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Portfolio (Quarterly) Guide ↗

Aurora Private Wealth, Inc.

· CIK 0001802132
13F Portfolio $140M AUM 167 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 1 Added 52 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTXL FIRST TR EXCHANGE TRADED FD 4,551.0 $671K 0.48% NEW $147.44 +63.7%
2 AIA ISHARES TR 5,506.0 $584K 0.42% NEW $106.07 +27.7%
3 XLB SELECT SECTOR SPDR TR 9,787.0 $486K 0.35% NEW $49.66 +0.7%
4 BBC ETFIS SER TR I 11,376.0 $474K 0.34% NEW $41.67 +3.8%
5 LGOV FIRST TR EXCHANGE-TRADED FD 21,614.0 $467K 0.33% NEW $21.61 -2.0%
6 EWZ ISHARES INC 7,020.0 $269K 0.19% NEW $38.32 -3.4%
7 EWY ISHARES INC 2,060.0 $253K 0.18% NEW $122.82 +51.8%
8 EPU ISHARES TR 3,011.0 $243K 0.17% NEW $80.70 +3.5%
9 MORT VANECK ETF TRUST 20,573.0 $211K 0.15% NEW $10.26 -1.9%
10 LITHIUM AMERS CORP NEW 10,390.0 $41K 0.03% NEW $3.95

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.6%
Technology 24.5%
Communication Services 13.9%
Consumer Cyclical 8.0%
Energy 5.9%
Healthcare 4.4%
Industrials 3.8%
Consumer Defensive 2.8%
Basic Materials 1.2%
Utilities 1.0%