Avior Wealth Management, LLC: 13F holdings
CIK 15998682026Q2
| Positions | 787 |
|---|
| Reported value | $3.8bn |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 787 (-38 vs prior quarter) |
|---|
| Reported value | $3.8bn (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 2,759,568 | $237.6m | 6.2% |
| DGRO ISHARES TR | 2,122,891 | $160.9m | 4.2% |
| JAVA J P MORGAN EXCHANGE TRADED F | 956,185 | $75.9m | 2.0% |
| VO VANGUARD INDEX FDS | 944,180 | $75.9m | 2.0% |
| AVUV AMERICAN CENTY ETF TR | 590,250 | $73.6m | 1.9% |
| VOT VANGUARD INDEX FDS | 229,387 | $70.2m | 1.8% |
| JGRO J P MORGAN EXCHANGE TRADED F | 688,966 | $67.9m | 1.8% |
| VOE VANGUARD INDEX FDS | 335,783 | $66.3m | 1.7% |
| IVV ISHARES TR | 71,296 | $53.4m | 1.4% |
| VOO VANGUARD INDEX FDS | 76,784 | $52.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599868")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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