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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 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 41.0 $10K 0.00% NEW $237.34 -7.8%
82 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 1,000.0 $9K 0.00% NEW $9.48 +6.9%
83 GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF 102.0 $9K 0.00% NEW $91.26 -2.9%
84 SYF SYNCHRONY FINANCIAL COM Financial Services 121.0 $9K 0.00% NEW $76.05 +0.8%
85 MQY BLACKROCK MUNIYILD QULT FD INC COM Financial Services 755.0 $9K 0.00% NEW $11.59 -5.5%
86 AIR AAR CORP COM Industrials 60.0 $9K 0.00% NEW $142.93 -12.9%
87 EQNR EQUINOR ASA SPONSORED ADR Energy 272.0 $9K 0.00% NEW $31.40 +40.9%
88 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 96.0 $8K 0.00% NEW $87.04 +3.8%
89 SMURFIT WESTROCK PLC SHS 170.0 $8K 0.00% NEW $46.26
90 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 114.0 $8K 0.00% NEW $67.24 -2.7%
91 ISHARES CURRENCY HEDGED MSCI JAPAN ETF 114.0 $7K 0.00% NEW $64.52
92 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 765.0 $7K 0.00% NEW $9.58 +12.1%
93 JPIE JPMORGAN INCOME ETF 158.0 $7K 0.00% NEW $46.05 -1.0%
94 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 274.0 $7K 0.00% NEW $26.52 -2.1%
95 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 217.0 $7K 0.00% NEW $33.46 -1.8%
96 MLI MUELLER INDS INC COM Industrials 59.0 $7K 0.00% NEW $122.93 -50.3%
97 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 750.0 $7K 0.00% NEW $8.75 +33.5%
98 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 69.0 $7K 0.00% NEW $95.09 +8.7%
99 PPH VANECK PHARMACEUTICAL ETF 60.0 $7K 0.00% NEW $109.35 +4.7%
100 CCJ CAMECO CORP COM Energy 64.0 $7K 0.00% NEW $101.86 -5.5%
Page 5 of 10  ·  199 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%