# EDGAR Filing Document

**Accession Number:** 0001738720
**File Stem:** 0001214659-26-002075
**Filing Date:** 2026-2
**Character Count:** 9402
**Document Hash:** 3b3571c61c956b289a47b7d4cc2e6b1d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-002075.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001214659-26-002075

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**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:** 26642947

**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:** 12-31-2025

**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:** CFO and COO<br>**Phone:** 512-505-8148

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

/s/ Joanne Burks  West Lake Hills, TX  02-13-2026<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:** 58

**Form 13F Information Table Value Total:** $194450040

      (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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2280804 | 10650 | SH |  | SOLE |  | 10650 | 0 | 0 |
| ALIGN TECHNOLOGY INC | COM | 016255101 |  | 312300 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 658980 | 2100 | SH |  | SOLE |  | 2100 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2325512 | 10075 | SH |  | SOLE |  | 10075 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 15831433 | 155241 | SH |  | SOLE |  | 155240 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3700286 | 13611 | SH |  | SOLE |  | 13611 | 0 | 0 |
| ARCHER AVIATION INC | COM CL A | 03945R102 |  | 1039264 | 138200 | SH |  | SOLE |  | 138200 | 0 | 0 |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | 040919102 |  | 264821 | 9119 | SH |  | SOLE |  | 9119 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 498551 | 147 | SH |  | SOLE |  | 147 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 429766 | 855 | SH |  | SOLE |  | 855 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 3774000 | 5 | SH |  | SOLE |  | 5 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 362229 | 2350 | SH |  | SOLE |  | 2350 | 0 | 0 |
| COMMERCE.COM INC | COM SER 1 | 08975P108 |  | 41200 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 12554686 | 385468 | SH |  | SOLE |  | 385467 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 7630937 | 128165 | SH |  | SOLE |  | 128164 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 726931 | 9801 | SH |  | SOLE |  | 9800 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 377220 | 9919 | SH |  | SOLE |  | 9919 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 668558 | 20327 | SH |  | SOLE |  | 20327 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 2651697 | 76950 | SH |  | SOLE |  | 76950 | 0 | 0 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 8016544 | 69649 | SH |  | SOLE |  | 69648 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 613373 | 5097 | SH |  | SOLE |  | 5097 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 231088 | 800 | SH |  | SOLE |  | 800 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 1129382 | 12356 | SH |  | SOLE |  | 12356 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 308030 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 245089 | 375 | SH |  | SOLE |  | 375 | 0 | 0 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 313885 | 6568 | SH |  | SOLE |  | 6568 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 610778 | 1775 | SH |  | SOLE |  | 1775 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 19057076 | 31022 | SH |  | SOLE |  | 31021 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 665310 | 13400 | SH |  | SOLE |  | 13400 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 253216 | 535 | SH |  | SOLE |  | 535 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 526388 | 4380 | SH |  | SOLE |  | 4380 | 0 | 0 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 1266671 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1754214 | 76187 | SH |  | SOLE |  | 76187 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 402570 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 10818355 | 35923 | SH |  | SOLE |  | 35923 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 39219010 | 57259 | SH |  | SOLE |  | 57259 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1154998 | 11564 | SH |  | SOLE |  | 11563 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 18708899 | 283468 | SH |  | SOLE |  | 283468 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 443053 | 1375 | SH |  | SOLE |  | 1375 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4031198 | 21615 | SH |  | SOLE |  | 21615 | 0 | 0 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 300794 | 6779 | SH |  | SOLE |  | 6779 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1475325 | 8300 | SH |  | SOLE |  | 8300 | 0 | 0 |
| PERMIAN BASIN RTY TR | UNIT BEN INT | 714236106 |  | 776835 | 45750 | SH |  | SOLE |  | 45750 | 0 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 660868 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 10377213 | 388951 | SH |  | SOLE |  | 388951 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 216398 | 1510 | SH |  | SOLE |  | 1510 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 889199 | 8900 | SH |  | SOLE |  | 8900 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 1785539 | 39936 | SH |  | SOLE |  | 39936 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 632511 | 1596 | SH |  | SOLE |  | 1596 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 430749 | 632 | SH |  | SOLE |  | 631 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 554126 | 8550 | SH |  | SOLE |  | 8550 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 660301 | 6755 | SH |  | SOLE |  | 6755 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 2337645 | 5198 | SH |  | SOLE |  | 5198 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 1056699 | 9450 | SH |  | SOLE |  | 9450 | 0 | 0 |
| UNITED STS BRENT OIL FD LP | UNIT | 91167Q100 |  | 345565 | 12202 | SH |  | SOLE |  | 12202 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4339740 | 6920 | SH |  | SOLE |  | 6920 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 470009 | 2225 | SH |  | SOLE |  | 2225 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1242222 | 11150 | SH |  | SOLE |  | 11150 | 0 | 0 |

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