CIK 1599868
Avior Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
739
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 739
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 117K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 10K | $1M+ | SH |
| IJH | ISHARES TR | 84K | $1M+ | SH |
| HD | HOME DEPOT INC | 16K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 38K | $1M+ | SH |
| CSCO | CISCO SYS INC | 71K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 165K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 117K | $1M+ | SH |
| ABT | ABBOTT LABS | 43K | $1M+ | SH |
| V | VISA INC | 15K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| IWF | ISHARES TR | 11K | $1M+ | SH |
| IJR | ISHARES TR | 42K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 52K | $1M+ | SH |
| IEFA | ISHARES TR | 54K | $1M+ | SH |
| BSMT | INVESCO EXCH TRD SLF IDX FD | 202K | $1M+ | SH |
| AVXC | AMERICAN CENTY ETF TR | 73K | $1M+ | SH |
| JCPI | J P MORGAN EXCHANGE TRADED F | 96K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 178K | $1M+ | SH |
| IWY | ISHARES TR | 16K | $1M+ | SH |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 191K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 53K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 79K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 58K | $1M+ | SH |
| CRM | SALESFORCE INC | 16K | $1M+ | SH |
| NFLX | NETFLIX INC | 46K | $1M+ | SH |
| MCD | MCDONALDS CORP | 14K | $1M+ | SH |
| KR | KROGER CO | 68K | $1M+ | SH |
| WMT | WALMART INC | 37K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 42K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 117K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 27K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 47K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| OKE | ONEOK INC NEW | 51K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 127K | $1M+ | SH |
| BSMV | INVESCO EXCH TRD SLF IDX FD | 174K | $1M+ | SH |
| GE | GE AEROSPACE | 12K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 70K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 13K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 116K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 128K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 144K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 60K | $1M+ | SH |
| IWD | ISHARES TR | 16K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 101K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 10K | $1M+ | SH |
| IWP | ISHARES TR | 24K | $1M+ | SH |