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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 15 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 1,638.0 $82K 0.03% +50.0 +3.1% $49.86 -2.4%
282 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 658.0 $81K 0.03% +51.0 +8.4% $123.12 +28.3%
283 ARCC ARES CAPITAL CORP COM Financial Services 4,344.0 $80K 0.03% +100.0 +2.4% $18.53 +7.8%
284 STANDARDAERO INC COM 2,672.0 $80K 0.03% +1K +70.4% $29.91
285 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 834.0 $80K 0.02% +784.0 +1568.0% $95.44 +1.6%
286 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1,116.0 $80K 0.02% $71.25 +1.6%
287 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 958.0 $79K 0.02% +99.0 +11.5% $82.87 -5.9%
288 ARTY ISHARES FUTURE AI & TECH ETF 1,024.0 $78K 0.02% NEW $76.16 -3.8%
289 HII HUNTINGTON INGALLS INDS INC COM Industrials 278.0 $78K 0.02% $279.89 +3.8%
290 EMR EMERSON ELEC CO COM Industrials 537.0 $77K 0.02% +93.0 +20.9% $143.23 +2.6%
291 HEI HEICO CORP NEW COM Industrials 215.0 $77K 0.02% -81.0 -27.4% $356.19 -9.1%
292 MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF 1,277.0 $75K 0.02% $58.70
293 FSK FS KKR CAP CORP COM Financial Services 7,111.0 $75K 0.02% -500.0 -6.6% $10.50 +17.0%
294 CRSR CORSAIR GAMING INC COM Technology 7,630.0 $74K 0.02% NEW $9.67 +23.1%
295 PULS PGIM ULTRA SHORT BOND ETF 1,465.0 $73K 0.02% +69.0 +4.9% $49.55 -0.0%
296 JPMORGAN ULTRA-SHORT INCOME ETF 1,422.0 $72K 0.02% +205.0 +16.8% $50.57
297 OKTA OKTA INC CL A Technology 526.0 $72K 0.02% +360.0 +216.9% $136.45 +19.7%
298 FISV FISERV INC COM Technology 1,460.0 $72K 0.02% +288.0 +24.6% $49.05 +5.9%
299 WELL WELLTOWER INC COM Real Estate 315.0 $71K 0.02% +240.0 +320.0% $226.97 +5.2%
300 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 796.0 $71K 0.02% NEW $88.62 -29.7%
Page 15 of 50  ·  986 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%