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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGXU CAPITAL GROUP INTL FOCUS EQT 25,574.0 $754K 0.26% -3K -9.3% $29.49 +16.7%
22 LLY ELI LILLY & CO Healthcare 793.0 $729K 0.25% -21.0 -2.6% $919.44 +17.8%
23 CAPE DOUBLELINE ETF TRUST 23,357.0 $721K 0.25% -166.0 -0.7% $30.85 +5.2%
24 ISHARES TR 15,363.0 $710K 0.25% -133.0 -0.9% $46.23
25 XLU SELECT SECTOR SPDR TR 13,560.0 $622K 0.22% -103.0 -0.8% $45.89 -1.6%
26 COWZ PACER FDS TR 9,870.0 $617K 0.21% -152.0 -1.5% $62.56 +2.5%
27 IOO ISHARES TR 4,968.0 $601K 0.21% -38.0 -0.8% $120.97 +17.4%
28 UNP UNION PAC CORP Industrials 2,428.0 $589K 0.21% -69.0 -2.8% $242.58 +15.2%
29 JMST J P MORGAN EXCHANGE TRADED F 9,890.0 $504K 0.18% -395.0 -3.8% $50.98 -0.1%
30 DGRO ISHARES TR 7,068.0 $496K 0.17% -65.0 -0.9% $70.18 +6.3%
31 MCD MCDONALDS CORP Consumer Cyclical 1,520.0 $472K 0.17% -98.0 -6.1% $310.77 -9.6%
32 IWO ISHARES TR 1,468.0 $461K 0.16% -40.0 -2.6% $313.83 +21.0%
33 JMEE J P MORGAN EXCHANGE TRADED F 6,873.0 $459K 0.16% -476.0 -6.5% $66.77 +11.3%
34 CSCO CISCO SYS INC Technology 5,903.0 $458K 0.16% -874.0 -12.9% $77.59 +54.2%
35 DBEF DBX ETF TR 9,238.0 $456K 0.16% -539.0 -5.5% $49.40 +7.5%
36 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,321.0 $446K 0.16% -85.0 -6.0% $337.95 +25.1%
37 CVX CHEVRON CORPORATION Energy 2,120.0 $439K 0.15% -43K -95.3% $206.86 -11.8%
38 VCLT VANGUARD SCOTTSDALE FDS 5,829.0 $436K 0.15% -344.0 -5.6% $74.71 +0.4%
39 IJR ISHARES TR 3,142.0 $391K 0.14% -270.0 -7.9% $124.30 +12.3%
40 AMAT APPLIED MATLS INC Technology 1,118.0 $382K 0.13% -92.0 -7.6% $341.84 +31.1%
Page 2 of 4  ·  66 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%