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Aryn Sands

Avior Wealth Management, Llc

Assets Managed
$3.804B
Holdings
787
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
7.89%(2Q avg: 8.88%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Avior Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 787 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.804B in assets, with a quarterly growth rate of 7.89% and a 2-quarter average growth rate of 8.88%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 533.78%
6.25%
$237.605M
2.76M shares@ $86.11 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 11.75%
4.23%
$160.894M
2.123M shares@ $75.8 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -2.24%
2%
$75.931M
956,185 shares@ $79.41 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1950.43%
2%
$75.913M
944,180 shares@ $80.41 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 111.12%
1.94%
$73.64M
590,250 shares@ $124.77 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Decreased -35.83%
1.85%
$70.231M
229,387 shares@ $306.17 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -13.13%
1.79%
$67.925M
688,966 shares@ $98.59 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -36.43%
1.75%
$66.331M
335,783 shares@ $197.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -17.83%
1.41%
$53.393M
71,296 shares@ $748.89 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.33%
1.39%
$52.736M
76,784 shares@ $686.81 avg price

1-10 of 787