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Aventura Private Wealth, LLC - Portfolio Stock Holdings

Aventura Private Wealth, LLC disclosed 1011 stock positions in a recent SEC 13F filing. $320,098,318 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and SPYI. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $374,802,190 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1011

Est. Stock Holding Value:

$320,098,318

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Aventura Private Wealth, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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