Avise Financial Cooperative, Inc. - Portfolio Stock Holdings
Avise Financial Cooperative, Inc. disclosed 121 stock positions in a recent SEC 13F filing. $142,422,418 of stock holdings were filed, with the largest holdings including IVV, LCTU, and VTV. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.We estimate the fund has a total AUM of $169,438,931 and has 7 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:
121Est. Stock Holding Value:
$142,422,418Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Avise Financial Cooperative, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...