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.
Avior Wealth Management, LLC (CIK 1599868) reported $3.53B across 821 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($189.9M, 5.39%), DGRO ($133.3M, 3.78%), VOE ($97.3M, 2.76%), VOT ($92.0M, 2.61%), JAVA ($70.2M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $189.9M | 5.39% | 435,418 | Trimmed |
| 2 | DGRO | ISHARES TR | $133.3M | 3.78% | 1.9M | Trimmed |
| 3 | VOE | VANGUARD INDEX FDS | $97.3M | 2.76% | 528,225 | Trimmed |
| 4 | VOT | VANGUARD INDEX FDS | $92.0M | 2.61% | 357,505 | Added |
| 5 | JAVA | J P MORGAN EXCHANGE TRADED F | $70.2M | 1.99% | 978,139 | Trimmed |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | $67.0M | 1.90% | 793,135 | Trimmed |
| 7 | IVV | ISHARES TR | $56.7M | 1.61% | 86,770 | Trimmed |
| 8 | BND | VANGUARD BD INDEX FDS | $53.8M | 1.53% | 730,405 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.3M | 1.48% | 109,042 | Added |
| 10 | AAPL | APPLE INC | $50.3M | 1.43% | 198,441 | Added |
| 11 | BSCT | INVESCO EXCH TRD SLF IDX FD | $48.5M | 1.38% | 2.6M | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $46.0M | 1.31% | 77,043 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $45.9M | 1.30% | 263,363 | Added |
| 14 | BSCV | INVESCO EXCH TRD SLF IDX FD | $44.3M | 1.26% | 2.7M | Trimmed |
| 15 | BSCR | INVESCO EXCH TRD SLF IDX FD | $43.2M | 1.23% | 2.2M | Trimmed |
| 16 | SPYV | SPDR SERIES TRUST | $41.8M | 1.19% | 738,755 | Added |
| 17 | VTV | VANGUARD INDEX FDS | $40.9M | 1.16% | 208,487 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $41.0M | 1.16% | 642,047 | Added |
| 19 | VBK | VANGUARD INDEX FDS | $39.6M | 1.12% | 131,049 | Trimmed |
| 20 | IMCG | ISHARES TR | $35.1M | 1.00% | 446,106 | Trimmed |
| 21 | XMVM | INVESCO EXCHANGE TRADED FD T | $34.2M | 0.97% | 525,711 | Added |
| 22 | VB | VANGUARD INDEX FDS | $33.8M | 0.96% | 129,053 | Trimmed |
| 23 | BIV | VANGUARD BD INDEX FDS | $33.5M | 0.95% | 434,553 | Added |
| 24 | SMIZ | ZACKS TRUST | $32.9M | 0.93% | 887,974 | Added |
| 25 | AVUV | AMERICAN CENTY ETF TR | $30.9M | 0.88% | 279,586 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31