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Avior Wealth Management, LLC - Portfolio Stock Holdings

Avior Wealth Management, LLC disclosed 903 stock positions in a recent SEC 13F filing. $3,804,488,491 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 on July 7, 2026.

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:

903

Est. Stock Holding Value:

$3,804,488,491

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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