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Filers›Hedge Fund›Avior Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Avior Wealth Management, LLC

Avior Wealth's hedge fund based in Chicago, IL — $3.5B in tracked AUM across 825 positions as of Q1 2026.

AW
Avior Wealth·Chicago, IL·Hedge Fund
CIK 0001599868 · last filed Mar 31, 2026
Total AUM
$3.5B
▼ 1.3%
vs prior
Holdings
825
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Avior Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$190M435K5.4%
02
DGRO
ISHARES TR
$133M1.9M3.8%
03
VOE
VANGUARD INDEX FDS
$97M528K2.8%
04
VOT
VANGUARD INDEX FDS
$92M358K2.6%
05
JAVA
J P MORGAN EXCHANGE TRADED F
$70M978K2.0%
06
JGRO
J P MORGAN EXCHANGE TRADED F
$67M793K1.9%
07
IVV
ISHARES TR
$57M87K1.6%
08
BND
VANGUARD BD INDEX FDS
$54M730K1.5%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$52M109K1.5%
10
AAPL
APPLE INC
$50M198K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Avior
haiku-4-5 · 825 positions indexed
Sector mix
  • Financials29%
  • Health Care12%
  • Cons. Disc.8%
  • Communications5%
  • Industrials42%
  • Energy10%
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