Avior Wealth Management, LLC
$3.8B in tracked AUM across 787 positions as of Q2 2026.
Avior Wealth Management's 787-position 13F is, structurally, not a stock picker's portfolio: ETFs make up $1.86 billion of the $3.80 billion book (49%), and the ten largest holdings are almost entirely Vanguard and iShares style-box index funds spanning growth, value, and blend across large-, mid-, and small-cap. That framing matters for reading this quarter's changes, which nonetheless describe a real factor rotation: Avior added 534% more shares of Vanguard Growth (VUG, now the top holding at 6.2% of the book, +$47.7 million) and 111% more shares of Avantis' small-cap value fund (AVUV, +$42.8 million), while cutting Vanguard's mid-cap growth (VOT, -36%) and mid-cap value (VOE, -36%) funds and replacing the split with a single new $75.9 million position in Vanguard's blended mid-cap fund (VO). The firm also fully exited its long-Treasury (TLT), gold (GLD), and aggregate-bond (AGG) positions — trimming duration and safe-haven ballast — and opened a rare individual-stock stake in Micron ($41.1 million), the one real single-name conviction call in an otherwise systematically-constructed book. Net effect: a barbell toward large growth and small value at the expense of the mid-cap middle, alongside less defensive ballast.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.