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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CGGO CAPITAL GROUP GBL GROWTH EQT 5,351.0 $227K 0.07% NEW $42.33 -4.5%
162 OSK OSHKOSH CORP Industrials 1,456.0 $223K 0.07% $153.49 +0.3%
163 USAR USA RARE EARTH INC Basic Materials 10,284.0 $222K 0.07% NEW $21.58 -16.6%
164 ULTA ULTA BEAUTY INC Consumer Cyclical 491.0 $221K 0.07% -11.0 -2.2% $450.92 +14.8%
165 PSC PRINCIPAL EXCHANGE TRADED FD 3,105.0 $218K 0.06% NEW $70.13 -1.2%
166 AA ALCOA CORP Basic Materials 4,149.0 $216K 0.06% NEW $52.14 -3.5%
167 MOAT VANECK ETF TRUST 2,066.0 $215K 0.06% NEW $103.96 +10.6%
168 PTH INVESCO EXCHANGE TRADED FD T 3,545.0 $212K 0.06% NEW $59.76 +2.2%
169 VEA VANGUARD TAX-MANAGED FDS 2,951.0 $210K 0.06% NEW $71.25 +2.5%
170 BONDBLOXX ETF TRUST 4,175.0 $208K 0.06% -393.0 -8.6% $49.87
171 AIQ GLOBAL X FDS 3,082.0 $202K 0.06% NEW $65.62 -2.1%
172 FDN FIRST TR EXCHANGE-TRADED FD 763.0 $202K 0.06% NEW $264.72 +11.2%
173 EOSE EOS ENERGY ENTERPRISES INC Industrials 30,239.0 $178K 0.05% NEW $5.88 -44.6%
174 ETH GRAYSCALE ETHEREUM STAKING Financial Services 11,245.0 $169K 0.05% -8K -41.0% $15.03 +54.8%
175 SOXS DIREXION SHARES ETF TRUST 15,000.0 $49K 0.01% NEW $3.24 +1437.7%
176 SOLUNA HOLDINGS INC 18,290.0 $25K 0.01% NEW $1.35
Page 9 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%