Aventura Private Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2074418
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13F Reported Value
ⓘ$326.0M
Holdings
986
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Aventura Private Wealth, LLC disclosed 986 positions worth $326.0M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 10.4% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 118 new positions and exited 34 and a full exit from $NRG. The portfolio is most concentrated in Technology (41.5% of disclosed assets). All figures are sourced directly from Aventura Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2074418.
AI Fund Analysis
Diversifying
$AAPL10.4% weight
Held 4 quarters
$NVDA7.7% weight
Held 4 quarters
NEOS S&P 500 HIGH INCOME E
4.9% weight
Held 4 quarters
JPMORGAN NASDAQ EQUITY PRE
4.6% weight
Held 4 quarters
NEOS NASDAQ 100 HIGH INCOM
4.0% weight
Held 4 quarters
$NVDA3 quarters accumulating
NEOS S&P 500 HIGH INCOME E
3 quarters accumulating
NEOS NASDAQ 100 HIGH INCOM
3 quarters accumulating
$AMZN3 quarters accumulating
$GOOG3 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$34.0M117,478 sh - 85.9#5
Quality
$25.2M125,749 sh NEOS S&P 500 HIGH INCOME ETF - ETF
—Quality
$16.0M300,791 shJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF
—Quality
$15.0M243,261 shNEOS NASDAQ 100 HIGH INCOME ETF - ETF
—Quality
$13.0M229,423 sh- 68.7
Quality
$10.6M44,526 sh - 79.8
Quality
$8.8M23,661 sh - 78.2
Quality
$8.6M24,201 sh - 79.6
Quality
$7.6M13,448 sh VANGUARD S&P 500 ETF - ETF
—Quality
$5.2M7,615 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $34.0M | 117,478 |
| NVIDIA CORP$NVDA | 85.9#5 | $25.2M | 125,749 |
| NEOS S&P 500 HIGH INCOME ETF - ETF | — | $16.0M | 300,791 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | — | $15.0M | 243,261 |
| NEOS NASDAQ 100 HIGH INCOME ETF - ETF | — | $13.0M | 229,423 |
| AMAZON COM INC$AMZN | 68.7 | $10.6M | 44,526 |
 MICROSOFT CORP$MSFT | 79.8 | $8.8M | 23,661 |
 Alphabet Inc.$GOOGL | 78.2 | $8.6M | 24,201 |
 Meta Platforms, Inc.$META | 79.6 | $7.6M | 13,448 |
| VANGUARD S&P 500 ETF - ETF | — | $5.2M | 7,615 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Aventura Private Wealth, LLC's 986 positions.
Showing top 10 of 986 holdings.
Sector Allocation
Technology
$135.2M
Other
$73.1M
Financials
$27.3M
Consumer Discretionary
$23.6M
Industrials
$22.0M
Healthcare
$16.5M
Energy
$7.0M
Utilities
$5.6M
Top Holdings — Aventura Private Wealth, LLC (Q2 2026)
Top 150 of 986 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $34.0M | 10.4% | +0% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $25.2M | 7.7% | +0% | 85.9 |
| 3 | — | NEOS S&P 500 HIGH INCOME ETF - ETF | $16.0M | 4.9% | +8% | — |
| 4 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $15.0M | 4.6% | -13% | — |
| 5 | — | NEOS NASDAQ 100 HIGH INCOME ETF - ETF | $13.0M | 4.0% | +58% | — |
| 6 | $AMZN | AMAZON COM INC | $10.6M | 3.3% | +2% | 68.7 |
| 7 | $MSFT | MICROSOFT CORP | $8.8M | 2.7% | +2% | 79.8 |
| 8 | $GOOGL | Alphabet Inc. | $8.6M | 2.6% | +0% | 78.2 |
| 9 | $META | Meta Platforms, Inc. | $7.6M | 2.3% | +2% | 79.6 |
| 10 | — | VANGUARD S&P 500 ETF - ETF | $5.2M | 1.6% | +2% | — |
| 11 |  $LLY | ELI LILLY & Co | $4.9M | 1.5% | +5% | 87.5 |
| 12 |  $AMD | ADVANCED MICRO DEVICES INC | $4.7M | 1.4% | -6% | 79.8 |
| 13 |  $INTC | INTEL CORP | $3.7M | 1.1% | -0% | 45.6 |
| 14 |  $NFLX | NETFLIX INC | $3.6M | 1.1% | +3% | 78.8 |
| 15 |  $MA | Mastercard Inc | $3.5M | 1.1% | -10% | 85.1 |
| 16 |  $AVGO | Broadcom Inc. | $3.2M | 1.0% | +19% | 84.5 |
| 17 |  $GE | GENERAL ELECTRIC CO | $3.1M | 0.9% | +3% | 73.8 |
| 18 |  $XOM.R34088 | EXXON MOBIL CORP | $3.1M | 0.9% | +5% | 57.9 |
| 19 | $GOOG | Alphabet Inc. | $3.0M | 0.9% | +26% | 78.2 |
| 20 |  $MS | MORGAN STANLEY | $2.9M | 0.9% | +2% | 75.8 |
| 21 |  $MU | MICRON TECHNOLOGY INC | $2.9M | 0.9% | +18% | 86.2 |
| 22 |  $CRWD | CrowdStrike Holdings, Inc. | $2.9M | 0.9% | -8% | 67.7 |
| 23 |  $TXN | TEXAS INSTRUMENTS INC | $2.7M | 0.8% | +11% | 73.4 |
| 24 | — | ISHARES SEMICONDUCTOR ETF - ETF | $2.5M | 0.8% | +1449% | — |
| 25 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.5M | 0.8% | -0% | 67.6 |
| 26 |  $UNH | UNITEDHEALTH GROUP INC | $2.4M | 0.7% | +3% | 62.7 |
| 27 |  $ABBV | AbbVie Inc. | $2.4M | 0.7% | +0% | 72.6 |
| 28 |  $ASML | ASML HOLDING NV | $2.3M | 0.7% | +9% | — |
| 29 |  $WFC | WELLS FARGO & COMPANY/MN | $2.3M | 0.7% | +1% | 61.8 |
| 30 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $2.3M | 0.7% | -1% | — |
| 31 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.2M | 0.7% | +3% | 66.2 |
| 32 |  $TSLA | Tesla, Inc. | $2.2M | 0.7% | +18% | 53.9 |
| 33 |  $PLTR | Palantir Technologies Inc. | $2.1M | 0.7% | -1% | 84.6 |
| 34 |  $STX | Seagate Technology Holdings plc | $2.1M | 0.6% | +16% | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.6% | -9% | — |
| 36 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.6% | +18% | 70.7 |
| 37 |  $WMT | Walmart Inc. | $1.9M | 0.6% | -3% | 60.2 |
| 38 |  $ETN | Eaton Corp plc | $1.9M | 0.6% | +8% | — |
| 39 |  $ORCL | ORACLE CORP | $1.7M | 0.5% | +20% | 66.2 |
| 40 |  $ADI | ANALOG DEVICES INC | $1.7M | 0.5% | +4% | 79.2 |
| 41 |  $LRCX | LAM RESEARCH CORP | $1.7M | 0.5% | +32% | 79.4 |
| 42 |  $TJX | TJX COMPANIES INC /DE/ | $1.6M | 0.5% | +9% | 68.7 |
| 43 |  $BKNG | Booking Holdings Inc. | $1.5M | 0.5% | +2278% | 58.5 |
| 44 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.4% | +7% | — |
| 45 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.4M | 0.4% | -5% | 70 |
| 46 |  $NEE | NEXTERA ENERGY INC | $1.4M | 0.4% | +3% | 64.6 |
| 47 |  $CAT | CATERPILLAR INC | $1.3M | 0.4% | +20% | 66.5 |
| 48 |  $V | VISA INC. | $1.3M | 0.4% | +12% | 82.9 |
| 49 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $1.3M | 0.4% | +293% | — |
| 50 |  $LIN | LINDE PLC | $1.3M | 0.4% | +2% | — |
| 51 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.4% | +3% | — |
| 52 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.4% | +29% | 65.5 |
| 53 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.4% | -2% | 69.4 |
| 54 |  $DE | DEERE & CO | $1.2M | 0.4% | +14% | 55.4 |
| 55 |  $HWM | Howmet Aerospace Inc. | $1.2M | 0.4% | +8% | 73.9 |
| 56 |  $NSC | NORFOLK SOUTHERN CORP | $1.1M | 0.3% | -1% | 63.2 |
| 57 |  $MCD | MCDONALDS CORP | $1.1M | 0.3% | +4% | 69 |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.3% | +0% | 73.8 |
| 59 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.3% | +10% | 69 |
| 60 |  $COP | CONOCOPHILLIPS | $1.1M | 0.3% | +0% | 70.2 |
| 61 | — | GLOBAL X NASDAQ 100 COVERED CALL ETF - ETF | $1.1M | 0.3% | -26% | — |
| 62 |  $BA | BOEING CO | $1.0M | 0.3% | +5% | 61.6 |
| 63 |  $PGR | PROGRESSIVE CORP/OH/ | $984,089 | 0.3% | +1% | 80.1 |
| 64 | — | FIRST TRUST BUYWRITE INCOME ETF - ETF | $956,337 | 0.3% | +96% | — |
| 65 |  $HD | HOME DEPOT, INC. | $954,309 | 0.3% | +1% | 60.3 |
| 66 |  $RTX | RTX Corp | $937,866 | 0.3% | +12% | 73.2 |
| 67 | — | ISHARES CORE S&P 500 ETF - ETF | $931,619 | 0.3% | +52% | — |
| 68 |  $GEV | GE Vernova Inc. | $893,412 | 0.3% | +27% | 81.1 |
| 69 |  $ISRG | INTUITIVE SURGICAL INC | $890,647 | 0.3% | +1% | 79.9 |
| 70 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $853,585 | 0.3% | +0% | — |
| 71 |  $HLT | Hilton Worldwide Holdings Inc. | $841,649 | 0.3% | +3% | 63.3 |
| 72 |  $SNDK | Sandisk Corp | $808,158 | 0.3% | +414% | 87.7 |
| 73 |  $NXPI | NXP Semiconductors N.V. | $786,579 | 0.2% | -2% | — |
| 74 |  $PM | Philip Morris International Inc. | $752,947 | 0.2% | -24% | 75.9 |
| 75 | — | ISHARES MSCI EAFE ETF - ETF | $719,369 | 0.2% | +27% | — |
| 76 |  $MNST | Monster Beverage Corp | $713,680 | 0.2% | -4% | 71.3 |
| 77 |  $SYK | STRYKER CORP | $702,535 | 0.2% | -3% | 72.1 |
| 78 | — | AVORY FOUNDATIONAL ETF - ETF | $686,241 | 0.2% | +13% | — |
| 79 |  $APH | AMPHENOL CORP /DE/ | $671,207 | 0.2% | +15% | 79.3 |
| 80 |  $AMAT | APPLIED MATERIALS INC /DE | $654,315 | 0.2% | +143% | 72.3 |
| 81 |  $CRDO | Credo Technology Group Holding Ltd | $630,176 | 0.2% | -1% | 55.1 |
| 82 |  $SO | SOUTHERN CO | $625,804 | 0.2% | +1% | 62 |
| 83 |  $PG | PROCTER & GAMBLE Co | $619,701 | 0.2% | -17% | 64.6 |
| 84 |  $MLM | MARTIN MARIETTA MATERIALS INC | $613,735 | 0.2% | +3% | 62.9 |
| 85 |  $USB | US BANCORP \DE\ | $609,436 | 0.2% | +6% | 65.3 |
| 86 |  $PEP | PEPSICO INC | $595,280 | 0.2% | +7% | 63.4 |
| 87 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $591,174 | 0.2% | +10% | 73.7 |
| 88 |  $BMY | BRISTOL MYERS SQUIBB CO | $571,071 | 0.2% | -25% | 70.4 |
| 89 |  $BPOP | POPULAR, INC. | $570,197 | 0.2% | +0% | 69.4 |
| 90 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $569,540 | 0.2% | -62% | — |
| 91 |  $FIX | COMFORT SYSTEMS USA INC | $568,820 | 0.2% | +81% | 77.7 |
| 92 |  $OKLO | Oklo Inc. | $554,206 | 0.2% | -2% | — |
| 93 |  $NBIS | Nebius Group N.V. | $547,093 | 0.2% | +0% | — |
| 94 |  $MRK | Merck & Co., Inc. | $530,686 | 0.2% | +10% | 59.9 |
| 95 |  $CEG | Constellation Energy Corp | $527,893 | 0.2% | +25% | 59.4 |
| 96 |  $HOOD | Robinhood Markets, Inc. | $504,408 | 0.1% | +61% | 82.1 |
| 97 |  $ARM | ARM HOLDINGS PLC /UK | $483,795 | 0.1% | +5% | — |
| 98 |  $SLV | iShares Silver Trust | $477,754 | 0.1% | +0% | — |
| 99 |  $DOV | DOVER Corp | $466,304 | 0.1% | +610% | 58.1 |
| 100 |  $BLK | BlackRock, Inc. | $460,089 | 0.1% | +14% | 70 |
| 101 |  $GD | GENERAL DYNAMICS CORP | $443,180 | 0.1% | +5% | 68.7 |
| 102 |  $CRWV | CoreWeave, Inc. | $443,152 | 0.1% | -2% | 52.2 |
| 103 |  $MDLZ | Mondelez International, Inc. | $442,454 | 0.1% | +10% | 56.4 |
| 104 |  $LOW | LOWES COMPANIES INC | $438,785 | 0.1% | +0% | 60.8 |
| 105 |  $SPGI | S&P Global Inc. | $438,400 | 0.1% | -28% | 76.1 |
| 106 |  $WCN | Waste Connections, Inc. | $437,880 | 0.1% | -14% | 68.2 |
| 107 |  $MRVL | Marvell Technology, Inc. | $421,138 | 0.1% | -2% | 76.5 |
| 108 |  $GLW | CORNING INC /NY | $418,414 | 0.1% | +594% | 73.7 |
| 109 |  $CRM | Salesforce, Inc. | $414,453 | 0.1% | -8% | 77 |
| 110 |  $CVX | CHEVRON CORP | $407,935 | 0.1% | +10% | 62.8 |
| 111 |  $TMUS | T-Mobile US, Inc. | $405,164 | 0.1% | -4% | 69.1 |
| 112 |  $COF | CAPITAL ONE FINANCIAL CORP | $401,499 | 0.1% | -21% | 62.4 |
| 113 |  $SHOP | SHOPIFY INC. | $390,392 | 0.1% | -2% | 64.9 |
| 114 |  $CME | CME GROUP INC. | $389,765 | 0.1% | -12% | 69.5 |
| 115 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $388,930 | 0.1% | -8% | 61.3 |
| 116 |  $XEL | XCEL ENERGY INC | $375,242 | 0.1% | +8% | 56.4 |
| 117 |  $AJG | Arthur J. Gallagher & Co. | $374,803 | 0.1% | -27% | 71.2 |
| 118 | — | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF - ETF | $364,293 | 0.1% | -1% | — |
| 119 | — | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF - ETF | $363,907 | 0.1% | NEW | — |
| 120 |  $BSX | BOSTON SCIENTIFIC CORP | $362,695 | 0.1% | -30% | 77.5 |
| 121 |  $AROC | Archrock, Inc. | $358,329 | 0.1% | +0% | 72 |
| 122 | — | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF - ETF | $357,713 | 0.1% | -5% | — |
| 123 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | $356,167 | 0.1% | +0% | — |
| 124 |  $NOW | ServiceNow, Inc. | $355,688 | 0.1% | -16% | 72.9 |
| 125 |  $ALAB | Astera Labs, Inc. | $354,054 | 0.1% | -19% | 75.1 |
| 126 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $353,051 | 0.1% | -2% | 62.9 |
| 127 |  $PFE | PFIZER INC | $349,580 | 0.1% | -3% | 62 |
| 128 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | $343,787 | 0.1% | +245% | — |
| 129 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $343,763 | 0.1% | -38% | 72.6 |
| 130 |  $EOG | EOG RESOURCES INC | $334,574 | 0.1% | +0% | 71.9 |
| 131 |  $HON | HONEYWELL INTERNATIONAL INC | $333,823 | 0.1% | -35% | 65 |
| 132 |  $HONA | Honeywell Aerospace Inc. | $329,618 | 0.1% | NEW | — |
| 133 |  $GS | GOLDMAN SACHS GROUP INC | $326,449 | 0.1% | +52% | 73.5 |
| 134 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $325,489 | 0.1% | -13% | — |
| 135 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $324,934 | 0.1% | +10% | 65.1 |
| 136 |  $MDT | Medtronic plc | $322,308 | 0.1% | -12% | 68.7 |
| 137 |  $CSCO | CISCO SYSTEMS, INC. | $322,290 | 0.1% | +29% | 70.3 |
| 138 |  $UBER | Uber Technologies, Inc | $322,246 | 0.1% | -10% | 73.5 |
| 139 |  $PH | Parker-Hannifin Corp | $315,935 | 0.1% | +32% | 65.8 |
| 140 |  $IR | Ingersoll Rand Inc. | $315,747 | 0.1% | +3% | 64.4 |
| 141 |  $NKE | NIKE, Inc. | $313,969 | 0.1% | -34% | 49.3 |
| 142 |  $DLR | DIGITAL REALTY TRUST, INC. | $310,563 | 0.1% | +8% | 72.8 |
| 143 |  $SNOW | Snowflake Inc. | $307,446 | 0.1% | +26% | 54.9 |
| 144 | — | GLOBAL X S&P 500 COVERED CALL ETF - ETF | $294,217 | 0.1% | -62% | — |
| 145 |  $KLAC | KLA CORP | $288,817 | 0.1% | +2027% | 78.6 |
| 146 |  $CMS | CMS ENERGY CORP | $288,099 | 0.1% | +0% | 57.3 |
| 147 |  $SAN | Banco Santander, S.A. | $285,177 | 0.1% | +0% | — |
| 148 |  $AVAV | AeroVironment Inc | $269,606 | 0.1% | -11% | 42 |
| 149 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $269,265 | 0.1% | -2% | — |
| 150 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $267,143 | 0.1% | +148% | — |
New Positions (118)
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF - ETF$363,907
$HONA Honeywell Aerospace Inc.$329,618 ISHARES INTERNATIONAL SELECT DIVIDEND ETF - ETF$207,150
JPMORGAN U.S. TECH LEADERS ETF - ETF$100,620
$ONTO ONTO INNOVATION INC.$98,019
$CRSR Corsair Gaming, Inc.$73,782
$CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC.$63,501 ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF$57,697
$TECH BIO-TECHNE Corp$50,868
$FN Fabrinet$44,404
$MARA MARA Holdings, Inc.$41,309
$QSR Restaurant Brands International Inc.$29,077
$MCHP MICROCHIP TECHNOLOGY INC$27,269
$LYV Live Nation Entertainment, Inc.$26,185
$WYNN WYNN RESORTS LTD$25,243Exited Positions (34)
$NRG NRG ENERGY, INC. VANGUARD SHORT-TERM CORPORATE BOND ETF
ISHARES S&P 500 VALUE ETF
ISHARES MSCI EAFE VALUE ETF
$TFPM Triple Flag Precious Metals Corp.
$CBOE Cboe Global Markets, Inc. ISHARES MSCI EAFE GROWTH ETF
$LULU lululemon athletica inc. VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
$ASND Ascendis Pharma A/S
$OGG Osisko Gold Group Inc. GOLDMAN SACHS ACTIVEBETA JAPAN EQUITY ETF
GRANITESHARES 2X LONG NVDA DAILY ETF
$CICB CION Investment Corp
$TLN Talen Energy CorpBrowse Top Institutional Investors
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