Myriad Asset Management Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Myriad Asset Management Advisors LLC reported 49 stock positions worth $423.8 million. Its top holding was iShares Core MSCI Emerging (IEMG) at 19.4% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 16.1%) and Nvidia (NVDA, 5.1%). Compared with Q1 2026, it opened 20 new positions, sold out of 18, added to 18 and reduced 11. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from iShares Gold Trust Micro (IAUM).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0002069031
- Portfolio Value
- $423.8M (Q2 2026)
- SEC Filing
- 0002069031-26-000004 ↗ filed Jul 20, 2026
Holdings Value
Holdings 49 stocks · $423.8M
| IEMG iShares Core MSCI Emerging | 19.39% | 991,726 | $82.2M | Reduce -13.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 16.06% | 665,140 | $68.0M | Reduce -10.6% |
| NVDA Nvidia Corp. | 5.06% | 107,253 | $21.5M | Add +6.5% |
| GOOGL Alphabet Inc. Class A | 4.56% | 54,117 | $19.3M | Add +14.1% |
| AAPL Apple Inc. | 3.81% | 55,818 | $16.2M | New |
| AMZN Amazon.com Inc. | 3.34% | 59,373 | $14.2M | Add +22.0% |
| MSFT Microsoft Corp. | 2.58% | 29,330 | $10.9M | Reduce -2.3% |
| VTWO Vanguard Russell 2000 ETF | 2.51% | 87,623 | $10.6M | New |
| LLY Eli Lilly & Co. | 2.51% | 8,869 | $10.6M | New |
| RSP Invesco S&P 500 Equal Weight | 2.46% | 49,034 | $10.4M | New |
| JPM JPMorgan Chase & Co. | 2.10% | 27,212 | $8.9M | Add +42.3% |
| FCX Freeport-McMoran Inc. | 1.93% | 129,737 | $8.2M | Add +1.1% |
| AVGO Broadcom Inc. | 1.92% | 21,593 | $8.2M | Add +21.9% |
| V Visa Inc. Class A | 1.60% | 19,794 | $6.8M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.59% | 3,393 | $6.8M | Reduce -14.3% |
| C Citigroup Inc. | 1.44% | 43,610 | $6.1M | Add +45.8% |
| MS Morgan Stanley | 1.42% | 28,878 | $6.0M | Add +18.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.36% | 12,025 | $5.7M | Reduce -9.7% |
| GS Goldman Sachs Group Inc. | 1.27% | 5,332 | $5.4M | Add +20.8% |
| CAT Caterpillar Inc. | 1.22% | 4,836 | $5.2M | Reduce -19.1% |
| UNP Union Pacific Corp. | 1.12% | 17,504 | $4.8M | Add +154.4% |
| BAC Bank of America Corp. | 1.12% | 83,022 | $4.7M | Add +19.3% |
| META Meta Platforms Inc. Class A | 1.06% | 8,000 | $4.5M | Reduce -7.5% |
| TMO Thermo Fisher Scientific Inc. | 1.03% | 8,737 | $4.4M | New |
| MU Micron Technology Inc. | 0.99% | 3,632 | $4.2M | Reduce -62.1% |
| ETN Eaton Corp. PLC | 0.98% | 9,716 | $4.1M | Add +1.1% |
| LRCX Lam Research Corp. | 0.96% | 9,437 | $4.1M | Reduce -26.5% |
| AMAT Applied Materials Inc. | 0.95% | 5,560 | $4.0M | New |
| CSX CSX Corp. | 0.92% | 82,417 | $3.9M | Add +284.3% |
| TECK Teck Resources Ltd.-CLS B | 0.92% | 65,446 | $3.9M | Add +1.1% |
| VMC Vulcan Materials Co. | 0.91% | 13,042 | $3.8M | Add +14.6% |
| MLM Martin Marietta Materials | 0.85% | 6,261 | $3.6M | Add +15.1% |
| DE Deere & Co. | 0.81% | 5,382 | $3.4M | Add +57.1% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.76% | 161,926 | $3.2M | New |
| LNG Cheniere Energy Inc. | 0.75% | 13,249 | $3.2M | New |
| GLW Corning Inc. | 0.72% | 12,004 | $3.1M | New |
| DHR Danaher Corp. | 0.72% | 16,014 | $3.0M | New |
| ISRG Intuitive Surgical Inc. | 0.68% | 7,235 | $2.9M | New |
| VLO Valero Energy Corp. | 0.67% | 10,869 | $2.8M | New |
| MRVL Marvell Technology Inc. | 0.67% | 9,479 | $2.8M | New |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.62% | 31,302 | $2.6M | Reduce -56.9% |
| MA Mastercard Inc. Class A | 0.53% | 4,341 | $2.2M | New |
| NUE Nucor Corp. | 0.52% | 9,973 | $2.2M | New |
| WFC Wells Fargo & Co. | 0.50% | 25,716 | $2.1M | Reduce -4.4% |
| PANW Palo Alto Networks Inc. | 0.50% | 6,222 | $2.1M | New |
| SMFG Sumitomo Mitsui-Spons ADR | 0.46% | 82,080 | $1.9M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.44% | 38,512 | $1.8M | New |
| BE Bloom Energy Corp. Class A | 0.38% | 5,258 | $1.6M | New |
| CCJ Cameco Corp. | 0.33% | 13,918 | $1.4M | Add +1.1% |
Portfolio Sells Q1 2026 → Q2 2026
| IAUM iShares Gold Trust Micro | Sold out | 0.00% | −10.70 |
| IEMG iShares Core MSCI Emerging | Reduce -13.1% | 19.39% | −4.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -10.6% | 16.06% | −1.20 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −1.03 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -56.9% | 0.62% | −0.94 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.87 |
| MSFT Microsoft Corp. | Reduce -2.3% | 2.58% | −0.69 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.60 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.58 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.53 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.53 |
| USB US Bancorp | Sold out | 0.00% | −0.53 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.52 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.50 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Sold out | 0.00% | −0.43 |
| META Meta Platforms Inc. Class A | Reduce -7.5% | 1.06% | −0.39 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.38 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.37 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.35 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.28 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.25 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.25 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.24 |
| WFC Wells Fargo & Co. | Reduce -4.4% | 0.50% | −0.13 |
| CAT Caterpillar Inc. | Reduce -19.1% | 1.22% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.7% | 1.36% | +0.03 |
| MU Micron Technology Inc. | Reduce -62.1% | 0.99% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -14.3% | 1.59% | +0.05 |
| LRCX Lam Research Corp. | Reduce -26.5% | 0.96% | +0.16 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | New | 3.81% | +3.81 |
| VTWO Vanguard Russell 2000 ETF | New | 2.51% | +2.51 |
| LLY Eli Lilly & Co. | New | 2.51% | +2.51 |
| RSP Invesco S&P 500 Equal Weight | New | 2.46% | +2.46 |
| V Visa Inc. Class A | New | 1.60% | +1.60 |
| TMO Thermo Fisher Scientific Inc. | New | 1.03% | +1.03 |
| AMAT Applied Materials Inc. | New | 0.95% | +0.95 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 0.76% | +0.76 |
| LNG Cheniere Energy Inc. | New | 0.75% | +0.75 |
| GLW Corning Inc. | New | 0.72% | +0.72 |
| DHR Danaher Corp. | New | 0.72% | +0.72 |
| ISRG Intuitive Surgical Inc. | New | 0.68% | +0.68 |
| VLO Valero Energy Corp. | New | 0.67% | +0.67 |
| MRVL Marvell Technology Inc. | New | 0.67% | +0.67 |
| CSX CSX Corp. | Add +284.3% | 0.92% | +0.67 |
| UNP Union Pacific Corp. | Add +154.4% | 1.12% | +0.63 |
| GOOGL Alphabet Inc. Class A | Add +14.1% | 4.56% | +0.54 |
| MA Mastercard Inc. Class A | New | 0.53% | +0.53 |
| NUE Nucor Corp. | New | 0.52% | +0.52 |
| PANW Palo Alto Networks Inc. | New | 0.50% | +0.50 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 0.46% | +0.46 |
| JPM JPMorgan Chase & Co. | Add +42.3% | 2.10% | +0.44 |
| C Citigroup Inc. | Add +45.8% | 1.44% | +0.44 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.44% | +0.44 |
| BE Bloom Energy Corp. Class A | New | 0.38% | +0.38 |
| AMZN Amazon.com Inc. | Add +22.0% | 3.34% | +0.35 |
| AVGO Broadcom Inc. | Add +21.9% | 1.92% | +0.31 |
| MS Morgan Stanley | Add +18.9% | 1.42% | +0.25 |
| DE Deere & Co. | Add +57.1% | 0.81% | +0.24 |
| GS Goldman Sachs Group Inc. | Add +20.8% | 1.27% | +0.17 |
| BAC Bank of America Corp. | Add +19.3% | 1.12% | +0.12 |
| VMC Vulcan Materials Co. | Add +14.6% | 0.91% | −0.01 |
| ETN Eaton Corp. PLC | Add +1.1% | 0.98% | −0.04 |
| TECK Teck Resources Ltd.-CLS B | Add +1.1% | 0.92% | −0.07 |
| MLM Martin Marietta Materials | Add +15.1% | 0.85% | −0.09 |
| CCJ Cameco Corp. | Add +1.1% | 0.33% | −0.11 |
| NVDA Nvidia Corp. | Add +6.5% | 5.06% | −0.11 |
| FCX Freeport-McMoran Inc. | Add +1.1% | 1.93% | −0.30 |