13F filer

Avior Wealth Management

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 1599868 SEC filings ↗

13F Value

$3.79B

Positions

786

Top Position

VUG6.7%

Top 5

17.1%

Latest filing changes

vs Jun 30, 2026

1 AGG iShares Core U.S. Aggregate Bond ETF +113.9%+$12.4M

2 USHY iShares Broad USD High Yield Corporate Bond ETF >999%+$11.8M

3 MMIT NYLIM MacKay Muni Intermediate ETF +100.0%+$8.5M

4 VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares +18.6%+$8.1M

5 BSCW Invesco Exch Trd Slf Idx Fd — Bulletshs 2032 +260.9%+$7.7M

Holdings786

#
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	6.7%	$255.1M	+2.6%	2.83M	6.2%	ETF
2	DGRO iShares Core Dividend Growth ETF	4.3%	$163.2M	+2.0%	2.16M	4.2%	ETF
3	JAVA JPMorgan Active Value ETF	2.1%	$79.9M	+4.8%	1.00M	2.0%	ETF
4	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	2.1%	$79.4M	+7.3%	1.01M	2.0%	ETF
5	AVUV Avantis U.S. Small Cap Value ETF	1.9%	$71.8M	+3.3%	609.6K	1.9%	ETF
6	JGRO JPMorgan Active Growth ETF	1.8%	$67.8M	+1.9%	702.2K	1.8%	ETF
7	VOT Vanguard Morningstar Mid-Cap Growth Index Fund — ETF Shares	1.7%	$62.7M	-6.4%	214.6K	1.8%	ETF
8	VOE Vanguard Morningstar Mid-Cap Value Index Fund — ETF Shares	1.6%	$60.5M	-7.8%	309.7K	1.7%	ETF
9	AAPL Apple	1.5%	$57.4M	-4.9%	172.6K	1.4%	Common Stock
10	NVDA NVIDIA	1.5%	$55.8M	-3.2%	244.3K	1.3%	Common Stock
11	VOO Vanguard 500 Index Fund — ETF Shares	1.4%	$54.6M	+1.4%	77.9K	1.4%	ETF
12	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.4%	$51.7M	+18.6%	181.8K	1.2%	ETF
13	IVV iShares Core S&P 500 ETF	1.4%	$51.5M	-5.6%	67.3K	1.4%	ETF
14	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 100,808 reported quantity $50,197,555 reported value	1.3%	$50.2M	-3.8%	100.8K	1.4%	Common Stock
15	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.2%	$46.4M	+1.8%	657.0K	1.2%	ETF
16	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1.2%	$46.1M	+2.0%	753.9K	1.2%	ETF
17	BSCT Invesco BulletShares 2029 Corporate Bond ETF	1.2%	$44.6M	+3.9%	2.45M	1.2%	ETF
18	SMIZ Zacks Small/Mid Cap ETF	1.2%	$44.0M	+5.4%	1.07M	1.2%	ETF
19	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.2%	$43.7M	-0.4%	202.2K	1.2%	ETF
20	BND Vanguard Total Bond Market Index Fund — ETF Shares	1.1%	$41.9M	+0.4%	597.4K	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing59

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.