Finivi Inc. - Portfolio Stock Holdings
Finivi Inc. disclosed 116 stock positions in a recent SEC 13F filing. $192,046,141 of stock holdings were filed, with the largest holdings including TOTL, VCIT, and QQQ. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $308,429,675 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
116Est. Stock Holding Value:
$192,046,141Top Stock Holdings By Sector
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Portfolio Stock Holdings - Finivi Inc.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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