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Manager record

Aventura Private Wealth, LLC

Aventura, FL · CIK 2074418 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$325.99MReported 13F valueQ2 2026 · as filed
986Holdings listed
+19.2%vs prior quartervalue change includes market moves
3Quarters on record
Jul 15Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $1.2B$1.2BQ4 20253,989 holdingsQ1 2026: $273.5M$273.5MQ1 2026904 holdingsQ2 2026: $326.0M$326.0MQ2 2026986 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 15 2026 13F-HR · period Q2 2026

$325.99M · 986 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$273.49M · 904 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$278.34M · 859 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$190.79M · 782 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$230.97M · 783 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$185.76M · 757 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$271.20M · 808 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 15, 2026 · Change methodology