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CIK: 0002093055
Total reported value
$136.5M
$136.5M
147 檔
46.9%
The Q4 2025 SEC filing reveals that Aventus Investment Advisors, Inc. held a total portfolio value of $136.5M, covering 147 public equity positions.
In Q4 2025, Aventus Investment Advisors, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 20.25% | +0.15% | +2.92% | |
| 2 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 10.77% | -2.25% | +3.28% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.68% | +0.73% | +2.05% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.40% | -1.44% | +4.03% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 5.81% | +1.44% | +105.23% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.43% | +0.06% | +6.38% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 5.38% | +0.34% | +3.94% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.82% | +0.64% | +3.05% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.07% | +0.53% | +1.24% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.45% | -1.47% | +3.95% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.24% | -0.66% | +148.21% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.09% | +0.05% | -0.08% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.09% | -0.14% | -3.06% | |
| 14 | HDV | Ishares Core High Dividend E | ETF-Other | 1.72% | -1.88% | -6.76% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.61% | +0.03% | -0.10% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | -0.17% | +1.07% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | -0.09% | +0.15% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.17% | +0.21% | -3.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | -0.02% | -0.59% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-Other | 1.15% | -0.14% | +4.45% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | -0.33% | -0.35% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.01% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.02% | -2.90% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.18% | +1.70% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.05% | -4.10% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.06% | +1.00% | |
| 27 | BRLN | Ishare Fltng Rt Ln Av Etf-ui | ETF-Other | 0.56% | -0.60% | +4.73% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | +0.21% | +0.88% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.09% | -0.84% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.48% | +0.17% | +1.30% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | -0.01% | -0.32% | |
| 32 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.35% | -0.34% | +4.44% | |
| 33 | J | Jacobs Solutions Inc | Stock-Industrials | 0.30% | -0.29% | -0.11% | |
| 34 | RY | Royal Bank Of Canada | Stock-Financials | 0.29% | +0.03% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | -0.04% | +0.70% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.22% | -0.20% | +2.27% | |
| 37 | VFH | Vanguard Financials ETF | ETF-Other | 0.16% | -0.01% | — | |
| 38 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.14% | -0.07% | +5.70% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.11% | -0.03% | -17.76% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | — | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | -0.08% | EXIT | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.07% | -0.02% | — | |
| 44 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.06% | — | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.06% | -0.06% | EXIT | |
| 46 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.06% | — | — | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.05% | — | +100.00% | |
| 48 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.05% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.02% | — | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | +1.3% | +148.21% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.59% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | -0.35% | Trim |
| 4 | XLV | Ss Health Care Select Sector | +0.1% | -3.06% | Trim |
| 5 | VGSH | Vanguard Short-term Treasury | 0% | +6.38% | Add |
| 6 | XLF | Ss Financial Select Sector | 0% | +3.94% | Add |
| 7 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 8 | AMZN | Amazon.com Inc | 0% | +1.07% | Add |
| 9 | ACN | Accenture plc | 0% | +85.71% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.70% | Add |
| 11 | FDX | Fedex CORP | 0% | — | Unchanged |
| 12 | ATR | Aptargroup Inc | 0% | +150.00% | Add |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | +3.05% | Add |
| 14 | AVGO | Broadcom Inc | 0% | +0.15% | Add |
| 15 | BRLN | Ishare Fltng Rt Ln Av Etf-ui | 0% | +4.73% | Add |
| 16 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 17 | XLK | Ss Technology Select Sector | 0% | +105.23% | Add |
| 18 | AAPL | Apple Inc | 0% | -2.90% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 20 | CAH | Cardinal Health Inc | 0% | -73.91% | Trim |
| 21 | GPC | Genuine Parts Co | 0% | — | Unchanged |
| 22 | QUAL | Ishares Msci USA Quality Fac | 0% | +2.92% | Add |
| 23 | SCHO | Schwab Short-term US Treas | 0% | +3.95% | Add |
| 24 | PFF | Ishares Preferred & Income S | 0% | +4.45% | Add |
| 25 | LOW | Lowe's Cos Inc | 0% | -17.76% | Trim |
| 26 | USMV | Ishares Msci USA Min Vol Fac | 0% | -0.84% | Trim |
| 27 | ITB | Ishares U.s. Home Constructi | -0.1% | +4.44% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -4.10% | Trim |
| 29 | SCHG | Schwab US Large-cap Growth | -0.1% | -0.08% | Trim |
| 30 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +2.27% | Add |
| 31 | J | Jacobs Solutions Inc | -0.1% | -0.11% | Trim |
| 32 | VUG | Vanguard Growth ETF | -0.1% | -0.10% | Trim |
| 33 | RSPT | Invesco S&p 500 Equal Weight | -0.1% | +2.05% | Add |
| 34 | MSFT | Microsoft CORP | -0.1% | +1.70% | Add |
| 35 | VGT | Vanguard Info Tech ETF | -0.1% | -3.05% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +0.88% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | -0.1% | +4.03% | Add |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | +1.24% | Add |
| 39 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | +3.28% | Add |
| 40 | HDV | Ishares Core High Dividend E | -0.2% | -6.76% | Trim |
| 41 | ORCL | Oracle CORP | -0.2% | +1.30% | Add |
| 42 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 43 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 44 | MSIF | Msc Income Fund Inc | — | NEW | New buy |
| 45 | IRT | Independence Realty Trust In | — | EXIT | Sold out |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 47 | DHR | Danaher CORP | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 50 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Aventus Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $136.5M across 147 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, EFG, RSPT) accounted for 46.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
EFA
市值: $92.0K
Top Position Liquidated / Trimmed
HON
前期市值: $31.6K
During Q4 2025, Aventus Investment Advisors, Inc.'s top holdings by market value included QUAL (20.3%)、EFG (10.8%)、RSPT (7.7%). The largest single position, QUAL, represented 20.3% of total portfolio value.
In Q4 2025, Aventus Investment Advisors, Inc. made 45 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 13 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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