# EDGAR Filing Document

**Accession Number:** 0001738720
**File Stem:** 0001738720-25-000003
**Filing Date:** 2025-7
**Character Count:** 15390
**Document Hash:** 144cae2df3394cbdc58e0ec04f6337f8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001738720-25-000003.hdr.sgml**: 20250717

**ACCESSION NUMBER**: 0001738720-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250717

**DATE AS OF CHANGE**: 20250717

**EFFECTIVENESS DATE**: 20250717

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Avondale Wealth Management
- **CENTRAL INDEX KEY:** 0001738720

**ORGANIZATION NAME:**
- **EIN:** 272102913
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18730
- **FILM NUMBER:** 251130243

**BUSINESS ADDRESS:**
- **STREET 1:** 4407 BEE CAVE ROAD, SUITE 421
- **CITY:** WEST LAKE HILLS
- **STATE:** TX
- **ZIP:** 78746
- **BUSINESS PHONE:** 5125058148

**MAIL ADDRESS:**
- **STREET 1:** 4407 BEE CAVE ROAD, SUITE 421
- **CITY:** WEST LAKE HILLS
- **STATE:** TX
- **ZIP:** 78746

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Avondale Wealth Management<br>**Address:** 4407 BEE CAVE ROAD SUITE 421<br>WEST LAKE HILLS, TX 78746

**Form 13F File Number:** 028-18730

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joanne Burks<br>**Title:** Chief Compliance Officer<br>**Phone:** 512-405-8148

**Signature, Place, and Date of Signing:**

Joanne Burks  West Lake Hills, TX  07-17-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $179024458

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON.COM INC | Stock | 023135106 |  | 2171522 | 9898 | SH |  | SOLE | 0 | 9898 | 0 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 18572875 | 33668 | SH |  | SOLE | 0 | 33668 | 0 | 0 |
| ISHARES GOLD TRUST ETF | ETF | 464285204 |  | 84128 | 1349 | SH |  | SOLE | 0 | 1349 | 0 | 0 |
| COSTCO WHOLESALE CORP | Stock | 22160K105 |  | 246495 | 249 | SH |  | SOLE | 0 | 249 | 0 | 0 |
| ROYAL DUTCH SHELL PLC-ADR | ADR | 780259305 |  | 12181 | 173 | SH |  | SOLE | 0 | 173 | 0 | 0 |
| PERMIAN BASIN RTY TR UNIT BEN INT | Stock | 714236106 |  | 93450 | 7500 | SH |  | SOLE | 0 | 7500 | 0 | 0 |
| ISHARES U.S. INDUSTRIALS ETF | ETF | 464287754 |  | 142310 | 1000 | SH |  | SOLE | 0 | 1000 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 390334 | 2450 | SH |  | SOLE | 0 | 2450 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L P | Stock | 293792107 |  | 164043 | 5290 | SH |  | SOLE | 0 | 5290 | 0 | 0 |
| NETFLIX INC COM | Stock | 64110L106 |  | 46870 | 35 | SH |  | SOLE | 0 | 35 | 0 | 0 |
| ISHARES SILVER TRUST ETF | ETF | 46428Q109 |  | 77291 | 2356 | SH |  | SOLE | 0 | 2355 | 0 | 0 |
| AMPLIFY ONLINE RETAIL ETF | ETF | 032108102 |  | 23884 | 346 | SH |  | SOLE | 0 | 346 | 0 | 0 |
| SPDR S 500 ETF | ETF | 78462F103 |  | 458241 | 742 | SH |  | SOLE | 0 | 741 | 0 | 0 |
| THE TRADE DESK INC COM CL A | Stock | 88339J105 |  | 35995 | 500 | SH |  | SOLE | 0 | 500 | 0 | 0 |
| FEDEX CORP | Stock | 31428X106 |  | 136386 | 600 | SH |  | SOLE | 0 | 600 | 0 | 0 |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | ETF | 37954Y673 |  | 274903 | 6308 | SH |  | SOLE | 0 | 6308 | 0 | 0 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 |  | 87482 | 200 | SH |  | SOLE | 0 | 200 | 0 | 0 |
| HOME DEPOT | Stock | 437076102 |  | 458300 | 1250 | SH |  | SOLE | 0 | 1250 | 0 | 0 |
| PACER US SMALL CAP CASH COWS ETF | ETF | 69374H857 |  | 510761 | 12828 | SH |  | SOLE | 0 | 12828 | 0 | 0 |
| SPDR GOLD ETF | ETF | 78463V107 |  | 502055 | 1647 | SH |  | SOLE | 0 | 1647 | 0 | 0 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 307821 | 725 | SH |  | SOLE | 0 | 725 | 0 | 0 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 544264 | 4980 | SH |  | SOLE | 0 | 4980 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 726226 | 1495 | SH |  | SOLE | 0 | 1495 | 0 | 0 |
| DROPBOX INC CL A | Stock | 26210C104 |  | 14300 | 500 | SH |  | SOLE | 0 | 500 | 0 | 0 |
| MICROSOFT | Stock | 594918104 |  | 111917 | 225 | SH |  | SOLE | 0 | 225 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 084670108 |  | 3644000 | 5 | SH |  | SOLE | 0 | 5 | 0 | 0 |
| BOEING CO COM | Stock | 097023105 |  | 83812 | 400 | SH |  | SOLE | 0 | 400 | 0 | 0 |
| TESLA MOTORS INC | Stock | 88160R101 |  | 1602595 | 5045 | SH |  | SOLE | 0 | 5045 | 0 | 0 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 |  | 166736 | 1360 | SH |  | SOLE | 0 | 1360 | 0 | 0 |
| VANGUARD CONSUMER STAPLES ETF | ETF | 92204A207 |  | 444570 | 2030 | SH |  | SOLE | 0 | 2030 | 0 | 0 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 |  | 1409451 | 17700 | SH |  | SOLE | 0 | 17700 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 3839883 | 6760 | SH |  | SOLE | 0 | 6760 | 0 | 0 |
| TARGA RES CORP COM | Stock | 87612G101 |  | 10793 | 62 | SH |  | SOLE | 0 | 62 | 0 | 0 |
| VANECK GOLD MINERS ETF | ETF | 92189F106 |  | 88603 | 1702 | SH |  | SOLE | 0 | 1701 | 0 | 0 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 |  | 12749269 | 139948 | SH |  | SOLE | 0 | 139948 | 0 | 0 |
| UNITED STATES BRENT OIL FUND LP | ETF | 91167Q100 |  | 396025 | 13567 | SH |  | SOLE | 0 | 13567 | 0 | 0 |
| DRAFTKINGS INC NEW COM CL A | Stock | 26142V105 |  | 2759543 | 64340 | SH |  | SOLE | 0 | 64340 | 0 | 0 |
| DIREXION DAILY S OIL  GAS EXP.  PROD. BULL 2X SHARES | ETF | 25460G500 |  | 36400 | 1600 | SH |  | SOLE | 0 | 1600 | 0 | 0 |
| ISHARES U.S. AEROSPACE  DEFENSE ETF | ETF | 464288760 |  | 1112976 | 5900 | SH |  | SOLE | 0 | 5900 | 0 | 0 |
| INVESCO S 500 LOW VOLATILITY ETF | ETF | 46138E354 |  | 52722 | 724 | SH |  | SOLE | 0 | 724 | 0 | 0 |
| GABELLI DIVID  INCOME TR COM | CEF | 36242H104 |  | 33813 | 1300 | SH |  | SOLE | 0 | 1300 | 0 | 0 |
| PACER LUNT LARGE CAP ALTERNATOR ETF | ETF | 69374H717 |  | 35 | 1 | SH |  | SOLE | 0 | 0 | 0 | 0 |
| BIGCOMMERCE HLDGS INC COM SER 1 | Stock | 08975P108 |  | 50000 | 10000 | SH |  | SOLE | 0 | 10000 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 1704000 | 12500 | SH |  | SOLE | 0 | 12500 | 0 | 0 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ETF | 25434V302 |  | 10497912 | 362622 | SH |  | SOLE | 0 | 362622 | 0 | 0 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 25434V708 |  | 143360 | 4000 | SH |  | SOLE | 0 | 4000 | 0 | 0 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 |  | 7336160 | 135956 | SH |  | SOLE | 0 | 135955 | 0 | 0 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | ETF | 25434V401 |  | 582731 | 8695 | SH |  | SOLE | 0 | 8694 | 0 | 0 |
| SENTINELONE INC CL A | Stock | 81730H109 |  | 626090 | 34250 | SH |  | SOLE | 0 | 34250 | 0 | 0 |
| DUTCH BROS INC CL A | Stock | 26701L100 |  | 153833 | 2250 | SH |  | SOLE | 0 | 2250 | 0 | 0 |
| ARCHER AVIATION INC COM CL A | Stock | 03945R102 |  | 859863 | 79250 | SH |  | SOLE | 0 | 79250 | 0 | 0 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 |  | 682132 | 7400 | SH |  | SOLE | 0 | 7400 | 0 | 0 |
| TRUMP MEDIA  TECHNOLOGY GROUP COM | Stock | 25400Q105 |  | 90200 | 5000 | SH |  | SOLE | 0 | 5000 | 0 | 0 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 58307 | 133 | SH |  | SOLE | 0 | 133 | 0 | 0 |
| ISHARES U.S. TREASURY BOND ETF | ETF | 46429B267 |  | 1550308 | 67463 | SH |  | SOLE | 0 | 67463 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 56833 | 77 | SH |  | SOLE | 0 | 77 | 0 | 0 |
| DIMENSIONAL US HIGH PROFITABILITY ETF | ETF | 25434V831 |  | 352748 | 9920 | SH |  | SOLE | 0 | 9919 | 0 | 0 |
| DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 |  | 598226 | 20327 | SH |  | SOLE | 0 | 20327 | 0 | 0 |
| AMERICAN AIRLS GROUP INC COM | Stock | 02376R102 |  | 215985 | 19250 | SH |  | SOLE | 0 | 19250 | 0 | 0 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 |  | 62180 | 2000 | SH |  | SOLE | 0 | 2000 | 0 | 0 |
| SERVICENOW INC COM | Stock | 81762P102 |  | 82246 | 80 | SH |  | SOLE | 0 | 80 | 0 | 0 |
| FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | ETF | 337345102 |  | 88112 | 414 | SH |  | SOLE | 0 | 414 | 0 | 0 |
| WP CAREY INC COM | REIT | 92936U109 |  | 93570 | 1500 | SH |  | SOLE | 0 | 1500 | 0 | 0 |
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 |  | 166960 | 2000 | SH |  | SOLE | 0 | 2000 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 36266G107 |  | 144437 | 1950 | SH |  | SOLE | 0 | 1950 | 0 | 0 |
| WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | Stock | 958669103 |  | 232200 | 6000 | SH |  | SOLE | 0 | 6000 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 3729354 | 23605 | SH |  | SOLE | 0 | 23605 | 0 | 0 |
| EOG RESOURCES INC | Stock | 26875P101 |  | 65786 | 550 | SH |  | SOLE | 0 | 550 | 0 | 0 |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | ETF | 02072L565 |  | 6493694 | 57630 | SH |  | SOLE | 0 | 57629 | 0 | 0 |
| ATLAS ENERGY SOLUTIONS INC COM NEW | Stock | 642045108 |  | 106960 | 8000 | SH |  | SOLE | 0 | 8000 | 0 | 0 |
| BLACKSTONE INC COM | Stock | 09260D107 |  | 531009 | 3550 | SH |  | SOLE | 0 | 3550 | 0 | 0 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 |  | 6470240 | 243792 | SH |  | SOLE | 0 | 243792 | 0 | 0 |
| AVANTIS U.S. MID CAP EQUITY ETF | ETF | 025072125 |  | 134011 | 2025 | SH |  | SOLE | 0 | 2024 | 0 | 0 |
| ARK 21SHARES ACTIVE ETHEREUM FUTURES STRATEGY ETF | ETF | 02072L334 |  | 5036 | 190 | SH |  | SOLE | 0 | 190 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 1731180 | 12200 | SH |  | SOLE | 0 | 12200 | 0 | 0 |
| FIDELITY WISE ORIGIN BITCOIN FUND | ETF | 315948109 |  | 44951 | 478 | SH |  | SOLE | 0 | 478 | 0 | 0 |
| ARK 21SHARES BITCOIN ETF BEN OF INT | ETF | 040919102 |  | 326375 | 9119 | SH |  | SOLE | 0 | 9119 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 |  | 367260 | 6000 | SH |  | SOLE | 0 | 6000 | 0 | 0 |
| ENERGY SELECT SECTOR SPDR | ETF | 81369Y506 |  | 2273894 | 26812 | SH |  | SOLE | 0 | 26811 | 0 | 0 |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 198431 | 375 | SH |  | SOLE | 0 | 375 | 0 | 0 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 |  | 88450 | 5000 | SH |  | SOLE | 0 | 5000 | 0 | 0 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 257390 | 1000 | SH |  | SOLE | 0 | 1000 | 0 | 0 |
| SPDR S REGIONAL BANKING ETF | ETF | 78464A698 |  | 567175 | 9550 | SH |  | SOLE | 0 | 9550 | 0 | 0 |
| LANDBRIDGE COMPANY LLC CL A | Stock | 514952100 |  | 81096 | 1200 | SH |  | SOLE | 0 | 1200 | 0 | 0 |
| ISHARES SEMICONDUCTOR ETF | ETF | 464287523 |  | 10692924 | 44796 | SH |  | SOLE | 0 | 44796 | 0 | 0 |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | ETF | 316092204 |  | 117399 | 1248 | SH |  | SOLE | 0 | 1248 | 0 | 0 |
| FIDELITY MSCI MATERIALS INDEX ETF | ETF | 316092881 |  | 124476 | 2496 | SH |  | SOLE | 0 | 2496 | 0 | 0 |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | ETF | 316092303 |  | 60 | 1 | SH |  | SOLE | 0 | 1 | 0 | 0 |
| ISHARES S 500 VALUE ETF | ETF | 464287408 |  | 73283 | 375 | SH |  | SOLE | 0 | 375 | 0 | 0 |
| ISHARES S 500 GROWTH ETF | ETF | 464287309 |  | 50646 | 460 | SH |  | SOLE | 0 | 460 | 0 | 0 |
| ISHARES S 500 INDEX | ETF | 464287200 |  | 36207502 | 58315 | SH |  | SOLE | 0 | 58314 | 0 | 0 |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | ETF | 25434V740 |  | 59980 | 2000 | SH |  | SOLE | 0 | 2000 | 0 | 0 |
| SPDR EURO STOXX 50 ETF | ETF | 78463X202 |  | 119460 | 2000 | SH |  | SOLE | 0 | 2000 | 0 | 0 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 398626 | 1375 | SH |  | SOLE | 0 | 1375 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 1163582 | 11900 | SH |  | SOLE | 0 | 11900 | 0 | 0 |
| INTL BUSINESS MACHINES | Stock | 459200101 |  | 29478 | 100 | SH |  | SOLE | 0 | 100 | 0 | 0 |
| ORACLE CORPORATION | Stock | 68389X105 |  | 183649 | 840 | SH |  | SOLE | 0 | 840 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 374293 | 2110 | SH |  | SOLE | 0 | 2110 | 0 | 0 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 120203 | 657 | SH |  | SOLE | 0 | 656 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 |  | 105880 | 517 | SH |  | SOLE | 0 | 517 | 0 | 0 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 |  | 1629551 | 16427 | SH |  | SOLE | 0 | 16426 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 554847 | 5147 | SH |  | SOLE | 0 | 5147 | 0 | 0 |
| ARK AUTONOMOUS TECHNOLOGY  ROBOTICS ETF | ETF | 00214Q203 |  | 30764 | 345 | SH |  | SOLE | 0 | 345 | 0 | 0 |
| ARK NEXT GENERATION INTERNET ETF | ETF | 00214Q401 |  | 42219 | 286 | SH |  | SOLE | 0 | 286 | 0 | 0 |
| ARK INNOVATION ETF | ETF | 00214Q104 |  | 26429 | 376 | SH |  | SOLE | 0 | 376 | 0 | 0 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 |  | 3893 | 120 | SH |  | SOLE | 0 | 120 | 0 | 0 |
| GRAYSCALE BITCOIN TRUST ETF | ETF | 389637109 |  | 85 | 1 | SH |  | SOLE | 0 | 1 | 0 | 0 |
| SCHWAB CHARLES CORP COM | Stock | 808513105 |  | 784664 | 8600 | SH |  | SOLE | 0 | 8600 | 0 | 0 |
| AUTOZONE INC COM | Stock | 053332102 |  | 315540 | 85 | SH |  | SOLE | 0 | 85 | 0 | 0 |
| ISHARES CORE S MID CAP ETF | ETF | 464287507 |  | 17396997 | 280506 | SH |  | SOLE | 0 | 280506 | 0 | 0 |
| APPLE INC | Stock | 037833100 |  | 2877509 | 14025 | SH |  | SOLE | 0 | 14025 | 0 | 0 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 18105 | 146 | SH |  | SOLE | 0 | 146 | 0 | 0 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ETF | 315912808 |  | 996469 | 12440 | SH |  | SOLE | 0 | 12440 | 0 | 0 |

---