Aventus Investment Advisors, Inc.
•CIK: 2093055•Filing: Q4 2025
**Aventus Investment Advisors, Inc.** manages $123M across a diversified portfolio of 147 holdings. The strategy exhibits significant concentration in technology and financial sectors, highlighted by a $25.0M position in QUAL and a $13.3M allocation to EFG. Further notable overweighting includes $9.5M in RSPT and $9.1M in AGG, suggesting a tactical tilt across growth, fixed income, and sector-specific opportunities. This positioning reflects a focused, multi-asset approach within its current mandate.
Total AUM
$123.4M
QoQ Performance
+10.7%
Positions
147
Top 10 Concentration
72.1%
Latest Filing
Q4 2025
Top Holdings Allocation
QUAL
EFG
RSPT
AGG
XLK
VGSH
XLF
QUAL20.3%
EFG10.8%
RSPT7.7%
AGG7.4%
XLK5.8%
VGSH5.4%
XLF5.4%
SPYG3.8%
📈 Biggest Buys
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+103.0%
5.8% of portfolio
SCHZ
SCHWAB US AGGREGATE BOND ETF
+131.2%
2.2% of portfolio
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+8.8%
5.4% of portfolio
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+5.9%
7.4% of portfolio
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+2.0%
20.3% of portfolio
📉 Biggest Sells
HDV
ISHARES CORE HIGH DIVIDEND ETF
-8.8%
1.7% of portfolio
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-4.7%
2.5% of portfolio
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-4.4%
2.1% of portfolio
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-2.5%
2.1% of portfolio
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-3.8%
1.2% of portfolio
Sector Breakdown
Other89.3%
Technology7.1%
Consumer1.6%
ETF1.2%
Financial0.3%
Industrial0.2%
Healthcare0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+16 more exited positions
Changes from Q3 2025
NEW8 new positions
↑24 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025