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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 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LRCX LAM RESEARCH CORP Technology 1,286.0 $557K 0.16% -125.0 -8.9% $433.21 -30.7%
82 SNAP SNAP INC Communication Services 124,920.0 $555K 0.16% +1K +0.8% $4.44 +25.3%
83 IEUR ISHARES TR 7,354.0 $553K 0.16% +2K +44.1% $75.17 +3.5%
84 VST VISTRA CORP Utilities 3,476.0 $551K 0.16% NEW $158.64 -14.0%
85 UITB VICTORY PORTFOLIOS II 11,712.0 $549K 0.16% $46.84 -1.7%
86 COWZ PACER FDS TR 8,769.0 $545K 0.16% -1K -11.2% $62.20 +16.1%
87 AVGO BROADCOM INC Technology 1,424.0 $538K 0.16% +620.0 +77.1% $377.81 -2.9%
88 JMEE J P MORGAN EXCHANGE TRADED F 6,873.0 $536K 0.16% $78.03 -1.7%
89 DGRO ISHARES TR 6,968.0 $528K 0.15% -100.0 -1.4% $75.79 +4.3%
90 ETN EATON CORP PLC Industrials 1,239.0 $528K 0.15% -96.0 -7.2% $426.20 -5.7%
91 CLSE TRUST FOR PROFESSIONAL MANAG 14,830.0 $506K 0.15% NEW $34.13 -1.5%
92 FFLG FIDELITY COVINGTON TRUST 14,591.0 $506K 0.15% $34.68 -5.3%
93 DBEF DBX ETF TR 9,238.0 $505K 0.15% $54.63 +2.4%
94 ICSH ISHARES TR 9,837.0 $498K 0.15% +69.0 +0.7% $50.58 -0.1%
95 JMST J P MORGAN EXCHANGE TRADED F 9,690.0 $494K 0.14% -200.0 -2.0% $51.00 -0.1%
96 CVX CHEVRON CORPORATION Energy 2,884.0 $478K 0.14% +764.0 +36.0% $165.73 +25.3%
97 SMH VANECK ETF TRUST 718.0 $471K 0.14% -87.0 -10.8% $655.85 -15.4%
98 JAVA J P MORGAN EXCHANGE TRADED F 5,774.0 $459K 0.14% -135.0 -2.3% $79.42 +4.3%
99 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 8,650.0 $455K 0.13% -4K -33.9% $52.65 +25.1%
100 FRDM EA SERIES TRUST 6,159.0 $449K 0.13% NEW $72.90 -5.4%
Page 5 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%