Avior Wealth Management Q2 2026 Portfolio Activity: Focus on Vanguard ETFs and Select Sectors

As reported by InsiderSet for the period ending June 30th, 2026, Avior Wealth Management LLC has made several adjustments to its portfolio holdings. The investment advisor demonstrated a clear preference for exchange-traded funds (ETFs), particularly those offered by Vanguard and iShares, while also managing some exits from existing positions.

The most significant buying activity during this quarter involved popular large-cap growth ETFs. VUG (Vanguard Information Technology Fund) saw a substantial increase of 533.77% in its portfolio weight, driven by an addition of over 2.3 million shares. Similarly, VO (Vanguard S&P 500 ETF) experienced a massive increase of nearly 1950% in its change percentage from the prior period, adding almost 900k shares. The newly added AVUV (American Century U.S. Growth ETF) contributed a smaller but still noteworthy 1.94% allocation.

This quarter also saw the introduction of new positions, primarily in other Vanguard and iShares ETFs. The portfolio incorporated MGV (Vanguard Mega Cap Value ETF) with a 0.62% allocation increase, indicating interest in large-value stocks. Additionally, the American Century U.S. Growth ETF (AVUV) was added at this time, holding down approximately 1.94% of assets.

Conversely, Avior Wealth Management divested from certain holdings during the quarter. The largest sell-off involved AGG (iShares Core U.S. Aggregate Bond ETF), which decreased by 60.88% in its portfolio weight, shedding nearly 179k shares and representing a significant exit from the bond market.

The Technology sector saw notable reductions as well. Holdings like FLOT (iShares Core S&P Small Cap Growth ETF) were added with smaller allocations, while others such as DYNF (SPDR MSCI USA Dynamic Asset Allocation Core Plus ETF) and MRVL (NVIDIA Corporation) were sold off significantly, with change percentages of -10.71% and -9.32%, respectively.

In summary, Avior's Q2 2026 activity highlights a continued focus on large-cap growth through Vanguard ETFs (VOO, VUG, IVV), alongside smaller additions like MGV. The firm also significantly reduced its exposure to the bond market (AGG) and exited positions in certain Technology-related holdings. For a complete list of holdings, please visit Avior Wealth Management's profile on InsiderSet.