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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.8B
$337,000 0.0% of portfolio
5
Q4 2025 New
$15.9B
$640,000 0.0% of portfolio
2
Q4 2025 New
$50.1B
$1.72 Million 0.0% of portfolio
10
Q4 2025 New
$15B
$265,000 0.0% of portfolio
5
Q4 2025 New
Brookfield Corp Cl A LTD Vt Sh
-
$1.93 Million 0.0% of portfolio
-
Q1 2025 Reduced 33.33%
$46.8B
$9.08 Million 0.0% of portfolio
9
Q1 2025 Reduced 11.11%
$8.99B
$6.02 Million 0.0% of portfolio
250
Q4 2025 New
Anglogold Ashanti PLC Com Shs
-
$4.26 Million 0.0% of portfolio
-
Q3 2025 Reduced 28.0%
$5.42B
$132,000 0.0% of portfolio
6
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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