Institutions / Avaii Wealth Management, LLC
Avaii Wealth Management, LLC
CIK 1904431 · Institution · as of Dec 31, 2025
Portfolio value
$275.87M
Positions
143
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 143 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Value | $30.18M | 10.9% |
| iShares Tr | $22.25M | 8.1% |
| First Tr Exchange Traded Fd | $13.38M | 4.8% |
| Tesla Inc | $11.34M | 4.1% |
| NVIDIA Corp | $10.74M | 3.9% |
| iShares Gold Tr | $10.22M | 3.7% |
| PIMCO ETF Tr | $9.58M | 3.5% |
| J P Morgan Exchange Traded F | $9.33M | 3.4% |
| JPMorgan Chase & Co | $9.04M | 3.3% |
| J P Morgan Exchange Traded F | $8.62M | 3.1% |
| Fidelity Wise Origin Bitcoin | $8.27M | 3.0% |
| iShares Tr | $8.22M | 3.0% |
| Invesco Exchange Traded Fd T | $8.05M | 2.9% |
| Corning Inc /Ny | $8.04M | 2.9% |
| Victory Portfolios II | $7.57M | 2.7% |
| Chevron Corp | $6.93M | 2.5% |
| Warren E. Buffett | $6.09M | 2.2% |
| Invesco Qqq Tr | $5.87M | 2.1% |
| Iren Limited | $5.51M | 2.0% |
| Apple Inc. | $4.97M | 1.8% |
| Amazon.com Inc | $2.24M | 0.8% |
| WisdomTree Tr | $2.24M | 0.8% |
| WisdomTree Tr | $2.13M | 0.8% |
| Unitedhealth Group Inc | $1.80M | 0.7% |
| Merck & Co., Inc. | $1.61M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.