Myriad Asset Management Advisors LLC 13F Portfolio

CIK 2069031 Filing since Q4 2025 Q3 2026 filed Nov 3, 2026
Holdings as of Sep 30, 2026, from the 13F filed Nov 3, 2026.

Portfolio Snapshot

57 positions · Q3 2026

Myriad Asset Management Advisors LLC reported 57 positions worth $339.30M for the quarter ended Sep 30, 2026, up 35.1% on the prior quarter. It opened 20 new positions, added to 19, trimmed 9 and exited 7. Its largest holding is Microsoft Corp at 8.3% of the portfolio.

Portfolio Value
$339.30M
+35.1% QoQ · — YoY
Positions
57
20 new · 7 sold out
Top 10 Concentration
51.9%
of portfolio value
Largest Position
MSFT 8.3%
Microsoft Corp
Net Buying
+$80.09M
$108.47M bought · $28.38M sold
Turnover
9.6%
of the portfolio traded
Top Sector
Technology
51.3% of value
Track Record
4
quarters on file since Q4 2025

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

8 sectors
51.34%
Technology
Technology51.34%
Financial Services14.73%
Energy7.39%
Healthcare7.38%
Consumer Discretionary6.13%
Industrials6.03%
Basic Materials4.56%
Other2.45%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesEnergyHealthcareConsumer DiscretionaryIndustrialsBasic MaterialsOtherUtilities

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
MSFT Microsoft Corp +25.4K +86.7% $13.04M 8.28%
TSM Taiwan Semiconductor Manufacturing Co Ltd +27.7K +229.9% $12.61M 5.33%
MU Micron Technology Inc +6,906 +190.1% $7.36M 3.31%
AMZN Amazon Com Inc +24.1K +40.6% $6.01M 6.13%
META Meta Platforms, Inc. +7,416 +92.7% $5.38M 3.29%
AMD Advanced Micro Devices Inc +7,724 – $4.73M 1.39%
MRK Merck & Co., Inc. +31.0K – $4.50M 1.33%
COP Conocophillips +29.3K – $3.67M 1.08%
XOM ExxonMobil Holdings Corp +22.3K – $3.62M 1.07%
NVDA Nvidia Corp +15.4K +14.4% $3.52M 8.26%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
VMC Vulcan Materials CO -13.0K -100.0% $3.85M Exited
MLM Martin Marietta Materials Inc -6,261 -100.0% $3.61M Exited
MUFG Mitsubishi Ufj Financial Group Inc -161.9K -100.0% $3.22M Exited
NUE Nucor Corp -9,973 -100.0% $2.22M Exited
SMFG Sumitomo Mitsui Financial Group, Inc. -82.1K -100.0% $1.93M Exited
NVO Novo Nordisk A S -38.5K -100.0% $1.85M Exited
AAPL Apple Inc. -5,420 -9.7% $1.81M 4.95%
BE Bloom Energy Corp -5,258 -100.0% $1.59M Exited
VLO Valero Energy Corp -4,054 -37.3% $1.57M 0.779%
TMO Thermo Fisher Scientific Inc. -1,978 -22.6% $1.34M 1.34%

New Positions

Q3 2026
Holding Shares Trade Value Weight
AMD Advanced Micro Devices Inc +7,724 $4.73M 1.39%
MRK Merck & Co., Inc. +31.0K $4.50M 1.33%
COP Conocophillips +29.3K $3.67M 1.08%
XOM ExxonMobil Holdings Corp +22.3K $3.62M 1.07%
CSCO Cisco Systems, Inc. +30.5K $3.28M 0.968%
INTC Intel Corp +22.4K $2.70M 0.795%
DVN Devon Energy Corp +58.1K $2.68M 0.789%
EOG Eog Resources Inc +18.1K $2.50M 0.737%
FANG Diamondback Energy, Inc. +13.4K $2.46M 0.724%
ANET Arista Networks, Inc. +10.7K $2.18M 0.643%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
VMC Vulcan Materials CO -13.0K $3.85M 1.53%
MLM Martin Marietta Materials Inc -6,261 $3.61M 1.44%
MUFG Mitsubishi Ufj Financial Group Inc -161.9K $3.22M 1.28%
NUE Nucor Corp -9,973 $2.22M 0.885%
SMFG Sumitomo Mitsui Financial Group, Inc. -82.1K $1.93M 0.771%
NVO Novo Nordisk A S -38.5K $1.85M 0.735%
BE Bloom Energy Corp -5,258 $1.59M 0.634%
Holdings · Q3 2026

57 Positions

As ofSep 30, 2026
Value$339.30M
Top 1051.9%
Avg position$5.95M
# Activity
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Showing 1–15 of 57 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Myriad Asset Management Advisors.

About Myriad Asset Management Advisors LLC’s 13F Portfolio

What are Myriad Asset Management Advisors LLC’s largest holdings?

As of its Q3 2026 13F filing, Myriad Asset Management Advisors LLC’s five largest positions were Microsoft Corp (MSFT) at 8.3%, Nvidia Corp (NVDA) at 8.3%, Alphabet Inc. (GOOGL) at 6.3%, Amazon Com Inc (AMZN) at 6.1%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 5.3% of the reported portfolio.

How much is Myriad Asset Management Advisors LLC’s portfolio worth?

Myriad Asset Management Advisors LLC reported a 13F portfolio worth $339.30M across 57 positions for Q3 2026. That is up 35.1% from the previous quarter.

What did Myriad Asset Management Advisors LLC buy in Q3 2026?

Its largest purchases by value were Microsoft Corp ($13.04M), Taiwan Semiconductor Manufacturing Co Ltd ($12.61M), Micron Technology Inc ($7.36M). It opened 20 new positions.

What did Myriad Asset Management Advisors LLC sell in Q3 2026?

Its largest sales by value were Vulcan Materials CO ($3.85M), Martin Marietta Materials Inc ($3.61M), Mitsubishi Ufj Financial Group Inc ($3.22M). It exited 7 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Myriad Asset Management Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.