Avise Financial Cooperative, Inc. - Portfolio Stock Holdings
Avise Financial Cooperative, Inc. disclosed 117 stock positions in a recent SEC 13F filing. $140,210,910 of stock holdings were filed, with the largest holdings including IVV, LCTU, and VTV. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
117Est. Stock Holding Value:
$140,210,910Top Stock Holdings By Sector
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Portfolio Stock Holdings - Avise Financial Cooperative, Inc.
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