Q3 2026 13F · SEC CIK 2093055

Aventus Investment Advisors, Inc.

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.9M
Reported positions: 173
Holdings vs S&P 500, 3 yrs: —
Assets under management: $136.5M

Aventus Investment Advisors, Inc. is a wealth manager that reported 173 positions worth $136.9M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Ishares Tr (QUAL, 20.8%), Invesco Exchange Traded Fd T (RYT, 8.6%), Ishares Tr (EFG, 8.5%).

Aventus Investment Advisors, Inc. holdings largest 50 of 173 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aventus Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
QUALIshares Tr	20.8%	20.6%	127,975	-0.0%	$28.4M
RYTInvesco Exchange Traded Fd T	8.6%	8.6%	179,456	-1.9%	$11.8M
EFGIshares Tr	8.5%	8.8%	97,577	+0.7%	$11.7M
XLKSelect Sector Spdr Tr	7.3%	7.1%	50,691	-0.6%	$9.9M
AGGIshares Tr	6.2%	6.4%	89,996	+1.2%	$8.5M
VGSHVanguard Scottsdale Fds	6.2%	6.1%	147,522	+2.6%	$8.5M
XLFSelect Sector Spdr Tr	5.5%	5.6%	140,971	-0.3%	$7.5M
SPYGState Street Spdr Portfolio S&p 500 Grow	4.5%	4.3%	49,965	+0.4%	$6.1M
IGSBIshares Tr	3.8%	3.8%	100,911	+1.0%	$5.2M
XLVSelect Sector Spdr Tr	2.2%	1.9%	18,009	+9.1%	$3.0M
SCHGSchwab Strategic Tr	2.0%	1.9%	77,791	-0.9%	$2.8M
IEMGIshares Inc	1.6%	1.7%	27,741	+0.5%	$2.3M
AMZNAmazon Com Inc	1.6%	1.5%	8,644	+2.0%	$2.2M
VUGVanguard Index Fds	1.6%	1.5%	23,727	-0.6%	$2.1M
IFRAIshares Tr	1.4%	1.7%	36,013	-0.1%	$2.0M
VGTVanguard World Fd	1.4%	1.3%	15,184	-0.1%	$1.9M
MSFTMicrosoft Corp	1.2%	0.9%	3,226	+0.4%	$1.7M
AVGOBroadcom Inc	1.1%	1.2%	4,464	+4.9%	$1.6M
PFFIshares Tr	1.1%	1.1%	49,454	-0.3%	$1.5M
GOOGLAlphabet Inc	1.1%	1.1%	4,210	+2.8%	$1.4M
IVVIshares Tr	1.0%	1.0%	1,768	+0.0%	$1.4M
NVDANvidia Corporation	1.0%	0.8%	5,697	+0.4%	$1.3M
METAMeta Platforms Inc	0.9%	0.7%	1,704	+0.6%	$1.2M
SCHOSchwab Strategic Tr	0.9%	1.0%	50,842	-5.8%	$1.2M
BINCBlackrock ETF Trust II	0.9%	0.9%	22,971	-0.1%	$1.2M
HYGIshares Tr	0.8%	0.9%	14,949	+1.5%	$1.2M
GOOGAlphabet Inc	0.6%	0.7%	2,596	+2.4%	$885K
VIGVanguard Specialized Funds	0.6%	0.6%	3,554	-0.9%	$829K
SCHZSchwab Strategic Tr	0.6%	0.6%	36,434	-3.4%	$805K
EWJIshares Inc	0.6%	0.5%	7,989	+0.1%	$779K
USMVIshares Tr	0.4%	0.4%	5,602	-3.4%	$546K
SCHXSchwab Strategic Tr	0.3%	0.3%	14,551	-9.0%	$437K
RYRoyal Bk Cda	0.3%	0.3%	2,100	+0.0%	$413K
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	848	+0.2%	$387K
AAPLApple Inc	0.3%	0.2%	1,139	-0.2%	$379K
BLKBlackrock Inc	0.2%	0.2%	290	+1.4%	$307K
VFHVanguard World Fd	0.1%	0.1%	1,480	+0.0%	$193K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	247	+0.0%	$188K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	277	+0.0%	$138K
LOWLowes Cos Inc	0.1%	0.1%	578	-0.2%	$107K
MPCMarathon Petroleum	0.1%	0.0%	243	-1.2%	$96K
JNJJohnson & Johnson	0.1%	0.1%	340	+0.0%	$90K
FDXFedex Corp	0.1%	0.1%	306	+0.0%	$87K
HDVIshares Tr	0.1%	0.0%	3,105	+32.1%	$87K
IYJIshares U.s. Industrials ETF	0.1%	0.1%	500	+0.0%	$77K
BSXBoston Scientific Corp	0.1%	0.1%	1,737	+0.0%	$76K
JCIJohnson Controls Internation	0.0%	0.0%	440	+0.0%	$65K
ABBVAbbvie Inc	0.0%	—	230	—	$60K
PGProcter & Gamble Co	0.0%	—	406	—	$59K
GLDSpdr Gold Tr	0.0%	—	152	—	$58K

What Aventus Investment Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

HDV Ishares Tr+32.1% shares
XLV Select Sector Spdr Tr+9.1% shares

Reduced

SCHX Schwab Strategic Tr-9.0% shares
SCHO Schwab Strategic Tr-5.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.4% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$136.9M	173
Q2 2026	$136.5M	157
Q1 2026	$118.2M	148
Q4 2025	$123.4M	147
Q3 2025	$117.3M	144
Q2 2025	$111.3M	153

Questions about Aventus Investment Advisors, Inc.'s portfolio

What stocks does Aventus Investment Advisors, Inc. own?

Aventus Investment Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 173 positions worth $136.9M. The largest are Ishares Tr (QUAL) at 20.8%, Invesco Exchange Traded Fd T (RYT) at 8.6%, Ishares Tr (EFG) at 8.5%, Select Sector Spdr Tr (XLK) at 7.3% and Ishares Tr (AGG) at 6.2%.

What did Aventus Investment Advisors, Inc. buy last quarter?

In Q3 2026, Aventus Investment Advisors, Inc. added Ishares Tr (HDV) (+32.1% shares) and Select Sector Spdr Tr (XLV) (+9.1% shares), compared with its Q2 2026 filing.

What did Aventus Investment Advisors, Inc. sell last quarter?

In Q3 2026, Aventus Investment Advisors, Inc. cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Intuit (INTU), cut from its top 50 Select Sector Spdr Tr (XLY), Schwab Strategic Tr (SCHX) (-9.0% shares) and Schwab Strategic Tr (SCHO) (-5.8% shares), compared with its Q2 2026 filing.

When is Aventus Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Aventus Investment Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Aventus Investment Advisors, Inc. manage?

Aventus Investment Advisors, Inc. reported $136.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.9M.