Aventura Private Wealth, LLC
All 13F Filings
- Location
- Aventura, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 325,988
- Description
- —
- Website
- —
- 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 | 7/15/2026 | 986 | 325,988 | 13F-HR | Aventura Private Wealth, LLC |
| Q1 2026 | 5/5/2026 | 904 | 273,493 | 13F-HR | Aventura Private Wealth, LLC |
| Q4 2025 | 1/7/2026 | 859 | 278,342 | 13F-HR | Aventura Private Wealth, LLC |
| Q3 2025 | 1/7/2026 | 808 | 271,197 | 13F-HR | Aventura Private Wealth, LLC |
| Q2 2025 | 1/7/2026 | 783 | 230,970 | 13F-HR | Aventura Private Wealth, LLC |
| Q1 2025 | 1/7/2026 | 782 | 190,792 | 13F-HR | Aventura Private Wealth, LLC |
| Q4 2024 | 1/7/2026 | 757 | 185,761 | 13F-HR | Aventura Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 250.6 K | 76.9% | 39.74 K | 0 | 39.74 K |
| ETFs | 75.38 K | 23.1% | 12.74 K | 0 | 12.74 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
325,988
Holdings
986
QoQ value change ($000)
52,495
(19.2%)
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.