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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 24 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SCHW SCHWAB CHARLES CORP COM Financial Services 147.0 $15K 0.01% +5.0 +3.5% $100.12 -14.5%
462 FSM FORTUNA MNG CORP COM NEW Basic Materials 1,500.0 $15K 0.01% $9.81 -3.0%
463 ESTC ELASTIC N V ORD SHS Technology 194.0 $15K 0.01% -373.0 -65.8% $75.44 -28.5%
464 OKTA OKTA INC CL A Technology 166.0 $14K 0.01% $86.47 +3.5%
465 EWJ ISHARES MSCI JAPAN ETF 177.0 $14K 0.01% $80.74 +14.3%
466 CVE CENOVUS ENERGY INC COM Energy 839.0 $14K 0.01% -550.0 -39.6% $16.92 +66.6%
467 LNG CHENIERE ENERGY INC COM NEW Energy 73.0 $14K 0.01% -11.0 -13.1% $194.38 +18.8%
468 KGC KINROSS GOLD CORP COM Basic Materials 500.0 $14K 0.01% NEW $28.16 +1.2%
469 BCE BCE INC COM NEW Communication Services 590.0 $14K 0.01% $23.82 +5.3%
470 DX DYNEX CAP INC COM Real Estate 1,000.0 $14K 0.01% -1K -53.1% $14.01 -6.9%
471 EBAY EBAY INC. COM Consumer Cyclical 160.0 $14K 0.01% -35.0 -17.9% $87.10 +26.7%
472 WELL WELLTOWER INC COM Real Estate 75.0 $14K 0.01% NEW $185.61 +17.5%
473 GOVT ISHARES U.S. TREASURY BOND ETF 593.0 $14K 0.01% -22.0 -3.6% $23.03 -1.3%
474 BSM BLACK STONE MINERALS L P COM UNIT Energy 1,000.0 $13K 0.01% $13.29 -0.1%
475 VHT VANGUARD HEALTH CARE ETF 46.0 $13K 0.01% $287.85 -3.5%
476 CHWY CHEWY INC CL A Consumer Cyclical 398.0 $13K 0.01% $33.05 -35.9%
477 BIZD VANECK BDC INCOME ETF 908.0 $13K 0.01% +25.0 +2.8% $14.18 -11.4%
478 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 1,170.0 $13K 0.01% $10.98 +8.6%
479 FRO FRONTLINE PLC COM Energy 574.0 $13K 0.00% $21.82 +62.5%
480 VGSH VANGUARD SHORT-TERM TREASURY ETF 212.0 $12K 0.00% $58.73 -0.8%
Page 24 of 43  ·  859 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%