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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 45 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 STLD STEEL DYNAMICS INC COM Basic Materials 5.0 $1K $229.40 +5.5%
882 STAG STAG INDUSTRIAL INC COM Real Estate 30.0 $1K NEW $38.07 -1.9%
883 EIX EDISON INTL COM Utilities 15.0 $1K -315.0 -95.5% $74.47 -26.4%
884 MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF 18.0 $1K -318.0 -94.6% $61.94
885 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 13.0 $1K $85.46 +1.7%
886 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 13.0 $1K $83.08 +2.6%
887 PRU PRUDENTIAL FINL INC COM Financial Services 10.0 $1K $107.90 +10.0%
888 GPC GENUINE PARTS CO COM Consumer Cyclical 9.0 $1K NEW $118.00 +15.5%
889 HAL HALLIBURTON CO COM Energy 30.0 $1K $33.97 +7.7%
890 STT STATE STR CORP COM Financial Services 6.0 $1K $169.67 +11.8%
891 HRB BLOCK H & R INC COM Consumer Cyclical 26.0 $990.0 $38.08 +34.9%
892 WRB BERKLEY W R CORP COM Financial Services 14.0 $987.0 $70.50 -3.8%
893 IQVIA HLDGS INC COM 5.0 $966.0 $193.20
894 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 4.0 $932.0 $233.00 -4.7%
895 INVZ INNOVIZ TECHNOLOGIES LTD SHS Consumer Cyclical 1,200.0 $913.0 $0.76 -56.3%
896 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 4.0 $907.0 $226.75 -40.9%
897 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 10.0 $872.0 $87.20 +5.2%
898 RDDT REDDIT INC CL A Communication Services 5.0 $868.0 $173.60 -13.5%
899 EPAC ENERPAC TOOL GROUP CORP CL A COM Industrials 24.0 $861.0 $35.88 +2.1%
900 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 45.0 $836.0 $18.58 -0.7%
Page 45 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%