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Portfolio (Quarterly) Guide ↗

Aventura Private Wealth, LLC

· CIK 0002074418
13F Portfolio $278M AUM 859 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New 176 Added 192 Reduced 46 Exited
Page 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QBTS D-WAVE QUANTUM INC COM Technology 100.0 $3K 0.00% -100.0 -50.0% $26.15 +1.9%
182 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 100.0 $3K 0.00% -50.0 -33.3% $26.14 +74.1%
183 CPNG COUPANG INC CL A Consumer Cyclical 100.0 $2K 0.00% -177.0 -63.9% $23.59 -33.8%
184 DHI D R HORTON INC COM Consumer Cyclical 13.0 $2K 0.00% -77.0 -85.6% $143.69 +0.4%
185 TRIP TRIPADVISOR INC COM Consumer Cyclical 110.0 $2K 0.00% -334.0 -75.2% $14.56 -30.8%
186 NTRS NORTHERN TR CORP COM Financial Services 8.0 $1K -90.0 -91.8% $136.62 +23.6%
187 WRB BERKLEY W R CORP COM Financial Services 14.0 $982.0 -155.0 -91.7% $70.14 -3.9%
188 TLRY TILRAY BRANDS INC COM Healthcare 105.0 $952.0 -949.0 -90.0% $9.07 -40.7%
189 RJF RAYMOND JAMES FINL INC COM Financial Services 5.0 $803.0 -135.0 -96.4% $160.60 -5.6%
190 PLD PROLOGIS INC. COM Real Estate 5.0 $638.0 -74.0 -93.7% $127.60 +15.4%
191 ROP ROPER TECHNOLOGIES INC COM Industrials 1.0 $445.0 -10.0 -90.9% $445.00 -27.8%
192 ELF E L F BEAUTY INC COM Consumer Defensive 4.0 $304.0 -15.0 -79.0% $76.00 -29.2%
Page 10 of 10  ·  192 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 42.0%
Financial Services 13.1%
Communication Services 10.6%
Consumer Cyclical 10.1%
Healthcare 7.3%
Industrials 6.2%
Consumer Defensive 3.7%
Energy 2.6%
Utilities 2.3%
Basic Materials 1.6%