account_balance
Investment manager · 13F filer · SEC CIK 2074418
Aventura Private Wealth, LLC
Reported value$326Mas of Jun 30, 2026
Positions986 125 new, 39 sold out
Top 10 weight44.1%AAPL alone is 10%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
10.4%
NVDANVIDIA Corp
7.7%
SPYINeos S&P 500 High Income ETF
4.9%Added +8%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
4.6%Trimmed −13%
QQQINeos Nasdaq 100 High Income ETF
4.0%Added +58%
AMZNAmazon.com Inc
3.3%
MSFTMicrosoft Corp
2.7%
GOOGAlphabet Inc.
2.6%
METAMeta Platforms, Inc.
2.3%
VOOVanguard S&P 500 ETF
1.6%+2%
LLYELI Lilly & Co
1.5%
AMD1.4%AAPLApple Inc.
10.4%
NVDANVIDIA Corp
7.7%
SPYINeos S&P 500 High Income ETF
4.9%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
4.6%
QQQINeos Nasdaq 100 High Income ETF
4.0%+58%
AMZNAmazon.com Inc
3.3%
MSFTMicrosoft Corp
2.7%
GOOGAlphabet Inc.
2.6%
META2.3%VOO
LLY1.5%AMD1.4%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
AAPL Apple Inc. 10.4% HeldNVDA NVIDIA Corp 7.7% Held
SPYI Neos S&P 500 High Income ETF 4.9% Added +8%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF 4.6% Trimmed −13%
QQQI Neos Nasdaq 100 High Income ETF 4.0% Added +58%
AMZN Amazon.com Inc 3.3% HeldMSFT Microsoft Corp 2.7% HeldGOOG Alphabet Inc. 2.6% HeldMETA Meta Platforms, Inc. 2.3% HeldVOO Vanguard S&P 500 ETF 1.6% Added +2%
LLY ELI Lilly & Co 1.5% Added +5%AMD Advanced Micro Devices Inc 1.4% Trimmed −6%What changed
Biggest moves since Mar 31, 2026
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