Avise Financial Cooperative, Inc.
Avise Financial Cooperative, Inc. reported 114 positions worth $141.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IVV (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $8.8M | 6.22% | 11,714 | — | — | |
| ▸ 2 | LCTU | SH | $7.9M | 5.63% | 99,006 | — | — | |
| ▸ 3 | VTV | SH | $7.1M | 5.05% | 32,704 | — | — | |
| ▸ 4 | EAGG | SH | $7.1M | 5.03% | 149,742 | — | — | |
| ▸ 5 | DFIV | SH | $6.3M | 4.48% | 116,967 | — | — | |
| ▸ 6 | ESGU | SH | $6.3M | 4.45% | 38,367 | — | — | |
| ▸ 7 | DSI | SH | $5.8M | 4.08% | 40,390 | — | — | |
| ▸ 8 | SUSC | SH | $5.5M | 3.92% | 238,683 | — | — | |
| ▸ 9 | USXF | SH | $4.6M | 3.26% | 66,279 | — | — | |
| ▸ 10 | GNMA | SH | $4.6M | 3.23% | 102,919 | — | — |
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Frequently Asked Questions
What stocks does Avise Financial Cooperative, Inc. hold as of Q2 2026?
Avise Financial Cooperative, Inc. reported 114 positions worth $141.0M in its Q2 2026 13F filing. Largest positions: IVV (6.2%), LCTU (5.6%), VTV (5.1%), EAGG (5.0%) and DFIV (4.5%).
What did Avise Financial Cooperative, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Avise Financial Cooperative, Inc. 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.