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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 35 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VGLT VANGUARD LONG-TERM TREASURY ETF 33.0 $2K 0.00% $56.85 -4.0%
682 ROIV ROIVANT SCIENCES LTD SHS Healthcare 124.0 $2K 0.00% $15.13 +94.6%
683 MFC MANULIFE FINL CORP COM Financial Services 60.0 $2K 0.00% $31.15 +24.2%
684 DGRO ISHARES CORE DIVIDEND GROWTH ETF 27.0 $2K 0.00% $68.07 +9.6%
685 CRTO CRITEO S A SPONS ADS Communication Services 81.0 $2K 0.00% $22.60 -21.8%
686 ON ON SEMICONDUCTOR CORP COM Technology 37.0 $2K 0.00% $49.30 +151.8%
687 TLRY TILRAY BRANDS INC COM Healthcare 1,054.0 $2K 0.00% NEW $1.73 +220.1%
688 WAB WABTEC COM Industrials 9.0 $2K 0.00% $200.44 +30.3%
689 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 200.0 $2K 0.00% $9.00 -34.3%
690 SOMNIGROUP INTERNATIONAL INC COM 21.0 $2K 0.00% $84.33
691 NVAX NOVAVAX INC COM NEW Healthcare 200.0 $2K 0.00% $8.67 +29.0%
692 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 5.0 $2K 0.00% $345.40 -26.6%
693 INSG INSEEGO CORP COM NEW Technology 115.0 $2K 0.00% $14.97 -19.1%
694 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 12.0 $2K 0.00% $142.58 +12.9%
695 GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 80.0 $2K 0.00% $21.39 +16.1%
696 VOX VANGUARD COMMUNICATION SERVICES ETF 9.0 $2K 0.00% $187.78 +6.1%
697 BIOHAVEN LTD COM 112.0 $2K 0.00% $15.01
698 TRV TRAVELERS COMPANIES INC COM Financial Services 6.0 $2K 0.00% -260.0 -97.7% $279.17 +7.6%
699 ULTA ULTA BEAUTY INC COM Consumer Cyclical 3.0 $2K 0.00% $546.67 -7.2%
700 USFD US FOODS HLDG CORP COM Consumer Defensive 21.0 $2K 0.00% $76.62 +7.6%
Page 35 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%