Avail Investment Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Avail Investment Partners, LLC reported 137 stock positions worth $93.6 million. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.2%) and iShares Short-Term National (SUB, 5.1%).

Most Recent 13F
Q2 2026
Location
LEMONT, PA
CIK
0002134779
Portfolio Value
$93.6M (Q1 2026)
SEC Filing
0002134779-26-000001 ↗ filed May 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2026: $93.6M $93.6M Q1 2026 Q2 2026: $129.8M Q2 2026

Holdings 137 stocks · $93.6M

NVDA Nvidia Corp. 6.11% 32,800 $5.7M —
IVV iShares Core S&P 500 ETF 5.25% 7,520 $4.9M —
SUB iShares Short-Term National 5.12% 45,005 $4.8M —
AGG iShares Core U.S. Aggregate 4.85% 45,751 $4.5M —
ACWX iShares MSCI Acwi Ex US ETF 3.62% 49,500 $3.4M —
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 2.84% 109,531 $2.7M —
RSP Invesco S&P 500 Equal Weight 2.72% 13,294 $2.6M —
ISTB iShares Core 1-5 Year Usd Bo 2.55% 49,195 $2.4M —
MUB iShares National Muni Bond E 2.36% 20,856 $2.2M —
AAPL Apple Inc. 2.03% 7,490 $1.9M —
HDV iShares Core High Dividend E 1.95% 13,428 $1.8M —
UPS United Parcel Service Class B 1.77% 16,827 $1.7M —
IBMP iShares Ibonds Dec 2027 Term 1.64% 60,423 $1.5M —
GOOGL Alphabet Inc. Class A 1.54% 5,009 $1.4M —
MSFT Microsoft Corp. 1.38% 3,478 $1.3M —
SPY SS SPDR S&P 500 ETF Trust-US 1.34% 1,927 $1.3M —
AVGO Broadcom Inc. 1.26% 3,805 $1.2M —
TBIL F/M US Treasury 3 Month Bill 1.26% 23,630 $1.2M —
LRCX Lam Research Corp. 1.24% 5,428 $1.2M —
IBMQ iShares Ibonds Dec 2028 Muni 1.23% 44,965 $1.1M —
JNJ Johnson & Johnson 1.20% 4,598 $1.1M —
WMT Walmart Inc. 1.20% 9,044 $1.1M —
DFUS Dimensional US Eq MKT ETF 1.09% 14,328 $1.0M —
IQLT iShares MSCI International Q 0.99% 20,145 $931K —
SCHZ Schwab US Aggregate Bond ETF 0.98% 39,314 $913K —
JPM JPMorgan Chase & Co. 0.94% 2,980 $877K —
IEMG iShares Core MSCI Emerging 0.92% 12,311 $859K —
XBI SS SPDR S&P Biotech ETF 0.86% 6,285 $803K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.85% 3,267 $792K —
AMZN Amazon.com Inc. 0.84% 3,771 $785K —
IBMO iShares Ibonds Dec 2026 Term 0.83% 30,257 $775K —
CSCO Cisco Systems Inc. 0.77% 9,259 $718K —
SHY iShares 1-3 Year Treasury Bo 0.74% 8,415 $695K —
EFA iShares MSCI Eafe ETF 0.74% 7,138 $693K —
BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.65% 17,026 $609K —
QQQ Invesco QQQ Trust Series 1 0.63% 1,027 $593K —
BRK.B Berkshire Hathaway Inc. Class B 0.62% 1,210 $580K —
BMY Bristol-Myers Squibb Co. 0.61% 9,375 $569K —
GOOG Alphabet Inc. Class C 0.58% 1,894 $543K —
MCK McKesson Corp. 0.58% 623 $539K —
MRK Merck & Co. Inc. 0.54% 4,244 $510K —
PG The Procter & Gamble Co. 0.54% 3,533 $510K —
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 0.54% 5,460 $509K —
CVX Chevron Corp. 0.54% 2,456 $508K —
QUAL iShares MSCI USA Quality Fac 0.54% 2,651 $508K —
VRT Vertiv Holdings Co. Class A 0.54% 2,012 $504K —
DES Wisdomtree US Smallcap Divid 0.53% 13,896 $499K —
META Meta Platforms Inc. Class A 0.52% 848 $485K —
IJR iShares Core S&P Small-Cap E 0.50% 3,797 $472K —
XAWFX Alliancebernstein GL Hi Inc. 0.47% 43,139 $439K —
VZ Verizon Communications Inc. 0.47% 8,724 $438K —
IDV iShares International Select 0.46% 10,186 $434K —
GLD SPDR Gold Shares 0.46% 989 $426K —
T AT&T Inc. 0.44% 14,257 $413K —
AMGN Amgen Inc. 0.44% 1,171 $412K —
TYG Tortoise Energy Infrastruct 0.44% 8,179 $408K —
KBWB Invesco KBW Bank ETF 0.43% 5,041 $399K —
CB Chubb Ltd. 0.42% 1,217 $397K —
ABBV Abbvie Inc. 0.42% 1,807 $393K —
ORCL Oracle Corp. 0.42% 2,661 $392K —
PSX Phillips 66 0.41% 2,120 $386K —
TSLA Tesla Inc. 0.41% 1,032 $384K —
INTC Intel Corp. 0.41% 8,651 $382K —
V Visa Inc. Class A 0.40% 1,254 $379K —
LOW Lowe's Cos Inc. 0.40% 1,593 $376K —
SCHA Schwab US Small-Cap ETF 0.40% 12,909 $375K —
SUSA iShares ESG Optimized MSCI U 0.40% 2,831 $374K —
SCHX Schwab US Large-Cap ETF 0.40% 14,557 $373K —
VGT Vanguard Info Tech ETF 0.40% 530 $370K —
COST Costco Wholesale Corp. 0.39% 367 $366K —
EIX Edison International 0.39% 4,980 $364K —
NVS Novartis AG-Sponsored ADR 0.39% 2,374 $363K —
FTI Technipfmc PLC 0.39% 5,251 $363K —
AXP American Express Co. 0.38% 1,190 $360K —
EXC Exelon Corp. 0.38% 7,268 $356K —
LLY Eli Lilly & Co. 0.37% 381 $350K —
PCG P G & E Corp. 0.37% 19,854 $349K —
GILD Gilead Sciences Inc. 0.37% 2,485 $346K —
JBHT Hunt (jb) Transprt SVCS Inc. 0.37% 1,632 $346K —
FIX Comfort Systems USA Inc. 0.37% 250 $345K —
MU Micron Technology Inc. 0.36% 1,008 $341K —
IEFA iShares Core MSCI Eafe ETF 0.34% 3,547 $321K —
FDX FedEx Corp. 0.34% 892 $318K —
RTX RTX Corp. 0.34% 1,651 $318K —
GD General Dynamics Corp. 0.33% 907 $311K —
PRU Prudential Financial Inc. 0.31% 2,989 $292K —
CIEN Ciena Corp. 0.31% 750 $291K —
ABNB Airbnb Inc. Class A 0.31% 2,300 $290K —
VONV Vanguard Russell 1000 Value 0.31% 3,070 $288K —
GM General Motors Co. 0.30% 3,826 $285K —
ESGD iShares Trust iShares ESG Aw 0.30% 2,912 $278K —
TSM Taiwan Semiconductor-SP ADR 0.29% 810 $274K —
DGRO iShares Core Dividend Growth 0.29% 3,879 $272K —
HST Host Hotels & Resorts Inc. 0.29% 14,016 $269K —
XOM Exxon Mobil Corp. 0.28% 1,552 $263K —
NFLX Netflix Inc. 0.28% 2,737 $263K —
SCHO Schwab Short-Term US Treas 0.28% 10,667 $259K —
ADBE Adobe Inc. 0.27% 1,058 $257K —
PWR Quanta Services Inc. 0.27% 463 $254K —
VRSN Verisign Inc. 0.27% 1,015 $252K —

Show all 137 holdings

Portfolio Sells Q1 2026

No earlier filing to compare with.

Portfolio Buys Q1 2026

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 199$129.8MNVDA, IVV, AGG, ACWX, AAPL
Q1 2026 137$93.6MNVDA, IVV, SUB, AGG, ACWX