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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 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MINO PIMCO ETF TR 9,810.0 $449K 0.13% -252.0 -2.5% $45.76 -2.4%
102 VCLT VANGUARD SCOTTSDALE FDS 5,863.0 $441K 0.13% +34.0 +0.6% $75.25 -4.2%
103 GOOGL ALPHABET INC Communication Services 1,230.0 $439K 0.13% +99.0 +8.8% $357.24 -5.4%
104 MCD MCDONALDS CORP Consumer Cyclical 1,619.0 $438K 0.13% +99.0 +6.5% $270.29 -1.8%
105 INTC INTEL CORP Technology 3,103.0 $433K 0.13% NEW $139.61 -35.6%
106 VOO VANGUARD INDEX FDS 623.0 $428K 0.13% +126.0 +25.4% $686.69 +2.5%
107 VO VANGUARD INDEX FDS 5,257.0 $424K 0.12% +4K +300.1% $80.57 +1.8%
108 GILD GILEAD SCIENCES INC Healthcare 3,323.0 $420K 0.12% +720.0 +27.7% $126.35 +15.1%
109 WEC WEC ENERGY GROUP INC Utilities 3,523.0 $411K 0.12% $116.76 -9.0%
110 WMT WALMART INC Consumer Defensive 3,593.0 $407K 0.12% +645.0 +21.9% $113.26 -7.7%
111 SPHQ INVESCO EXCHANGE TRADED FD T 4,495.0 $405K 0.12% +246.0 +5.8% $90.10 -5.3%
112 KWEB KRANESHARES TRUST 16,168.0 $396K 0.12% +6K +60.2% $24.47 +6.4%
113 KO COCA COLA CO Consumer Defensive 4,853.0 $394K 0.12% -708.0 -12.7% $81.27 +9.9%
114 HL HECLA MINING COMPANY Basic Materials 24,785.0 $382K 0.11% +3K +14.0% $15.43 +27.5%
115 EMBX VANECK FDS 7,393.0 $379K 0.11% +600.0 +8.8% $51.31 -0.4%
116 XLU SELECT SECTOR SPDR TR 8,331.0 $378K 0.11% -5K -38.6% $45.34 -6.9%
117 META META PLATFORMS INC Communication Services 662.0 $373K 0.11% +236.0 +55.4% $563.03 +1.5%
118 RSP INVESCO EXCHANGE TRADED FD T 1,750.0 $372K 0.11% -242.0 -12.2% $212.75 +3.2%
119 VHT VANGUARD WORLD FD 1,240.0 $371K 0.11% $299.01 +6.8%
120 GPIQ GOLDMAN SACHS ETF TR 6,073.0 $360K 0.11% $59.31 -4.2%
Page 6 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%