Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aventus Investment Advisors, Inc. (CIK 2093055) reported $136.5M across 157 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QUAL ($28.1M, 20.58%), EFG ($12.1M, 8.83%), RYT ($11.8M, 8.65%), XLK ($9.7M, 7.12%), AGG ($8.8M, 6.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $28.1M | 20.58% | 128,034 | Added |
| 2 | EFG | ISHARES MSCI EAFE GROWTH ETF | $12.1M | 8.83% | 96,865 | Trimmed |
| 3 | RYT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $11.8M | 8.65% | 182,929 | Trimmed |
| 4 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $9.7M | 7.12% | 51,015 | Added |
| 5 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8.8M | 6.45% | 88,891 | Trimmed |
| 6 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $8.4M | 6.13% | 143,783 | Added |
| 7 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $7.6M | 5.55% | 141,340 | Added |
| 8 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $5.9M | 4.34% | 49,759 | Added |
| 9 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5.2M | 3.84% | 99,895 | Added |
| 10 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.7M | 1.95% | 78,463 | Added |
| 11 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $2.6M | 1.92% | 16,513 | Trimmed |
| 12 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.3M | 1.68% | 27,615 | New |
| 13 | IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $2.3M | 1.67% | 36,050 | New |
| 14 | VUG | VANGUARD GROWTH ETF | $2.1M | 1.51% | 23,880 | Added |
| 15 | AMZN | AMAZON COM INC COM | $2.0M | 1.48% | 8,476 | Trimmed |
| 16 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.8M | 1.33% | 15,200 | Added |
| 17 | AVGO | BROADCOM INC COM | $1.6M | 1.18% | 4,256 | Trimmed |
| 18 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $1.5M | 1.11% | 49,599 | Added |
| 19 | GOOGL | ALPHABET INC CAP STK CL A | $1.5M | 1.07% | 4,094 | Trimmed |
| 20 | IVV | ISHARES CORE S&P 500 ETF | $1.3M | 0.97% | 1,768 | Hold |
| 21 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1.3M | 0.95% | 53,993 | Trimmed |
| 22 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $1.2M | 0.88% | 22,985 | Added |
| 23 | MSFT | MICROSOFT CORP COM | $1.2M | 0.88% | 3,213 | Added |
| 24 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.2M | 0.86% | 14,735 | New |
| 25 | NVDA | NVIDIA CORPORATION COM | $1.1M | 0.83% | 5,675 | Added |
Source: SEC Form 13F filings · as of 2026-06-30