Avior Wealth Management, LLC - Portfolio overview

Avior Wealth Management, LLC has 894 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 5.33%
2. DGRO - ISHARES TR, 3.74%
3. VOE - VANGUARD INDEX FDS, 2.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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