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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $271M AUM 808 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 169 Added 135 Reduced
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LCID LUCID GROUP INC COM NEW Consumer Cyclical 101.0 $2K 0.00% NEW $23.72 -74.0%
62 INSW INTERNATIONAL SEAWAYS INC COM Energy 47.0 $2K 0.00% NEW $46.09 +77.9%
63 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 8.0 $2K 0.00% NEW $261.00 +19.2%
64 TLRY TILRAY BRANDS INC COM Healthcare 1,054.0 $2K 0.00% NEW $1.73 +214.0%
65 UNUSUAL MACHS INC COM SHS 71.0 $1K NEW $15.10
66 PATH UIPATH INC CL A Technology 79.0 $1K NEW $13.38 -15.7%
67 FSLY FASTLY INC CL A Technology 118.0 $1K NEW $8.55 +94.6%
68 FUNDAMENTAL GLOBAL INC COM NEW 180.0 $988.0 NEW $5.49
69 DT DYNATRACE INC COM NEW Technology 20.0 $969.0 NEW $48.45 -15.8%
70 NRDY NERDY INC CL A COM Technology 769.0 $969.0 NEW $1.26 -35.0%
71 AMPY AMPLIFY ENERGY CORP NEW COM Energy 18.0 $95.0 NEW $5.28 -10.1%
72 LONGEVERON INC CL A NEW 78.0 $59.0 NEW $0.76
73 OFIX ORTHOFIX MED INC COM Healthcare 3.0 $44.0 NEW $14.67 -32.3%
74 COHEN & STEERS INFRASTRUCTURE RT EXP 101625 500.0 $39.0 NEW $0.08
75 WOLF WOLFSPEED INC COM Technology 1.0 $29.0 NEW $29.00 +155.8%
Page 4 of 4  ·  75 positions

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
Technology 42.5%
Financial Services 12.4%
Communication Services 10.9%
Consumer Cyclical 9.6%
Healthcare 6.9%
Industrials 6.6%
Consumer Defensive 3.6%
Utilities 2.7%
Energy 2.7%
Basic Materials 1.7%