Universe · entity
Avior Wealth Management, LLC
Institutional manager (13F) · CIK 1599868
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $190M | 435,418 |
| 2 | ISHARES TR | $133M | 1,899,744 |
| 3 | VANGUARD INDEX FDS | $97M | 528,225 |
| 4 | VANGUARD INDEX FDS | $92M | 357,505 |
| 5 | J P MORGAN EXCHANGE TRADED F | $70M | 978,139 |
| 6 | J P MORGAN EXCHANGE TRADED F | $67M | 793,135 |
| 7 | ISHARES TR | $57M | 86,770 |
| 8 | VANGUARD BD INDEX FDS | $54M | 730,405 |
| 9 | BERKSHIRE HATHAWAY INC DEL | $52M | 109,042 |
| 10 | APPLE INC | $50M | 198,441 |
| 11 | INVESCO EXCH TRD SLF IDX FD | $49M | 2,599,716 |
| 12 | VANGUARD INDEX FDS | $46M | 77,043 |
| 13 | NVIDIA CORPORATION | $46M | 263,363 |
| 14 | INVESCO EXCH TRD SLF IDX FD | $44M | 2,688,721 |
| 15 | INVESCO EXCH TRD SLF IDX FD | $43M | 2,202,366 |
| 16 | SPDR SERIES TRUST | $42M | 738,755 |
| 17 | VANGUARD TAX-MANAGED FDS | $41M | 642,047 |
| 18 | VANGUARD INDEX FDS | $41M | 208,487 |
| 19 | VANGUARD INDEX FDS | $40M | 131,049 |
| 20 | ISHARES TR | $35M | 446,106 |
| 21 | INVESCO EXCHANGE TRADED FD T | $34M | 525,711 |
| 22 | VANGUARD INDEX FDS | $34M | 129,053 |
| 23 | VANGUARD BD INDEX FDS | $34M | 434,553 |
| 24 | ZACKS TRUST | $33M | 887,974 |
| 25 | AMERICAN CENTY ETF TR | $31M | 279,586 |
| 26 | STATE STR SPDR S&P 500 ETF T | $30M | 46,696 |
| 27 | VANGUARD BD INDEX FDS | $30M | 376,993 |
| 28 | VANGUARD INTL EQUITY INDEX F | $29M | 392,275 |
| 29 | ISHARES TR | $29M | 293,531 |
| 30 | ISHARES TR | $27M | 312,742 |
| 31 | SPDR SERIES TRUST | $27M | 549,962 |
| 32 | SCHWAB STRATEGIC TR | $26M | 982,911 |
| 33 | ISHARES TR | $26M | 230,828 |
| 34 | SCHWAB STRATEGIC TR | $26M | 1,058,171 |
| 35 | SPDR GOLD TR | $25M | 58,721 |
| 36 | VANGUARD CHARLOTTE FDS | $25M | 522,750 |
| 37 | ISHARES TR | $23M | 220,186 |
| 38 | MICROSOFT CORP | $23M | 62,030 |
| 39 | VANGUARD SCOTTSDALE FDS | $23M | 276,960 |
| 40 | BLACKROCK ETF TRUST | $22M | 712,602 |
| 41 | SCHWAB STRATEGIC TR | $22M | 863,449 |
| 42 | VANGUARD WORLD FD | $21M | 148,688 |
| 43 | VANGUARD INDEX FDS | $20M | 93,968 |
| 44 | AMAZON COM INC | $20M | 96,688 |
| 45 | VANGUARD WORLD FD | $20M | 54,205 |
| 46 | DIMENSIONAL ETF TRUST | $19M | 562,999 |
| 47 | VANGUARD WHITEHALL FDS | $19M | 125,305 |
| 48 | VANGUARD INTL EQUITY INDEX F | $18M | 340,249 |
| 49 | SPDR SERIES TRUST | $17M | 286,401 |
| 50 | ALPHABET INC | $16M | 56,877 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.