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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 79.0 $4K 0.00% NEW $52.15 +8.4%
122 LASR NLIGHT INC COM Technology 55.0 $4K 0.00% NEW $69.62 -42.1%
123 ESLT ELBIT SYS LTD ORD Industrials 5.0 $4K 0.00% NEW $758.80 -6.6%
124 OPTX SYNTEC OPTICS HLDGS INC CL A Technology 300.0 $4K 0.00% NEW $12.45 -41.5%
125 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 65.0 $4K 0.00% NEW $56.08 +11.1%
126 JAAA JANUS HENDERSON AAA CLO ETF 68.0 $3K 0.00% NEW $50.49 +0.1%
127 UBS UBS GROUP AG SHS Financial Services 69.0 $3K 0.00% NEW $49.57 +9.2%
128 ITT ITT INC COM Industrials 17.0 $3K 0.00% NEW $197.76 -1.8%
129 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 200.0 $3K 0.00% NEW $16.61 -23.7%
130 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 30.0 $3K 0.00% NEW $110.40 +14.8%
131 TGS TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B Energy 110.0 $3K 0.00% NEW $29.73 -1.7%
132 NVMI NOVA LTD COM Technology 6.0 $3K 0.00% NEW $543.00 -37.8%
133 BMA BANCO MACRO S A SPON ADR B Financial Services 35.0 $3K 0.00% NEW $92.60 -15.3%
134 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 67.0 $3K 0.00% NEW $45.12 -17.0%
135 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 37.0 $3K 0.00% NEW $81.16 -9.5%
136 GGAL GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR Financial Services 60.0 $3K 0.00% NEW $50.03 -11.5%
137 FROG JFROG LTD ORD SHS Technology 33.0 $3K 0.00% NEW $90.88 +1.0%
138 MTRN MATERION CORP COM Basic Materials 10.0 $3K 0.00% NEW $297.40 -21.3%
139 WAT WATERS CORP COM Healthcare 8.0 $3K 0.00% NEW $359.88 +12.8%
140 NOK NOKIA CORP SPONSORED ADR Technology 212.0 $3K 0.00% NEW $13.28 -25.2%
Page 7 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%