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Portfolio (Quarterly) Guide ↗

AVAII WEALTH MANAGEMENT, LLC

· CIK 0001904431
13F Portfolio $341M AUM 176 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 51 Added 61 Reduced 12 Exited
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 31,467.0 $23.6M 6.92% +612.0 +2.0% $748.88 +3.2%
2 RDVY FIRST TR EXCHANGE TRADED FD 251,696.0 $20.4M 5.99% +8K +3.2% $81.06 +1.2%
3 JIVE J P MORGAN EXCHANGE TRADED F 153,298.0 $14.1M 4.14% +9K +6.1% $91.95 +6.5%
4 TSLA TESLA INC Consumer Cyclical 28,528.0 $12.0M 3.52% +278.0 +1.0% $420.59 -17.1%
5 NVDA NVIDIA CORPORATION Technology 54,664.0 $10.9M 3.21% +36K +197.6% $200.09 +8.7%
6 XMMO INVESCO EXCHANGE TRADED FD T 63,778.0 $10.9M 3.19% +3K +5.2% $170.14 -10.0%
7 PYLD PIMCO ETF TR 398,349.0 $10.6M 3.10% +29K +7.7% $26.52 -1.4%
8 IAU ISHARES GOLD TR Financial Services 131,621.0 $9.9M 2.92% +12K +9.9% $75.51 +11.0%
9 USTB VICTORY PORTFOLIOS II 159,757.0 $8.1M 2.38% +6K +4.1% $50.62 -0.3%
10 IREN IREN LIMITED Financial Services 170,208.0 $7.8M 2.29% +28K +19.4% $45.73 -22.5%
11 BERKSHIRE HATHAWAY INC DEL 13,593.0 $6.8M 2.00% +1K +9.8% $500.40
12 TMUS T-MOBILE US INC Communication Services 36,787.0 $6.2M 1.81% +698.0 +1.9% $167.73 +8.1%
13 AAPL APPLE INC Technology 20,261.0 $5.9M 1.72% +2K +9.4% $289.36 +10.5%
14 LLY ELI LILLY & CO Healthcare 1,665.0 $2.0M 0.59% +872.0 +110.0% $1199.70 -2.2%
15 AMZN AMAZON COM INC Consumer Cyclical 7,468.0 $1.8M 0.52% +60.0 +0.8% $238.34 +11.8%
16 TEMA ETF TRUST 42,155.0 $1.8M 0.52% +10K +30.1% $41.89
17 JBND J P MORGAN EXCHANGE TRADED F 27,539.0 $1.5M 0.43% +3K +14.5% $53.50 -1.5%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,732.0 $1.3M 0.38% +84.0 +5.1% $746.60 +3.0%
19 MSFT MICROSOFT CORP Technology 2,480.0 $925K 0.27% +295.0 +13.5% $373.05 +37.7%
20 GOOG ALPHABET INC 2,557.0 $904K 0.27% +1K +76.2% $353.36
Page 1 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 27.7%
Consumer Cyclical 11.3%
Healthcare 6.8%
Basic Materials 6.2%
Communication Services 5.8%
Consumer Defensive 2.3%
Industrials 1.9%
Utilities 1.7%
Energy 0.9%