13FBOX
Aveo Capital Partners, LLC · 13F Holdings
Options Calculator Rankings

Aveo Capital Partners, LLC

No.3809 Data as of 2025Q2
Latest AUM (Q2 2025)
$597.9M
QoQ Change Q1 2025
-$14.3M-2.3%
Holdings
177
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
177
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2025 ValueQ2 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIMENSIONAL ETF TRUSTDFAU
6.52%6.37%$39.0M1.0M$39.0M1.0M00.00%Unchanged
PPIMCO ETF TRPYLD
6.29%6.14%$37.6M1.4M$37.6M1.4M00.00%Unchanged
IISHARES S&P 100 ETFIWO
5.29%5.17%$31.6M116,427$31.6M116,42700.00%Unchanged
IISHARES TRSGOV
5.24%5.12%$31.3M311,957$31.3M311,95700.00%Unchanged
IINVESCO NASDAQ 100 ETFQQQM
5.09%4.97%$30.4M152,904$30.4M152,90400.00%Unchanged
IINVESCO EXCH TRD SLF IDX FDIUS
4.9%4.79%$29.3M607,884$29.3M607,88400.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIC
3.19%3.12%$19.1M653,005$19.1M653,00500.00%Unchanged
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
3.18%3.11%$19.0M716,141$19.0M716,14100.00%Unchanged
IISHARES 7-10YRIEF
2.91%2.84%$17.4M182,855$17.4M182,85500.00%Unchanged
IISHARES GOLD TRIAU
2.43%2.37%$14.5M227,972$14.5M227,97200.00%Unchanged
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
2.26%2.21%$13.5M478,049$13.5M478,04900.00%Unchanged
DDIMENSIONAL ETF TRUSTDFGP
2.14%2.09%$12.8M239,217$12.8M239,21700.00%Unchanged
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
1.97%1.93%$11.8M358,457$11.8M358,45700.00%Unchanged
SSCHWAB STRATEGIC TRSCHC
1.94%1.89%$11.6M308,207$11.6M308,20700.00%Unchanged
SSTATE STREETSPAB
1.91%1.86%$11.4M450,424$11.4M450,42400.00%Unchanged
SSELECT SECTOR SPDR TRXLE
1.69%1.65%$10.1M125,277$10.1M125,27700.00%Unchanged
AAvantis US Small Cap Value ETFAVDV
1.66%1.63%$10.0M135,730$10.0M135,73000.00%Unchanged
IINVESCO S&P MIDCAP QUALITY ETFXMHQ
1.62%1.58%$9.7M102,590$9.7M102,59000.00%Unchanged
DDIMENSIONAL ETF TRUSTDFAC
1.42%1.39%$8.5M258,593$8.5M258,59300.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJMUB
1.33%1.3%$8.0M160,852$8.0M160,85200.00%Unchanged
AAMERICAN CENTY ETF TRAVSC
1.29%1.26%$7.7M164,538$7.7M164,53800.00%Unchanged
PPROSHARES TRUST
1.26%1.23%$7.5M174,652$7.5M174,65200.00%Unchanged
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
1.25%1.23%$7.5M101,766$7.5M101,76600.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJBND
1.15%1.12%$6.9M129,610$6.9M129,61000.00%Unchanged
IISHARES TRTIP
1.13%1.1%$6.8M61,735$6.8M61,73500.00%Unchanged
AAVANTIS U SAVUV
1.13%1.1%$6.7M79,835$6.7M79,83500.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIV
1.11%1.08%$6.6M164,140$6.6M164,14000.00%Unchanged
PPACER FDS TRCOWZ
1.11%1.08%$6.6M127,082$6.6M127,08200.00%Unchanged
PPROSHARES TREET
1%0.97%$6.0M108,493$6.0M108,49300.00%Unchanged
VVANGUARD INDEX FDSVUG
0.99%0.97%$5.9M15,454$5.9M15,45400.00%Unchanged
DDIMENSIONAL ETF TRUSTDFEV
0.96%0.94%$5.7M209,577$5.7M209,57700.00%Unchanged
AALPS EQUAL SECTOR WEIGHT ETFEQL
0.9%2.68%$5.4M130,301$16.4M130,30100.00%Unchanged
DDIMENSIONAL ETF TRUSTDFSV
0.9%0.88%$5.4M198,503$5.4M198,50300.00%Unchanged
IINVESCO EXCH TRADED FD TR IIPZA
0.78%0.76%$4.7M204,888$4.7M204,88800.00%Unchanged
VVANECK ETF TRUSTGDX
0.69%0.68%$4.1M83,177$4.1M83,17700.00%Unchanged
PPACER US EXPORT LEADERS ETFPEXL
0.65%0.63%$3.9M84,083$3.9M84,08300.00%Unchanged
AAMERICAN CENTY ETF TREFV
0.64%0.63%$3.8M64,977$3.8M64,97700.00%Unchanged
DDIREXION SHS ETF TRDPST
0.62%0.61%$3.7M50,972$3.7M50,97200.00%Unchanged
IISHARES BITCOIN TRUST ETFIBIT
0.61%0.6%$3.7M67,111$3.7M67,11100.00%Unchanged
AAVANTIS CORE FIXED INCOME ETFAVIG
0.6%0.59%$3.6M87,630$3.6M87,63000.00%Unchanged
IINVESCO SP MIDCAP 400 REVENUERWK
0.53%0.52%$3.2M29,185$3.2M29,18500.00%Unchanged
APPLE INCAAPL
0.51%0.5%$3.0M15,445$3.0M15,44500.00%Unchanged
GGOLDMAN SACHS ETF TRGBIL
0.47%0.46%$2.8M28,110$2.8M28,11000.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.44%0.43%$2.7M5,132$2.7M5,13200.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.44%0.43%$2.6M4,714$2.6M4,71400.00%Unchanged
MICROSOFT CORPMSFT
0.4%0.39%$2.4M5,537$2.4M5,53700.00%Unchanged
EXXON MOBIL CORPXOM
0.4%0.39%$2.4M22,850$2.4M22,85000.00%Unchanged
NVIDIA CORPORATIONNVDA
0.4%0.39%$2.4M20,240$2.4M20,24000.00%Unchanged
PALANTIR TECHNOLOGIES INCPLTR
0.39%0.38%$2.3M20,868$2.3M20,86800.00%Unchanged
VVANGUARD BD INDEX FDSBIV
0.38%0.38%$2.3M30,104$2.3M30,10400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow