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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MINO PIMCO ETF TR 9,810.0 $449K 0.13% -252.0 -2.5% $45.76 -2.4%
42 KO COCA COLA CO Consumer Defensive 4,853.0 $394K 0.12% -708.0 -12.7% $81.27 +9.9%
43 XLU SELECT SECTOR SPDR TR 8,331.0 $378K 0.11% -5K -38.6% $45.34 -6.9%
44 RSP INVESCO EXCHANGE TRADED FD T 1,750.0 $372K 0.11% -242.0 -12.2% $212.75 +3.2%
45 IJR ISHARES TR 2,420.0 $359K 0.10% -722.0 -23.0% $148.30 -2.5%
46 FVAL FIDELITY COVINGTON TRUST 4,392.0 $342K 0.10% -50.0 -1.1% $77.94 +5.7%
47 TDIV FIRST TR EXCHANGE TRADED FD 2,965.0 $341K 0.10% -282.0 -8.7% $114.87 +0.8%
48 EEMV ISHARES INC 4,431.0 $334K 0.10% -178.0 -3.9% $75.28 +0.8%
49 IVW ISHARES TR 2,422.0 $333K 0.10% -83.0 -3.3% $137.54 +1.3%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 2,760.0 $322K 0.10% -3K -50.5% $116.68 +59.0%
51 FCX FREEPORT MCMORAN INC Basic Materials 4,829.0 $304K 0.09% -654.0 -11.9% $62.89 +20.0%
52 LQD ISHARES TR 2,679.0 $292K 0.09% -65.0 -2.4% $109.06 -2.7%
53 SHY ISHARES TR 3,517.0 $289K 0.09% -47.0 -1.3% $82.12 -0.2%
54 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,571.0 $285K 0.08% -718.0 -7.7% $33.29 +33.8%
55 WTV WISDOMTREE TR 2,801.0 $285K 0.08% -16.0 -0.6% $101.72 +6.3%
56 PFF ISHARES TR 9,335.0 $285K 0.08% -1K -11.9% $30.49 -0.3%
57 TFC TRUIST FINL CORP Financial Services 5,154.0 $257K 0.07% -113.0 -2.1% $49.82 +0.3%
58 LSGR NATIXIS ETF TRUST II 5,958.0 $251K 0.07% -117.0 -1.9% $42.13 +7.8%
59 ULTA ULTA BEAUTY INC Consumer Cyclical 491.0 $221K 0.07% -11.0 -2.2% $450.92 +19.3%
60 BONDBLOXX ETF TRUST 4,175.0 $208K 0.06% -393.0 -8.6% $49.87
Page 3 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%