Aventus Investment Advisors, Inc. 13F Holdings
CIK 0002093055 · NAPLES, FL
As of Sep 30, 2025, Aventus Investment Advisors, Inc. reported 144 positions worth
CIK 0002093055 · NAPLES, FL
As of Sep 30, 2025, Aventus Investment Advisors, Inc. reported 144 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 122,225 | $23.8M | 20.28% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 112,898 | 2.9M | 10.97% |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | RSPT | — | 204,146 | $9.1M | 7.76% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 87,919 | $8.8M | 7.52% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 24,260 | $6.8M | 5.83% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 107,320 | $6.3M | 5.39% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 116,548 | $6.3M | 5.35% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 42,886 | $4.5M | 3.82% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 70,845 | $3.8M | 3.20% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 119,563 | $2.9M | 2.49% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 79,010 | $2.5M | 2.15% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 17,144 | $2.4M | 2.03% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 18,718 | $2.3M | 1.95% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,073 | $2.0M | 1.67% |
| AMAZON.COM INC | AMZN | Equity | 7,657 | .7M | 1.43% |
| BROADCOM INC | AVGO | Technology | 4,749 | .6M | 1.34% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 1,967 | .5M | 1.25% |
| ISHARES PREFERRED & INCOME S | PFF | — | 43,688 | .4M | 1.18% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,848 | .2M | 1.05% |
| APPLE INC | AAPL | Technology | 4,786 | .2M | 1.04% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 47,658 | .1M | 0.95% |
| ALPHABET INC | GOOGL | Equity | 4,563 | .1M | 0.95% |
| MICROSOFT CORP | MSFT | Technology | 2,002 | .0M | 0.88% |
| ALPHABET INC | GOOG | Equity | 4,228 | .0M | 0.88% |
| ORACLE CORP | ORCL | Technology | 2,994 | $842.0K | 0.72% |