	5,648	+62.4%	$2.1M
GOOGLAlphabet Inc	1.5%	1.5%	5,475	+9.3%	$2.0M
UPSUnited Parcel Svcs Inc Cl B	1.4%	1.8%	17,477	+3.9%	$1.9M
HDVIshares Tr	1.4%	1.9%	66,424	+394.7%	$1.8M
AVGOBroadcom Inc	1.2%	1.3%	4,181	+9.9%	$1.6M
SPYSpdr S&p 500 ETF Tr	1.2%	1.3%	2,005	+4.0%	$1.5M
AMZNAmazon Com Inc Com	1.1%	0.8%	5,981	+58.6%	$1.4M
JNJJohnson & Johnson	1.1%	1.2%	5,595	+21.7%	$1.4M
MUMicron Technology Inc	1.0%	—	1,177	—	$1.4M
JPMJpmorgan Chase & Co	1.0%	0.9%	3,985	+33.7%	$1.3M
DFUSDimensional ETF Trust	0.9%	1.1%	14,328	+0.0%	$1.2M
SCHZSchwab Strategic Tr	0.9%	1.0%	50,630	+28.8%	$1.2M
IBMInternational Business Machs	0.9%	0.8%	4,111	+25.8%	$1.2M
CSCOCisco Sys Inc	0.8%	0.8%	9,063	-2.1%	$1.1M
IEMGIshares	0.8%	0.9%	12,311	+0.0%	$1.0M
GOOGAlphabet Inc	0.8%	0.6%	2,875	+51.8%	$1.0M
IQLTIshares Tr	0.8%	1.0%	19,944	-1.0%	$988K
WMTWalmart Inc	0.7%	1.2%	8,579	-5.1%	$972K
XBISpdr Series Trust	0.7%	0.9%	6,104	-2.9%	$966K
INTCIntel Corp	0.7%	—	6,680	—	$933K
QQQInvesco Qqq Tr	0.7%	0.6%	1,242	+20.9%	$915K
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	1,649	+36.3%	$825K
METAMeta Platforms Inc Class A	0.6%	0.5%	1,373	+61.9%	$773K
VRTVertiv Holdings Co	0.6%	0.5%	2,233	+11.0%	$748K
EFAiShs MSCI EAFE	0.6%	0.7%	7,138	+0.0%	$741K
SHYiShs Lehman 1-3Tsy	0.5%	0.7%	8,429	+0.2%	$692K
DESWisdomtree Tr	0.5%	0.5%	16,733	+20.4%	$681K
TSLATesla Inc Com	0.5%	—	1,592	—	$670K
IBMPIshares Tr	0.5%	1.6%	25,602	-57.6%	$651K
LLYLilly Eli & Co	0.5%	—	534	—	$641K
FIXComfort Sys USA Inc	0.5%	—	322	—	$638K
JBHTHunt J B Trans Svcs Inc	0.5%	—	2,020	—	$585K
CVXChevron Corp New	0.4%	0.5%	3,512	+43.0%	$582K
QUALIshares Msci USA Quality Factor ETF	0.4%	0.5%	2,651	+0.0%	$582K
WDCWestern Digital Corp	0.4%	—	909	—	$581K
VVisa Inc Com Cl A	0.4%	—	1,692	—	$580K
CBChubb Limited Com	0.4%	—	1,679	—	$572K
ABBVAbbvie Inc	0.4%	—	2,253	—	$567K

What Avail Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$129.8M	199
Q1 2026	$93.6M	137

Questions about Avail Investment Partners, LLC's portfolio

What stocks does Avail Investment Partners, LLC own?

Avail Investment Partners, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 199 positions worth $129.8M. The largest are Nvidia Corporation Com (NVDA) at 5.7%, Ishares Core S&p 500 ETF (IVV) at 4.4%, Ishares Tr (AGG) at 3.9%, Ishares Tr (ACWX) at 3.0% and Apple Inc (AAPL) at 2.3%.

What did Avail Investment Partners, LLC buy last quarter?

In Q2 2026, Avail Investment Partners, LLC added Ishares Tr (HDV) (+394.7% shares), Rbb Fd Inc (TBIL) (+97.5% shares) and Microsoft Corp (MSFT) (+62.4% shares), compared with its Q1 2026 filing.

What did Avail Investment Partners, LLC sell last quarter?

In Q2 2026, Avail Investment Partners, LLC cut from its top 50 Ishares Tr (ISTB), cut from its top 50 Ishares Tr (IBMQ), cut from its top 50 Ishares Ibonds Dec 2026 Term Muni Bond E (IBMO), cut from its top 50 Abrdn Etfs Bbrg All Commdy (BCD), cut from its top 50 Bristol-Myers Squibb Co Com (BMY), Ishares Tr (IBMP) (-57.6% shares), Ishares Tr (SUB) (-37.9% shares) and Walmart Inc (WMT) (-5.1% shares), compared with its Q1 2026 filing.

When is Avail Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Avail Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Avail Investment Partners, LLC manage?

Avail Investment Partners, LLC reported $184.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $129.8M.