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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 7 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PAAS PAN AMERN SILVER CORP Basic Materials 8,014.0 $359K 0.10% NEW $44.79 +15.5%
122 IJR ISHARES TR 2,420.0 $359K 0.10% -722.0 -23.0% $148.30 -2.3%
123 XLK SELECT SECTOR SPDR TR 1,860.0 $354K 0.10% $190.47 -2.4%
124 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 18,808.0 $349K 0.10% +5K +34.5% $18.57 -29.2%
125 CNC CENTENE CORP DEL Healthcare 5,416.0 $348K 0.10% NEW $64.19 +0.2%
126 PLXS PLEXUS CORP Technology 1,150.0 $346K 0.10% $300.67 -19.3%
127 IJH ISHARES TR 4,443.0 $343K 0.10% $77.11 -2.2%
128 FVAL FIDELITY COVINGTON TRUST 4,392.0 $342K 0.10% -50.0 -1.1% $77.94 +5.7%
129 TDIV FIRST TR EXCHANGE TRADED FD 2,965.0 $341K 0.10% -282.0 -8.7% $114.87 +0.7%
130 CGUS CAPITAL GROUP CORE EQUITY ET 7,589.0 $338K 0.10% $44.48 +1.3%
131 EEMV ISHARES INC 4,431.0 $334K 0.10% -178.0 -3.9% $75.28 +0.8%
132 IVW ISHARES TR 2,422.0 $333K 0.10% -83.0 -3.3% $137.54 +1.2%
133 VCSH VANGUARD SCOTTSDALE FDS 4,127.0 $326K 0.10% $79.03 -0.6%
134 PLTR PALANTIR TECHNOLOGIES INC Technology 2,760.0 $322K 0.10% -3K -50.5% $116.68 +59.1%
135 TE T1 ENERGY INC Industrials 33,526.0 $318K 0.09% NEW $9.48 -51.2%
136 GE GE AEROSPACE Industrials 831.0 $311K 0.09% NEW $373.74 -10.3%
137 FCX FREEPORT MCMORAN INC Basic Materials 4,829.0 $304K 0.09% -654.0 -11.9% $62.89 +20.6%
138 BOND PIMCO ETF TR 3,228.0 $298K 0.09% +281.0 +9.5% $92.22 -2.0%
139 LQD ISHARES TR 2,679.0 $292K 0.09% -65.0 -2.4% $109.06 -2.7%
140 CALL TG THERAPEUTICS INC 5,300.0 $291K 0.09% NEW $54.94
Page 7 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%