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Portfolio (Quarterly) Guide ↗

AVAII WEALTH MANAGEMENT, LLC

· CIK 0001904431
13F Portfolio $287M AUM 158 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 45 Added 66 Reduced 13 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 9,701.0 $640K 0.22% +74.0 +0.8% $65.99 +9.3%
22 OAKTREE SPECIALTY LENDING 51,170.0 $578K 0.20% +6K +12.3% $11.30
23 SNAP SNAP INC Communication Services 123,884.0 $570K 0.20% +14K +13.1% $4.60 +27.6%
24 UITB VICTORY PORTFOLIOS II 11,688.0 $550K 0.19% +946.0 +8.8% $47.02 -0.6%
25 ICSH ISHARES TR 9,768.0 $494K 0.17% +2K +25.8% $50.62 -0.1%
26 QQQM INVESCO EXCH TRADED FD TR II 1,941.0 $461K 0.16% +477.0 +32.6% $237.65 +26.4%
27 MINO PIMCO ETF TR 10,062.0 $454K 0.16% +1K +14.4% $45.17 +0.4%
28 FIRST TR EXCH TRADED FD III 6,349.0 $447K 0.16% +716.0 +12.7% $70.36
29 BA BOEING CO Industrials 2,184.0 $435K 0.15% +223.0 +11.4% $199.03 +12.7%
30 JAVA J P MORGAN EXCHANGE TRADED F 5,909.0 $424K 0.15% +268.0 +4.8% $71.75 +8.0%
31 KO COCA COLA CO Consumer Defensive 5,561.0 $423K 0.15% +69.0 +1.3% $76.05 +7.3%
32 GOOG ALPHABET INC Communication Services 1,451.0 $416K 0.14% +14.0 +1.0% $286.89 +34.1%
33 WEC WEC ENERGY GROUP INC Utilities 3,522.0 $408K 0.14% +323.0 +10.1% $115.77 -2.3%
34 GILD GILEAD SCIENCES INC Healthcare 2,603.0 $363K 0.13% +588.0 +29.2% $139.38 -4.1%
35 IEMG ISHARES INC 4,673.0 $326K 0.11% +306.0 +7.0% $69.75 +19.7%
36 JAAA JANUS DETROIT STR TR 6,430.0 $324K 0.11% +612.0 +10.5% $50.37 +0.7%
37 FCX FREEPORT MCMORAN INC Basic Materials 5,483.0 $322K 0.11% +288.0 +5.5% $58.78 +8.3%
38 SPHQ INVESCO EXCHANGE TRADED FD T 4,249.0 $319K 0.11% +537.0 +14.5% $75.19 +13.7%
39 LQD ISHARES TR 2,744.0 $299K 0.10% +91.0 +3.4% $108.98 -0.0%
40 VOO VANGUARD INDEX FDS 497.0 $297K 0.10% +28.0 +6.0% $597.59 +15.5%
Page 2 of 3  ·  45 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
Financial Services 37.3%
Technology 24.0%
Consumer Cyclical 12.1%
Healthcare 9.9%
Communication Services 8.8%
Consumer Defensive 2.5%
Industrials 2.0%
Basic Materials 1.6%
Energy 1.5%
Utilities 0.4%