Aurora Private Wealth, Inc. — 13F Holdings & Portfolio

CIK 1802132 · latest 13F-HR filed 2026-04-16

Aurora Private Wealth, Inc. manages $140.5K in 13F-reported U.S. long-equity assets across 167 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (4.98%), AAPL (4.58%), QQQ (4.20%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 6, added to 7, and trimmed 42.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$140.5K

Long-equity book

Holdings

167

Distinct positions

Period

2026-03-31

Filed 2026-04-16

Q/Q Activity

+10 / −6 / ↑7 / ↓42

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CALAMOS ETF TR$363 +41.7%
  • ENTERPRISE PRODS PARTNERS L$34 +16.6%
  • EXXON MOBIL CORP$29 +8.7%
  • INVESCO EXCHANGE TRADED FD T$25 +5.8%
  • AT&T INC$22 +5.8%
Show all 7

Top Trims

  • INVESCO QQQ TR-$1.8K -23.4%
  • THE ALGER ETF TRUST-$1.4K -65.6%
  • ISHARES TR-$1.1K -37.5%
  • FIRST TR EXCHANGE TRADED FD-$710 -47.8%
  • PROSHARES TR-$629 -49.8%
Show all 42

New Positions

  • FIRST TR EXCHANGE TRADED FD$671
  • ISHARES TR$584
  • SELECT SECTOR SPDR TR$486
  • ETFIS SER TR I$474
  • FIRST TR EXCHANGE-TRADED FD$467
Show all 10

Exited Positions

  • FIRST TR EXCHANGE TRADED FD$289
  • VANGUARD INTL EQUITY INDEX F$260
  • TWO RDS SHARED TR$253
  • VANGUARD SCOTTSDALE FDS$212
  • GRAYSCALE ETHEREUM MINI TR E$201
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $7.0K 4.98% 10,437 SH
2 APPLE INC AAPL 037833100 $6.4K 4.58% 23,678 SH
3 INVESCO QQQ TR QQQ 46090E103 $5.9K 4.20% 9,607 SH
4 FIRST TR EXCHANGE-TRADED FD RDVI 33738D879 $4.7K 3.36% 179,819 SH
5 GOLDMAN SACHS ETF TR GPIX 38149W622 $4.1K 2.90% 77,190 SH
6 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $3.9K 2.78% 85,271 SH
7 META PLATFORMS INC META 30303M102 $3.6K 2.58% 5,502 SH
8 NVIDIA CORPORATION NVDA 67066G104 $3.5K 2.49% 18,847 SH
9 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.1K 2.20% 6,142 SH
10 ENERGY TRANSFER L P ET 29273V100 $3.0K 2.15% 182,938 SH
11 AMAZON COM INC AMZN 023135106 $2.9K 2.08% 12,640 SH
12 FIRST TR HIGH YIELD OPPRT 20 FTHY 33741Q107 $2.8K 1.97% 196,255 SH
13 ALPHABET INC GOOG 02079K107 $2.4K 1.71% 7,666 SH
14 ISHARES TR LQD 464287242 $2.1K 1.49% 19,115 SH
15 MICROSOFT CORP MSFT 594918104 $2.1K 1.48% 4,648 SH
16 FIRST TR EXCHNG TRADED FD VI FJUL 33740U208 $1.8K 1.31% 33,039 SH
17 ISHARES TR TLT 464287432 $1.8K 1.31% 21,229 SH
18 SPDR SERIES TRUST SPHY 78468R606 $1.8K 1.27% 76,556 SH
19 FIRST TR EXCHANGE-TRADED FD QTEC 337345102 $1.8K 1.27% 7,749 SH
20 VANGUARD INDEX FDS VOO 922908363 $1.6K 1.17% 2,632 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $1.6K 1.13% 4,953 SH
22 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $1.5K 1.09% 22,401 SH
23 SCHWAB STRATEGIC TR SCHD 808524797 $1.5K 1.08% 54,945 SH
24 ALPHABET INC GOOGL 02079K305 $1.5K 1.04% 4,683 SH
25 BANK AMERICA CORP BAC 060505104 $1.4K 1.00% 25,495 SH
26 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $1.4K 0.99% 20,037 SH
27 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.4K 0.97% 7,685 SH
28 ISHARES TR IYW 464287721 $1.3K 0.95% 6,761 SH
29 ALPS ETF TR AMLP 00162Q452 $1.3K 0.90% 25,795 SH
30 ISHARES TR IVW 464287309 $1.3K 0.90% 10,802 SH
31 FIRST TR EXCHNG TRADED FD VI MMLG 33740F789 $1.3K 0.90% 35,558 SH
32 CALAMOS ETF TR CAIE 12811T571 $1.2K 0.88% 47,530 SH
33 SCHWAB STRATEGIC TR SCHX 808524201 $1.2K 0.84% 43,988 SH
34 MCDONALDS CORP MCD 580135101 $1.2K 0.82% 3,789 SH
35 BROADCOM INC AVGO 11135F101 $1.1K 0.80% 3,289 SH
36 NORFOLK SOUTHN CORP NSC 655844108 $1.1K 0.80% 3,870 SH
37 SCHWAB STRATEGIC TR SCHG 808524300 $1.1K 0.79% 34,030 SH
38 MERCK & CO INC MRK 58933Y105 $945 0.67% 8,961 SH
39 ISHARES TR HYXF 46435G441 $905 0.64% 19,250 SH
40 SCHWAB STRATEGIC TR SCHM 808524508 $878 0.62% 29,205 SH
41 GRAYSCALE ETHEREUM STAKING E ETHE 389638107 $859 0.61% 35,265 SH
42 PROCTER & GAMBLE CO PG 742718109 $795 0.57% 5,539 SH
43 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $776 0.55% 7,891 SH
44 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $774 0.55% 13,309 SH
45 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $773 0.55% 11,202 SH
46 BARRICK MNG CORP B 06849F108 $762 0.54% 17,486 SH
47 THE ALGER ETF TRUST ALAI 015564503 $753 0.54% 20,853 SH
48 WISDOMTREE TR EZM 97717W570 $736 0.52% 11,015 SH
49 TIDAL TRUST III AIS 45259A845 $721 0.51% 17,672 SH
50 NETFLIX INC. NFLX 64110L106 $700 0.50% 7,453 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-16 $140.5K 167 0001802132-26-000002
2025-12-31 2026-02-02 $152.2K 163 0001802132-26-000001