§ 13F · FUND PROFILE
Avior Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2894.5T (13F)Positions · 683Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 447K | $218.2T | 6.8% | +2% |
| 2 | DGRO | ISHARES TR | 1.91M | $132.4T | 4.1% | +8% |
| 3 | VOT | VANGUARD INDEX FDS | 349K | $97.4T | 3.0% | +2% |
| 4 | VOE | VANGUARD INDEX FDS | 541K | $95.9T | 3.0% | +1% |
| 5 | JGRO | J P MORGAN EXCHANGE TRADED F | 808K | $75.0T | 2.3% | −3% |
| 6 | JAVA | J P MORGAN EXCHANGE TRADED F | 1.02M | $73.2T | 2.3% | −4% |
| 7 | IVV | ISHARES TR | 92K | $62.8T | 2.0% | −19% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 109K | $54.7T | 1.7% | −3% |
| 9 | IMCG | ISHARES TR | 626K | $50.0T | 1.6% | −2% |
| 10 | AAPL | APPLE INC | 182K | $49.5T | 1.5% | −4% |
§ 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 $2894466.3 trillion in assets. The fund runs a broad portfolio of 683 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed