2026 Q3 Portfolio Activity
In 2026 Q3, Myriad Asset Management Advisors LLC maintained a portfolio of 73 distinct positions. The most significant new addition was FRANKLIN TEMPLETON ETF TR, now representing 5.49% of the total fund value. They heavily accumulated shares in MICROSOFT CORP, increasing the position by 86.7%. Conversely, Myriad Asset Management Advisors LLC completely exited their position in ISHARES MSCI EMERGING MARKETS .
Position History
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Total Positions
73
Quarter
2026 Q3
Top Holding
MSFT (6.5%)
Top 10 Concentration
50.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 73
Myriad Asset Management Advisors LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 6.47% | 2.58% |
#1
6
Prev: #7
|
7.6 |
—
|
25,432 | 86.7% |
P
S
|
54,762 | $28,087,000 |
$493.77
+3.7%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.45% | 5.06% |
#2
1
Prev: #3
|
6.1 |
—
|
15,430 | 14.4% |
P
S
|
122,683 | $28,018,000 |
$192.06
+4.2%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | ||
|
FLKR
FRANKLIN TEMPLE...
|
ETF | 5.49% | — |
#3
Prev: #—
|
6.7 |
—
|
396,481 | — |
NEW
|
396,481 | $23,840,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
IVV
ISHARES TR
|
ETF | 4.97% | — |
#4
Prev: #—
|
6.0 |
—
|
28,190 | — |
NEW
|
28,190 | $21,589,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.89% | 4.56% |
#5
1
Prev: #4
|
4.5 |
—
|
7,610 | 14.1% |
P
S
|
61,727 | $21,239,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.79% | 3.34% |
#6
Prev: #6
|
4.4 |
—
|
24,135 | 40.6% |
P
S
|
83,508 | $20,806,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
FLJP
FRANKLIN TEMPLE...
|
ETF | 4.64% | — |
#7
Prev: #—
|
5.4 |
—
|
486,700 | — |
NEW
|
486,700 | $20,149,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
IEMG
ISHARES INC
|
ETF | 4.29% | 19.39% |
#8
7
Prev: #1
|
1.7 |
—
|
-762,341 | -76.9% |
P
S
|
229,385 | $18,617,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.17% | 1.36% |
#9
9
Prev: #18
|
4.7 |
—
|
27,650 | 229.9% |
P
S
|
39,675 | $18,099,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AAPL
APPLE INC
|
Technology | 3.86% | 3.81% |
#10
5
Prev: #5
|
2.0 |
—
|
-5,420 | -9.7% |
P
S
|
50,398 | $16,784,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.62% | 2.51% |
#11
2
Prev: #9
|
3.0 |
—
|
964 | 10.9% |
P
S
|
9,833 | $11,378,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.58% | 0.99% |
#12
13
Prev: #25
|
4.0 |
—
|
6,906 | 190.1% |
P
S
|
10,538 | $11,224,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.57% | 1.06% |
#13
10
Prev: #23
|
4.0 |
—
|
7,416 | 92.7% |
P
S
|
15,416 | $11,179,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
FLTW
FRANKLIN TEMPLE...
|
ETF | 2.50% | — |
#14
Prev: #—
|
4.5 |
—
|
99,432 | — |
NEW
|
99,432 | $10,863,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
V
VISA INC
|
Financial Services | 2.15% | 1.60% |
#15
1
Prev: #14
|
3.4 |
—
|
6,219 | 31.4% |
P
S
|
26,013 | $9,347,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
FCX
FREEPORT MCMORA...
|
Basic Materials | 2.09% | 1.93% |
#16
4
Prev: #12
|
1.8 |
—
|
no change | no change |
P
S
|
129,737 | $9,082,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.07% | 2.10% |
#17
6
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
27,212 | $9,003,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.76% | 1.92% |
#18
5
Prev: #13
|
1.2 |
—
|
182 | 0.8% |
P
S
|
21,775 | $7,647,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.34% | 1.59% |
#19
4
Prev: #15
|
1.0 |
—
|
-190 | -5.6% |
P
S
|
3,203 | $5,803,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.30% | 1.44% |
#20
4
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
43,610 | $5,647,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.25% | 1.42% |
#21
4
Prev: #17
|
1.5 |
—
|
no change | no change |
P
S
|
28,878 | $5,431,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 1.21% | 1.12% |
#22
Prev: #22
|
2.5 |
—
|
13,349 | 16.1% |
P
S
|
96,371 | $5,245,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.11% | 1.27% |
#23
4
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
5,332 | $4,801,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.09% | — |
#24
Prev: #—
|
3.9 |
—
|
7,724 | — |
NEW
|
7,724 | $4,725,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.05% | 1.03% |
#25
1
Prev: #24
|
0.4 |
—
|
-1,978 | -22.6% |
P
S
|
6,759 | $4,563,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.04% | — |
#26
Prev: #—
|
3.9 |
—
|
30,957 | — |
NEW
|
30,957 | $4,498,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 0.99% | 0.92% |
#27
3
Prev: #30
|
1.4 |
—
|
no change | no change |
P
S
|
65,446 | $4,306,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.93% | 1.22% |
#28
8
Prev: #20
|
0.9 |
—
|
141 | 2.9% |
P
S
|
4,977 | $4,035,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 0.87% | 0.75% |
#29
6
Prev: #35
|
2.3 |
—
|
833 | 6.3% |
P
S
|
14,082 | $3,788,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.87% | 0.96% |
#30
3
Prev: #27
|
2.8 |
—
|
2,026 | 21.5% |
P
S
|
11,463 | $3,766,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.86% | 0.53% |
#31
11
Prev: #42
|
3.3 |
—
|
2,444 | 56.3% |
P
S
|
6,785 | $3,742,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.85% | — |
#32
Prev: #—
|
3.8 |
—
|
29,344 | — |
NEW
|
29,344 | $3,672,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.83% | — |
#33
Prev: #—
|
3.8 |
—
|
22,264 | — |
NEW
|
22,264 | $3,623,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DE
DEERE & CO
|
Industrials | 0.83% | 0.81% |
#34
1
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
5,382 | $3,614,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.80% | 0.95% |
#35
7
Prev: #28
|
2.8 |
—
|
1,266 | 22.8% |
P
S
|
6,826 | $3,491,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.80% | 1.12% |
#36
15
Prev: #21
|
0.3 |
—
|
-4,717 | -26.9% |
P
S
|
12,787 | $3,480,000 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.80% | 0.50% |
#37
8
Prev: #45
|
2.8 |
—
|
2,471 | 39.7% |
P
S
|
8,693 | $3,454,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.77% | 0.98% |
#38
12
Prev: #26
|
0.8 |
—
|
-1,943 | -20.0% |
P
S
|
7,773 | $3,340,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.76% | — |
#39
Prev: #—
|
3.8 |
—
|
30,507 | — |
NEW
|
30,507 | $3,283,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.65% | 0.50% |
#40
4
Prev: #44
|
2.8 |
—
|
9,499 | 36.9% |
P
S
|
35,215 | $2,819,000 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
CSX
CSX CORP
|
Industrials | 0.65% | 0.92% |
#41
12
Prev: #29
|
0.3 |
—
|
-22,139 | -26.9% |
P
S
|
60,278 | $2,804,000 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
INTC
INTEL CORP
|
Technology | 0.62% | — |
#42
Prev: #—
|
3.7 |
—
|
22,447 | — |
NEW
|
22,447 | $2,699,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DVN
DEVON ENERGY CO...
|
Energy | 0.62% | — |
#43
Prev: #—
|
3.7 |
—
|
58,132 | — |
NEW
|
58,132 | $2,676,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
BHP
BHP BILLITON LI...
|
Basic Materials | 0.61% | 0.62% |
#44
3
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
31,302 | $2,656,000 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.61% | 0.67% |
#45
6
Prev: #39
|
0.2 |
—
|
-4,054 | -37.3% |
P
S
|
6,815 | $2,642,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.58% | 0.67% |
#46
6
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
9,479 | $2,504,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
EOG
EOG RES INC
|
Energy | 0.58% | — |
#47
Prev: #—
|
3.7 |
—
|
18,145 | — |
NEW
|
18,145 | $2,500,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 0.57% | — |
#48
Prev: #—
|
3.7 |
—
|
13,358 | — |
NEW
|
13,358 | $2,455,000 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.53% | 0.72% |
#49
12
Prev: #37
|
0.2 |
—
|
-5,571 | -34.8% |
P
S
|
10,443 | $2,314,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.52% | 0.68% |
#50
12
Prev: #38
|
0.2 |
—
|
-1,636 | -22.6% |
P
S
|
5,599 | $2,277,000 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-03 |
Showing 1-50 of 73 holdings