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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 43 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VELO3D INC COM NEW 100.0 $2K 0.00% NEW $17.55
842 OSIS OSI SYSTEMS INC COM Technology 8.0 $2K 0.00% $218.75 -4.7%
843 RQI COHEN & STEERS QUALITY INCOME COM Financial Services 138.0 $2K 0.00% NEW $12.30 -1.6%
844 VERSIGENT PLC ORDINARY SHARES 40.0 $2K 0.00% NEW $42.35
845 ALGN ALIGN TECHNOLOGY INC COM Healthcare 10.0 $2K 0.00% $168.70 -5.2%
846 FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS Consumer Defensive 13.0 $2K 0.00% $127.92 -5.1%
847 VOX VANGUARD COMMUNICATION SERVICES ETF 9.0 $2K 0.00% $184.00 +2.6%
848 IOT SAMSARA INC COM CL A Technology 51.0 $2K 0.00% NEW $32.43 +14.0%
849 SOMNIGROUP INTERNATIONAL INC COM 21.0 $2K 0.00% $78.38
850 CFG CITIZENS FINL GROUP INC COM Financial Services 23.0 $2K +18.0 +360.0% $70.09 -0.4%
851 HLN HALEON PLC SPON ADS Healthcare 172.0 $2K $9.33 +6.9%
852 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 200.0 $2K $7.56 -28.2%
853 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 25.0 $1K NEW $58.92 -7.9%
854 GNE GENIE ENERGY LTD CL B Utilities 100.0 $1K $14.45 +5.6%
855 PKG PACKAGING CORP AMER COM Consumer Cyclical 6.0 $1K $238.33 -1.2%
856 NTNX NUTANIX INC CL A Technology 28.0 $1K NEW $50.96 +29.6%
857 GPUS HYPERSCALE DATA INC COM SHS Industrials 10,000.0 $1K NEW $0.14 +43.6%
858 NTRS NORTHERN TR CORP COM Financial Services 8.0 $1K $173.88 +5.9%
859 PLUG PLUG PWR INC COM NEW Industrials 500.0 $1K $2.71 -23.2%
860 JANX JANUX THERAPEUTICS INC COM Healthcare 88.0 $1K $15.36 +29.5%
Page 43 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%