Avior Wealth Management, LLC

CIK 0001599868 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Avior Wealth Management, LLC reported 787 positions worth $3.80B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VUG (6.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.80B
2026 Q2
Positions
787
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.6%
Est. Net Flow (Q)
2026 Q2
10 / 787 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$237.6M6.25%2,759,568
2DGROISHARES TRSH$160.9M4.23%2,122,891
3JAVAJ P MORGAN EXCHANGE TRADED FSH$75.9M2.00%956,185
4VOVANGUARD INDEX FDSSH$75.9M2.00%944,180
5AVUVAMERICAN CENTY ETF TRSH$73.6M1.94%590,250
6VOTVANGUARD INDEX FDSSH$70.2M1.85%229,387
7JGROJ P MORGAN EXCHANGE TRADED FSH$67.9M1.79%688,966
8VOEVANGUARD INDEX FDSSH$66.3M1.74%335,783
9IVVISHARES TRSH$53.4M1.40%71,296
10VOOVANGUARD INDEX FDSSH$52.7M1.39%76,784

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Avior Wealth Management, LLC hold as of Q2 2026?

Avior Wealth Management, LLC reported 787 positions worth $3.80B in its Q2 2026 13F filing. Largest positions: VUG (6.2%), DGRO (4.2%), JAVA (2.0%), VO (2.0%) and AVUV (1.9%).

What did Avior Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Avior Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.