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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAPE DOUBLELINE ETF TRUST 22,882.0 $742K 0.22% -475.0 -2.0% $32.44 +1.5%
22 HELO J P MORGAN EXCHANGE TRADED F 10,599.0 $716K 0.21% -121K -91.9% $67.58 +2.6%
23 CRWD CROWDSTRIKE HLDGS INC Technology 920.0 $702K 0.21% -14.0 -1.5% $190.79 +19.4%
24 ICLO INVESCO ACTIVELY MANAGED EXC 27,275.0 $698K 0.20% -254.0 -0.9% $25.58 +0.1%
25 XOM EXXON MOBIL CORP Energy 4,973.0 $680K 0.20% -2K -28.9% $136.73 +16.8%
26 MUNI PIMCO ETF TR 12,859.0 $676K 0.20% -373.0 -2.8% $52.60 -2.0%
27 VIGI VANGUARD WHITEHALL FDS 7,159.0 $669K 0.20% -115.0 -1.6% $93.39 +5.0%
28 CSCO CISCO SYS INC Technology 5,476.0 $643K 0.19% -427.0 -7.2% $117.46 -6.0%
29 NVO NOVO-NORDISK A S Healthcare 13,047.0 $625K 0.18% -123K -90.4% $47.94 -5.1%
30 WINN HARBOR ETF TRUST 17,894.0 $581K 0.17% -180.0 -1.0% $32.47 +3.3%
31 IWO ISHARES TR 1,430.0 $563K 0.17% -38.0 -2.6% $393.99 -4.8%
32 ZION ZIONS BANCORPORATION NATL AS Financial Services 8,128.0 $562K 0.17% -578.0 -6.6% $69.19 -3.3%
33 LRCX LAM RESEARCH CORP Technology 1,286.0 $557K 0.16% -125.0 -8.9% $433.21 -30.5%
34 COWZ PACER FDS TR 8,769.0 $545K 0.16% -1K -11.2% $62.20 +16.0%
35 DGRO ISHARES TR 6,968.0 $528K 0.15% -100.0 -1.4% $75.79 +4.3%
36 ETN EATON CORP PLC Industrials 1,239.0 $528K 0.15% -96.0 -7.2% $426.20 -5.8%
37 JMST J P MORGAN EXCHANGE TRADED F 9,690.0 $494K 0.14% -200.0 -2.0% $51.00 -0.1%
38 SMH VANECK ETF TRUST 718.0 $471K 0.14% -87.0 -10.8% $655.85 -15.5%
39 JAVA J P MORGAN EXCHANGE TRADED F 5,774.0 $459K 0.14% -135.0 -2.3% $79.42 +4.1%
40 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 8,650.0 $455K 0.13% -4K -33.9% $52.65 +22.8%
Page 2 of 4  ·  61 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%