13F Filings History of Aventura Private Wealth, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$278,342,033
Signature - Title
Michelle Diamantis - Chief Compliance Officer
Location
Aventura, FL
Summary
This page shows a list of all the recent 13F filings made by Aventura Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aventura Private Wealth, LLC reported 859 stock holdings with total value $278,342,033 as of Q4 2025. Top holdings included AAPL, NVDA, JEPQ, SPYI, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 859 $278,342,033 +$20,248,733 -$10,526,319 +$9,722,414 AAPL, NVDA, JEPQ, SPYI, MSFT 13F-HR 07 Jan 2026, 13:28
Q3 2025 808 $271,197,028 +$31,499,979 -$8,989,207 +$22,510,772 AAPL, NVDA, JEPQ, MSFT, META 13F-HR 07 Jan 2026, 15:04
Q2 2025 783 $230,970,183 +$28,208,442 -$8,457,656 +$19,750,786 AAPL, JEPQ, NVDA, MSFT, META 13F-HR 07 Jan 2026, 14:54
Q1 2025 782 $190,792,046 +$16,541,843 -$3,294,290 +$13,247,553 AAPL, JEPQ, NVDA, MSFT, AMZN 13F-HR 07 Jan 2026, 14:43
Q4 2024 757 $185,760,521 $0 $0 $0 AAPL, NVDA, JEPQ, MSFT, AMZN 13F-HR 07 Jan 2026, 14:27