Aventus Investment Advisors, Inc.
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,482
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/24/2026 | 157 | 136,482 | 13F-HR | Aventus Investment Advisors, Inc. |
| Q1 2026 | 4/15/2026 | 148 | 118,197 | 13F-HR | Aventus Investment Advisors, Inc. |
| Q4 2025 | 1/14/2026 | 147 | 123,372 | 13F-HR | Aventus Investment Advisors, Inc. |
| Q3 2025 | 10/24/2025 | 144 | 117,251 | 13F-HR | Aventus Investment Advisors, Inc. |
| Q2 2025 | 10/24/2025 | 156 | 111,274 | 13F-HR | Aventus Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.18 K | 10.4% | 1.42 K | 0 | 1.42 K |
| ETFs | 122.3 K | 89.6% | 16.86 K | 0 | 16.86 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
136,482
Holdings
157
QoQ value change ($000)
18,285
(15.5%)
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.