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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 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HELO J P MORGAN EXCHANGE TRADED F 10,599.0 $716K 0.21% -121K -91.9% $67.58 +2.7%
62 CRWD CROWDSTRIKE HLDGS INC Technology 920.0 $702K 0.21% -14.0 -1.5% $190.79 +20.1%
63 ICLO INVESCO ACTIVELY MANAGED EXC 27,275.0 $698K 0.20% -254.0 -0.9% $25.58 +0.1%
64 XOM EXXON MOBIL CORP Energy 4,973.0 $680K 0.20% -2K -28.9% $136.73 +17.8%
65 IOO ISHARES TR 4,968.0 $679K 0.20% $136.60 +5.5%
66 MUNI PIMCO ETF TR 12,859.0 $676K 0.20% -373.0 -2.8% $52.60 -2.0%
67 IEFA ISHARES TR 7,000.0 $676K 0.20% +2K +46.5% $96.59 +4.1%
68 VIGI VANGUARD WHITEHALL FDS 7,159.0 $669K 0.20% -115.0 -1.6% $93.39 +5.4%
69 UNP UNION PAC CORP Industrials 2,431.0 $661K 0.19% $271.96 +12.4%
70 CSCO CISCO SYS INC Technology 5,476.0 $643K 0.19% -427.0 -7.2% $117.46 -5.6%
71 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,322.0 $631K 0.18% $477.58 -12.0%
72 NVO NOVO-NORDISK A S Healthcare 13,047.0 $625K 0.18% -123K -90.4% $47.94 -6.0%
73 PYPL PAYPAL HLDGS INC Financial Services 14,420.0 $623K 0.18% +709.0 +5.2% $43.18 +20.5%
74 OAKTREE SPECIALTY LENDING 51,523.0 $615K 0.18% +353.0 +0.7% $11.94
75 JAAA JANUS DETROIT STR TR 11,947.0 $603K 0.18% +6K +85.8% $50.49 +0.1%
76 QQQM INVESCO EXCH TRADED FD TR II 1,976.0 $599K 0.18% +35.0 +1.8% $303.03 -2.9%
77 FIRST TR EXCH TRADED FD III 8,110.0 $599K 0.18% +2K +27.7% $73.80
78 WINN HARBOR ETF TRUST 17,894.0 $581K 0.17% -180.0 -1.0% $32.47 +3.3%
79 IWO ISHARES TR 1,430.0 $563K 0.17% -38.0 -2.6% $393.99 -4.5%
80 ZION ZIONS BANCORPORATION NATL AS Financial Services 8,128.0 $562K 0.17% -578.0 -6.6% $69.19 -3.1%
Page 4 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%