SEC Form 13F · Q1 2026

Aventura Private Wealth, LLC

Institutional Holdings Report

13F-HRFL
$273.5M
Portfolio Value
904
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Aventura Private Wealth, LLC
CIK
2074418
Accession No.
0002074418-26-000006
Location
AVENTURA, FL
Form Type
13F-HR
Portfolio Value
$273.5M
Holdings Reported
904
Reporting Period
Q1 2026
Filed
May 6, 2026

About this Filing

Aventura Private Wealth, LLC is an institutional investment manager based in AVENTURA, FL reporting approximately $273.5M in 13(f) securities across 904 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.