account_balance
Investment manager · 13F filer · SEC CIK 1599868
Avior Wealth Management, LLC
Reported value$3.8Bas of Jun 30, 2026
Positions787 80 new, 118 sold out
Top 10 weight24.6%VUG alone is 6%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
6.2%Added +534%
DGROiShares Tr
4.2%Added +12%
JAVAJ P Morgan Exchange Traded F
2.0%Trimmed −2%
VOVanguard Index FDS
2.0%Added +1950%
AVUVAmerican Centy ETF Tr
1.9%Added +111%
VOTVanguard Index FDS
1.8%Trimmed −36%
JGROJ P Morgan Exchange Traded F
1.8%Trimmed −13%
VOEVanguard Index FDS
1.7%Trimmed −36%
IVViShares Tr
1.4%Trimmed −18%
VOOVanguard Index FDS
1.4%
AAPLApple Inc
1.4%Trimmed −9%
BRK-BBerkshire Hathaway Inc
1.4%Trimmed −4%
VUGVanguard Index FDS
6.2%Added +534%
DGROiShares Tr
4.2%Added +12%
JAVA2.0%
VO2.0%
AVUV1.9%
VOT1.8%
JGRO1.8%
VOE1.7%
IVV1.4%
VOO1.4%
AAPL1.4%BRK-B1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 6.2% Added +534%
DGRO iShares Tr 4.2% Added +12%
JAVA J P Morgan Exchange Traded F 2.0% Trimmed −2%
VO Vanguard Index FDS 2.0% Added +1950%
AVUV American Centy ETF Tr 1.9% Added +111%
VOT Vanguard Index FDS 1.8% Trimmed −36%
JGRO J P Morgan Exchange Traded F 1.8% Trimmed −13%
VOE Vanguard Index FDS 1.7% Trimmed −36%
IVV iShares Tr 1.4% Trimmed −18%
VOO Vanguard Index FDS 1.4% Held
AAPL Apple Inc 1.4% Trimmed −9%BRK-B Berkshire Hathaway Inc 1.4% Trimmed −4%What changed
Biggest moves since Mar 31, 2026
add_circleNew
- BKGI $31.8M
- BSJT $8.44M
- IGM $5.55M
- SPHQ $5.22M
arrow_upwardAdded
- VO +1950%
- TIP +1732%
- VUG +534%
- SPEM +482%
arrow_downwardTrimmed
- AGG −61%
- SCHV −37%
- VOE −36%
- VOT −36%
remove_circleSold out
- CGDV $8.6M
- BSJQ $8.31M
- JCPI $4.87M
- IMCV $4.51M