AVAII WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
AVAII WEALTH MANAGEMENT, LLC disclosed 170 stock positions in a recent SEC 13F filing. $284,672,907 of stock holdings were filed, with the largest holdings including CGDV, IVV, and RDVY. This filing represented positions held on March 31, 2026, and was filed on April 21, 2026.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:
March 31, 2026No. of Stocks:
170Est. Stock Holding Value:
$284,672,907Top Stock Holdings By Sector
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Portfolio Stock Holdings - AVAII WEALTH MANAGEMENT, LLC
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