Institutional Fund
Avior Wealth Management, LLC
Omaha, NECIK 15998685 filings on record
Portfolio Value
$3.53B
Q1 2026
Holdings
825
Reported positions
New Buys
127
Opened this quarter
QoQ Change
+9.9%
from $3.21B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.4%
- Ishares Tr3.8%
- Vanguard Index Fds2.8%
- Vanguard Index Fds2.6%
- J P Morgan Exchange Traded F2.0%
- J P Morgan Exchange Traded F1.9%
- Other81.6%
Portfolio Holdings
825 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 435.4K | $189.94M | 5.4% | −11.9K | Reduced |
| 2 | Ishares Tr | 1.90M | $133.32M | 3.8% | −7.9K | Reduced |
| 3 | Vanguard Index Fds | 528.2K | $97.32M | 2.8% | −12.6K | Reduced |
| 4 | Vanguard Index Fds | 357.5K | $91.98M | 2.6% | +8.3K | Added |
| 5 | J P Morgan Exchange Traded F | 978.1K | $70.18M | 2.0% | −42.5K | Reduced |
| 6 | J P Morgan Exchange Traded F | 793.1K | $67.04M | 1.9% | −14.7K | Reduced |
| 7 | Ishares Tr | 86.8K | $56.68M | 1.6% | −5.0K | Reduced |
| 8 | Vanguard Bd Index Fds | 730.4K | $53.79M | 1.5% | +241.3K | Added |
| 9 | Berkshire Hathaway Inc Del | 109.0K | $52.25M | 1.5% | +218 | Added |
| 10 | Apple Inc | 198.4K | $50.34M | 1.4% | +16.1K | Added |
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