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Avior Wealth Management, LLC - Portfolio Stock Holdings

Avior Wealth Management, LLC disclosed 902 stock positions in a recent SEC 13F filing. $3,804,053,084 of stock holdings were filed, with the largest holdings including VUG, DGRO, and VO. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $6,464,235,428 and has 170 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:

902

Est. Stock Holding Value:

$3,804,053,084

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Avior Wealth Management, LLC

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

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