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 $118.2M across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QUAL ($24.2M, 20.43%), EFG ($13.1M, 11.08%), RYT ($9.3M, 7.91%), AGG ($9.3M, 7.89%), VGSH ($7.2M, 6.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $24.2M | 20.43% | 125,907 | Added |
| 2 | EFG | ISHARES MSCI EAFE GROWTH ETF | $13.1M | 11.08% | 117,578 | Added |
| 3 | RYT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $9.3M | 7.91% | 206,531 | Trimmed |
| 4 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $9.3M | 7.89% | 93,900 | Added |
| 5 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $7.2M | 6.07% | 122,532 | Added |
| 6 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $6.7M | 5.68% | 50,521 | Added |
| 7 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $6.2M | 5.21% | 124,703 | Added |
| 8 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4.4M | 3.70% | 44,675 | Added |
| 9 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.9M | 3.31% | 74,334 | Added |
| 10 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $2.9M | 2.43% | 118,555 | Trimmed |
| 11 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $2.4M | 2.06% | 16,584 | Trimmed |
| 12 | HDV | ISHARES CORE HIGH DIVIDEND ETF | $2.3M | 1.93% | 16,820 | Trimmed |
| 13 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.2M | 1.90% | 77,214 | Trimmed |
| 14 | AMZN | AMAZON COM INC COM | $1.9M | 1.65% | 9,343 | Added |
| 15 | VUG | VANGUARD GROWTH ETF | $1.8M | 1.48% | 4,014 | Trimmed |
| 16 | SCHZ | SCHWAB US AGGREGATE BOND ETF | $1.5M | 1.30% | 66,007 | Trimmed |
| 17 | AVGO | BROADCOM INC COM | $1.5M | 1.27% | 4,839 | Added |
| 18 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $1.5M | 1.25% | 48,709 | Added |
| 19 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.3M | 1.12% | 1,905 | Trimmed |
| 20 | GOOGL | ALPHABET INC CAP STK CL A | $1.3M | 1.09% | 4,471 | Trimmed |
| 21 | GOOG | ALPHABET INC CAP STK CL C | $1.2M | 0.99% | 4,074 | Trimmed |
| 22 | IVV | ISHARES CORE S&P 500 ETF | $1.2M | 0.98% | 1,768 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION COM | $914,902 | 0.77% | 5,246 | Added |
| 24 | MSFT | MICROSOFT CORP COM | $829,181 | 0.70% | 2,240 | Added |
| 25 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $790,130 | 0.67% | 3,674 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31