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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $278M AUM 859 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 97 New 176 Added 192 Reduced
Page 36 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WDC WESTERN DIGITAL CORP COM Technology 10.0 $2K 0.00% NEW $172.30 +161.4%
702 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 12.0 $2K 0.00% $143.33 +10.6%
703 GEN GEN DIGITAL INC COM Technology 63.0 $2K 0.00% +10.0 +18.9% $27.19 +10.4%
704 GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 80.0 $2K 0.00% $21.15 +25.7%
705 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 5.0 $2K 0.00% $328.60 +1.8%
706 TRIP TRIPADVISOR INC COM Consumer Cyclical 110.0 $2K 0.00% -334.0 -75.2% $14.56 -35.0%
707 USFD US FOODS HLDG CORP COM Consumer Defensive 21.0 $2K 0.00% $75.33 +41.6%
708 AMKR AMKOR TECHNOLOGY INC COM Technology 40.0 $2K 0.00% $39.48 +15.8%
709 ITRI ITRON INC COM Technology 17.0 $2K 0.00% $92.88 +2.4%
710 DVN DEVON ENERGY CORP NEW COM Energy 43.0 $2K 0.00% +10.0 +30.3% $36.63 +33.9%
711 ALGN ALIGN TECHNOLOGY INC COM Healthcare 10.0 $2K 0.00% $156.20 -0.8%
712 CTGO CONTANGO ORE INC COM Basic Materials 57.0 $2K 0.00% NEW $26.40 -28.8%
713 NEM NEWMONT CORP COM Basic Materials 15.0 $1K 0.00% NEW $99.87 +22.8%
714 SA SEABRIDGE GOLD INC COM Basic Materials 50.0 $1K 0.00% NEW $29.60 +1.1%
715 CNX CNX RES CORP COM Energy 40.0 $1K 0.00% $36.77 +2.1%
716 UUUU ENERGY FUELS INC COM NEW Energy 100.0 $1K 0.00% NEW $14.54 -2.2%
717 OGN ORGANON & CO COMMON STOCK Healthcare 197.0 $1K 0.00% $7.17 +92.0%
718 INTEGRA RES CORP COM 347.0 $1K NEW $4.01
719 SOLENO THERAPEUTICS INC COM 30.0 $1K $46.30
720 ACA ARCOSA INC COM Industrials 13.0 $1K $106.31 +36.8%
Page 36 of 43  ·  859 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 43.5%
Financial Services 13.6%
Consumer Cyclical 10.4%
Healthcare 7.6%
Communication Services 7.5%
Industrials 6.4%
Consumer Defensive 3.8%
Energy 2.6%
Utilities 2.4%
Basic Materials 1.7%