AVAII WEALTH MANAGEMENT, LLC
AVAII WEALTH MANAGEMENT, LLC reported 176 positions worth $340.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: CGDV (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $29.8M | 8.75% | 604,853 | — | — | |
| ▸ 2 | IVV | SH | $23.6M | 6.92% | 31,467 | — | — | |
| ▸ 3 | RDVY | SH | $20.4M | 5.99% | 251,696 | — | — | |
| ▸ 4 | JIVE | SH | $14.1M | 4.14% | 153,298 | — | — | |
| ▸ 5 | GLW | SH | $12.9M | 3.79% | 50,513 | — | — | |
| ▸ 6 | TSLA | SH | $12.0M | 3.52% | 28,528 | — | — | |
| ▸ 7 | SOXX | SH | $11.3M | 3.31% | 17,617 | — | — | |
| ▸ 8 | NVDA | SH | $10.9M | 3.21% | 54,664 | — | — | |
| ▸ 9 | XMMO | SH | $10.9M | 3.19% | 63,778 | — | — | |
| ▸ 10 | PYLD | SH | $10.6M | 3.10% | 398,349 | — | — |
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Frequently Asked Questions
What stocks does AVAII WEALTH MANAGEMENT, LLC hold as of Q2 2026?
AVAII WEALTH MANAGEMENT, LLC reported 176 positions worth $340.5M in its Q2 2026 13F filing. Largest positions: CGDV (8.8%), IVV (6.9%), RDVY (6.0%), JIVE (4.1%) and GLW (3.8%).
What did AVAII WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AVAII WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.