Avior Wealth Management, LLC
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$3.5B
Holdings
824
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q4 2025: Increased +1.5% (440.7k → 447.3k shares)
5.4%
02
$DGRO
ISHARES TR
Q4 2025: Increased +7.7% (1.77M → 1.91M shares)
3.8%
03
$VOE
VANGUARD INDEX FDS
Q4 2025: Increased +0.6% (537.6k → 540.8k shares)
2.8%
04
$VOT
VANGUARD INDEX FDS
Q4 2025: Increased +1.6% (343.6k → 349.2k shares)
2.6%
05
$JAVA
J P MORGAN EXCHANGE TRADED F
Q4 2025: Sold 4.4% (1.07M → 1.02M shares)
2.0%
06
$JGRO
J P MORGAN EXCHANGE TRADED F
Q4 2025: Sold 3.1% (833.7k → 807.9k shares)
1.9%
07
$IVV
ISHARES TR
Q4 2025: Sold 18.6% (112.6k → 91.7k shares)
1.6%
08
$BND
VANGUARD BD INDEX FDS
Q4 2025: Increased +4.0% (470.5k → 489.1k shares)
1.5%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Sold 2.7% (111.8k → 108.8k shares)
1.5%
10
$AAPL
APPLE INC
Q4 2025: Sold 4.2% (190.4k → 182.3k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:11 UTC.