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Aryn Sands

Avior Wealth Management, Llc

Assets Managed
$3.526B
Holdings
825
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
9.88%(2Q avg: 6.62%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Avior Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 825 positions.

Assets under management

The assets under management (AUM) of Avior Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.526B in assets, with a quarterly growth rate of 9.88% and a 2-quarter average growth rate of 6.62%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -2.65%
5.39%
$189.936M
435,418 shares@ $436.22 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -0.41%
3.79%
$133.324M
1.9M shares@ $70.19 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -2.32%
2.77%
$97.323M
528,225 shares@ $184.25 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 2.4%
2.61%
$91.978M
357,505 shares@ $257.28 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -4.16%
2%
$70.181M
978,139 shares@ $71.76 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -1.82%
1.91%
$67.036M
793,135 shares@ $84.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.4%
1.61%
$56.679M
86,770 shares@ $653.22 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 49.33%
1.53%
$53.787M
730,405 shares@ $73.65 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.21%
1.49%
$52.253M
109,042 shares@ $479.2 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.86%
1.43%
$50.337M
198,441 shares@ $253.67 avg price

1-10 of 825