Aventus Investment Advisors, Inc.

Est. AUM

$118.2M

13F long equity, this entity only

Positions

148

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$24.1M	125907	20.43%	SOLE
2	ISHARES MSCI EAFE GROWTH ETF	ETF	$13.1M	117578	11.08%	SOLE
3	INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	ETF	$9.3M	206531	7.91%	SOLE
4	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$9.3M	93900	7.89%	SOLE
5	VANGUARD SHORT-TERM TREASURY ETF	ETF	$7.2M	122532	6.07%	SOLE
6	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$6.7M	50521	5.68%	SOLE
7	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$6.2M	124703	5.21%	SOLE
8	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$4.4M	44675	3.70%	SOLE
9	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$3.9M	74334	3.30%	SOLE
10	SCHWAB SHORT-TERM US TREASURY ETF	ETF	$2.9M	118555	2.43%	SOLE
11	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$2.4M	16584	2.06%	SOLE
12	ISHARES CORE HIGH DIVIDEND ETF	ETF	$2.3M	16820	1.93%	SOLE
13	SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$2.2M	77214	1.90%	SOLE
14	AMAZON COM INC COM	Stock	$1.9M	9343	1.65%	SOLE
15	VANGUARD GROWTH ETF	ETF	$1.8M	4014	1.48%	SOLE
16	SCHWAB US AGGREGATE BOND ETF	ETF	$1.5M	66007	1.30%	SOLE
17	BROADCOM INC COM	Stock	$1.5M	4839	1.27%	SOLE
18	ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$1.5M	48709	1.25%	SOLE
19	VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$1.3M	1905	1.12%	SOLE
20	ALPHABET INC CAP STK CL A	Stock	$1.3M	4471	1.09%	SOLE
21	ALPHABET INC CAP STK CL C	Stock	$1.2M	4074	0.99%	SOLE
22	ISHARES CORE S&P 500 ETF	ETF	$1.2M	1768	0.98%	SOLE
23	NVIDIA CORPORATION COM	Stock	$914K	5246	0.77%	SOLE
24	MICROSOFT CORP COM	Stock	$829K	2240	0.70%	SOLE
25	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$790K	3674	0.67%	SOLE
26	ISHARES FLOATING RATE LOAN ACTIVE ETF	ETF	$712K	14041	0.60%	SOLE
27	ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$594K	6411	0.50%	SOLE
28	META PLATFORMS INC CL A	Stock	$577K	1009	0.49%	SOLE
29	ORACLE CORP COM	Stock	$498K	3388	0.42%	SOLE
30	SCHWAB U.S. LARGE-CAP ETF	ETF	$417K	16274	0.35%	SOLE
31	ISHARES U.S. HOME CONSTRUCTION ETF	ETF	$412K	4559	0.35%	SOLE
32	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	ADR	$398K	1179	0.34%	SOLE
33	JACOBS SOLUTIONS INC COM	Stock	$343K	2697	0.29%	SOLE
34	ROYAL BK CDA COM	Stock	$339K	2100	0.29%	SOLE
35	INTUIT COM	Stock	$271K	628	0.23%	SOLE
36	APPLE INC COM	Stock	$255K	1008	0.22%	SOLE
37	ALIBABA GROUP HLDG LTD SPONSORED ADS	ADR	$248K	1981	0.21%	SOLE
38	VANGUARD FINANCIALS ETF	ETF	$178K	1480	0.15%	SOLE
39	STATE STREET SPDR S&P 500 ETF	ETF	$157K	242	0.13%	SOLE
40	ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	$148K	2851	0.13%	SOLE
41	BOSTON SCIENTIFIC CORP COM	Stock	$138K	2203	0.12%	SOLE
42	LOWES COS INC COM	Stock	$136K	579	0.12%	SOLE
43	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$132K	277	0.11%	SOLE
44	FEDEX CORP COM	Stock	$108K	306	0.09%	SOLE
45	ISHARES MSCI EAFE ETF	ETF	$93K	958	0.08%	SOLE
46	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$75K	532	0.06%	SOLE
47	ISHARES U.S. INDUSTRIALS ETF	ETF	$73K	500	0.06%	SOLE
48	SPDR GOLD SHARES	ETF	$65K	152	0.05%	SOLE
49	MARATHON PETE CORP COM	Stock	$60K	246	0.05%	SOLE
50	PROCTER & GAMBLE CO COM	Stock	$58K	406	0.05%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.