Aventus Investment Advisors, Inc. Portfolio Holdings

Aventus Investment Advisors, Inc.

  • $123 Billion
  • Q4 2025

Aventus Investment Advisors, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $25B, Msci Eafe Growth ETF with a value of $13.3B, Invesco S&P 500 Equal Weight T with a value of $9.48B, Ishares Core U.S. Aggregate Bo with a value of $9.14B, and Technology Sector Spdr with a value of $7.17B.

Examining the 13F form we can see an increase of $6.12B in the current position value, from $117B to 123B.

Aventus Investment Advisors, Inc. is based out at Naples, FL

Below you can find more details about Aventus Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $109 Billion
Technology: $5.79 Billion
Communication Services: $3.47 Billion
Consumer Cyclical: $2.33 Billion
Financial Services: $876 Million
Healthcare: $457 Million
Industrials: $341 Million
Consumer Defensive: $133 Million
Other: $252 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$1.79 Billion 1.45% of portfolio
7,739
Q4 2025 Added 1.07%
$1.65T
$1.42 Billion 1.15% of portfolio
4,536
Q4 2025 Reduced 0.59%
$1.74T
$1.32 Billion 1.07% of portfolio
4,213
Q4 2025 Reduced 0.35%
$4.3T
$1.26 Billion 1.02% of portfolio
4,647
Q4 2025 Reduced 2.9%
$3.78T
$985 Million 0.8% of portfolio
2,036
Q4 2025 Added 1.7%
$465B
$811 Million 0.66% of portfolio
4,350
Q4 2025 Added 1.0%
$1.37T
$679 Million 0.55% of portfolio
1,028
Q4 2025 Added 0.88%
$593B
$591 Million 0.48% of portfolio
3,033
Q4 2025 Added 1.3%
$205B
$358 Million 0.29% of portfolio
2,100
Q2 2025 New
$1.46T
$350 Million 0.28% of portfolio
1,153
Q4 2025 Added 0.7%
$418B
$271 Million 0.22% of portfolio
1,846
Q4 2025 Added 2.27%
$662B
$139 Million 0.11% of portfolio
277
Q2 2025 New
$346B
$58.2 Million 0.05% of portfolio
406
Q2 2025 New
$414B
$52.6 Million 0.04% of portfolio
230
Q2 2025 New
$255B
$49.6 Million 0.04% of portfolio
134
Q2 2025 New
$277B
$43.2 Million 0.04% of portfolio
470
Q2 2025 New
$413B
$40.7 Million 0.03% of portfolio
740
Q3 2025 Reduced 12.43%
$522B
$43.1 Million 0.03% of portfolio
208
Q2 2025 New
$533B
$38.6 Million 0.03% of portfolio
110
Q2 2025 New
$258B
$36.7 Million 0.03% of portfolio
200
Q2 2025 New
$306B
$19.6 Million 0.02% of portfolio
280
Q2 2025 New
$367B
$20.6 Million 0.02% of portfolio
60
Q2 2025 New
$279B
$26.7 Million 0.02% of portfolio
110
Q2 2025 New
$237B
$25.7 Million 0.02% of portfolio
160
Q2 2025 New
$228B
$7.27 Million 0.01% of portfolio
58
Q2 2025 New
$300B
$10.2 Million 0.01% of portfolio
31
Q4 2025 New
$971B
$10.7 Million 0.01% of portfolio
10
Q4 2025 New
$283B
$12.4 Million 0.01% of portfolio
90
Q2 2025 New
$388B
$12 Million 0.01% of portfolio
56
Q3 2025 Reduced 55.56%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $123 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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