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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $271M AUM 808 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 169 Added 135 Reduced
Page 31 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CPK CHESAPEAKE UTILS CORP COM Utilities 33.0 $4K 0.00% NEW $134.70 -6.8%
602 APTIV PLC COM SHS 50.0 $4K 0.00% $86.22
603 USAR USA RARE EARTH INC COM Basic Materials 250.0 $4K 0.00% NEW $17.19 +55.7%
604 OVV OVINTIV INC COM Energy 106.0 $4K 0.00% $40.38 +38.7%
605 MIND TECHNOLOGY INC COM NEW 521.0 $4K 0.00% NEW $8.09
606 FLR FLUOR CORP NEW COM Industrials 100.0 $4K 0.00% NEW $42.07 +12.4%
607 EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 80.0 $4K 0.00% $51.56 +6.9%
608 EHC ENCOMPASS HEALTH CORP COM Healthcare 32.0 $4K 0.00% NEW $127.03 -17.8%
609 RELY REMITLY GLOBAL INC COM Technology 249.0 $4K 0.00% $16.30 +23.9%
610 BBEU JPMORGAN BETABUILDERS EUROPE ETF 58.0 $4K 0.00% $69.60 +12.3%
611 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 42.0 $4K 0.00% $95.19 +0.7%
612 MKSI MKS INC. COM Technology 32.0 $4K 0.00% $123.78 +163.0%
613 STE STERIS PLC SHS USD Healthcare 16.0 $4K 0.00% $247.44 -13.7%
614 TD TORONTO DOMINION BK ONT COM NEW Financial Services 49.0 $4K 0.00% $80.69 +38.9%
615 TECHNIPFMC PLC COM 96.0 $4K 0.00% $39.45
616 RVMD REVOLUTION MEDICINES INC COM Healthcare 81.0 $4K 0.00% $46.70 +226.9%
617 MSB MESABI TR CTF BEN INT Financial Services 128.0 $4K 0.00% $29.27 -8.2%
618 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 4.0 $4K 0.00% NEW $933.75 -56.3%
619 KB KB FINL GROUP INC SPONSORED ADR Financial Services 45.0 $4K 0.00% $82.91 +23.6%
620 RCAT RED CAT HLDGS INC COM Technology 360.0 $4K 0.00% $10.35 +3.8%
Page 31 of 41  ·  808 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 42.5%
Financial Services 12.4%
Communication Services 10.9%
Consumer Cyclical 9.6%
Healthcare 6.9%
Industrials 6.6%
Consumer Defensive 3.6%
Utilities 2.7%
Energy 2.7%
Basic Materials 1.7%