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Nelson, Van Denburg & Campbell Wealth Management

Latest statistics and disclosures from Avior Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, DGRO, JAVA, VO, AVUV, and represent 16.40% of Avior Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$200M), VO (+$72M), AVUV (+$39M), BKGI (+$32M), MGK (+$19M), DGRO (+$17M), MGV (+$13M), TIP (+$11M), HYDB (+$9.4M), BSJT (+$8.4M).
Started 80 new stock positions in KOID, CRS, JHMM, NBIX, TTMI, BAI, TRX, ESML, BSJT, GSK.
Reduced shares in these 10 stocks: VOT (-$39M), VOE (-$38M), TLT (-$26M), AGG (-$18M), VBK (-$17M), SMH (-$16M), IMCG (-$13M), IVV (-$12M), BA (-$11M), JGRO (-$10M).
Sold out of its positions in AFL, ABNB, ALH, AIG, AMT, BUD, AR, AWI, Ascendis Pharma A S, BMI.
Avior Wealth Management was a net buyer of stock by $115M.
Avior Wealth Management has $3.8B in assets under management (AUM), dropping by 7.88%.
Central Index Key (CIK): 0001599868

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Portfolio Holdings for Avior Wealth Management

Avior Wealth Management holds 787 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Avior Wealth Management has 787 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avior Wealth Management June 30, 2026 positions
Download the Avior Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.2	$238M	+533%	2.8M	86.10	View chart
Ishares Tr Core Div Grwth (DGRO)	4.2	$161M	+11%	2.1M	75.79	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	2.0	$76M	-2%	956k	79.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$76M	+1950%	944k	80.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$74M	+111%	590k	124.76	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.8	$70M	-35%	229k	306.17	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.8	$68M	-13%	689k	98.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$66M	-36%	336k	197.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$53M	-17%	71k	748.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$53M		77k	686.81	View chart
Apple (AAPL)	1.4	$53M	-8%	182k	289.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$53M	-3%	105k	500.39	View chart
NVIDIA Corporation (NVDA)	1.3	$51M	-4%	252k	200.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$47M	+18%	153k	302.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$46M		645k	71.05	View chart
Zacks Trust Small/mid Cap (SMIZ)	1.2	$46M	+14%	1.0M	44.62	View chart
Spdr Series Trust St Str P500val (SPYV)	1.2	$45M		739k	60.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$44M	-2%	203k	217.93	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.2	$44M	-9%	2.4M	18.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$44M	-18%	595k	73.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.1	$43M		2.2M	19.61	View chart
Micron Technology (MU)	1.1	$41M		36k	1154.29	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.0	$39M	-10%	2.4M	16.39	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.0	$37M	+52%	226k	163.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$35M		47k	746.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$34M	+2%	445k	76.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$33M	+3%	239k	137.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$33M		389k	83.75	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.8	$32M		559k	57.67	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.8	$32M	NEW	708k	44.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$31M	-35%	84k	365.27	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.8	$31M	-30%	311k	98.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$30M	+2%	386k	77.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.8	$29M	-22%	410k	70.92	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$27M	+3%	1.0M	26.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$26M	+2%	1.1M	24.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$26M	+2%	534k	48.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$25M		861k	28.96	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$24M	+52%	473k	51.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$24M	+393%	268k	87.91	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.6	$23M	-4%	681k	33.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$22M	-2%	270k	82.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$22M	-3%	91k	242.99	View chart
Microsoft Corporation (MSFT)	0.6	$22M	-6%	58k	373.02	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$21M	-9%	199k	107.57	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$21M	-9%	510k	40.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$20M		334k	59.69	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.5	$20M		290k	67.56	View chart
Amazon (AMZN)	0.5	$19M	-17%	80k	238.34	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.5	$18M		161k	114.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$18M	-7%	115k	158.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$18M	+3%	24k	736.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$17M		57k	302.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$17M	-14%	49k	357.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$17M	-22%	45k	368.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$17M	+49%	171k	96.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$16M	-4%	45k	353.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$16M	+2%	42k	370.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$15M	+47%	248k	61.46	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$15M	+167%	320k	46.77	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.4	$15M	+3%	401k	36.52	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.4	$14M	-7%	534k	26.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$14M		382k	36.87	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.4	$14M		119k	117.33	View chart
Broadcom (AVGO)	0.3	$13M	-8%	35k	377.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$13M	+2%	149k	85.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$12M	-7%	388k	31.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$12M	+5%	98k	124.42	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$12M	+44%	64k	190.52	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$12M	-11%	117k	103.05	View chart
Meta Platforms Cl A (META)	0.3	$12M	-7%	21k	563.30	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$12M	+145%	295k	40.13	View chart
Tesla Motors (TSLA)	0.3	$12M	+6%	28k	420.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$12M	+1731%	108k	109.43	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$12M		174k	67.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$12M	-27%	344k	33.84	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$11M		217k	52.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$11M	-60%	115k	98.89	View chart
Ishares Tr Global Finls Etf (IXG)	0.3	$11M		91k	124.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$11M		34k	327.33	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$11M	+2%	165k	67.24	View chart
Ishares Tr Asia 50 Etf (AIA)	0.3	$11M	-14%	78k	141.66	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.3	$11M	+43%	99k	109.00	View chart
Abbvie (ABBV)	0.3	$9.9M	-19%	40k	251.64	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$9.8M	+482%	190k	51.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$9.7M		93k	103.88	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$9.5M		403k	23.68	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.2	$9.1M	+53%	372k	24.35	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$8.7M	-3%	73k	118.99	View chart
Union Pacific Corporation (UNP)	0.2	$8.6M	+2%	32k	272.00	View chart
Doubleline Opportunistic Cr (DBL)	0.2	$8.6M	+3%	596k	14.38	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$8.5M	+87%	352k	24.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$8.5M	-36%	245k	34.81	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.2	$8.4M	NEW	400k	21.13	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$8.2M	+4%	98k	83.07	View chart
Cisco Systems (CSCO)	0.2	$8.1M	-7%	69k	117.46	View chart
Caterpillar (CAT)	0.2	$8.0M	-25%	7.5k	1064.95	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$7.9M		341k	23.13	View chart
Wp Carey (WPC)	0.2	$7.8M	-3%	109k	71.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$7.8M		48k	164.27	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$7.7M	+2%	462k	16.70	View chart
Eli Lilly & Co. (LLY)	0.2	$7.7M	+5%	6.4k	1199.38	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$7.7M		152k	50.39	View chart
Oracle Corporation (ORCL)	0.2	$7.6M	-4%	52k	146.55	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$7.5M	-7%	183k	41.25	View chart
Exxon Mobil Corporation (XOM)	0.2	$7.4M	-15%	54k	136.72	View chart
Goldman Sachs (GS)	0.2	$7.4M	-4%	7.3k	1011.30	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$7.3M		92k	79.42	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$7.2M		149k	48.66	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$7.2M	-4%	47k	154.29	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$7.2M	+214%	169k	42.41	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$7.1M	+64%	147k	48.35	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$7.0M	-39%	79k	88.54	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$6.9M		73k	94.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$6.8M		89k	77.11	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$6.5M	-16%	99k	66.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$6.5M		120k	54.02	View chart
Advanced Micro Devices (AMD)	0.2	$6.3M	-28%	11k	580.93	View chart
Ishares Msci Spain Etf (EWP)	0.2	$6.2M	-9%	105k	59.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$6.2M	+27%	153k	40.64	View chart
Johnson & Johnson (JNJ)	0.2	$6.2M	-15%	24k	253.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$6.1M	-2%	18k	343.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.0M	-12%	106k	56.48	View chart
Dell Technologies CL C (DELL)	0.2	$5.9M	-15%	14k	431.46	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$5.9M	-7%	87k	68.41	View chart
Ge Vernova (GEV)	0.2	$5.9M		5.0k	1174.75	View chart
Palo Alto Networks (PANW)	0.2	$5.8M	+148%	17k	341.03	View chart
Costco Wholesale Corporation (COST)	0.2	$5.8M	-11%	6.2k	935.49	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$5.8M	+3%	128k	44.85	View chart
Walt Disney Company (DIS)	0.1	$5.6M	-2%	59k	96.09	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$5.6M	-30%	69k	81.06	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.1	$5.6M	-6%	66k	85.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.6M	-7%	38k	148.31	View chart
American Express Company (AXP)	0.1	$5.6M		17k	338.25	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$5.5M	NEW	34k	163.58	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$5.5M	+185%	49k	112.09	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$5.4M		94k	58.20	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$5.4M		59k	90.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.3M	-5%	13k	406.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.2M	+277%	42k	124.17	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$5.2M	NEW	58k	90.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.2M		10k	513.59	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.1	$5.0M	+418%	61k	82.55	View chart
Visa Com Cl A (V)	0.1	$5.0M	-3%	15k	343.09	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$5.0M	-58%	73k	68.01	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$4.7M	-23%	95k	49.78	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$4.7M	+70%	34k	136.68	View chart
Ge Aerospace Com New (GE)	0.1	$4.6M		12k	373.72	View chart
Home Depot (HD)	0.1	$4.6M	-18%	13k	352.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.6M	-3%	48k	96.58	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$4.6M		180k	25.52	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$4.6M	-32%	124k	37.00	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$4.6M		7.1k	640.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.5M	-2%	163k	27.70	View chart
Bank of America Corporation (BAC)	0.1	$4.5M		79k	56.98	View chart
Oneok (OKE)	0.1	$4.5M		52k	86.94	View chart
Wells Fargo & Company (WFC)	0.1	$4.5M	-5%	54k	82.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$4.5M	-3%	15k	290.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$4.5M	-15%	193k	23.03	View chart
Freeport Mcmoran CL B (FCX)	0.1	$4.4M		70k	62.89	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$4.4M	+4%	78k	56.22	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$4.3M	+73%	23k	191.75	View chart
Automatic Data Processing (ADP)	0.1	$4.3M		19k	223.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.3M	+47%	14k	298.35	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$4.2M	+49%	23k	185.23	View chart
UnitedHealth (UNH)	0.1	$4.2M	+2%	10k	415.62	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$4.1M	-26%	198k	20.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$4.1M	-5%	172k	23.64	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.1	$4.0M	NEW	106k	38.10	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.0M	-9%	49k	82.65	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.0M		43k	93.92	View chart
Chevron Corporation (CVX)	0.1	$4.0M		24k	165.76	View chart
Kroger (KR)	0.1	$3.9M		70k	55.53	View chart
Wal-Mart Stores (WMT)	0.1	$3.9M	-17%	34k	113.26	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$3.8M	-27%	98k	39.47	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.8M	+3%	108k	35.03	View chart
McDonald's Corporation (MCD)	0.1	$3.7M	-3%	14k	270.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.6M	-31%	101k	36.13	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$3.6M	+54%	52k	69.50	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$3.6M	NEW	50k	72.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.6M	-10%	15k	242.43	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$3.5M	NEW	74k	47.71	View chart
Northern Lts Fd Tr Iv Inspire Capital (RISN)	0.1	$3.5M	NEW	115k	30.72	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$3.5M	-2%	122k	29.01	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$3.5M		118k	30.01	View chart
Ares Capital Corporation (ARCC)	0.1	$3.5M	-3%	188k	18.53	View chart
Western Digital (WDC)	0.1	$3.5M	+4%	5.4k	638.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.4M	+17%	14k	252.23	View chart
Netflix (NFLX)	0.1	$3.4M	+8%	48k	71.40	View chart
Deere & Company (DE)	0.1	$3.4M		5.3k	634.35	View chart
Global X Fds Rene En Prod Etf (RNRG)	0.1	$3.4M	NEW	94k	35.61	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.3M	+2%	83k	40.13	View chart
Blackrock (BLK)	0.1	$3.2M	-2%	3.4k	961.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.2M	-9%	22k	145.76	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$3.2M	-31%	153k	20.98	View chart
Boeing Company (BA)	0.1	$3.2M	-77%	15k	216.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.1M	-83%	4.8k	655.83	View chart
Procter & Gamble Company (PG)	0.1	$3.1M	-19%	22k	143.50	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$3.1M	+28%	59k	53.02	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$3.1M	+3%	151k	20.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$3.1M		14k	227.05	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.0M		149k	20.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.0M	-26%	40k	75.51	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.0M		4.00	748850.00	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$2.9M	+9%	55k	53.61	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.9M		36k	82.04	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.9M	+92%	12k	242.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.9M		99k	29.43	View chart
salesforce (CRM)	0.1	$2.9M		19k	156.66	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.9M	+176%	25k	117.50	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$2.8M		93k	30.37	View chart
Coca-Cola Company (KO)	0.1	$2.8M	+78%	34k	81.27	View chart
Corteva (CTVA)	0.1	$2.8M		33k	84.69	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$2.8M		167k	16.64	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.1	$2.7M	-27%	130k	20.71	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$2.6M	+27%	26k	101.31	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.1	$2.6M	+18%	125k	21.06	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$2.6M	+5%	58k	45.34	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$2.6M	+9%	109k	23.85	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.5M	-3%	20k	127.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.5M		32k	79.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$2.5M	-27%	27k	92.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.5M		69k	36.26	View chart
Ecolab (ECL)	0.1	$2.5M	-2%	8.8k	278.60	View chart
Applied Materials (AMAT)	0.1	$2.4M		3.4k	722.98	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$2.4M	-7%	54k	44.53	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$2.4M		16k	147.73	View chart
Intel Corporation (INTC)	0.1	$2.4M	+6%	17k	139.63	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.4M	-2%	8.3k	285.60	View chart
Sandisk Corp (SNDK)	0.1	$2.4M	+16%	1.0k	2273.73	View chart
Stryker Corporation (SYK)	0.1	$2.3M		7.4k	314.82	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.3M	-2%	21k	109.07	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.3M		18k	127.51	View chart
Republic Services (RSG)	0.1	$2.2M	-4%	10k	213.09	View chart
ConocoPhillips (COP)	0.1	$2.2M	-16%	21k	103.96	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$2.2M		32k	68.86	View chart
International Business Machines (IBM)	0.1	$2.1M		7.8k	270.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.1M	-9%	6.1k	342.81	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.1	$2.1M	-27%	111k	18.86	View chart
Qualcomm (QCOM)	0.1	$2.1M	-29%	11k	184.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$2.1M	-24%	30k	69.90	View chart
Valero Energy Corporation (VLO)	0.1	$2.0M	+3%	7.9k	260.45	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$2.0M	+160%	48k	42.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M		4.1k	501.32	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$2.0M		9.3k	219.20	View chart
Monster Beverage Corp (MNST)	0.1	$2.0M	+2%	21k	96.12	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$2.0M	+4%	22k	91.64	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	-3%	11k	182.75	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	-47%	21k	90.74	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$1.9M	-27%	47k	40.65	View chart

Past Filings by Avior Wealth Management

SEC 13F filings are viewable for Avior Wealth Management going back to 2013

Avior Wealth Management 2026 Q2 filed July 7, 2026
Avior Wealth Management 2026 Q1 filed April 9, 2026
Avior Wealth Management 2025 Q4 filed Jan. 6, 2026
Avior Wealth Management 2025 Q3 filed Nov. 14, 2025
Avior Wealth Management 2025 Q2 filed July 17, 2025
Avior Wealth Management 2025 Q1 filed April 21, 2025
Avior Wealth Management 2024 Q4 filed Jan. 17, 2025
Avior Wealth Management 2024 Q3 filed Nov. 8, 2024
Avior Wealth Management 2024 Q2 filed Aug. 13, 2024
Avior Wealth Management 2024 Q1 filed April 30, 2024
Avior Wealth Management 2023 Q4 filed Jan. 30, 2024
Avior Wealth Management 2023 Q3 filed Oct. 17, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q2 filed July 19, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q1 filed May 10, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q4 filed Feb. 14, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q3 filed Oct. 26, 2022

View all past filings

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