Aurora Private Wealth, Inc.
SEC Form 13F institutional filer · CIK 0001802132
13F-HR · 65 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
56.2%
Aurora Private Wealth, Inc. — $80.2K AUM allocation strategy
Aurora Private Wealth, Inc. files SEC Form 13F and reports $80.2K of long US equity value across 65 reported holdings for 2026-03-31.
Its largest sector bet is Financials 24.1%, followed by Information Technology 16.7% and Communication Services 9.3%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Aurora Private Wealth, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$80.2K
total across 65 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$SCHW −40.3K sh · −$1.16K−$QQQ −3.01K sh · −$1.81K−$VTWO −1.92K sh · −$232
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage12.7%—
- Interactive Media & Services9.3%—
- Technology Hardware, Storage & Peripherals8.0%—
- Semiconductors4.4%—
- Multi-Sector Holdings3.9%—
- Asset Management & Custody Banks3.9%—
- Diversified Banks3.7%—
- Broadline Retail3.6%—
- Other holdings50.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 23.7K | $6.44K | -1.8K | 8.0% |
| $SCHW | Charles Schwab Corporation | 198K | $5.72K | -40.3K | 7.1% |
| $GS | Goldman Sachs Group Inc | 84.8K | $4.48K | +0 | 5.6% |
| $META | Meta Platforms Inc | 5.5K | $3.62K | +0 | 4.5% |
| $NVDA | NVIDIA Corporation | 18.8K | $3.49K | +0 | 4.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.14K | $3.09K | -134 | 3.8% |
| $AMZN | Amazon.com Inc | 12.6K | $2.92K | -589 | 3.6% |
| $GOOGL | Alphabet Inc | 7.67K | $2.4K | +0 | 3.0% |
…and 57 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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