2026 Q1 Portfolio Activity
In 2026 Q1, Myriad Asset Management Advisors LLC maintained a portfolio of 63 distinct positions. The most significant new addition was BHP GROUP ADR, now representing 1.56% of the total fund value. They heavily accumulated shares in ISHARES CORE MSCI EMERGING ETF, increasing the position by 122.7%. Conversely, Myriad Asset Management Advisors LLC completely exited their position in ALIBABA GROUP HOLDING ADR REP .
Position History
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Total Positions
63
Quarter
2026 Q1
Top Holding
IEMG (23.4%)
Top 10 Concentration
72.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
Myriad Asset Management Advisors LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEMG
ISHARES CORE MS...
|
ETF | 23.45% | 10.61% |
#1
2
Prev: #3
|
9.0 |
—
|
628,768 | 122.7% |
P
S
|
1,141,003 | $79,585,000 |
$68.61
+23.6%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
EMXC
ISHARES MSCI EM...
|
ETF | 17.25% | 10.71% |
#2
Prev: #2
|
8.5 |
—
|
266,065 | 55.6% |
P
S
|
744,373 | $58,552,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IAUM
ISHARES GOLD TR...
|
ETF | 10.70% | 11.83% |
#3
2
Prev: #1
|
5.5 |
—
|
-115,875 | -13.0% |
P
S
|
777,371 | $36,303,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NVDA
NVIDIA ORD
|
Technology | 5.18% | 5.76% |
#4
Prev: #4
|
3.1 |
—
|
538 | 0.5% |
P
S
|
100,752 | $17,572,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOGL
ALPHABET CL A O...
|
Communication Services | 4.02% | 5.27% |
#5
1
Prev: #6
|
2.6 |
—
|
-7,237 | -13.2% |
P
S
|
47,450 | $13,645,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSFT
MICROSOFT ORD
|
Technology | 3.27% | 5.49% |
#6
1
Prev: #5
|
1.8 |
—
|
-6,842 | -18.6% |
P
S
|
30,011 | $11,109,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMZN
AMAZON COM ORD
|
Consumer Cyclical | 2.99% | 4.86% |
#7
Prev: #7
|
1.2 |
—
|
-19,635 | -28.7% |
P
S
|
48,674 | $10,137,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FCX
FREEPORT MCMORA...
|
Basic Materials | 2.22% | 2.00% |
#8
5
Prev: #13
|
1.4 |
—
|
750 | 0.6% |
P
S
|
128,297 | $7,541,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.66% | 2.36% |
#9
3
Prev: #12
|
1.2 |
—
|
-4,692 | -19.7% |
P
S
|
19,123 | $5,625,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AVGO
BROADCOM ORD
|
Technology | 1.62% | 2.52% |
#10
Prev: #10
|
0.6 |
—
|
-5,949 | -25.1% |
P
S
|
17,721 | $5,485,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BHP
BHP GROUP ADR
|
Basic Materials | 1.56% | — |
#11
Prev: #—
|
4.1 |
—
|
72,587 | — |
NEW
|
72,587 | $5,280,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ASML
ASML HOLDING AD...
|
Technology | 1.54% | 0.62% |
#12
22
Prev: #34
|
3.6 |
—
|
2,064 | 109.0% |
P
S
|
3,957 | $5,227,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.46% | 2.89% |
#13
4
Prev: #9
|
0.6 |
—
|
-5,571 | -39.2% |
P
S
|
8,648 | $4,948,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.33% | 3.29% |
#14
6
Prev: #8
|
0.5 |
—
|
-21,881 | -62.2% |
P
S
|
13,314 | $4,510,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CAT
CATERPILLAR ORD
|
Industrials | 1.25% | 1.05% |
#15
9
Prev: #24
|
1.0 |
—
|
36 | 0.6% |
P
S
|
5,978 | $4,235,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MS
MORGAN STANLEY ...
|
Financial Services | 1.18% | 1.56% |
#16
2
Prev: #14
|
1.0 |
—
|
-4,243 | -14.9% |
P
S
|
24,277 | $3,995,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.10% | 1.55% |
#17
2
Prev: #15
|
0.4 |
—
|
-1,306 | -22.8% |
P
S
|
4,413 | $3,733,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
HSBC
HSBC HOLDINGS A...
|
Financial Services | 1.03% | — |
#18
Prev: #—
|
3.9 |
—
|
41,198 | — |
NEW
|
41,198 | $3,491,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ETN
EATON ORD
|
Industrials | 1.01% | 0.94% |
#19
11
Prev: #30
|
0.9 |
—
|
54 | 0.6% |
P
S
|
9,611 | $3,438,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
C
CITIGROUP ORD
|
Financial Services | 1.00% | 1.10% |
#20
2
Prev: #22
|
0.9 |
—
|
-620 | -2.0% |
P
S
|
29,922 | $3,393,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 1.00% | 1.17% |
#21
Prev: #21
|
0.9 |
—
|
406 | 0.6% |
P
S
|
69,600 | $3,393,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 0.99% | 0.95% |
#22
7
Prev: #29
|
0.9 |
—
|
379 | 0.6% |
P
S
|
64,726 | $3,351,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.96% | 1.03% |
#23
4
Prev: #27
|
0.9 |
—
|
-2,069 | -17.7% |
P
S
|
9,597 | $3,244,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 0.94% | 1.04% |
#24
1
Prev: #25
|
0.9 |
—
|
36 | 0.7% |
P
S
|
5,440 | $3,202,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VMC
VULCAN MATERIAL...
|
Basic Materials | 0.91% | 0.99% |
#25
3
Prev: #28
|
0.9 |
—
|
63 | 0.6% |
P
S
|
11,384 | $3,100,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VALE
VALE ADR REPTG ...
|
Basic Materials | 0.87% | — |
#26
Prev: #—
|
3.8 |
—
|
185,583 | — |
NEW
|
185,583 | $2,953,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
LRCX
LAM RESEARCH OR...
|
Technology | 0.81% | 0.67% |
#27
6
Prev: #33
|
0.8 |
—
|
72 | 0.6% |
P
S
|
12,832 | $2,745,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
WFC
WELLS FARGO ORD
|
Financial Services | 0.63% | 0.77% |
#28
3
Prev: #31
|
0.8 |
—
|
156 | 0.6% |
P
S
|
26,905 | $2,142,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SAN
BANCO SANTANDER...
|
Financial Services | 0.60% | — |
#29
Prev: #—
|
3.7 |
—
|
179,100 | — |
NEW
|
179,100 | $2,020,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AA
ALCOA ORD
|
Basic Materials | 0.58% | — |
#30
Prev: #—
|
3.7 |
—
|
29,600 | — |
NEW
|
29,600 | $1,963,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DE
DEERE ORD
|
Industrials | 0.57% | 0.49% |
#31
10
Prev: #41
|
0.7 |
—
|
18 | 0.5% |
P
S
|
3,425 | $1,935,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.53% | 0.58% |
#32
4
Prev: #36
|
0.7 |
—
|
54 | 0.6% |
P
S
|
8,867 | $1,804,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
PHM
PULTEGROUP ORD
|
Consumer Cyclical | 0.53% | 0.55% |
#33
5
Prev: #38
|
0.7 |
—
|
90 | 0.6% |
P
S
|
15,253 | $1,798,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
USB
US BANCORP ORD
|
Financial Services | 0.53% | — |
#34
Prev: #—
|
3.7 |
—
|
33,945 | — |
NEW
|
33,945 | $1,783,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
PNC
PNC FINANCIAL S...
|
Financial Services | 0.52% | — |
#35
Prev: #—
|
3.7 |
—
|
8,514 | — |
NEW
|
8,514 | $1,772,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DHI
D R HORTON ORD
|
Consumer Cyclical | 0.50% | 0.54% |
#36
3
Prev: #39
|
0.7 |
—
|
72 | 0.6% |
P
S
|
12,294 | $1,687,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
UNP
UNION PACIFIC O...
|
Industrials | 0.49% | — |
#37
Prev: #—
|
3.7 |
—
|
6,880 | — |
NEW
|
6,880 | $1,669,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CCJ
CAMECO ORD
|
Energy | 0.44% | 1.03% |
#38
12
Prev: #26
|
0.2 |
—
|
-22,670 | -62.2% |
P
S
|
13,764 | $1,495,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BBVA
BANCO BILBAO VI...
|
Financial Services | 0.43% | — |
#39
Prev: #—
|
3.7 |
—
|
67,003 | — |
NEW
|
67,003 | $1,451,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
LEN
LENNAR CL A ORD
|
Consumer Cyclical | 0.38% | 0.47% |
#40
2
Prev: #42
|
0.7 |
—
|
90 | 0.6% |
P
S
|
14,786 | $1,284,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TFC
TRUIST FINANCIA...
|
Financial Services | 0.37% | — |
#41
Prev: #—
|
3.6 |
—
|
27,141 | — |
NEW
|
27,141 | $1,248,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MP
MP MATERIALS CL...
|
Basic Materials | 0.35% | 0.38% |
#42
6
Prev: #48
|
0.6 |
—
|
144 | 0.6% |
P
S
|
24,473 | $1,181,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FITB
FIFTH THIRD BAN...
|
Financial Services | 0.28% | — |
#43
Prev: #—
|
3.6 |
—
|
20,563 | — |
NEW
|
20,563 | $964,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CSX
CSX ORD
|
Industrials | 0.26% | — |
#44
Prev: #—
|
3.6 |
—
|
21,448 | — |
NEW
|
21,448 | $880,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CFG
CITIZENS FINANC...
|
Financial Services | 0.25% | — |
#45
Prev: #—
|
3.6 |
—
|
14,387 | — |
NEW
|
14,387 | $863,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MTB
M&T BANK ORD
|
Financial Services | 0.25% | — |
#46
Prev: #—
|
3.6 |
—
|
4,120 | — |
NEW
|
4,120 | $852,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
HBAN
HUNTINGTON BANC...
|
Financial Services | 0.24% | — |
#47
Prev: #—
|
3.6 |
—
|
50,867 | — |
NEW
|
50,867 | $804,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BLK
BLACKROCK ORD
|
Financial Services | 0.00% | 0.41% |
Sold All 😨
(Was: #47) |
0.0 |
—
|
-1,249 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FUTU
FUTU HOLDINGS A...
|
Financial Services | 0.00% | 0.44% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-8,660 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.00% | 0.45% |
Sold All 😨
(Was: #45) |
0.0 |
—
|
-4,115 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-50 of 63 holdings