Avior Wealth Management
Avior Wealth Management reported 786 stocks worth $3.8B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VUG (6.7%), DGRO (4.3%) and JAVA (2.1%). Compared with Q2 2026, the fund opened new positions in VRIG, XOM and XAR, added to VUG, DGRO and JAVA, trimmed VOT, VOE and AAPL and sold out of XOM, IGM and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $255M | 6.7% | 2.8M | +71K (+3%) | 8 of 8 | |
| 2 |  DGRO Ishares TR | $163M | 4.3% | 2.2M | +42K (+2%) | 8 of 8 | |
| 3 |  JAVA J P Morgan Exchange Traded F | $79.9M | 2.1% | 1M | +46K (+5%) | 8 of 8 | |
| 4 |  VO Vanguard Index Fds | $79.4M | 2.1% | 1M | +69K (+7%) | 8 of 8 | |
| 5 |  AVUV American Centy ETF TR | $71.8M | 1.9% | 610K | +19K (+3%) | 8 of 8 | |
| 6 |  JGRO J P Morgan Exchange Traded F | $67.8M | 1.8% | 702K | +13K (+2%) | 8 of 8 | |
| 7 |  VOT Vanguard Index Fds | $62.7M | 1.6% | 215K | −15K (−6%) | 8 of 8 | |
| 8 |  VOE Vanguard Index Fds | $60.5M | 1.6% | 310K | −26K (−8%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $57.4M | 1.5% | 173K | −8,929 (−5%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $55.8M | 1.5% | 244K | −8,077 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $7.4M | 54K |
 IGM Ishares TR | $5.5M | 34K |
 OKE Oneok Inc New | $4.5M | 52K |
 IVES Dan Ives Wedbush AI Revolution ETF | $4M | 106K |
 RISN Northern Lts FD TR IV | $3.5M | 115K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avior Wealth Management 13F FAQ
What does Avior Wealth Management own?
Avior Wealth Management reported 786 stocks worth $3.8B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VUG (6.7%), DGRO (4.3%) and JAVA (2.1%). The table above lists every position in the filing (the top 10 without an account).
What did Avior Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 60 new positions, 278 added to, 372 trimmed and 61 sold out. New positions include VRIG, XOM and XAR. It sold all of XOM, IGM and OKE.
When will Avior Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Avior Wealth Management's portfolio worth?
The Q3 2026 filing reports $3.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.