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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 100.0 $6K 0.00% NEW $62.63 +42.9%
102 MTZ MASTEC INC COM Industrials 15.0 $6K 0.00% NEW $416.07 -42.9%
103 VIKING HOLDINGS LTD ORD SHS 59.0 $6K 0.00% NEW $104.68
104 PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 110.0 $6K 0.00% NEW $55.90 -5.7%
105 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 117.0 $6K 0.00% NEW $51.95 +0.0%
106 IX ORIX CORP SPONSORED ADR Financial Services 159.0 $6K 0.00% NEW $38.04 +3.0%
107 IESC IES HOLDINGS INC COM Industrials 8.0 $6K 0.00% NEW $734.62 -59.1%
108 HSIC SCHEIN HENRY INC COM Healthcare 65.0 $5K 0.00% NEW $83.52 +6.0%
109 RY ROYAL BK CDA COM Financial Services 26.0 $5K 0.00% NEW $206.96 -1.7%
110 JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF 56.0 $5K 0.00% NEW $93.05 -6.5%
111 PUK PRUDENTIAL PLC ADR Financial Services 192.0 $5K 0.00% NEW $26.81 +1.0%
112 BITO PROSHARES BITCOIN ETF 632.0 $5K 0.00% NEW $7.98 +30.1%
113 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 79.0 $5K 0.00% NEW $63.80 +12.4%
114 ARGT GLOBAL X MSCI ARGENTINA ETF 55.0 $5K 0.00% NEW $91.31 +4.5%
115 ING ING GROEP N.V. SPONSORED ADR Financial Services 157.0 $5K 0.00% NEW $31.38 +12.3%
116 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 40.0 $5K 0.00% NEW $112.75 +8.8%
117 LNT ALLIANT ENERGY CORP COM Utilities 57.0 $4K 0.00% NEW $76.30 -11.0%
118 AON AON PLC SHS CL A Financial Services 13.0 $4K 0.00% NEW $331.69 -1.6%
119 VNOM VIPER ENERGY INC CL A Energy 100.0 $4K 0.00% NEW $42.40 +7.1%
120 STRL STERLING INFRASTRUCTURE INC COM Industrials 5.0 $4K 0.00% NEW $839.40 -45.7%
Page 6 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%