Q3 2026 13F · SEC CIK 2134779

Avail Investment Partners, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.1M
Reported positions: 205
Holdings vs S&P 500, 3 yrs: —
Assets under management: $184.5M

Avail Investment Partners, LLC is a wealth manager that reported 205 positions worth $136.1M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Nvidia Corporation (NVDA, 6.2%), Ishares Tr (IVV, 4.3%), Ishares Tr (AGG, 3.7%).

Avail Investment Partners, LLC holdings largest 50 of 205 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	6.2%	5.7%	37,122	+0.7%	$8.5M
IVVIshares Tr	4.3%	4.4%	7,673	+1.1%	$5.9M
AGGIshares Tr	3.7%	3.9%	53,091	+3.1%	$5.0M
ACWXIshares Tr	2.9%	3.0%	53,026	+2.3%	$4.0M
AAPLApple Inc	2.6%	2.3%	10,766	+2.6%	$3.6M
SUBIshares Tr	2.4%	2.3%	31,623	+13.2%	$3.3M
IGIBIshares Tr	2.3%	2.0%	62,478	+26.9%	$3.1M
MSFTMicrosoft Corp	2.3%	1.6%	6,056	+7.2%	$3.1M
BCIAbrdn Etfs	2.2%	1.9%	115,809	+4.8%	$3.0M
RSPInvesco Exchange Traded Fd T	2.2%	2.3%	14,316	+3.9%	$3.0M
MUBIshares Tr	2.1%	1.8%	28,922	+34.8%	$2.9M
TBILRbb Fd Inc	1.8%	1.8%	50,099	+7.4%	$2.5M
HDVIshares Tr	1.3%	1.4%	65,172	-1.9%	$1.8M
GOOGLAlphabet Inc	1.3%	1.5%	5,268	-3.8%	$1.8M
AMZNAmazon Com Inc	1.3%	1.1%	7,117	+19.0%	$1.8M
LRCXLam Research Corp	1.3%	1.9%	5,381	-4.8%	$1.8M
UPSUnited Parcel Svcs Inc	1.2%	1.4%	17,525	+0.3%	$1.6M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.2%	2,005	+0.0%	$1.5M
AVGOBroadcom Inc	1.1%	1.2%	4,286	+2.5%	$1.5M
JNJJohnson & Johnson	1.1%	1.1%	5,413	-3.3%	$1.4M
JPMJpmorgan Chase & Co	1.0%	1.0%	4,019	+0.9%	$1.3M
SCHZSchwab Strategic Tr	0.9%	0.9%	55,251	+9.1%	$1.2M
DFUSDimensional ETF Trust	0.9%	0.9%	14,369	+0.3%	$1.2M
MUMicron Technology Inc	0.8%	1.0%	1,042	-11.5%	$1.1M
IQLTIshares Tr	0.7%	0.8%	19,944	+0.0%	$987K
CSCOCisco Sys Inc	0.7%	0.8%	8,978	-0.9%	$966K
XBISpdr Series Trust	0.7%	0.7%	5,948	-2.6%	$938K
QQQInvesco Qqq Tr	0.7%	0.7%	1,242	+0.0%	$919K
METAMeta Platforms Inc	0.7%	0.6%	1,264	-7.9%	$916K
IBMInternational Business Machs	0.7%	0.9%	4,165	+1.3%	$916K
INTCIntel Corp	0.6%	0.7%	7,088	+6.1%	$852K
IEMGIshares Inc	0.6%	0.8%	10,478	-14.9%	$850K
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	1,692	+2.6%	$843K
GOOGAlphabet Inc	0.6%	0.8%	2,413	-16.1%	$822K
EFAIshares Tr	0.5%	0.6%	7,138	+0.0%	$742K
SCHXSchwab Strategic Tr	0.5%	—	24,593	—	$738K
CVXChevron Corporation	0.5%	0.4%	3,521	+0.3%	$719K
HPEHewlett Packard Enterprise C	0.5%	—	11,204	—	$716K
PSXPhillips 66	0.5%	—	2,708	—	$691K
DESWisdomtree Tr	0.5%	0.5%	18,234	+9.0%	$691K
BMYBristol-Myers Squibb Co	0.5%	—	10,953	—	$683K
MRKMerck & Co Inc	0.5%	—	4,549	—	$661K
WMTWalmart Inc	0.5%	0.7%	6,339	-26.1%	$659K
TSLATesla Inc	0.5%	0.5%	1,821	+14.4%	$646K
ORCLOracle Corp	0.5%	—	4,643	—	$637K
PFEPfizer Inc	0.5%	—	21,951	—	$626K
ABBVAbbvie Inc	0.5%	0.4%	2,391	+6.1%	$625K
LLYEli Lilly & Co	0.5%	0.5%	536	+0.4%	$620K
HPQHp Inc	0.5%	—	19,698	—	$616K
VVisa Inc	0.5%	0.4%	1,711	+1.1%	$615K

What Avail Investment Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MUB Ishares Tr+34.8% shares
IGIB Ishares Tr+26.9% shares
AMZN Amazon Com Inc+19.0% shares
TSLA Tesla Inc+14.4% shares
SUB Ishares Tr+13.2% shares
SCHZ Schwab Strategic Tr+9.1% shares
DES Wisdomtree Tr+9.0% shares
TBIL Rbb Fd Inc+7.4% shares

Reduced

WMT Walmart Inc-26.1% shares
GOOG Alphabet Inc-16.1% shares
IEMG Ishares Inc-14.9% shares
MU Micron Technology Inc-11.5% shares
META Meta Platforms Inc-7.9% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$136.1M	205
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 Q3 2026 and filed Oct 16, 2026, lists 205 positions worth $136.1M. The largest are Nvidia Corporation (NVDA) at 6.2%, Ishares Tr (IVV) at 4.3%, Ishares Tr (AGG) at 3.7%, Ishares Tr (ACWX) at 2.9% and Apple Inc (AAPL) at 2.6%.

What did Avail Investment Partners, LLC buy last quarter?

In Q3 2026, Avail Investment Partners, LLC added Ishares Tr (MUB) (+34.8% shares), Ishares Tr (IGIB) (+26.9% shares) and Amazon Com Inc (AMZN) (+19.0% shares), compared with its Q2 2026 filing.

What did Avail Investment Partners, LLC sell last quarter?

In Q3 2026, Avail Investment Partners, LLC cut from its top 50 Vertiv Holdings Co (VRT), cut from its top 50 Ishares Tr (SHY), cut from its top 50 Ishares Ibonds (IBMP), cut from its top 50 Comfort Sys USA Inc (FIX), cut from its top 50 Hunt J B Trans Svcs Inc (JBHT), Walmart Inc (WMT) (-26.1% shares), Alphabet Inc (GOOG) (-16.1% shares) and Ishares Inc (IEMG) (-14.9% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $136.1M.