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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $326M AUM 986 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 199 New 280 Added 168 Reduced 72 Exited
Page 9 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RKLB ROCKET LAB CORP COM Industrials 681.0 $69K 0.02% +321.0 +89.2% $101.65 -38.9%
162 LEN LENNAR CORP CL A Consumer Cyclical 755.0 $68K 0.02% +541.0 +252.8% $90.49 -8.3%
163 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 3,585.0 $64K 0.02% +206.0 +6.1% $17.73 -5.8%
164 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 2,953.0 $62K 0.02% +1K +55.3% $21.11 -25.4%
165 VUG VANGUARD GROWTH ETF 698.0 $60K 0.02% +575.0 +467.5% $86.14 +1.5%
166 CENCORA INC COM 205.0 $58K 0.02% +80.0 +64.0% $282.98
167 USAR USA RARE EARTH INC COM Basic Materials 2,665.0 $58K 0.02% +2K +247.5% $21.58 -19.3%
168 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 606.0 $57K 0.02% +149.0 +32.6% $94.57 -2.5%
169 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 4,240.0 $56K 0.02% +4K +10000.0% $13.31 +74.0%
170 NVS NOVARTIS AG SPONSORED ADR Healthcare 359.0 $56K 0.02% +35.0 +10.8% $156.72 +2.9%
171 RGLD ROYAL GOLD INC COM Basic Materials 281.0 $56K 0.02% +39.0 +16.1% $199.61 +29.5%
172 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 477.0 $52K 0.02% +118.0 +32.9% $109.77 -1.9%
173 JCI JOHNSON CTLS INTL PLC SHS Industrials 357.0 $52K 0.02% +327.0 +1090.0% $146.11 -5.6%
174 MGK VANGUARD MEGA CAP GROWTH ETF 585.0 $51K 0.02% +518.0 +773.1% $87.91 +1.2%
175 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 896.0 $50K 0.01% +450.0 +100.9% $56.17 +2.9%
176 IWV ISHARES RUSSELL 3000 ETF 116.0 $49K 0.01% +115.0 +10000.0% $426.40 +1.7%
177 TFC TRUIST FINL CORP COM Financial Services 988.0 $49K 0.01% +48.0 +5.1% $49.82 +1.1%
178 BLOCK INC CL A 631.0 $48K 0.01% +300.0 +90.6% $76.00
179 AEM AGNICO EAGLE MINES LTD COM Basic Materials 306.0 $47K 0.01% +170.0 +125.0% $155.13 +27.3%
180 ARGX ARGENX SE SPONSORED ADR Healthcare 50.0 $46K 0.01% +5.0 +11.1% $927.78 +14.0%
Page 9 of 14  ·  280 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.2%
Financial Services 12.1%
Consumer Cyclical 9.1%
Industrials 7.6%
Healthcare 7.0%
Communication Services 6.6%
Consumer Defensive 3.5%
Utilities 2.4%
Basic Materials 1.5%
Energy 1.5%