Aventus Investment Advisors, Inc.

RIA/Wealth

Aventus Investment Advisors, Inc. is a RIA/Wealth based in Cornelius, NC led by Jeffrey Peter Hare, reporting $133.2M in AUM as of Q3 2025 with 88% ETF concentration, 73% concentrated in top 10 holdings, and 20% allocation to QUAL.

PresidentJeffrey Peter Hare

Portfolio Value: $117.3M
Positions: 144
Top Holding: QUAL at 20.28%
Last Reported: Q3 2025

Address19810 West Catawba Avenue, Suite G, Cornelius, NC, 28031, United States

Top Holdings

Largest long holdings in Aventus Investment Advisors, Inc.'s portfolio (72.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares MSCI USA Quality Factor QUAL	ETF ETF	$23.8M	20.28%	-$225.6K Sold	— 122.2K shares	Q2 2025 Held for 5 months
2 iShares MSCI EAFE Growth EFG	ETF ETF	$12.9M	10.97%	+$54.8K Bought	— 112.9K shares	Q2 2025 Held for 5 months
3 Invesco S&P 500 Equal Weight Technology RSPT	ETF ETF	$9.1M	7.76%	-$51.8K Sold	— 204.1K shares	Q2 2025 Held for 5 months
4 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$8.8M	7.52%	+$158.2K Bought	— 87.9K shares	Q2 2025 Held for 5 months
5 Technology Select Sector SPDR Fund XLK	ETF ETF	$6.8M	5.83%	-$76.7K Sold	— 24.3K shares	Q2 2025 Held for 5 months
6 Vanguard Short-Term Treasury VGSH	ETF ETF	$6.3M	5.39%	+$137.9K Bought	— 107.3K shares	Q2 2025 Held for 5 months
7 Financial Select Sector SPDR Fund XLF	ETF ETF	$6.3M	5.35%	-$56.9K Sold	— 116.5K shares	Q2 2025 Held for 5 months
8 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$4.5M	3.82%	+$28.0K Bought	— 42.9K shares	Q2 2025 Held for 5 months
9 iShares Trust IGSB	ETF ETF	$3.8M	3.20%	+$16.5K Bought	— 70.8K shares	Q2 2025 Held for 5 months
10 SCHO Schwab Short-Term U.S. Treasury SCHO	ETF ETF	$2.9M	2.49%	-$265.5K Sold	— 119.6K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aventus Investment Advisors, Inc.'s latest filing

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Market Value

$117.3M

Prior: $111.3M

Q/Q Change

+5.37%

+$6.0M

Net Flows % of MV

-0.601%

Turnover Ratio

0.852%

New Purchases

7 stocks

$219.2K

Added To

12 stocks

+$427.4K

Sold Out Of

19 stocks

$194.2K

Reduced Holdings

34 stocks

-$1.2M

Increased Positions

Position	Shares Δ	Change
1 iShares Core S&P Total U.S. Stock Market ITOT	New	0 → 532.0 +$77.5K
2 Communication Services Select Sector SPDR Fund XLC	New	0 → 500.0 +$59.2K
3 Wells Fargo & Company WFC	New	0 → 440.0 +$36.9K
4 Capital One Financial COF	New	0 → 100.0 +$21.3K
5 Vertiv Holdings Co VRT	New	0 → 100.0 +$15.1K

Decreased Positions

Position	Shares Δ	Change
1 Palantir Technologies Inc. PLTR	Sold	783.0 → 0 −$106.7K
2 iShares Core Moderate Allocation AOM	Sold	470.0 → 0 −$16.7K
3 Super Micro Computer, Inc. SMCI	Sold	374.0 → 0 −$14.7K
4 Blackstone BX	Sold	140.0 → 0 −$13.0K
5 Vanguard Total Stock Market VTI	Sold	41.0 → 0 −$12.5K