§ 13F · FUND PROFILE
Avior Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.1B (13F)Positions · 711Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$199M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 435K | $190M | 5.4% | −3% |
| 2 | DGRO | ISHARES TR | 1.90M | $133M | 3.8% | ±0% |
| 3 | VOE | VANGUARD INDEX FDS | 528K | $97M | 2.8% | −2% |
| 4 | VOT | VANGUARD INDEX FDS | 358K | $92M | 2.6% | +2% |
| 5 | JAVA | J P MORGAN EXCHANGE TRADED F | 978K | $70M | 2.0% | −4% |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | 793K | $67M | 1.9% | −2% |
| 7 | IVV | ISHARES TR | 87K | $57M | 1.6% | −5% |
| 8 | BND | VANGUARD BD INDEX FDS | 730K | $54M | 1.5% | +49% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 109K | $52M | 1.5% | ±0% |
| 10 | AAPL | APPLE INC | 198K | $50M | 1.4% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVIOR SIGNAL
AC read
Avior Wealth Management, LLC is a Other fund managing $3.1 billion in assets. The fund runs a broad portfolio of 711 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed