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CIK: 0002093055
Total reported value
$136.5M
$136.5M
148 檔
46.2%
In Q1 2026, Aventus Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $136.5M, distributed across 148 disclosed stock positions.
Aventus Investment Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 8 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 20.43% | +0.15% | +0.09% | |
| 2 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 11.08% | -2.25% | +0.84% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.91% | +0.73% | -0.86% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.89% | -1.44% | +2.67% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.07% | +0.06% | +7.33% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 5.68% | +1.44% | +1.47% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 5.21% | +0.34% | +2.94% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.70% | +0.64% | +1.09% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.31% | +0.53% | +3.64% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.43% | -1.47% | -4.61% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.06% | -0.14% | -0.21% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 1.93% | -1.88% | -3.62% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.90% | +0.05% | -2.20% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.17% | +20.73% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.48% | +0.03% | -1.35% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.30% | -0.66% | -44.20% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | -0.09% | +1.75% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 1.25% | -0.14% | +6.75% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.12% | +0.21% | -0.10% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.02% | -1.43% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.33% | -3.30% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.01% | -4.33% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.06% | +20.60% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | +0.18% | +10.02% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.05% | -1.82% | |
| 26 | BRLN | Ishare Fltng Rt Ln Av Etf-ui | ETF-Other | 0.60% | -0.60% | +4.64% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.09% | -6.53% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.21% | -1.85% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.42% | +0.17% | +11.70% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.35% | -0.01% | -2.16% | |
| 31 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.35% | -0.34% | +0.40% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | -0.04% | +2.25% | |
| 33 | J | Jacobs Solutions Inc | Stock-Industrials | 0.29% | -0.29% | -3.75% | |
| 34 | RY | Royal Bank Of Canada | Stock-Financials | 0.29% | +0.03% | — | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.23% | -0.08% | — | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.02% | -78.31% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.21% | -0.20% | +7.31% | |
| 38 | VFH | Vanguard Financials ETF | ETF-Other | 0.15% | -0.01% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.13% | +0.75% | +1005.04% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.12% | -0.07% | +19.99% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | — | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.09% | -0.02% | — | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | -0.08% | EXIT | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.06% | -0.06% | EXIT | |
| 47 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.06% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.06% | -0.02% | +1.33% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.05% | — | -35.43% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | -0.01% | — |
According to official SEC Form 13F filings, Aventus Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $136.5M across 148 disclosed positions in Q1 2026.
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 46.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
INTU
市值: $271.5K
Top Position Liquidated / Trimmed
XLC
前期市值: $58.9K
During Q1 2026, Aventus Investment Advisors, Inc.'s top holdings by market value included QUAL (20.4%)、EFG (11.1%)、RSPT (7.9%). The largest single position, QUAL, represented 20.4% of total portfolio value.
In Q1 2026, Aventus Investment Advisors, Inc. made 70 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 26 holdings, and fully liquidating 8 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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