Investor
Avalon Advisory Group
CIK 0001802119 · filed 2026-04-22 · SEC filing
13F book
$247.9M
Positions
12
0 new · 1 sold
Largest name
50.2%
Vanguard Index Fds
Est. mark
−$6.24M
Price effect on 12 names still held. Flow $9.03M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 388.2K | $124.5M | 50.2% | −$5.36M | Added$151.2K |
| Ishares Tr | — | 925K | $88.3M | 35.6% | −$639.4K | Added$2.89M |
| Vanguard Intl Equity Index F | — | 200.4K | $15.1M | 6.1% | $301.7K | Added$637.9K |
| Ishares Tr | — | 50.8K | $7.23M | 2.9% | −$318K | Cut−$388K |
| Schwab Strategic Tr | — | 177.6K | $4.4M | 1.8% | $126.1K | Held |
| Schwab Strategic Tr | — | 155.1K | $3.89M | 1.6% | −$175.3K | Cut−$245.7K |
| Vanguard Star Fds | — | 30.1K | $2.32M | 0.9% | $50.3K | Cut$44.5K |
| Vanguard Index Fds | — | 1.39K | $828.9K | 0.3% | −$40.7K | Added−$34.1K |
| Microsoft Corp | MSFT | 1.07K | $397.6K | 0.2% | −$121.8K | Held |
| Apple Inc. | AAPL | 1.45K | $368.5K | 0.1% | −$26.2K | Held |
| Nvidia Corp | NVDA | 1.63K | $284.4K | 0.1% | −$19.7K | Held |
| Spdr S&P 500 Etf Tr | — | 403 | $262.1K | 0.1% | −$12.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.