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
$36B
$27.3 Million 0.01% of portfolio
275
Q4 2024 Added 44.36%
$12.8B
$18.9 Million 0.01% of portfolio
135
Q4 2025 New
$11B
$27 Million 0.01% of portfolio
320
Q2 2025 Reduced 0.62%
$68.7B
$17.7 Million 0.01% of portfolio
178
Q3 2025 Reduced 13.85%
$92.7B
$23 Million 0.01% of portfolio
74
Q3 2025 Reduced 6.45%
$29B
$18.3 Million 0.01% of portfolio
600
Q2 2025 Reduced 33.33%
$33.9B
$16.6 Million 0.01% of portfolio
74
Q2 2025 Added 7.81%
$136B
$34.1 Million 0.01% of portfolio
73
Q1 2025 Reduced 1.37%
$8.64B
$14.6 Million 0.01% of portfolio
194
Q3 2025 Reduced 20.37%
$50B
$22.8 Million 0.01% of portfolio
350
Q4 2025 New
$111B
$24.5 Million 0.01% of portfolio
54
Q1 2025 Reduced 3.7%
$13.3B
$38.8 Million 0.01% of portfolio
1,127
Q1 2025 Added 0.98%
$100B
$16.9 Million 0.01% of portfolio
208
Q1 2025 Reduced 2.4%
$16.3B
$28.7 Million 0.01% of portfolio
166
Q3 2025 Added 131.62%
$9.78B
$33 Million 0.01% of portfolio
843
Q2 2025 Added 1.49%
$24.2B
$17.2 Million 0.01% of portfolio
41
Q3 2025 Reduced 4.26%
$5.6B
$16.1 Million 0.01% of portfolio
1,500
Q2 2025 Added 24.07%
$33.1B
$14.1 Million 0.01% of portfolio
500
Q4 2025 New
$10.7B
$21.3 Million 0.01% of portfolio
260
Q4 2025 New
$130B
$19.1 Million 0.01% of portfolio
395
Q3 2025 Reduced 74.44%
$9.05B
$36.1 Million 0.01% of portfolio
62
Q4 2025 New
$35B
$14.2 Million 0.01% of portfolio
839
Q3 2025 Added 65.55%
$12.6B
$18.6 Million 0.01% of portfolio
2,225
Q3 2025 Reduced 37.54%
$4.32B
$18.4 Million 0.01% of portfolio
351
Q4 2025 New
$18.6B
$21.1 Million 0.01% of portfolio
556
Q3 2025 Reduced 6.38%
$10.5B
$18.3 Million 0.01% of portfolio
199
Q2 2025 Reduced 27.37%
$40.4B
$24.3 Million 0.01% of portfolio
217
Q3 2025 Reduced 14.74%
$55.9B
$26.7 Million 0.01% of portfolio
33
Q4 2025 New
$34.7B
$21.7 Million 0.01% of portfolio
172
Q1 2025 Reduced 75.58%
$4.89B
$33.8 Million 0.01% of portfolio
3,876
Q4 2025 New
$46.1B
$13.9 Million 0.01% of portfolio
160
Q3 2025 Added 21.88%
$69.4B
$23.6 Million 0.01% of portfolio
269
Q3 2025 New
$35.1B
$36.2 Million 0.01% of portfolio
359
Q3 2025 Reduced 51.49%
$0
$29.9 Million 0.01% of portfolio
500
Q4 2025 New
$55.3B
$15.9 Million 0.01% of portfolio
40
Q2 2025 Added 33.33%
$30.3B
$21.5 Million 0.01% of portfolio
331
Q3 2025 Added 45.92%
$22.4B
$19.8 Million 0.01% of portfolio
330
Q3 2025 Sold Out
$34.2B
$29.5 Million 0.01% of portfolio
308
Q4 2025 New
$30.9B
$22 Million 0.01% of portfolio
214
Q2 2025 Reduced 48.52%
$89.8B
$13.9 Million 0.01% of portfolio
75
Q4 2025 New
$26.6B
$15.6 Million 0.01% of portfolio
121
Q3 2025 Added 476.19%
$3.89B
$28.1 Million 0.01% of portfolio
2,004
Q4 2025 New
$78.4B
$16.6 Million 0.01% of portfolio
115
Q3 2025 Reduced 70.43%
$85.9B
$18.9 Million 0.01% of portfolio
86
Q3 2025 Added 65.38%
$120B
$23.1 Million 0.01% of portfolio
1,193
Q4 2025 New
$42.8B
$18 Million 0.01% of portfolio
80
Q2 2025 Added 100.0%
$50.2B
$37.8 Million 0.01% of portfolio
45
Q4 2025 New
$12.7B
$14.4 Million 0.01% of portfolio
166
Q4 2024 Added 74.7%
$13.6B
$29.8 Million 0.01% of portfolio
435
Q4 2025 New

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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