Avestar Capital Portfolio holdings
Avestar Capital is a multi-family office that works across public and private markets for clients with financial lives in more than one country. Founded in 2017, it plans wealth strategies for high-net-worth people from the South Asian diaspora. Avestar is wholly owned by Atash Holdings, whose majority owner is Shilpa Konduri Mullan. Under the 3Alpha name it offers portfolios run by independent outside managers, and it also runs an all-world stock portfolio of its own.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$13.9M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$5.94M |
| 3 |
MakeMyTrip
MMYT
|
+$4.77M |
| 4 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$3.54M |
| 5 |
Veeva Systems
VEEV
|
+$3.05M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$141M |
| 2 |
NVIDIA
NVDA
|
+$132M |
| 3 |
Apple
AAPL
|
+$45.8M |
| 4 |
Meta Platforms (Facebook)
META
|
+$32.4M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$25M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 49.59% |
| 2 | Technology | 22.16% |
| 3 | Communication Services | 6.59% |
| 4 | Consumer Discretionary | 5.16% |
| 5 | Financials | 4.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
PUT
Tesla
TSLA
$1.54T
| $3.55M | 0.28% |
10,000
| – | – |
2023 Q3
12 quarters
|
|
77
iShares MSCI World ETF
URTH
$10B
| $3.53M | 0.28% |
17,137
| – | – |
2024 Q4
7 quarters
|
|
78
AbbVie
ABBV
$521B
| $3.48M | 0.28% |
13,304
-1,045
| -7% | -$268K |
2017 Q4
35 quarters
|
|
79
TJX Companies
TJX
$148B
| $3.47M | 0.27% |
26,201
+2,718
| +12% | +$392K |
2020 Q3
24 quarters
|
|
80
PUT
Alphabet (Google) Class A
GOOGL
$3.64T
| $3.44M | 0.27% |
+10,000
| New | +$3.47M |
2026 Q3
0 quarters
|
|
81
Franklin FTSE Japan ETF
FLJP
$4.19B
| $3.32M | 0.26% |
80,167
-1,269
| -2% | -$51.4K |
2025 Q2
5 quarters
|
|
82
TSMC
TSM
$2.07T
| $3.3M | 0.26% |
7,241
-5,981
| -45% | -$2.53M |
2023 Q1
14 quarters
|
|
83
Coca-Cola
KO
$427B
| $3.26M | 0.26% |
37,735
-102
| -0.3% | -$8.85K |
2017 Q4
35 quarters
|
|
84
JPMorgan BetaBuilders Japan ETF
BBJP
$18.9B
| $3.23M | 0.26% |
41,204
-1,881
| -4% | -$144K |
2025 Q2
5 quarters
|
|
85
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $3.12M | 0.25% |
52,642
-11,444
| -18% | -$683K |
2024 Q1
10 quarters
|
|
86
Palantir
PLTR
$405B
| $3.08M | 0.24% |
16,483
-20,875
| -56% | -$3.33M |
2024 Q3
8 quarters
|
|
|
87
PUT
Apple
AAPL
$5.18T
| $3.03M | 0.24% |
9,100
-4,900
| -35% | -$1.57M |
2025 Q1
6 quarters
|
|
88
Wells Fargo
WFC
$258B
| $3M | 0.24% |
37,464
-907
| -2% | -$78.5K |
2020 Q2
25 quarters
|
|
89
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.94B
| $2.97M | 0.24% |
40,428
+11,213
| +38% | +$859K |
2024 Q4
7 quarters
|
|
90
KLA
KLAC
$198B
| $2.96M | 0.23% |
15,185
-2,315
| -13% | -$454K |
2023 Q4
11 quarters
|
|
91
Thermo Fisher Scientific
TMO
$259B
| $2.9M | 0.23% |
4,297
-1,288
| -23% | -$765K |
2017 Q4
35 quarters
|
|
92
PUT
Celestica
CLS
$30.3B
| $2.89M | 0.23% |
8,000
-3,000
| -27% | -$992K |
2025 Q1
6 quarters
|
|
93
Netflix
NFLX
$255B
| $2.86M | 0.23% |
41,165
-16,339
| -28% | -$1.23M |
2017 Q4
35 quarters
|
|
94
CrowdStrike
CRWD
$232B
| $2.81M | 0.22% |
10,618
-8,910
| -46% | -$1.89M |
2023 Q1
14 quarters
|
|
95
Gilead Sciences
GILD
$208B
| $2.79M | 0.22% |
18,718
-1,700
| -8% | -$239K |
2022 Q4
15 quarters
|
|
96
Bank of America
BAC
$352B
| $2.79M | 0.22% |
51,220
-8,301
| -14% | -$506K |
2021 Q1
22 quarters
|
|
97
Merck
MRK
$364B
| $2.79M | 0.22% |
19,169
+725
| +4% | +$100K |
2017 Q4
35 quarters
|
|
98
Avantis Emerging Markets Equity ETF
AVEM
$26.9B
| $2.78M | 0.22% |
+29,567
| New | +$2.75M |
2026 Q3
0 quarters
|
|
99
Caterpillar
CAT
$275B
| $2.76M | 0.22% |
3,402
+7
| +0.2% | +$5.94K |
2021 Q4
19 quarters
|
|
100
RTX Corp
RTX
$268B
| $2.7M | 0.21% |
14,562
-1,142
| -7% | -$234K |
2020 Q2
25 quarters
|
|
Similar funds
Avestar Capital's Q3 2026 Portfolio in Review
As of Q3 2026, Avestar Capital held 623 positions worth $1.27B, down 30% from $1.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Avestar Capital withdrew a net $578M in Q3 2026, closing 104 positions and reducing 276 holdings. Its most notable exit was JPMorgan Diversified Return Emerging Markets Equity ETF, an estimated $4.47M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 50% of assets, up from 41% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Avestar Capital opened a new position in State Street SPDR Portfolio S&P 500 ETF worth $14M.
- Avestar Capital's largest Q3 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 155,470 shares worth $14M.
- Avestar Capital added most to Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2026, an estimated $3.54M increase.
- Avestar Capital's biggest Q3 2026 reduction was Alphabet (Google) Class C, cutting an estimated $141M.
- Avestar Capital fully exited JPMorgan Diversified Return Emerging Markets Equity ETF in Q3 2026, selling an estimated $4.47M.
- Avestar Capital's ten largest holdings make up 26% of its $1.27B portfolio in Q3 2026.
- Avestar Capital opened 79 new positions and closed 104 in Q3 2026.
- Avestar Capital's portfolio value fell 30% quarter-over-quarter to $1.27B.
Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.