StockDriftsStockDriftsTop 50 Avior Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 6.25% | 2.76M | $237.6M | +5.63%(+147.06K) | $52.79(+68.94%) | 2026-06-30 | |
| DGRO | ISHARES TR | 4.23% | 2.12M | $160.9M | +11.75%(+223.15K) | $53.05(+50.03%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 2% | 956.2K | $75.9M | -2.24%(-21.95K) | $55.45(+49.84%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2% | 944.2K | $75.9M | +412.61%(+759.99K) | $71.87(+17.33%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 1.94% | 590.3K | $73.6M | +111.12%(+310.66K) | $104.22(+22.97%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 1.85% | 229.4K | $70.2M | -35.84%(-128.12K) | $195.58(+60.73%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 1.79% | 689.0K | $67.9M | -13.13%(-104.17K) | $73.22(+32.18%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 1.74% | 335.8K | $66.3M | -36.43%(-192.44K) | $126.73(+65.71%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.4% | 71.3K | $53.4M | -17.83%(-15.47K) | $402.60(+93.47%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.39% | 76.8K | $52.7M | -0.34%(-259) | $340.59(+109.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.33% | +53.42% | +8.65% | +51.41% |
| Top 20 Holdings Unweighted | +14.91% | +51.74% | +8.47% | +50.13% |
Avior Wealth Management, LLC reports $3.80B in US-listed equity holdings across 787 positions in its most recent 13F filing. Its largest disclosed positions are VUG (6.3%), DGRO (4.2%) and JAVA (2.0%). The top 20 holdings account for 36.95% of reported assets. Its disclosed equity book has returned +53.42% on a three-year cumulative basis. 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 Avior Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599868). View Avior Wealth Management, LLC’s 13F filings on SEC