StockDriftsStockDriftsTop 50 Aventus Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 20.58% | 128.0K | $28.1M | +1.69%(+2.13K) | $177.24(+27.66%) | 2026-06-30 | |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 8.83% | 96.9K | $12.1M | -17.62%(-20.71K) | $106.73(+18.79%) | 2026-06-30 | |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 8.65% | 182.9K | $11.8M | -11.43%(-23.60K) | $37.66(+71.33%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 7.12% | 51.0K | $9.7M | +0.98%(+494) | $116.35(+60.50%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 6.45% | 88.9K | $8.8M | -5.33%(-5.01K) | $99.04(-1.63%) | 2026-06-30 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 6.13% | 143.8K | $8.4M | +17.34%(+21.25K) | $58.67(-1.07%) | 2026-06-30 | |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 5.55% | 141.3K | $7.6M | +13.34%(+16.64K) | $50.96(+13.58%) | 2026-06-30 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 4.34% | 49.8K | $5.9M | +11.38%(+5.08K) | $90.26(+36.03%) | 2026-06-30 | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 3.84% | 99.9K | $5.2M | +34.39%(+25.56K) | $52.52(-0.82%) | 2026-06-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 1.95% | 78.5K | $2.7M | +1.62%(+1.25K) | $27.18(+31.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.75% |
Aventus Investment Advisors, Inc. reports $136.48M in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are QUAL (20.6%), EFG (8.8%) and RSPT (8.7%). The top 20 holdings account for 87.36% of reported assets. Its disclosed equity book has returned +18.12% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aventus Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2093055). View Aventus Investment Advisors, Inc.’s 13F filings on SEC