Aventus Investment Advisors, Inc. holds a focused book of 157 stocks worth $136.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core Msci Emerging and trimmed Ishares Msci Eafe Growth ETF. Their largest long position is Ishares Msci USA Quality Fac at 21% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2093055/holdings"
Use Arkolith to show Aventus Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +13.1%, a 5.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Aventus Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aventus Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $769.7B |
| MORGAN STANLEY | 80 / 80 | $548.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $545.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $170.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $93.6B |
| LPL Financial LLC | 80 / 80 | $84.0B |
| Mariner, LLC | 80 / 80 | $32.4B |
| HighTower Advisors, LLC | 80 / 80 | $28.4B |
Ranked by how many of Aventus Investment Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Msci USA Quality Factor ETF ETF | $28.1M | 128.0K | 20.6% | ▲+1.7% Added · +2K sh | |
| 2 | Ishares Msci Eafe Growth ETF ETF | $12.1M | 96.9K | 8.8% | ▼−18% Reduced · −21K sh | |
| 3 | Invesco S&P 500 Equal Weight Technology ETF ETF | $11.8M | 182.9K | 8.6% | ▼−11% Reduced · −24K sh | |
| 4 | State Street Technology Select Sector SPDR ETF ETF | $9.7M | 51.0K | 7.1% | ▲+1.0% Added · +494 sh | |
| 5 | Ishares Core U.S. Aggregate Bond ETF ETF | $8.8M | 88.9K | 6.4% | ▼−5.3% Reduced · −5K sh | |
| 6 | Vanguard Short-Term Treasury ETF ETF | $8.4M | 143.8K | 6.1% | ▲+17% Added · +21K sh | |
| 7 | State Street Financial Select Sector SPDR ETF ETF | $7.6M | 141.3K | 5.6% | ▲+13% Added · +17K sh | |
| 8 | State Street SPDR Portfolio S&P 500 Growth ETF ETF | $5.9M | 49.8K | 4.3% | ▲+11% Added · +5K sh | |
| 9 | Ishares 1-5 Year Investment Grade Corporate Bond ETF ETF | $5.2M | 99.9K | 3.8% | ▲+34% Added · +26K sh | |
| 10 | Schwab U.S. Large-Cap Growth ETF ETF | $2.7M | 78.5K | 1.9% | ▲+1.6% Added · +1K sh | |
| 11 | State Street Health Care Select Sector SPDR ETF ETF | $2.6M | 16.5K | 1.9% | ▼−0.4% Reduced · −71 sh | |
| 12 | Ishares Core Msci Emerging Markets ETF ETF | $2.3M | 27.6K | 1.7% | ▲New New position | |
| 13 | Ishares U.S. Infrastructure ETF ETF | $2.3M | 36.0K | 1.7% | ▲New New position | |
| 14 | Vanguard Growth ETF ETF | $2.1M | 23.9K | 1.5% | ▲+495% Added · +20K sh | |
| 15 | Amazon Com Inc Com Stock | $2.0M | 8.5K | 1.5% | ▼−9.3% Reduced · −867 sh | |
| 16 | Vanguard Information Technology ETF ETF | $1.8M | 15.2K | 1.3% | ▲+698% Added · +13K sh | |
| 17 | Broadcom Inc Com Stock | $1.6M | 4.3K | 1.2% | ▼−12% Reduced · −583 sh | |
| 18 | Ishares Preferred & Income Securities ETF ETF | $1.5M | 49.6K | 1.1% | ▲+1.8% Added · +890 sh | |
| 19 | Alphabet Inc Cap STK CL A Stock | $1.5M | 4.1K | 1.1% | ▼−8.4% Reduced · −377 sh | |
| 20 | Ishares Core S&P 500 ETF ETF | $1.3M | 1.8K | 1.0% | —Held | |
| 21 | Schwab Short-Term US Treasury ETF ETF | $1.3M | 54.0K | 1.0% | ▼−54% Reduced · −65K sh | |
| 22 | Ishares Flexible Income Active ETF ETF | $1.2M | 23.0K | 0.9% | ▲+706% Added · +20K sh | |
| 23 | Microsoft Corp Com Stock | $1.2M | 3.2K | 0.9% | ▲+43% Added · +973 sh | |
| 24 | Ishares Iboxx $ High Yield Corporate Bond ETF ETF | $1.2M | 14.7K | 0.9% | ▲New New position | |
| 25 | Nvidia Corporation Com Stock | $1.1M | 5.7K | 0.8% | ▲+8.2% Added · +429 sh | |
| 26 | Meta Platforms Inc CL A Stock | $954K | 1.7K | 0.7% | ▲+68% Added · +685 sh | |
| 27 | Alphabet Inc Cap STK CL C Stock | $896K | 2.5K | 0.7% | ▼−38% Reduced · −2K sh | |
| 28 | Schwab US Aggregate Bond ETF ETF | $872K | 37.7K | 0.6% | ▼−43% Reduced · −28K sh | |
| 29 | Vanguard Dividend Appreciation ETF ETF | $849K | 3.6K | 0.6% | ▼−2.4% Reduced · −87 sh | |
| 30 | Oracle Corp Com Stock | $806K | 5.5K | 0.6% | ▲+62% Added · +2K sh | |
| 31 | Ishares Msci Japan ETF ETF | $744K | 8.0K | 0.5% | ▲New New position | |
| 32 | Ishares Msci USA Min Vol Factor ETF ETF | $560K | 5.8K | 0.4% | ▼−9.5% Reduced · −609 sh | |
| 33 | Schwab U.S. Large-Cap ETF ETF | $470K | 16.0K | 0.3% | ▼−1.8% Reduced · −289 sh | |
| 34 | Royal BK Cda Com Stock | $435K | 2.1K | 0.3% | —Held | |
| 35 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $404K | 846 | 0.3% | ▼−28% Reduced · −333 sh | |
| 36 | Apple Inc Com Stock | $330K | 1.1K | 0.2% | ▲+13% Added · +133 sh | |
| 37 | BlackRock Inc Com Stock | $275K | 286 | 0.2% | ▲14× Added · +266 sh | |
| 38 | Intuit Com Stock | $209K | 802 | 0.2% | ▲+28% Added · +174 sh | |
| 39 | Vanguard Financials ETF ETF | $195K | 1.5K | 0.1% | —Held | |
| 40 | State Street SPDR S&P 500 ETF ETF | $184K | 247 | 0.1% | ▲+2.1% Added · +5 sh | |
| 41 | Berkshire Hathaway Inc Del CL B New Stock | $139K | 277 | 0.1% | —Held | |
| 42 | Lowes Cos Inc Com Stock | $128K | 579 | 0.1% | —Held | |
| 43 | Fedex Corp Com Stock | $96K | 306 | 0.1% | —Held | |
| 44 | Johnson & Johnson Com Stock | $86K | 340 | 0.1% | ▲+63% Added · +132 sh | |
| 45 | Ishares U.S. Industrials ETF ETF | $83K | 500 | 0.1% | —Held | |
| 46 | Boston Scientific Corp Com Stock | $74K | 1.7K | 0.1% | ▼−21% Reduced · −466 sh | |
| 47 | Ishares Core High Dividend ETF ETF | $64K | 2.4K | 0.0% | ▼−86% Reduced · −14K sh | |
| 48 | Johnson CTLS Intl PLC SHS Stock | $64K | 440 | 0.0% | —Held | |
| 49 | Marathon Pete Corp Com Stock | $63K | 246 | 0.0% | —Held | |
| 50 | State Street Consumer Discretionary Select Sector SPDR ETF ETF | $62K | 528 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.