Aveo Capital Partners, LLC

CIK

1576584

Location

ENGLEWOOD, CO

Portfolio Value

Small $594,853,985

Diversification

Diversified

Filing Date

Global Rank

#2,815 / 8,136 ▼ 576 · as of Mar 2025

Top Industry

Asset Management 45.6%

Period ended 1 year ago

Filed May 12, 2025 · 1y

21 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.3% of the book (60%+)

Turnover

Medium turnover

52.2% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 11.4 quarters, but 9.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 83.5%; sector active share 74.1% against the combined 13F book's sector weights.

Over time 21 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

177 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

22.1%

−2.5 pts

Top 5

55.9%

+5.6 pts

Top 10

72.3%

+7.7 pts

HHI

934

Diversified+16

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	86.7%	$515,602,609	118
Financial Services	7.1%	$42,504,911	15
Technology	2.1%	$12,429,094	12
Consumer Cyclical	1.1%	$6,746,797	7
Energy	0.7%	$4,284,734	3
Communication Services	0.7%	$3,903,254	3
Healthcare	0.6%	$3,807,203	9
Consumer Defensive	0.5%	$3,042,166	5
Basic Materials	0.2%	$1,177,817	1
Real Estate	0.1%	$848,361	2
Utilities	0.0%	$278,771	1
Industrials	0.0%	$228,268	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYLD		+642,274	1,445,972	$38,101,362
FNDF	Schwab Fundamental International Equity ETF	+116,705	308,207	$11,138,600
EET	ProShares Ultra MSCI Emerging Markets	+86,376	108,493	$5,819,564
IEF	iShares 7-10 Year Treasury Bond ETF	+80,138	182,855	$17,438,881
IUS	Invesco RAFI Strategic US ETF	+76,046	607,884	$30,005,154
AVDV	Avantis International Small Cap Value ETF	+54,780	135,730	$9,465,810
DFAC	Dimensional U.S. Core Equity 2 ETF	+53,662	258,593	$8,530,983
DFAU	Dimensional US Core Equity Market ETF	+51,459	1,013,064	$38,942,180
DFIC	Dimensional International Core Equity 2 ETF	+50,736	653,005	$18,133,948
QQQM	Invesco Ltd.	+35,230	152,904	$29,513,530
AVSC	Avantis U.S. Small Cap Equity ETF	+34,347	164,538	$7,963,639
OEF	iShares S&P 100 ETF	+32,938	116,427	$31,531,924
COWZ	Pacer US Cash Cows 100 ETF	+24,709	127,082	$6,959,010
IBIT	iShares Bitcoin Trust ETF	+23,120	67,111	$3,141,465
DUHP	Dimensional US High Profitability ETF	+19,997	358,457	$11,879,264
DFIV	Dimensional International Value ETF	+14,798	164,140	$6,460,550
DFGP	Dimensional Global Core Plus Fixed Income ETF	+13,573	239,217	$12,781,364
DFSV	Dimensional US Small Cap Value ETF	+11,684	198,503	$5,587,859
FALN	iShares Fallen Angels USD Bond ETF	+10,756	28,807	$771,739
MUB	iShares National Muni Bond ETF	+10,622	18,481	$1,948,636
XLF	State Street Corp	+10,090	20,489	$1,020,557
XMHQ	Victory Portfolios II	+9,587	102,590	$9,390,062
—		+9,260	101,766	$7,725,057
JBND	JPMorgan Active Bond ETF	+8,066	129,610	$6,936,727
SCHZ	Schwab U.S. Aggregate Bond ETF	+6,949	21,761	$503,984
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−239,533	311,957	$31,404,711
IEFA	iShares Core MSCI EAFE ETF	−132,089	3,784	$286,259
ANGL	VanEck Fallen Angel High Yield Bond ETF	−128,680	478,049	$13,796,494
QLD	ProShares Ultra QQQ	−127,166	16,031	$1,424,835
—		−126,221	5,130	$295,334
OBND	State Street(R) Loomis Sayles Opportunistic Bond ETF	−117,455	42,342	$1,097,038
JMUB	JPMorgan Municipal ETF	−95,226	160,852	$8,042,600
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	−87,471	7,378	$376,868
IVV	iShares Core S&P 500 ETF	−66,757	405	$227,569
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−64,620	28,993	$1,438,632
SSO	ProShares Ultra S&P500	−50,262	7,952	$658,266
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−45,920	450,424	$11,503,828
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−45,421	24,404	$1,104,525
EEM	iShares MSCI Emerging Markets ETF	−45,318	5,172	$226,016
DFEV	Dimensional Emerging Markets Value ETF	−43,448	209,577	$5,669,057
VTV	VANGUARD VALUE INDEX FUND	−34,158	4,577	$790,630
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	−33,331	2,648	$299,568
PEXL	Pacer US Export Leaders ETF	−32,501	84,083	$3,835,866
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	−31,096	3,632	$492,789
NVDA	Nvidia Corp	−28,396	20,240	$2,193,611
AVIG	Avantis Core Fixed Income ETF	−26,717	87,630	$3,627,005
GBIL	Goldman Sachs ETF Trust	−24,983	28,110	$2,816,059
PID	Victory Portfolios II	−22,491	10,241	$195,295
GDX	VanEck Gold Miners ETF	−20,667	83,177	$3,823,646
VOO	VANGUARD 500 INDEX FUND	−19,216	747	$383,890
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
UST	ProShares Ultra 7-10 Year Treasury	174,652	$7,520,515
TIP	iShares TIPS Bond ETF	61,735	$6,858,141
DPST	Direxion Daily Regional Banks Bull 3X Shares	50,972	$4,413,155
PLTR	Palantir Technologies Inc.	20,868	$1,761,259
TQQQ	ProShares UltraPro QQQ	25,648	$1,469,630
RH	Rh	6,038	$1,415,367
WAT	Waters Corp	1,900	$700,283
—		6,586	$566,264
EMLP	First Trust North American Energy Infrastructure Fund	13,267	$497,379
GSSC	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	7,230	$458,598
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	13,299	$274,358
MLN	VanEck Long Muni ETF	15,258	$265,336
—		3,693	$232,659
SCHG	Schwab U.S. Large-Cap Growth ETF	9,132	$228,665
CRWD	CrowdStrike Holdings, Inc.	646	$227,766
SPXL	Direxion Daily S&P 500 Bull 3X Shares	1,569	$220,271
BNDW	Vanguard Scottsdale Funds	2,981	$205,122
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	216,499	$20,978,753
USHY	iShares Broad USD High Yield Corporate Bond ETF	410,116	$15,088,167
—		133,047	$9,620,628
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	102,907	$7,094,408
VO	VANGUARD MID-CAP INDEX FUND	26,303	$6,947,411
BA	Boeing Co	50,626	$6,214,152
VB	Vanguard Index Funds	24,990	$6,004,597
VEA	Vanguard FTSE Developed Markets ETF	122,807	$5,872,630
—		66,915	$5,126,358
SPHQ	Invesco S&P 500 Quality ETF	56,613	$3,794,769
REZ	iShares Residential and Multisector Real Estate ETF	46,793	$3,791,168
—		36,144	$3,767,289
EPI	WisdomTree India Earnings Fund	83,036	$3,759,039
AGGM	iShares Government/Credit Bond ETF	36,589	$3,740,127
EXI	iShares Global Industrials ETF	25,710	$3,631,023
NANR	State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF	68,354	$3,493,641
EFA	iShares MSCI EAFE ETF	42,590	$3,220,229
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	79,288	$3,042,280
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	74,387	$2,538,828
IJR	iShares Core S&P Small-Cap ETF	18,600	$2,143,092
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	20,993	$2,004,201
—		47,800	$1,910,566
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	7,300	$1,852,375
AOM	iShares Core 40/60 Moderate Allocation ETF	42,455	$1,844,245
KOLD		59,800	$1,707,052
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

177 tracked positions · $594,853,985 total · filing declares 177 positions · $601,179,411 · as of Mar 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 177 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAU	Dimensional US Core Equity Market ETF	Added	1,013,064	+51,459	$38,942,180	+0.0%	16	$29.71	6.55%
PYLD		Added	1,445,972	+642,274	$38,101,362	+82.9%	7	$25.76	6.41%
OEF	iShares S&P 100 ETF	Added	116,427	+32,938	$31,531,924	+30.8%	8	unpriced	5.30%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	311,957	-239,533	$31,404,711	−43.2%	13	unpriced	5.28%
IUS	Invesco RAFI Strategic US ETF	Added	607,884	+76,046	$30,005,154	+13.6%	11	$40.02	5.04%
QQQM	Invesco Ltd. Financial Services	Added	152,904	+35,230	$29,513,530	+19.2%	8	$168.72	4.96%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	716,141	-2,284	$18,540,890	+1.7%	16	$23.81	3.12%
DFIC	Dimensional International Core Equity 2 ETF	Added	653,005	+50,736	$18,133,948	+16.5%	12	$23.35	3.05%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	182,855	+80,138	$17,438,881	+83.6%	21+	before history	2.93%
ANGL	VanEck Fallen Angel High Yield Bond ETF	Reduced	478,049	-128,680	$13,796,494	−20.7%	17	unpriced	2.32%
IAU	Ishares Gold Trust	Reduced	227,972	-11,292	$13,441,229	+13.5%	21+	before history	2.26%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	239,217	+13,573	$12,781,364	+7.2%	2	$54.04	2.15%
DUHP	Dimensional US High Profitability ETF	Added	358,457	+19,997	$11,879,264	+3.9%	13	$25.22	2.00%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	125,277	-6,553	$11,707,135	+3.7%	21+	before history	1.97%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	450,424	-45,920	$11,503,828	−7.3%	17	unpriced	1.93%
FNDF	Schwab Fundamental International Equity ETF	Added	308,207	+116,705	$11,138,600	+75.1%	9	unpriced	1.87%
AVDV	Avantis International Small Cap Value ETF	Added	135,730	+54,780	$9,465,810	+79.7%	9	$63.19	1.59%
XMHQ	Victory Portfolios II	Added	102,590	+9,587	$9,390,062	+2.5%	8	$82.28	1.58%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	258,593	+53,662	$8,530,983	+20.3%	13	$27.09	1.43%
JMUB	JPMorgan Municipal ETF	Reduced	160,852	-95,226	$8,042,600	−37.4%	10	$50.06	1.35%
AVSC	Avantis U.S. Small Cap Equity ETF	Added	164,538	+34,347	$7,963,639	+12.5%	8	$46.55	1.34%
		Added	101,766	+9,260	$7,725,057	+11.7%	8	$78.04	1.30%
UST	ProShares Ultra 7-10 Year Treasury	NEW	174,652	NEW	$7,520,515	NEW	1	unpriced	1.26%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	79,835	-2,188	$6,959,216	−12.1%	8	$82.13	1.17%
COWZ	Pacer US Cash Cows 100 ETF	Added	127,082	+24,709	$6,959,010	+20.4%	6	$53.18	1.17%
JBND	JPMorgan Active Bond ETF	Added	129,610	+8,066	$6,936,727	+9.2%	5	$52.45	1.17%
TIP	iShares TIPS Bond ETF	NEW	61,735	NEW	$6,858,141	NEW	1	unpriced	1.15%
DFIV	Dimensional International Value ETF	Added	164,140	+14,798	$6,460,550	+21.9%	8	$33.46	1.09%
EET	ProShares Ultra MSCI Emerging Markets	Added	108,493	+86,376	$5,819,564	+421.2%	3	unpriced	0.98%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	15,454	-4,956	$5,730,649	−31.6%	17	unpriced	0.96%
DFEV	Dimensional Emerging Markets Value ETF	Reduced	209,577	-43,448	$5,669,057	−14.5%	12	$23.25	0.95%
DFSV	Dimensional US Small Cap Value ETF	Added	198,503	+11,684	$5,587,859	−2.8%	13	$25.30	0.94%
EQL	ALPS Equal Sector Weight ETF	Added	43,434	+164	$5,471,380	+1.0%	17	unpriced	0.92%
PZA	Invesco National AMT-Free Municipal Bond ETF	Reduced	204,888	-6,887	$4,720,619	−5.6%	6	$22.91	0.79%
DPST	Direxion Daily Regional Banks Bull 3X Shares	NEW	50,972	NEW	$4,413,155	NEW	1	unpriced	0.74%
PEXL	Pacer US Export Leaders ETF	Reduced	84,083	-32,501	$3,835,866	−31.6%	8	$42.17	0.64%
GDX	VanEck Gold Miners ETF	Reduced	83,177	-20,667	$3,823,646	+8.6%	11	unpriced	0.64%
AVIV	Avantis International Large Cap Value ETF	Reduced	64,977	-17,360	$3,682,896	−13.8%	9	$48.43	0.62%
AVIG	Avantis Core Fixed Income ETF	Reduced	87,630	-26,717	$3,627,005	−21.8%	7	$40.71	0.61%
AAPL	Apple Inc. Technology	Reduced	15,445	-13,381	$3,430,797	−52.5%	17	$149.94	0.58%
RWK	Invesco Ltd. Financial Services	Added	29,185	+3,876	$3,148,477	+7.0%	8	$94.90	0.53%
IBIT	iShares Bitcoin Trust ETF	Added	67,111	+23,120	$3,141,465	+34.6%	5	$42.76	0.53%
GBIL	Goldman Sachs ETF Trust	Reduced	28,110	-24,983	$2,816,059	−46.9%	10	$99.85	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,132	+185	$2,733,200	+21.9%	18	$368.02	0.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	22,850	-5,670	$2,717,550	−11.4%	17	$78.81	0.46%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,714	-10,018	$2,636,964	−69.5%	21+	before history	0.44%
BIV	Vanguard Bond Index Funds	Reduced	30,104	-9,584	$2,305,063	−22.3%	15	$76.69	0.39%
JCPB	JPMorgan Core Plus Bond ETF	Reduced	48,921	-11,475	$2,301,243	−17.3%	10	$46.34	0.39%
NVDA	Nvidia Corp Technology	Reduced	20,240	-28,396	$2,193,611	−66.4%	10	$58.53	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,224	-6,675	$2,135,478	−45.6%	17	unpriced	0.36%

Showing the top 50 of 177 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.