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Portfolio (Quarterly) Guide ↗

AVAII WEALTH MANAGEMENT, LLC

· CIK 0001904431
13F Portfolio $276M AUM 144 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New
Page 2 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 9,722.0 $2.2M 0.81% NEW $230.83 +17.2%
22 USFR WISDOMTREE TR 44,489.0 $2.2M 0.81% NEW $50.32 +0.0%
23 DGRW WISDOMTREE TR 23,845.0 $2.1M 0.77% NEW $89.43 +7.7%
24 UNH UNITEDHEALTH GROUP INC Healthcare 5,467.0 $1.8M 0.65% NEW $330.09 +15.6%
25 MRK MERCK & CO INC Healthcare 15,280.0 $1.6M 0.58% NEW $105.26 +14.7%
26 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 53,559.0 $1.5M 0.55% NEW $28.06 -30.5%
27 MU MICRON TECHNOLOGY INC Technology 5,252.0 $1.5M 0.54% NEW $285.41 +216.5%
28 JBND J P MORGAN EXCHANGE TRADED F 26,881.0 $1.5M 0.53% NEW $54.07 -1.3%
29 JHMM JOHN HANCOCK EXCHANGE TRADED 20,355.0 $1.3M 0.48% NEW $65.48 +12.0%
30 USD PROSHARES TR 24,864.0 $1.3M 0.47% NEW $52.51 +86.2%
31 MSFT MICROSOFT CORP Technology 2,600.0 $1.3M 0.46% NEW $483.58 -14.7%
32 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,530.0 $1.2M 0.42% NEW $100.89 +0.0%
33 FBCG FIDELITY COVINGTON TRUST 20,330.0 $1.1M 0.40% NEW $54.84 +12.9%
34 FSMB FIRST TR EXCH TRADED FD III 55,326.0 $1.1M 0.40% NEW $20.05 -0.5%
35 SPY SPDR S&P 500 ETF TR Financial Services 1,615.0 $1.1M 0.40% NEW $681.81 +9.8%
36 USMV ISHARES TR 10,582.0 $996K 0.36% NEW $94.16 +2.3%
37 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,447.0 $941K 0.34% NEW $53.94 +7.8%
38 SNAP SNAP INC Communication Services 109,539.0 $884K 0.32% NEW $8.07 -28.0%
39 LLY ELI LILLY & CO Healthcare 814.0 $875K 0.32% NEW $1074.85 +0.8%
40 META META PLATFORMS INC Communication Services 1,299.0 $858K 0.31% NEW $660.31 -7.5%
Page 2 of 8  ·  144 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
Financial Services 38.8%
Technology 27.3%
Consumer Cyclical 13.4%
Energy 7.2%
Healthcare 6.1%
Consumer Defensive 2.8%
Communication Services 2.5%
Industrials 1.1%
Utilities 0.5%
Basic Materials 0.2%