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
$662B
$1.07 Billion 0.38% of portfolio
2,127
Q3 2025 Added 206.26%
Linde PLC Shs
-
$1.06 Billion 0.38% of portfolio
-
Q3 2025 Reduced 1.11%
$113B
$1 Billion 0.36% of portfolio
10,708
Q3 2025 Reduced 11.16%
$114B
$994 Million 0.36% of portfolio
4,580
Q3 2025 Added 288.85%
$367B
$940 Million 0.34% of portfolio
2,732
Q3 2025 Added 1.03%
$143B
$919 Million 0.33% of portfolio
24,895
Q3 2025 Added 289.43%
$237B
$877 Million 0.31% of portfolio
5,465
Q3 2025 Added 2.93%
$77.2B
$830 Million 0.3% of portfolio
3,423
Q2 2025 Added 31.25%
$136B
$834 Million 0.3% of portfolio
2,372
Q3 2025 Added 0.04%
$159B
$807 Million 0.29% of portfolio
1,544
Q3 2025 Added 0.64%
$84.4B
$800 Million 0.29% of portfolio
3,903
Q3 2025 Added 44.08%
$258B
$799 Million 0.29% of portfolio
4,356
Q3 2025 Added 16.42%
$237B
$771 Million 0.28% of portfolio
2,910
Q3 2025 Reduced 51.69%
$79.2B
$785 Million 0.28% of portfolio
12,323
Q3 2025 Reduced 15.93%
$1.46T
$785 Million 0.28% of portfolio
2,584
Q3 2025 Added 5.62%
$522B
$782 Million 0.28% of portfolio
3,780
Q3 2025 Added 28.03%
$111B
$749 Million 0.27% of portfolio
2,121
Q3 2025 Reduced 10.14%
$144B
$757 Million 0.27% of portfolio
1,626
Q3 2025 Reduced 1.26%
$0
$725 Million 0.26% of portfolio
1,508
Q4 2025 New
$99.5B
$717 Million 0.26% of portfolio
13,296
Q3 2025 Reduced 17.67%
$130B
$718 Million 0.26% of portfolio
1,812
Q3 2025 Added 10.92%
$72.9B
$718 Million 0.26% of portfolio
2,499
Q3 2025 Reduced 4.45%
$37.2B
$658 Million 0.24% of portfolio
1,057
Q3 2025 Reduced 0.75%
$0
$666 Million 0.24% of portfolio
9,274
Q3 2025 Added 0.57%
$182B
$656 Million 0.24% of portfolio
990
Q3 2025 Added 4.61%
$169B
$657 Million 0.24% of portfolio
4,290
Q3 2025 Added 11.57%
$98.6B
$627 Million 0.23% of portfolio
7,190
Q3 2025 Reduced 7.34%
$346B
$646 Million 0.23% of portfolio
4,508
Q3 2025 Added 1.06%
$54.4B
$609 Million 0.22% of portfolio
2,352
Q3 2025 Reduced 4.97%
$51.8B
$621 Million 0.22% of portfolio
2,862
Q3 2025 Added 2.25%
$204B
$604 Million 0.22% of portfolio
4,205
Q3 2025 Reduced 8.14%
$37.6B
$600 Million 0.22% of portfolio
7,826
Q3 2025 Reduced 6.47%
$43.4B
$580 Million 0.21% of portfolio
3,308
Q3 2025 Added 0.68%
$268B
$584 Million 0.21% of portfolio
2,047
Q3 2025 Added 61.41%
$291B
$592 Million 0.21% of portfolio
1,033
Q3 2025 Added 6.9%
$174B
$559 Million 0.2% of portfolio
3,471
Q3 2025 Added 3.59%
$100B
$549 Million 0.2% of portfolio
2,012
Q3 2025 Added 2.6%
Blackrock Inc Com
-
$554 Million 0.2% of portfolio
-
Q1 2025 Added 1.55%
$269B
$545 Million 0.2% of portfolio
2,684
Q3 2025 Reduced 0.89%
$0
$535 Million 0.19% of portfolio
11,715
Q3 2025 Reduced 8.58%
$0
$525 Million 0.19% of portfolio
5,464
Q1 2025 Reduced 19.71%
$53.3B
$501 Million 0.18% of portfolio
1,821
Q1 2025 Reduced 0.27%
Lam Research Corp Com New
-
$497 Million 0.18% of portfolio
-
Q3 2025 Added 33.49%
$67.6B
$507 Million 0.18% of portfolio
9,502
Q3 2025 Reduced 5.93%
$140B
$486 Million 0.17% of portfolio
2,014
Q3 2025 Added 8.89%
$61.4B
$482 Million 0.17% of portfolio
2,619
Q3 2025 Added 65.18%
$128B
$449 Million 0.16% of portfolio
4,674
Q3 2025 Reduced 0.81%
$132B
$453 Million 0.16% of portfolio
2,322
Q3 2025 Reduced 3.64%
$8.39B
$432 Million 0.16% of portfolio
3,473
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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