Avalon Advisory Group has filed its latest 13F-HR report, revealing a total value of approximately $265.9 million in holdings as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategy and highlights its focus on major technology companies.
The firm, based in Wexford, Pennsylvania, is known for its asset management services. The recent filing, accession number 0001802119-26-000005, shows that Avalon is actively managing a diverse portfolio, with notable investments in high-profile companies such as Apple Inc. and Microsoft Corp.
According to the filing, Avalon holds 1,401 shares of Apple, valued at approximately $466,561, and 984 shares of Microsoft, valued at around $504,694. These investments reflect Avalon's strategy to capitalize on the growth potential of leading technology firms.
In addition to tech giants, Avalon has also invested in various exchange-traded funds (ETFs) and other assets. For instance, the firm holds significant positions in iShares funds, including the iShares 3-7 Year Treasury Bond ETF and the iShares Core S&P Total U.S. Stock Market ETF, indicating a balanced approach to asset allocation.
This filing is part of Avalon's ongoing reporting requirements, with the firm having submitted several 13F-HR filings in the past year. The latest report follows previous disclosures on July 29, 2026, and April 22, 2026, showcasing the firm's commitment to transparency in its investment activities.
The filing does not specify what actions Avalon may take next, but the continued focus on technology investments suggests that the firm is positioning itself to benefit from ongoing trends in the sector. As the investment landscape evolves, Avalon's strategic choices will be closely watched by industry analysts and competitors alike.
Overall, Avalon's recent holdings report underscores its active role in the asset management industry, particularly within the technology sector, which remains a focal point for many investors.