Aventura Private Wealth, LLC Portfolio Holdings

Aventura Private Wealth, LLC

  • $278 Billion
  • Q4 2025

Aventura Private Wealth, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $278 Billion distributed in 859 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.4B, Nvidia Corp with a value of $22.9B, J P Morgan ETF Tr Nasdaq Equit with a value of $17.6B, Shp ETF Tr Neos S&P 500 High I with a value of $12.6B, and Microsoft Corp with a value of $11.8B.

Examining the 13F form we can see an increase of $278B in the current position value.

Aventura Private Wealth, LLC is based out at Aventura, FL

Below you can find more details about Aventura Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $278 Billion
Technology: $92.9 Billion
ETFs: $42.1 Billion
Financial Services: $25.9 Billion
Communication Services: $23.6 Billion
Consumer Cyclical: $22.4 Billion
Healthcare: $16.4 Billion
Industrials: $14.2 Billion
Consumer Defensive: $8.25 Billion
Other: $13.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$297 Million 0.11% of portfolio
2,629
Q3 2025 Added 4.45%
$120B
$300 Million 0.11% of portfolio
10,032
Q3 2025 Reduced 2.32%
$44.1B
$319 Million 0.11% of portfolio
4,317
Q3 2025 Reduced 10.56%
$14.8B
$307 Million 0.11% of portfolio
1,956
Q3 2025 Reduced 15.01%
$30.4B
$295 Million 0.11% of portfolio
3,727
Q3 2025 Reduced 18.67%
-
$293 Million 0.11% of portfolio
-
Q1 2025 Added 0.89%
$39.1B
$299 Million 0.11% of portfolio
1,169
Q3 2025 Added 125.48%
$151B
$279 Million 0.1% of portfolio
796
Q3 2025 Reduced 58.02%
$45.5B
$265 Million 0.1% of portfolio
1,710
Q3 2025 Reduced 11.95%
$64.7B
$271 Million 0.1% of portfolio
2,579
Q4 2025 New
$7.28B
$288 Million 0.1% of portfolio
1,190
Q3 2025 Added 5,515.0%
$37.9B
$240 Million 0.09% of portfolio
3,252
Q1 2025 Reduced 0.15%
$84B
$249 Million 0.09% of portfolio
1,420
Q3 2025 Added 3.72%
$181B
$242 Million 0.09% of portfolio
20,665
Q4 2025 New
$21.5B
$263 Million 0.09% of portfolio
3,766
Q3 2025 Added 1.07%
$86.4B
$251 Million 0.09% of portfolio
803
Q3 2025 Added 3.22%
$70.2B
$213 Million 0.08% of portfolio
6,656
Q3 2025 Added 0.54%
$74.3B
$230 Million 0.08% of portfolio
298
Q3 2025 Reduced 17.29%
$193B
$211 Million 0.08% of portfolio
1,857
Q3 2025 Reduced 27.8%
$1.87B
$224 Million 0.08% of portfolio
1,474
Q3 2025 Reduced 0.07%
$22.8B
$236 Million 0.08% of portfolio
2,302
Q1 2025 Reduced 0.22%
$107B
$207 Million 0.07% of portfolio
235
Q1 2025 Reduced 0.43%
$123B
$184 Million 0.07% of portfolio
588
Q3 2025 Added 2.53%
$64.5B
$181 Million 0.07% of portfolio
650
Q3 2025 Added 105.58%
$123B
$189 Million 0.07% of portfolio
391
Q3 2025 Added 172.05%
$0
$203 Million 0.07% of portfolio
31,681
Q4 2025 New
$24.8B
$181 Million 0.07% of portfolio
978
Q3 2025 Added 140.04%
$82.2B
$190 Million 0.07% of portfolio
864
Q3 2025 Added 28.19%
$10.3B
$196 Million 0.07% of portfolio
4,415
Q4 2025 New
$59.7B
$184 Million 0.07% of portfolio
392
Q2 2025 Added 1.03%
$418B
$205 Million 0.07% of portfolio
1,397
Q3 2025 Added 1.14%
$160B
$179 Million 0.06% of portfolio
782
Q3 2025 Reduced 76.6%
$26.9B
$161 Million 0.06% of portfolio
382
Q1 2025 Reduced 82.98%
$74.3B
$168 Million 0.06% of portfolio
2,792
Q3 2025 Reduced 30.92%
$31.1B
$164 Million 0.06% of portfolio
1,465
Q3 2025 Added 264.0%
$103B
$161 Million 0.06% of portfolio
80
Q3 2025 Added 15.87%
$6.2B
$163 Million 0.06% of portfolio
1,786
Q3 2025 Added 2.36%
$265B
$167 Million 0.06% of portfolio
190
Q3 2025 Added 33.81%
$181B
$146 Million 0.05% of portfolio
5,878
Q3 2025 Reduced 28.49%
$46.4B
$132 Million 0.05% of portfolio
616
Q3 2025 Reduced 5.3%
$98.1B
$150 Million 0.05% of portfolio
971
Q3 2025 Added 4.85%
$109B
$129 Million 0.05% of portfolio
2,539
Q3 2025 Added 83.52%
$24.5B
$141 Million 0.05% of portfolio
1,105
Q3 2025 Reduced 0.45%
$319B
$148 Million 0.05% of portfolio
1,916
Q3 2025 Added 42.3%
$114B
$128 Million 0.05% of portfolio
1,601
Q2 2025 Reduced 19.18%
$10.4B
$149 Million 0.05% of portfolio
2,959
Q3 2025 Reduced 71.51%
$954M
$141 Million 0.05% of portfolio
9,922
Q3 2025 Added 304.59%
$2.4B
$151 Million 0.05% of portfolio
4,876
Q4 2025 New
$104B
$133 Million 0.05% of portfolio
2,304
Q3 2025 Reduced 5.85%

Summary

  • Portfolio
  • No. of Stocks 859
  • Current Value $278 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 859 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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