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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 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BUFR FIRST TR EXCHNG TRADED FD VI 235,145.0 $8.6M 2.52% NEW $36.53 +2.3%
2 FUTY FIDELITY COVINGTON TRUST 143,133.0 $8.4M 2.46% NEW $58.42 -7.0%
3 CC CHEMOURS CO Basic Materials 299,195.0 $6.1M 1.80% NEW $20.52 -23.9%
4 CIEN CIENA CORP Technology 2,157.0 $1.1M 0.31% NEW $490.56 -24.0%
5 FLNC FLUENCE ENERGY INC Utilities 52,953.0 $1.1M 0.31% NEW $19.88 -44.8%
6 CIFR CIPHER DIGITAL INC Financial Services 36,232.0 $888K 0.26% NEW $24.50 -38.6%
7 ENTG ENTEGRIS INC Technology 4,035.0 $726K 0.21% NEW $179.86 -24.5%
8 VST VISTRA CORP Utilities 3,476.0 $551K 0.16% NEW $158.64 -14.0%
9 CLSE TRUST FOR PROFESSIONAL MANAG 14,830.0 $506K 0.15% NEW $34.13 -1.5%
10 FRDM EA SERIES TRUST 6,159.0 $449K 0.13% NEW $72.90 -5.3%
11 INTC INTEL CORP Technology 3,103.0 $433K 0.13% NEW $139.61 -35.2%
12 PAAS PAN AMERN SILVER CORP Basic Materials 8,014.0 $359K 0.10% NEW $44.79 +14.8%
13 CNC CENTENE CORP DEL Healthcare 5,416.0 $348K 0.10% NEW $64.19 -0.0%
14 TE T1 ENERGY INC Industrials 33,526.0 $318K 0.09% NEW $9.48 -51.4%
15 GE GE AEROSPACE Industrials 831.0 $311K 0.09% NEW $373.74 -10.1%
16 CALL TG THERAPEUTICS INC 5,300.0 $291K 0.09% NEW $54.94
17 PWB INVESCO EXCHANGE TRADED FD T 1,504.0 $253K 0.07% NEW $168.46 -8.1%
18 GEV GE VERNOVA INC Utilities 207.0 $243K 0.07% NEW $1174.87 -23.8%
19 CGGO CAPITAL GROUP GBL GROWTH EQT 5,351.0 $227K 0.07% NEW $42.33 -5.0%
20 USAR USA RARE EARTH INC Basic Materials 10,284.0 $222K 0.07% NEW $21.58 -16.1%
Page 1 of 2  ·  30 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%