Aventus Investment Advisors, Inc.

CIK 0002093055 • 5 13F filings • Oct 24, 2025 – Jul 24, 2026

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Filer information

Filed by: Aventus Investment Advisors, Inc., Analyst
Address: 780 5TH AVE S, STE 200, NAPLES, FL, 34102
Phone: 7042374207
AUM: $123.4M

AUM over time

$136.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $123.4M147 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$48K	0.0%Prev: 0.0%	300 SH	Decreased
ABBOTT LABS COM	Stock	$7K	0.0%	58 SH	New
ABBVIE INC COM	Stock	$53K	0.0%Prev: 0.0%	230 SH	Decreased
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$52K	0.0%	195 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$12K	0.0%Prev: 0.0%	56 SH	Decreased
AIR PRODS & CHEMS INC COM	Stock	$5K	0.0%	19 SH	New
ALIBABA GROUP HLDG LTD SPONSORED ADS	ADR	$271K	0.2%Prev: 0.0%	1,846 SH	Increased+1,772 SH
ALPHABET INC CAP STK CL A	Stock	$1.4M	1.2%Prev: 1.1%	4,536 SH	Decreased+326 SH
ALPHABET INC CAP STK CL C	Stock	$1.3M	1.1%Prev: 0.6%	4,213 SH	Increased+1,617 SH
AMAZON COM INC COM	Stock	$1.8M	1.4%Prev: 1.6%	7,739 SH	Decreased-905 SH
AMDOCS LTD SHS	Stock	$31K	0.0%Prev: 0.0%	380 SH	Increased
AMENTUM HOLDINGS INC COM	Stock	$2K	0.0%	74 SH	New
AMEREN CORP COM	Stock	$5K	0.0%Prev: 0.0%	52 SH	Increased
AMERICAN ELEC PWR CO INC COM	Stock	$37K	0.0%Prev: 0.0%	320 SH	Decreased
AMERICAN EXPRESS CO COM	Stock	$50K	0.0%Prev: 0.0%	134 SH	Increased
ANALOG DEVICES INC COM	Stock	$2K	0.0%	7 SH	New
APPLE INC COM	Stock	$1.3M	1.0%Prev: 0.3%	4,647 SH	Increased+3,508 SH
APTARGROUP INC COM	Stock	$21K	0.0%Prev: 0.0%	175 SH	Increased
ASTRAZENECA PLC SPONSORED ADR	ADR	$43K	0.0%	470 SH	New
AT&T INC COM	Stock	$3K	0.0%Prev: 0.0%	140 SH	Increased
AUTOMATIC DATA PROCESSING INC COM	Stock	$6K	0.0%	25 SH	New
BANK AMERICA CORP COM	Stock	$41K	0.0%	740 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$139K	0.1%Prev: 0.1%	277 SH	Increased
BLACKROCK INC COM	Stock	$21K	0.0%Prev: 0.2%	20 SH	Decreased-270 SH
BOSTON SCIENTIFIC CORP COM	Stock	$175K	0.1%Prev: 0.1%	1,836 SH	Increased+99 SH
BROADCOM INC COM	Stock	$1.6M	1.3%Prev: 1.1%	4,756 SH	Increased+292 SH
CANADIAN NAT RES LTD COM	Stock	$20K	0.0%	600 SH	New
CAPITAL ONE FINL CORP COM	Stock	$29K	0.0%	120 SH	New
CARDINAL HEALTH INC COM	Stock	$12K	0.0%Prev: 0.0%	60 SH	Decreased
CARNIVAL CORP PAIRED CTF	Stock	$3K	0.0%	101 SH	New
COCA COLA CO COM	Stock	$20K	0.0%Prev: 0.0%	280 SH	Decreased-386 SH
CROWN CASTLE INC COM	REIT	$20K	0.0%Prev: 0.0%	225 SH	Increased
CSX CORP COM	Stock	$26K	0.0%Prev: 0.0%	720 SH	Decreased
DANAHER CORPORATION COM	Stock	$11K	0.0%	50 SH	New
DISNEY WALT CO COM	Stock	$14K	0.0%Prev: 0.0%	124 SH	Decreased-113 SH
ELI LILLY & CO COM	Stock	$11K	0.0%	10 SH	New
FEDEX CORP COM	Stock	$88K	0.1%Prev: 0.1%	306 SH	Increased
FIRST TRUST CLOUD COMPUTING ETF	ETF	$31K	0.0%Prev: 0.0%	235 SH	Decreased
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$25K	0.0%Prev: 0.0%	94 SH	Decreased
FORD MTR CO COM	Stock	$5K	0.0%Prev: 0.0%	400 SH	Increased
GALLAGHER ARTHUR J & CO COM	Stock	$8K	0.0%Prev: 0.0%	30 SH	Increased
GENERAL DYNAMICS CORP COM	Stock	$7K	0.0%	21 SH	New
GENUINE PARTS CO COM	Stock	$80K	0.1%Prev: 0.0%	650 SH	Increased+210 SH
GLOBAL X COPPER MINERS ETF	ETF	$5K	0.0%	71 SH	New
HOME DEPOT INC COM	Stock	$21K	0.0%Prev: 0.0%	60 SH	Decreased-115 SH
INNOVATOR DEEPWATER FRONTIER TECH ETF	ETF	$29K	0.0%Prev: 0.0%	381 SH	Decreased
INTERCONTINENTAL EXCHANGE INC COM	Stock	$24K	0.0%Prev: 0.0%	150 SH	Increased
INVESCO QQQ TRUST SERIES I	ETF	$7K	0.0%Prev: 0.0%	12 SH	Decreased
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$10K	0.0%Prev: 0.0%	53 SH	Decreased
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	ETF	$9.5M	7.7%Prev: 8.6%	208,327 SH	Decreased+28,871 SH
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$3.8M	3.1%Prev: 3.8%	71,722 SH	Decreased-29,189 SH
ISHARES BITCOIN TRUST ETF	ETF	$9K	0.0%Prev: 0.0%	188 SH	Increased
ISHARES CORE HIGH DIVIDEND ETF	ETF	$2.1M	1.7%Prev: 0.1%	17,452 SH	Increased+14,347 SH
ISHARES CORE S&P 500 ETF	ETF	$1.3M	1.0%Prev: 1.0%	1,848 SH	Decreased+80 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$79K	0.1%	532 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$9.1M	7.4%Prev: 6.2%	91,462 SH	Increased+1,466 SH
ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	$14K	0.0%Prev: 0.9%	258 SH	Decreased-22,713 SH
ISHARES FLOATING RATE LOAN ACTIVE ETF	ETF	$693K	0.6%	13,418 SH	New
ISHARES MSCI EAFE ETF	ETF	$92K	0.1%	958 SH	New
ISHARES MSCI EAFE GROWTH ETF	ETF	$13.3M	10.8%Prev: 8.5%	116,604 SH	Increased+19,027 SH
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$646K	0.5%Prev: 0.4%	6,859 SH	Increased+1,257 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$25.0M	20.3%Prev: 20.8%	125,793 SH	Decreased-2,182 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$1.4M	1.1%Prev: 1.1%	45,631 SH	Decreased-3,823 SH
ISHARES U.S. HOME CONSTRUCTION ETF	ETF	$437K	0.4%Prev: 0.0%	4,541 SH	Increased+4,482 SH
ISHARES U.S. INDUSTRIALS ETF	ETF	$74K	0.1%Prev: 0.1%	500 SH	Decreased
JACOBS SOLUTIONS INC COM	Stock	$371K	0.3%Prev: 0.0%	2,802 SH	Increased+2,784 SH
JOHNSON & JOHNSON COM	Stock	$43K	0.0%Prev: 0.1%	208 SH	Decreased-132 SH
JOHNSON CTLS INTL PLC SHS	Stock	$53K	0.0%Prev: 0.0%	440 SH	Decreased
KRAFT HEINZ CO COM	Stock	$7K	0.0%	300 SH	New
L3HARRIS TECHNOLOGIES INC COM	Stock	$8K	0.0%	27 SH	New
LOWES COS INC COM	Stock	$140K	0.1%Prev: 0.1%	579 SH	Increased+1 SH
MARATHON PETE CORP COM	Stock	$62K	0.1%Prev: 0.1%	381 SH	Decreased+138 SH
MARSH & MCLENNAN COS INC COM	Stock	$24K	0.0%	130 SH	New
MARVELL TECHNOLOGY INC COM	Stock	$3K	0.0%Prev: 0.0%	41 SH	Decreased+15 SH
MEDTRONIC PLC SHS	Stock	$22K	0.0%Prev: 0.0%	230 SH	Decreased-330 SH
META PLATFORMS INC CL A	Stock	$679K	0.6%Prev: 0.9%	1,028 SH	Decreased-676 SH
MICROSOFT CORP COM	Stock	$985K	0.8%Prev: 1.2%	2,036 SH	Decreased-1,190 SH
MID-AMER APT CMNTYS INC COM	REIT	$10K	0.0%Prev: 0.0%	75 SH	Increased
MONDELEZ INTL INC CL A	Stock	$22K	0.0%Prev: 0.0%	410 SH	Decreased
MSC INCOME FUND INC COM	CEF	$21K	0.0%	1,614 SH	New
NIKE INC CL B	Stock	$15K	0.0%Prev: 0.0%	232 SH	Increased
NORFOLK SOUTHN CORP COM	Stock	$7K	0.0%Prev: 0.0%	25 SH	Increased+15 SH
NOVARTIS AG SPONSORED ADR	ADR	$12K	0.0%Prev: 0.0%	90 SH	Decreased
NVIDIA CORPORATION COM	Stock	$811K	0.7%Prev: 1.0%	4,350 SH	Decreased-1,347 SH
OMNICOM GROUP INC COM	Stock	$27K	0.0%Prev: 0.0%	340 SH	Increased
ORACLE CORP COM	Stock	$591K	0.5%	3,033 SH	New
PAYCHEX INC COM	Stock	$5K	0.0%Prev: 0.0%	49 SH	Decreased-181 SH
PHILIP MORRIS INTL INC COM	Stock	$26K	0.0%Prev: 0.0%	160 SH	Decreased
PHREESIA INC COM	Stock	$5K	0.0%	320 SH	New
PNC FINL SVCS GROUP INC COM	Stock	$23K	0.0%Prev: 0.0%	110 SH	Decreased
PROCTER AND GAMBLE CO COM	Stock	$58K	0.0%	406 SH	New
PROLOGIS INC. COM	REIT	$46K	0.0%Prev: 0.0%	360 SH	Decreased
QUALCOMM INC COM	Stock	$11K	0.0%Prev: 0.0%	67 SH	Decreased+4 SH
QUEST DIAGNOSTICS INC COM	Stock	$30K	0.0%Prev: 0.0%	170 SH	Decreased
RIVIAN AUTOMOTIVE INC COM CL A	Stock	$6K	0.0%Prev: 0.0%	300 SH	Increased
ROPER TECHNOLOGIES INC COM	Stock	$16K	0.0%	35 SH	New
ROYAL BK CDA COM	Stock	$358K	0.3%Prev: 0.3%	2,100 SH	Decreased
RTX CORPORATION COM	Stock	$37K	0.0%Prev: 0.0%	200 SH	Decreased-10 SH
S&P GLOBAL INC COM	Stock	$26K	0.0%Prev: 0.0%	50 SH	Increased
SAP SE SPON ADR	ADR	$27K	0.0%Prev: 0.0%	110 SH	Increased
SCHWAB CHARLES CORP COM	Stock	$33K	0.0%	330 SH	New
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	ETF	$4K	0.0%Prev: 0.0%	93 SH	Decreased
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$15K	0.0%Prev: 0.0%	638 SH	Decreased
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$3.0M	2.5%Prev: 0.9%	124,282 SH	Increased+73,440 SH
SCHWAB U.S. LARGE-CAP ETF	ETF	$448K	0.4%Prev: 0.3%	16,633 SH	Increased+2,082 SH
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$2.6M	2.1%Prev: 2.0%	78,950 SH	Decreased+1,159 SH
SCHWAB US AGGREGATE BOND ETF	ETF	$2.8M	2.2%Prev: 0.6%	118,293 SH	Increased+81,859 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$26K	0.0%Prev: 0.0%	960 SH	Decreased
SPDR GOLD SHARES	ETF	$59K	0.0%Prev: 0.0%	150 SH	Increased-2 SH
SPDR S&P 500 ETF TRUST	ETF	$165K	0.1%	242 SH	New
STARBUCKS CORP COM	Stock	$5K	0.0%Prev: 0.0%	54 SH	Decreased
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	ETF	$59K	0.0%	500 SH	New
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	ETF	$63K	0.1%Prev: 0.0%	528 SH	Increased
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$36K	0.0%Prev: 0.0%	457 SH	Decreased
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$2K	0.0%	54 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$6.6M	5.4%Prev: 5.5%	121,140 SH	Decreased-19,831 SH
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$2.6M	2.1%Prev: 2.2%	16,619 SH	Decreased-1,390 SH
STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF	ETF	$7K	0.0%Prev: 0.0%	42 SH	Decreased
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	$17K	0.0%Prev: 0.0%	642 SH	Increased-18 SH
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	ETF	$28K	0.0%Prev: 0.0%	341 SH	Decreased+10 SH
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$4.7M	3.8%Prev: 4.5%	44,193 SH	Decreased-5,772 SH
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF	ETF	$20K	0.0%Prev: 0.0%	687 SH	Increased+15 SH
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF	ETF	$2K	0.0%Prev: 0.0%	9 SH	Increased
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$7.2M	5.8%Prev: 7.3%	49,790 SH	Decreased-901 SH
SYNCHRONY FINANCIAL COM	Stock	$3K	0.0%Prev: 0.0%	35 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$350K	0.3%	1,153 SH	New
TE CONNECTIVITY PLC ORD SHS	Stock	$48K	0.0%Prev: 0.0%	210 SH	Increased
TEXAS INSTRS INC COM	Stock	$7K	0.0%Prev: 0.0%	40 SH	Decreased-11 SH
TRUIST FINL CORP COM	Stock	$2K	0.0%Prev: 0.0%	50 SH	Increased
TRX GOLD CORPORATION COM	Stock	$6K	0.0%Prev: 0.0%	6,750 SH	Decreased
UNITED PARCEL SERVICE INC CL B	Stock	$24K	0.0%	238 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$10K	0.0%Prev: 0.0%	31 SH	Increased+11 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$822K	0.7%Prev: 0.6%	3,742 SH	Decreased+188 SH
VANGUARD FINANCIALS ETF	ETF	$198K	0.2%Prev: 0.1%	1,480 SH	Increased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$13K	0.0%Prev: 0.0%	216 SH	Increased+168 SH
VANGUARD GROWTH ETF	ETF	$2.0M	1.6%	4,069 SH	New
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$22K	0.0%Prev: 0.0%	155 SH	Decreased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$1.4M	1.2%Prev: 1.4%	1,907 SH	Decreased-13,277 SH
VANGUARD MID-CAP VALUE ETF	ETF	$30K	0.0%	167 SH	New
VANGUARD S&P 500 ETF	ETF	$3K	0.0%	4 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$4K	0.0%Prev: 0.0%	54 SH	Increased
VANGUARD SHORT-TERM TREASURY ETF	ETF	$6.7M	5.4%Prev: 6.2%	114,168 SH	Decreased-33,354 SH
VERTIV HOLDINGS CO COM CL A	Stock	$16K	0.0%	100 SH	New
VISA INC COM CL A	Stock	$39K	0.0%Prev: 0.0%	110 SH	Decreased
WEC ENERGY GROUP INC COM	Stock	$40K	0.0%Prev: 0.0%	380 SH	Decreased-20 SH
WELLS FARGO CO NEW COM	Stock	$41K	0.0%	440 SH	New
WILLIS TOWERS WATSON PLC LTD SHS	Stock	$36K	0.0%Prev: 0.0%	109 SH	Increased

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS INC COM — $2K
AMETEK INC COM — $3K
ARCH CAP GROUP LTD ORD — $2K
ASTRAZENECA PLC ORD — $38K
BANK OF AMER CORP COM — $33K
BONDBLOXX BBB RATED 5-10 YEAR CORPORATE BOND ETF — $15K
BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF — $15K
BONDBLOXX PRIVATE CREDIT CLO ETF — $20K
CARNIVAL CORP LTD COMMON SHARES — $2K
CASEYS GEN STORES INC COM — $2K
CHARLES SCHWAB CORP (THE) COM — $32K
CHESAPEAKE UTILS CORP COM — $2K
CISCO SYS INC COM — $13K
CMS ENERGY CORP COM — $9K
COSTCO WHOLESALE CORPORATION COM — $13K
DANAHER CORP DEL COM — $11K
DUKE ENERGY CORP NEW COM NEW — $11K
EXXONMOBIL HOLDINGS CORP COM SHS — $33K
FEDEX FGHT HLDG CO INC COMMON STOCK — $17K
GE VERNOVA INC COM — $4K
… and 43 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0002093055-26-000001	$123.4M	View
Oct 9, 2026	Q3 2026	13F-HR	0002093055-26-000004	$136.9M	View
Oct 24, 2025