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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 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FEOE RBB FUND TRUST 100,885.0 $5.4M 1.58% -47K -31.8% $53.40 +5.4%
22 MU MICRON TECHNOLOGY INC Technology 4,285.0 $4.9M 1.45% -533.0 -11.1% $1154.38 -19.2%
23 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 89,149.0 $4.6M 1.34% -29K -24.5% $51.05 +32.1%
24 DSCO DOUBLELINE ETF TRUST 147,056.0 $3.7M 1.08% -10K -6.2% $24.93 -0.7%
25 USD PROSHARES TR 24,864.0 $2.6M 0.76% $104.26 -20.6%
26 DGRW WISDOMTREE TR 23,727.0 $2.3M 0.67% -180.0 -0.8% $95.62 +3.9%
27 LLY ELI LILLY & CO Healthcare 1,665.0 $2.0M 0.59% +872.0 +110.0% $1199.70 -2.2%
28 MRVL MARVELL TECHNOLOGY INC Technology 6,414.0 $1.9M 0.56% -2K -22.3% $297.88 -27.3%
29 AMZN AMAZON COM INC Consumer Cyclical 7,468.0 $1.8M 0.52% +60.0 +0.8% $238.34 +11.8%
30 JPM JPMORGAN CHASE & CO Financial Services 5,419.0 $1.8M 0.52% -23K -81.3% $327.31 +9.3%
31 TEMA ETF TRUST 42,155.0 $1.8M 0.52% +10K +30.1% $41.89
32 AMD ADVANCED MICRO DEVICES INC Technology 2,772.0 $1.6M 0.47% -1K -27.3% $580.81 -19.8%
33 MRK MERCK & CO INC Healthcare 12,242.0 $1.6M 0.46% -3K -19.1% $128.50 +15.4%
34 TGTX TG THERAPEUTICS INC Healthcare 28,301.0 $1.6M 0.46% -804.0 -2.8% $54.94 -1.8%
35 JHMM JOHN HANCOCK EXCHANGE TRADED 20,128.0 $1.5M 0.44% -197.0 -1.0% $74.96 +0.2%
36 JBND J P MORGAN EXCHANGE TRADED F 27,539.0 $1.5M 0.43% +3K +14.5% $53.50 -1.5%
37 USFR WISDOMTREE TR 27,928.0 $1.4M 0.41% -12K -30.6% $50.35 +0.0%
38 UNH UNITEDHEALTH GROUP INC Healthcare 3,335.0 $1.4M 0.41% -77.0 -2.3% $415.58 -5.4%
39 FBCG FIDELITY COVINGTON TRUST 21,262.0 $1.3M 0.39% $62.11 -0.5%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,732.0 $1.3M 0.38% +84.0 +5.1% $746.60 +3.0%
Page 2 of 9  ·  176 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%