Aurora Private Wealth, Inc. has filed its 13F-HR report for the quarter ending September 30, 2026, revealing a total of 168 holdings valued at approximately $158.7 million. This filing is significant as it provides insights into the company's investment strategy and portfolio adjustments during the quarter.
The report indicates that Aurora Private Wealth continues to focus on a diverse range of sectors, including technology and healthcare. This aligns with broader trends in the investment management industry, where firms are increasingly diversifying their portfolios to mitigate risks and capitalize on growth opportunities.
Background
Aurora Private Wealth, Inc. is a financial services company based in Rockaway, New Jersey. It specializes in wealth management and investment advisory services. The firm operates under the Central Index Key (CIK) 0001802132 and is incorporated in Delaware. Aurora has been active in filing its holdings reports, with its most recent filings including the 13F-HR forms submitted on October 20, 2026, July 22, 2026, and April 16, 2026.
What the Filing Says
The 13F-HR filing indicates that as of September 30, 2026, Aurora Private Wealth holds a total of 168 investment positions, with a combined value of $158,687,000. The filing is signed by Tonya Coutant, the Chief Compliance Officer, reflecting the company's commitment to transparency and regulatory compliance.
Impact
This filing may affect various stakeholders, including clients, investors, and competitors. Clients may gain insights into the investment strategies employed by Aurora, while investors can assess the firm's performance relative to peers in the wealth management sector. Competitors may analyze Aurora's holdings to identify trends and potential areas for investment.
What's Next
The filing does not say what happens next.