AVAII WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
AVAII WEALTH MANAGEMENT, LLC disclosed 193 stock positions in a recent SEC 13F filing. $343,107,353 of stock holdings were filed, with the largest holdings including CGDV, IVV, and RDVY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $602,750,772 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
193Est. Stock Holding Value:
$343,107,353Top Stock Holdings By Sector
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Portfolio Stock Holdings - AVAII WEALTH MANAGEMENT, LLC
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