Aventus Investment Advisors, Inc.

NAPLES, FL · CIK 2093055 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNaples, FL

$136.5m reported value +15.5% vs Q1 2026

157positions

73.4%in top 10

23 new 28 added 28 reduced 14 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	128,034	$28.1m20.58%	20.58%	Added +2.1k	+2,127 1.7%
2	ISHARES TR EAFE GRWTH ETF EFG	EFG	96,865	$12.1m8.83%	8.83%	Reduced -20.7k	-20,713 -17.6%
3	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	182,929	$11.8m8.65%	8.65%	Reduced -23.6k	-23,602 -11.4%
4	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	51,015	$9.7m7.12%	7.12%	Added +494	+494 1.0%
5	ISHARES TR CORE US AGGBD ET AGG	AGG	88,891	$8.8m6.45%	6.45%	Reduced -5.0k	-5,009 -5.3%
6	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	143,783	$8.4m6.13%	6.13%	Added +21.3k	+21,251 17.3%
7	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	141,340	$7.6m5.55%	5.55%	Added +16.6k	+16,637 13.3%
8	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	49,759	$5.9m4.34%	4.34%	Added +5.1k	+5,084 11.4%
9	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	99,895	$5.2m3.84%	3.84%	Added +25.6k	+25,561 34.4%
10	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	78,463	$2.7m1.95%	1.95%	Added +1.2k	+1,249 1.6%
11	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	16,513	$2.6m1.92%	1.92%	Reduced -71	-71 -0.4%
12	ISHARES INC CORE MSCI EMKT IEMG	IEMG	27,615	$2.3m1.68%	1.68%	New
13	ISHARES TR US INFRASTRUC IFRA	IFRA	36,050	$2.3m1.67%	1.67%	New
14	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	23,880	$2.1m1.51%	1.51%	Reduced -204	-204 -0.8%
15	AMAZON COM INC COM AMZN	AMZN	8,476	$2.0m1.48%	1.48%	Reduced -867	-867 -9.3%
16	VANGUARD WORLD FD INF TECH ETF VGT	VGT	15,200	$1.8m1.33%	1.33%	Reduced -40	-40 -0.3%
17	BROADCOM INC COM AVGO	AVGO	4,256	$1.6m1.18%	1.18%	Reduced -583	-583 -12.1%
18	ISHARES TR PFD AND INCM SEC PFF	PFF	49,599	$1.5m1.11%	1.11%	Added +890	+890 1.8%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,094	$1.5m1.07%	1.07%	Reduced -377	-377 -8.4%
20	ISHARES TR CORE S&P500 ETF IVV	IVV	1,768	$1.3m0.97%	0.97%	Unchanged
21	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	53,993	$1.3m0.95%	0.95%	Reduced -64.6k	-64,562 -54.5%
22	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	22,985	$1.2m0.88%	0.88%	Added +20.1k	+20,134 706.2%
23	MICROSOFT CORP COM MSFT	MSFT	3,213	$1.2m0.88%	0.88%	Added +973	+973 43.4%
24	ISHARES TR IBOXX HI YD ETF HYG	HYG	14,735	$1.2m0.86%	0.86%	New
25	NVIDIA CORPORATION COM NVDA	NVDA	5,675	$1.1m0.83%	0.83%	Added +429	+429 8.2%
26	META PLATFORMS INC CL A META	META	1,694	$954.2k0.70%	0.70%	Added +685	+685 67.9%
27	ALPHABET INC CAP STK CL C GOOG	GOOG	2,536	$896.0k0.66%	0.66%	Reduced -1.5k	-1,538 -37.8%
28	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	37,712	$872.3k0.64%	0.64%	Reduced -28.3k	-28,295 -42.9%
29	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,587	$848.8k0.62%	0.62%	Reduced -87	-87 -2.4%
30	ORACLE CORP COM ORCL	ORCL	5,498	$805.7k0.59%	0.59%	Added +2.1k	+2,110 62.3%
31	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	7,980	$744.3k0.55%	0.55%	New
32	ISHARES TR MSCI USA MIN VOL USMV	USMV	5,802	$559.7k0.41%	0.41%	Reduced -609	-609 -9.5%
33	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	15,985	$470.4k0.34%	0.34%	Reduced -289	-289 -1.8%
34	ROYAL BK CDA COM RY	RY	2,100	$434.6k0.32%	0.32%	Unchanged
35	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	846	$404.0k0.30%	0.30%	Reduced -333	-333 -28.2%
36	APPLE INC COM AAPL	AAPL	1,141	$330.3k0.24%	0.24%	Added +133	+133 13.2%
37	BLACKROCK INC COM BLK	BLK	286	$275.0k0.20%	0.20%	Added +266	+266 1330.0%
38	INTUIT COM INTU	INTU	802	$209.3k0.15%	0.15%	Added +174	+174 27.7%
39	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	1,480	$194.8k0.14%	0.14%	Unchanged
40	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	247	$184.5k0.14%	0.14%	Added +5	+5 2.1%
41	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	277	$138.6k0.10%	0.10%	Unchanged
42	LOWES COS INC COM LOW	LOW	579	$127.7k0.09%	0.09%	Unchanged
43	FEDEX CORP COM FDX	FDX	306	$95.8k0.07%	0.07%	Unchanged
44	JOHNSON & JOHNSON COM JNJ	JNJ	340	$86.4k0.06%	0.06%	Added +132	+132 63.5%
45	ISHARES TR US INDUSTRIALS IYJ	IYJ	500	$83.3k0.06%	0.06%	Unchanged
46	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,737	$74.1k0.05%	0.05%	Reduced -466	-466 -21.1%
47	ISHARES TR CORE HIGH DV ETF HDV	HDV	2,350	$64.4k0.05%	0.05%	Reduced -81.8k	-81,750 -97.2%
48	JOHNSON CTLS INTL PLC SHS JCI	JCI	440	$64.3k0.05%	0.05%	Unchanged
49	MARATHON PETE CORP COM MPC	MPC	246	$62.9k0.05%	0.05%	Unchanged
50	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	528	$61.9k0.05%	0.05%	Unchanged
51	HOME DEPOT INC COM HD	HD	175	$61.7k0.05%	0.05%	Added +115	+115 191.7%
52	INVITATION HOMES INC COM INVH	INVH	2,000	$60.4k0.04%	0.04%	Unchanged
53	PROCTER AND GAMBLE CO COM PG	PG	406	$59.5k0.04%	0.04%	Unchanged
54	ABBVIE INC COM ABBV	ABBV	230	$57.9k0.04%	0.04%	Unchanged
55	SPDR GOLD TR GOLD SHS GLD	GLD	153	$56.4k0.04%	0.04%	Added +1	+1 0.7%
56	COCA COLA CO COM KO	KO	666	$54.1k0.04%	0.04%	Added +386	+386 137.9%
57	GENUINE PARTS CO COM GPC	GPC	440	$51.9k0.04%	0.04%	Unchanged
58	PROLOGIS INC. COM PLD	PLD	360	$48.8k0.04%	0.04%	Unchanged
59	3M CO COM MMM	MMM	300	$48.6k0.04%	0.04%	Unchanged
60	AMERICAN EXPRESS CO COM AXP	AXP	134	$45.3k0.03%	0.03%	Unchanged
61	ASTRAZENECA PLC ORD AZN	AZN	235	$44.6k0.03%	0.03%	Unchanged
62	WEC ENERGY GROUP INC COM WEC	WEC	380	$44.4k0.03%	0.03%	Unchanged
63	MEDTRONIC PLC SHS MDT	MDT	560	$43.8k0.03%	0.03%	Added +330	+330 143.5%
64	AMERICAN ELEC PWR CO INC COM AEP	AEP	320	$43.8k0.03%	0.03%	Unchanged
65	TE CONNECTIVITY PLC ORD SHS TEL	TEL	210	$42.3k0.03%	0.03%	Unchanged
66	RTX CORPORATION COM RTX	RTX	210	$39.8k0.03%	0.03%	Added +10	+10 5.0%
67	BANK AMERICA CORP COM BAC	BAC	690	$39.3k0.03%	0.03%	Unchanged
68	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	457	$38.0k0.03%	0.03%	Unchanged
69	VISA INC COM CL A V	V	110	$37.7k0.03%	0.03%	Unchanged
70	INNOVATOR ETFS TRUST INNOVATOR DEEPW LOUP	LOUP	381	$37.6k0.03%	0.03%	Unchanged
71	QUEST DIAGNOSTICS INC COM DGX	DGX	170	$36.0k0.03%	0.03%	Unchanged
72	XYLEM INC COM XYL	XYL	300	$35.5k0.03%	0.03%	Added +120	+120 66.7%
73	CSX CORP COM CSX	CSX	720	$34.2k0.03%	0.03%	Unchanged
74	WELLS FARGO CO NEW COM WFC	WFC	410	$33.9k0.02%	0.02%	Reduced -30	-30 -6.8%
75	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	167	$33.0k0.02%	0.02%	Unchanged
76	INTEL CORP COM INTC	INTC	235	$32.8k0.02%	0.02%	New
77	JPMORGAN CHASE & CO COM JPM	JPM	100	$32.7k0.02%	0.02%	New
78	ADVANCED MICRO DEVICES INC COM AMD	AMD	56	$32.5k0.02%	0.02%	Unchanged
79	FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING SKYY	SKYY	235	$31.6k0.02%	0.02%	Unchanged
80	SCHWAB CHARLES CORP COM SCHW	SCHW	330	$30.4k0.02%	0.02%	Unchanged
81	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	960	$30.4k0.02%	0.02%	Unchanged
82	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	331	$30.1k0.02%	0.02%	Reduced -10	-10 -2.9%
83	PHILIP MORRIS INTL INC COM PM	PM	160	$28.9k0.02%	0.02%	Unchanged
84	WILLIS TOWERS WATSON PLC LTD SHS WTW	WTW	109	$28.5k0.02%	0.02%	Unchanged
85	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	200	$27.3k0.02%	0.02%	New
86	PNC FINL SVCS GROUP INC COM PNC	PNC	110	$27.1k0.02%	0.02%	Unchanged
87	UNITED PARCEL SERVICE INC CL B UPS	UPS	238	$25.6k0.02%	0.02%	Unchanged
88	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	94	$24.9k0.02%	0.02%	Unchanged
89	OMNICOM GROUP INC COM OMC	OMC	340	$24.8k0.02%	0.02%	Unchanged
90	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	155	$24.5k0.02%	0.02%	Unchanged
91	MONDELEZ INTL INC CL A MDLZ	MDLZ	410	$23.7k0.02%	0.02%	Unchanged
92	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	153	$23.1k0.02%	0.02%	New
93	DISNEY WALT CO COM DIS	DIS	237	$22.8k0.02%	0.02%	Added +113	+113 91.1%
94	PAYCHEX INC COM PAYX	PAYX	230	$22.6k0.02%	0.02%	Added +120	+120 109.1%
95	APTARGROUP INC COM ATR	ATR	175	$21.9k0.02%	0.02%	Unchanged
96	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	50	$20.8k0.02%	0.02%	New
97	S&P GLOBAL INC COM SPGI	SPGI	50	$20.4k0.01%	0.01%	Unchanged
98	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	687	$19.9k0.01%	0.01%	Unchanged
99	AMDOCS LTD SHS DOX	DOX	380	$19.2k0.01%	0.01%	Unchanged
100	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	150	$18.5k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR EFA	EFA	958	$93.1k958 shares
ISHARES TR ITOT	ITOT	532	$75.8k532 shares
ACCENTURE PLC IRELAND ACN	ACN	195	$38.7k195 shares
CAPITAL ONE FINL CORP COF	COF	210	$38.3k210 shares
ELI LILLY & CO LLY	LLY	37	$34.0k37 shares
MARSH & MCLENNAN COS INC MRSH	MRSH	130	$22.5k130 shares
ROPER TECHNOLOGIES INC ROP	ROP	35	$12.4k35 shares
GLOBAL X FDS COPX	COPX	71	$5.4k71 shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	13	$4.5k13 shares
GENERAL DYNAMICS CORP GD	GD	11	$3.8k11 shares
SELECT SECTOR SPDR TR XLE	XLE	54	$3.3k54 shares
PHREESIA INC PHR	PHR	369	$3.1k369 shares
CARNIVAL CORP		101	$2.6k101 shares
AMENTUM HOLDINGS INC AMTM	AMTM	59	$1.5k59 shares