Avior Wealth Management, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,803,673
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 787 | 3,803,673 | 13F-HR | Avior Wealth Management, LLC |
| Q1 2026 | 4/9/2026 | 825 | 3,525,678 | 13F-HR | Avior Wealth Management, LLC |
| Q4 2025 | 1/6/2026 | 739 | 3,208,947 | 13F-HR | Avior Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 711 | 3,104,582 | 13F-HR | Avior Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 683 | 2,894,466 | 13F-HR | Avior Wealth Management, LLC |
| Q1 2014 | 5/14/2014 | 361 | 119,700 | 13F-HR | Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
| Q4 2013 | 2/14/2014 | 59 | 105,434 | 13F-HR | Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 922.5 K | 24.3% | 0 | 222 | -222 |
| ETFs | 2.825 M | 74.3% | 271.5 K | 0 | 271.5 K |
| Debt | 55.02 K | 1.4% | 6.732 K | 0 | 6.732 K |
| Other | 626 | 0.0% | 10 | 0 | 10 |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
3,803,673
Holdings
787
QoQ value change ($000)
277,995
(7.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.