Myriad Asset Management Advisors LLC
Sector Allocation
- Other38.0%$160.8M
- Technology26.4%$111.9M
- Financials13.7%$57.9M
- Materials6.8%$28.8M
- Healthcare5.4%$22.8M
- Industrials5.0%$21.4M
- Consumer Discretionary3.3%$14.2M
- Energy1.4%$6.0M
AUM History
13fpro.ai/research/fund/myriad-asset-management-advisors-llc-2069031
Conviction and streaks
Diversifying · top 10 = 62.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$82.2M
- ISHARES$68.0M
NVDA
$21.5MGOOGL
$19.3MAAPL
$16.2MAMZN
$14.2MMSFT
$10.9M- VANGUARD$10.6M
LLY
$10.6MIVZ
$10.4MJPM
$8.9MFCX
$8.2MAVGO
$8.2MV
$6.8MASML
$6.8MC
$6.1MMS
$6.0MTSM
$5.7MGS
$5.4MCAT
$5.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/myriad-asset-management-advisors-llc-2069031
Myriad Asset Management Advisors LLC 13F holdings — Q2 2026
$423.8M portfolio (+24.9% QoQ) · 49 holdings · Q2 2026 13F · top 10 are 62% of the stock portfolio
- 1
ISHARES CORE MSCI EMERGING ETF - CORE MSCI EMKT
$82.2M
19.4% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES MSCI EMERGING MARKETS ETF - MSCI EMRG CHN
$68.0M
16.1% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— $21.5M
5.1% of stocks
+6%This quarter+6.3%Since filed3+ qtrsHeld$19.3M
4.6% of stocks
+14%This quarter-10.6%Since filed3+ qtrsHeld$16.2M
3.8% of stocks
NewThis quarter+5.3%Since filedNew this quarterHeld$14.2M
3.3% of stocks
+22%This quarter-0.4%Since filed3+ qtrsHeld$10.9M
2.6% of stocks
-2%This quarter+32.4%Since filed3+ qtrsHeld- 8
VANGUARD RUSSELL 2000 ETF - VNG RUS2000IDX
$10.6M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $10.6M
2.5% of stocks
NewThis quarter+11.5%Since filedNew this quarterHeld$10.4M
2.5% of stocks
NewThis quarter-3.8%Since filedNew this quarterHeld
All holdings — Myriad Asset Management Advisors LLC (Q2 2026)
49 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $8.9M | 2.1% | 27K | +42% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | FREEPORT-MCMORAN INC | Materials | $8.2M | 1.9% | 130K | +1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Broadcom Inc. | Technology | $8.2M | 1.9% | 22K | +22% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $6.8M | 1.6% | 20K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ASML HOLDING NVadr | Technology | $6.8M | 1.6% | 3,393 | -14% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CITIGROUP INC | Financials | $6.1M | 1.4% | 44K | +46% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MORGAN STANLEY | Financials | $6.0M | 1.4% | 29K | +19% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $5.7M | 1.4% | 12K | -10% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GOLDMAN SACHS GROUP INC | Financials | $5.4M | 1.3% | 5,332 | +21% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CATERPILLAR INC | Industrials | $5.2M | 1.2% | 4,836 | -19% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | UNION PACIFIC CORP | Industrials | $4.8M | 1.1% | 18K | +154% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BANK OF AMERICA CORP /DE/ | Financials | $4.7M | 1.1% | 83K | +19% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Meta Platforms, Inc. | Technology | $4.5M | 1.1% | 8,000 | -7% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $4.4M | 1.0% | 8,737 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MICRON TECHNOLOGY INC | Technology | $4.2M | 1.0% | 3,632 | -62% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ETN | Eaton Corp plc | Industrials | $4.1M | 1.0% | 9,716 | +1% | |||
| 27 | $LRCX | LAM RESEARCH CORP | Technology | $4.1M | 1.0% | 9,437 | -26% | |||
| 28 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $4.0M | 0.9% | 5,560 | New | |||
| 29 | $CSX | CSX CORP | Industrials | $3.9M | 0.9% | 82K | +284% | |||
| 30 | $TECK | TECK RESOURCES LTD | Materials | $3.9M | 0.9% | 65K | +1% | |||
| 31 | $VMC | Vulcan Materials CO | Materials | $3.8M | 0.9% | 13K | +15% | |||
| 32 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $3.6M | 0.8% | 6,261 | +15% | |||
| 33 | $DE | DEERE & CO | Industrials | $3.4M | 0.8% | 5,382 | +57% | |||
| 34 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $3.2M | 0.8% | 162K | New | |||
| 35 | $LNG | Cheniere Energy, Inc. | Energy | $3.2M | 0.8% | 13K | New | |||
| 36 | $GLW | CORNING INC /NY | Materials | $3.1M | 0.7% | 12K | New | |||
| 37 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.0M | 0.7% | 16K | New | |||
| 38 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.9M | 0.7% | 7,235 | New | |||
| 39 | $VLO | VALERO ENERGY CORP/TX | Energy | $2.8M | 0.7% | 11K | New | |||
| 40 | $MRVL | Marvell Technology, Inc. | Technology | $2.8M | 0.7% | 9,479 | New | |||
| 41 | $BHP | BHP Group Ltd | Materials | $2.6M | 0.6% | 31K | -57% | |||
| 42 | $MA | Mastercard Inc | Financials | $2.2M | 0.5% | 4,341 | New | |||
| 43 | $NUE | NUCOR CORP | Materials | $2.2M | 0.5% | 9,973 | New | |||
| 44 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.1M | 0.5% | 26K | -4% | |||
| 45 | $PANW | Palo Alto Networks Inc | Technology | $2.1M | 0.5% | 6,222 | New | |||
| 46 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $1.9M | 0.5% | 82K | New | |||
| 47 | $NVO | NOVO NORDISK A S | Healthcare | $1.8M | 0.4% | 39K | New | |||
| 48 | $BE | Bloom Energy Corp | Technology | $1.6M | 0.4% | 5,258 | New | |||
| 49 | $CCJ | CAMECO CORP | Materials | $1.4M | 0.3% | 14K | +1% |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 18 added to, 11 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
first bought this quarter
- VANGUARD RUSSELL 2000 ETF - VNG RUS2000IDX$10.6M
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$4.4M
first bought this quarter
+14 more in the Excel export
Added to (18)
$CSXCSX CORP+284%
now $3.9M · held 2 qtrs, 2 adds in a row
$UNPUNION PACIFIC CORP+154%
now $4.8M · held 2 qtrs, 2 adds in a row
now $8.9M · held 3+ qtrs
now $14.2M · held 3+ qtrs
now $19.3M · held 3+ qtrs
now $6.1M · held 3+ qtrs
+12 more in the Excel export
Trimmed (11)
- ISHARES CORE MSCI EMERGING ETF - CORE MSCI EMKT-13%
now $82.2M
- ISHARES MSCI EMERGING MARKETS ETF - MSCI EMRG CHN-11%
now $68.0M
$MUMICRON TECHNOLOGY INC-62%
now $4.2M · held 3+ qtrs, 2 trims in a row
$BHPBHP Group Ltd-57%
now $2.6M · held 2 qtrs
$LRCXLAM RESEARCH CORP-26%
now $4.1M · held 3+ qtrs
now $5.2M · held 3+ qtrs
+5 more in the Excel export
Holdings by quarter
Every 13F Myriad Asset Management Advisors LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Myriad Asset Management Advisors?
Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Myriad Asset Management Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
26%
Last quarter
Top 10 weight
62%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Myriad Asset Management Advisors LLC disclosed 49 positions worth $423.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 18 — including a new stake in $AAPL and a full exit from $IAUM. The portfolio is most concentrated in Other (38.0% of disclosed assets). All figures are sourced directly from Myriad Asset Management Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2069031.
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AI-Powered Hedge Fund Analysis: Myriad Asset Management Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Myriad Asset Management Advisors LLC (SEC CIK: 2069031), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Myriad Asset Management Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.