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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 42 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TE T1 ENERGY INC COM NEW Industrials 225.0 $2K 0.00% NEW $9.48 -54.9%
822 FAST FASTENAL CO COM Industrials 44.0 $2K 0.00% +34.0 +340.0% $48.02 +1.5%
823 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 50.0 $2K 0.00% NEW $41.52 -31.2%
824 CC CHEMOURS CO COM Basic Materials 100.0 $2K 0.00% NEW $20.52 -26.4%
825 DGRO ISHARES CORE DIVIDEND GROWTH ETF 27.0 $2K 0.00% $75.78 +4.1%
826 CRH PLC ORD 19.0 $2K 0.00% NEW $107.00
827 GEOS GEOSPACE TECHNOLOGIES CORP COM Energy 300.0 $2K 0.00% -24.0 -7.4% $6.77 -23.3%
828 IWC ISHARES MICRO-CAP ETF 10.0 $2K 0.00% NEW $200.00 -4.2%
829 TRV TRAVELERS COMPANIES INC COM Financial Services 6.0 $2K 0.00% -1.0 -14.3% $330.17 +10.2%
830 EH EHANG HLDGS LTD ADS Industrials 300.0 $2K 0.00% $6.55 -32.2%
831 NTES NETEASE COM INC SPONSORED ADS Technology 15.0 $2K 0.00% NEW $128.13 -6.3%
832 NAK NORTHERN DYNASTY MINERALS LTD COM NEW Basic Materials 1,000.0 $2K 0.00% NEW $1.92 -18.8%
833 PSA PUBLIC STORAGE COM Real Estate 6.0 $2K 0.00% +5.0 +500.0% $318.33 -4.9%
834 ACA ARCOSA INC COM Industrials 13.0 $2K 0.00% $145.31 +0.1%
835 TEAM ATLASSIAN CORPORATION CL A Technology 24.0 $2K 0.00% $77.79 +140.4%
836 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 12.0 $2K 0.00% $154.25 +2.8%
837 CLS CELESTICA INC COM Technology 5.0 $2K 0.00% NEW $364.80 -19.8%
838 VGLT VANGUARD LONG-TERM TREASURY ETF 33.0 $2K 0.00% $55.18 -4.8%
839 GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 80.0 $2K 0.00% $22.65 +17.4%
840 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 42.0 $2K 0.00% $42.60 -6.7%
Page 42 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%