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: $136.9M173 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$49K	0.0%Prev: 0.0%	300 SH	Increased
ABBVIE INC COM	Stock	$60K	0.0%Prev: 0.0%	230 SH	Increased
ADVANCED MICRO DEVICES INC COM	Stock	$34K	0.0%Prev: 0.0%	56 SH	Increased
AIR PRODUCTS AND CHEMICALS INC COM	Stock	$2K	0.0%	6 SH	New
ALIBABA GROUP HLDG LTD SPONSORED ADS	ADR	$8K	0.0%Prev: 0.3%	74 SH	Decreased-1,731 SH
ALPHABET INC CAP STK CL A	Stock	$1.4M	1.1%Prev: 0.9%	4,210 SH	Increased-353 SH
ALPHABET INC CAP STK CL C	Stock	$885K	0.6%Prev: 0.9%	2,596 SH	Decreased-1,632 SH
AMAZON COM INC COM	Stock	$2.2M	1.6%Prev: 1.4%	8,644 SH	Increased+987 SH
AMDOCS LTD SHS	Stock	$22K	0.0%Prev: 0.0%	380 SH	Decreased
AMEREN CORP COM	Stock	$5K	0.0%Prev: 0.0%	52 SH	Decreased
AMERICAN ELEC PWR CO INC COM	Stock	$38K	0.0%Prev: 0.0%	320 SH	Increased
AMERICAN EXPRESS CO COM	Stock	$41K	0.0%Prev: 0.0%	134 SH	Decreased
AMETEK INC COM	Stock	$3K	0.0%	11 SH	New
APPLE INC COM	Stock	$379K	0.3%Prev: 1.0%	1,139 SH	Decreased-3,647 SH
APTARGROUP INC COM	Stock	$21K	0.0%Prev: 0.0%	175 SH	Increased+105 SH
ARCH CAP GROUP LTD ORD	Stock	$2K	0.0%	20 SH	New
ASTRAZENECA PLC ORD	ADR	$38K	0.0%	235 SH	New
AT&T INC COM	Stock	$3K	0.0%Prev: 0.0%	140 SH	Decreased
BANK OF AMER CORP COM	Stock	$33K	0.0%	611 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$138K	0.1%Prev: 0.1%	277 SH	Decreased
BLACKROCK INC COM	Stock	$307K	0.2%Prev: 0.0%	290 SH	Increased+270 SH
BONDBLOXX BBB RATED 5-10 YEAR CORPORATE BOND ETF	ETF	$15K	0.0%	304 SH	New
BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF	ETF	$15K	0.0%	428 SH	New
BONDBLOXX PRIVATE CREDIT CLO ETF	ETF	$20K	0.0%	397 SH	New
BOSTON SCIENTIFIC CORP COM	Stock	$76K	0.1%Prev: 0.1%	1,737 SH	Decreased
BROADCOM INC COM	Stock	$1.6M	1.1%Prev: 1.3%	4,464 SH	Increased-285 SH
CARDINAL HEALTH INC COM	Stock	$13K	0.0%Prev: 0.0%	60 SH	Decreased-170 SH
CARNIVAL CORP LTD COMMON SHARES	Stock	$2K	0.0%	101 SH	New
CASEYS GEN STORES INC COM	Stock	$2K	0.0%	4 SH	New
CHARLES SCHWAB CORP (THE) COM	Stock	$32K	0.0%	330 SH	New
CHESAPEAKE UTILS CORP COM	Stock	$2K	0.0%	13 SH	New
CISCO SYS INC COM	Stock	$13K	0.0%	118 SH	New
CMS ENERGY CORP COM	Stock	$9K	0.0%	149 SH	New
COCA COLA CO COM	Stock	$57K	0.0%Prev: 0.0%	666 SH	Increased+386 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$13K	0.0%	14 SH	New
CROWN CASTLE INC COM	REIT	$15K	0.0%Prev: 0.0%	225 SH	Decreased
CSX CORP COM	Stock	$33K	0.0%Prev: 0.0%	720 SH	Increased
DANAHER CORP DEL COM	Stock	$11K	0.0%	50 SH	New
DISNEY WALT CO COM	Stock	$25K	0.0%Prev: 0.0%	237 SH	Increased+113 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$11K	0.0%	100 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$33K	0.0%	200 SH	New
FEDEX CORP COM	Stock	$87K	0.1%Prev: 0.1%	306 SH	Increased
FEDEX FGHT HLDG CO INC COMMON STOCK	Stock	$17K	0.0%	153 SH	New
FIRST TRUST CLOUD COMPUTING ETF	ETF	$39K	0.0%Prev: 0.0%	235 SH	Increased
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$27K	0.0%Prev: 0.0%	94 SH	Increased
FORD MTR CO COM	Stock	$5K	0.0%Prev: 0.0%	400 SH	Increased
GALLAGHER ARTHUR J & CO COM	Stock	$7K	0.0%Prev: 0.0%	30 SH	Decreased
GE VERNOVA INC COM	Stock	$4K	0.0%	4 SH	New
GENUINE PARTS CO COM	Stock	$55K	0.0%Prev: 0.1%	440 SH	Decreased-210 SH
GILEAD SCIENCES INC COM	Stock	$4K	0.0%	25 SH	New
HOME DEPOT INC COM	Stock	$50K	0.0%Prev: 0.0%	175 SH	Increased+115 SH
HUNTINGTON BANCSHARES INC COM	Stock	$11K	0.0%	740 SH	New
IDEXX LABS INC COM	Stock	$2K	0.0%	4 SH	New
INNOVATOR DEEPWATER FRONTIER TECH ETF	ETF	$34K	0.0%Prev: 0.0%	381 SH	Increased
INTEL CORP COM	Stock	$28K	0.0%	235 SH	New
INTERCONTINENTAL EXCHANGE INC COM	Stock	$23K	0.0%Prev: 0.0%	150 SH	Decreased
INVESCO QQQ TRUST SERIES I	ETF	$9K	0.0%Prev: 0.0%	12 SH	Increased
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$11K	0.0%Prev: 0.0%	53 SH	Increased
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	ETF	$11.8M	8.6%Prev: 7.8%	179,456 SH	Increased-24,690 SH
INVITATION HOMES INC COM	REIT	$53K	0.0%	2,000 SH	New
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$5.2M	3.8%Prev: 3.2%	100,911 SH	Increased+30,066 SH
ISHARES BITCOIN TRUST ETF	ETF	$9K	0.0%	188 SH	New
ISHARES CORE HIGH DIVIDEND ETF	ETF	$87K	0.1%Prev: 2.0%	3,105 SH	Decreased-15,613 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$2.3M	1.6%	27,741 SH	New
ISHARES CORE S&P 500 ETF	ETF	$1.4M	1.0%Prev: 1.1%	1,768 SH	Increased-80 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$8.5M	6.2%Prev: 7.5%	89,996 SH	Decreased+2,077 SH
ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	$1.2M	0.9%	22,971 SH	New
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$1.2M	0.8%	14,949 SH	New
ISHARES MSCI ACWI ETF	ETF	$159	0.0%	1 SH	New
ISHARES MSCI EAFE GROWTH ETF	ETF	$11.7M	8.5%Prev: 11.0%	97,577 SH	Decreased-15,321 SH
ISHARES MSCI JAPAN ETF	ETF	$779K	0.6%	7,989 SH	New
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$546K	0.4%Prev: 0.6%	5,602 SH	Decreased-1,315 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$28.4M	20.8%Prev: 20.3%	127,975 SH	Increased+5,750 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$1.5M	1.1%Prev: 1.2%	49,454 SH	Increased+5,766 SH
ISHARES U.S. HOME CONSTRUCTION ETF	ETF	$5K	0.0%Prev: 0.4%	59 SH	Decreased-4,289 SH
ISHARES U.S. INDUSTRIALS ETF	ETF	$77K	0.1%Prev: 0.1%	500 SH	Increased
ISHARES U.S. INFRASTRUCTURE ETF	ETF	$2.0M	1.4%	36,013 SH	New
JACOBS SOLUTIONS INC COM	Stock	$2K	0.0%Prev: 0.4%	18 SH	Decreased-2,787 SH
JOHNSON & JOHNSON COM	Stock	$90K	0.1%Prev: 0.0%	340 SH	Increased+132 SH
JOHNSON CTLS INTL PLC SHS	Stock	$65K	0.0%Prev: 0.0%	440 SH	Increased
JPMORGAN CHASE & CO COM	Stock	$35K	0.0%	106 SH	New
LAM RESEARCH CORP COM NEW	Stock	$3K	0.0%	9 SH	New
LOWES COS INC COM	Stock	$107K	0.1%Prev: 0.2%	578 SH	Decreased-126 SH
MARATHON PETE CORP COM	Stock	$96K	0.1%Prev: 0.1%	243 SH	Increased-138 SH
MARVELL TECHNOLOGY INC COM	Stock	$7K	0.0%Prev: 0.0%	26 SH	Increased-15 SH
MASTERCARD INCORPORATED CL A	Stock	$2K	0.0%	3 SH	New
MEDTRONIC PLC SHS	Stock	$48K	0.0%Prev: 0.0%	560 SH	Increased+330 SH
META PLATFORMS INC CL A	Stock	$1.2M	0.9%Prev: 0.6%	1,704 SH	Increased+685 SH
MICRON TECHNOLOGY INC COM	Stock	$30K	0.0%	28 SH	New
MICROSOFT CORP COM	Stock	$1.7M	1.2%Prev: 0.9%	3,226 SH	Increased+1,224 SH
MID-AMER APT CMNTYS INC COM	REIT	$9K	0.0%Prev: 0.0%	75 SH	Decreased
MKS INC. COM	Stock	$6K	0.0%	24 SH	New
MONDELEZ INTL INC CL A	Stock	$24K	0.0%Prev: 0.0%	410 SH	Decreased
MOTOROLA SOLUTIONS INC COM NEW	Stock	$22K	0.0%	50 SH	New
NIKE INC CL B	Stock	$8K	0.0%Prev: 0.0%	232 SH	Decreased
NISOURCE INC COM	Stock	$1K	0.0%	32 SH	New
NORFOLK SOUTHN CORP COM	Stock	$3K	0.0%Prev: 0.0%	10 SH	Decreased-15 SH
NOVARTIS AG SPONSORED ADR	ADR	$13K	0.0%Prev: 0.0%	90 SH	Increased
NVIDIA CORPORATION COM	Stock	$1.3M	1.0%Prev: 0.7%	5,697 SH	Increased+1,390 SH
OLD DOMINION FREIGHT LINE INC COM	Stock	$2K	0.0%	12 SH	New
OMNICOM GROUP INC COM	Stock	$25K	0.0%Prev: 0.0%	340 SH	Decreased
ONEOK INC NEW COM	Stock	$2K	0.0%	28 SH	New
PARKER-HANNIFIN CORP COM	Stock	$3K	0.0%	3 SH	New
PAYCHEX INC COM	Stock	$23K	0.0%Prev: 0.0%	230 SH	Increased+181 SH
PEPSICO INC COM	Stock	$16K	0.0%	129 SH	New
PHILIP MORRIS INTL INC COM	Stock	$31K	0.0%Prev: 0.0%	160 SH	Increased
PNC FINL SVCS GROUP INC COM	Stock	$24K	0.0%Prev: 0.0%	110 SH	Increased
PROCTER & GAMBLE CO COM	Stock	$59K	0.0%	406 SH	New
PROLOGIS INC. COM	REIT	$47K	0.0%Prev: 0.0%	360 SH	Increased
QUALCOMM INC COM	Stock	$12K	0.0%Prev: 0.0%	63 SH	Increased-4 SH
QUEST DIAGNOSTICS INC COM	Stock	$40K	0.0%Prev: 0.0%	170 SH	Increased
RELIANCE INC COM	Stock	$2K	0.0%	5 SH	New
RIVIAN AUTOMOTIVE INC COM CL A	Stock	$4K	0.0%Prev: 0.0%	300 SH	Increased
ROCKET LAB CORP COM	Stock	$7K	0.0%	100 SH	New
ROSS STORES INC COM	Stock	$2K	0.0%	7 SH	New
ROYAL BK CDA COM	Stock	$413K	0.3%Prev: 0.3%	2,100 SH	Increased
RTX CORPORATION COM	Stock	$39K	0.0%Prev: 0.0%	210 SH	Increased+10 SH
S&P GLOBAL INC COM	Stock	$20K	0.0%Prev: 0.0%	50 SH	Decreased
SAP SE SPON ADR	ADR	$23K	0.0%Prev: 0.0%	110 SH	Decreased
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	ETF	$5K	0.0%Prev: 0.0%	93 SH	Increased
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$18K	0.0%Prev: 0.0%	638 SH	Increased
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$1.2M	0.9%Prev: 2.5%	50,842 SH	Decreased-68,721 SH
SCHWAB U.S. LARGE-CAP ETF	ETF	$437K	0.3%Prev: 0.4%	14,551 SH	Decreased-2,136 SH
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$2.8M	2.0%Prev: 2.2%	77,791 SH	Increased-1,219 SH
SCHWAB US AGGREGATE BOND ETF	ETF	$805K	0.6%Prev: 1.0%	36,434 SH	Decreased-11,224 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$31K	0.0%Prev: 0.0%	960 SH	Increased
SHERWIN WILLIAMS CO COM	Stock	$2K	0.0%	6 SH	New
SPACE EXPLORATION TECHN CORP CLASS A COM STK	Stock	$16K	0.0%	108 SH	New
SPDR GOLD SHARES	ETF	$58K	0.0%Prev: 0.0%	152 SH	Increased+2 SH
STARBUCKS CORP COM	Stock	$5K	0.0%Prev: 0.0%	54 SH	Increased
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	ETF	$57K	0.0%	528 SH	New
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$37K	0.0%	457 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$7.5M	5.5%	140,971 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$3.0M	2.2%	18,009 SH	New
STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF	ETF	$8K	0.0%	42 SH	New
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	$16K	0.0%	660 SH	New
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	ETF	$30K	0.0%	331 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$6.1M	4.5%	49,965 SH	New
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF	ETF	$19K	0.0%	672 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$188K	0.1%	247 SH	New
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF	ETF	$2K	0.0%	9 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$9.9M	7.3%	50,691 SH	New
STRYKER CORPORATION COM	Stock	$8K	0.0%	28 SH	New
SYNCHRONY FINANCIAL COM	Stock	$2K	0.0%Prev: 0.0%	35 SH	Decreased
SYNOPSYS INC COM	Stock	$2K	0.0%	4 SH	New
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	ADR	$387K	0.3%	848 SH	New
TE CONNECTIVITY PLC ORD SHS	Stock	$44K	0.0%Prev: 0.0%	210 SH	Decreased
TEXAS INSTRS INC COM	Stock	$14K	0.0%Prev: 0.0%	51 SH	Increased+11 SH
TJX COS INC NEW COM	Stock	$4K	0.0%	31 SH	New
TRUIST FINL CORP COM	Stock	$2K	0.0%Prev: 0.0%	50 SH	Increased
TRULIEVE CANNABIS CORP SUB VTG SHS	Stock	$2K	0.0%	200 SH	New
TRX GOLD CORPORATION COM	Stock	$8K	0.0%Prev: 0.0%	6,750 SH	Increased
UNION PAC CORP COM	Stock	$5K	0.0%	18 SH	New
UNITED PARCEL SVCS INC CL B	Stock	$22K	0.0%	238 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$7K	0.0%	20 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$829K	0.6%Prev: 0.7%	3,554 SH	Decreased-348 SH
VANGUARD FINANCIALS ETF	ETF	$193K	0.1%Prev: 0.2%	1,480 SH	Decreased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$3K	0.0%Prev: 0.0%	48 SH	Decreased-168 SH
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$24K	0.0%Prev: 0.0%	155 SH	Increased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$1.9M	1.4%Prev: 1.3%	15,184 SH	Increased+13,217 SH
VANGUARD MORNINGSTAR GROWTH ETF	ETF	$2.1M	1.6%	23,727 SH	New
VANGUARD MORNINGSTAR MID-CAP VALUE ETF	ETF	$33K	0.0%	167 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$4K	0.0%Prev: 0.0%	54 SH	Decreased
VANGUARD SHORT-TERM TREASURY ETF	ETF	$8.5M	6.2%Prev: 5.4%	147,522 SH	Increased+40,202 SH
VERSANT MEDIA GROUP INC COM CL A	Stock	$127	0.0%	4 SH	New
VISA INC COM CL A	Stock	$40K	0.0%Prev: 0.0%	110 SH	Increased
WABTEC COM	Stock	$2K	0.0%	7 SH	New
WALMART INC COM	Stock	$2K	0.0%	21 SH	New
WEC ENERGY GROUP INC COM	Stock	$40K	0.0%Prev: 0.0%	400 SH	Decreased+20 SH
WELLS FARGO & CO COM	Stock	$33K	0.0%	410 SH	New
WILLIS TOWERS WATSON PLC LTD SHS	Stock	$31K	0.0%Prev: 0.0%	109 SH	Decreased
XYLEM INC COM	Stock	$30K	0.0%	300 SH	New
YUM BRANDS INC COM	Stock	$15K	0.0%	111 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $8K
ACCENTURE PLC IRELAND SHS CLASS A — $26K
AIR PRODS & CHEMS INC COM — $5K
ALEXANDRIA REAL ESTATE EQ INC COM — $9K
AMENTUM HOLDINGS INC COM — $2K
ANALOG DEVICES INC COM — $2K
ASTRAZENECA PLC SPONSORED ADR — $36K
AUTOMATIC DATA PROCESSING INC COM — $7K
BANK AMERICA CORP COM — $38K
BECTON DICKINSON & CO COM — $9K
CANADIAN NAT RES LTD COM — $19K
CAPITAL ONE FINL CORP COM — $21K
CARNIVAL CORP PAIRED CTF — $3K
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND — $59K
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND — $63K
CONSUMER STAPLES SELECT SECTOR SPDR FUND — $36K
ENERGY SELECT SECTOR SPDR FUND — $4K
FINANCIAL SELECT SECTOR SPDR FUND — $6.3M
GENERAL DYNAMICS CORP COM — $7K
GLOBAL X COPPER MINERS ETF — $6K
… and 28 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