Fund HoldingsAVAII WEALTH MANAGEMENT, LLC

Total Portfolio Value
$340.24M
Total Bought
$67.52M
Total Sold
$48.43M
Net Transaction
+$19.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0235,145+235,14508,5902.52%+8,590
FIDELITY COVINGTON TRUST0143,133+143,13308,3622.46%+8,362
NVIDIA CORPORATION(NVDA)18,36954,664+36,2953,20310,9383.21%+7,734
CHEMOURS CO(CC)0299,195+299,19506,1391.80%+6,139
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
243,929251,696+7,76716,65520,4036.00%+3,747
ISHARES TR30,85531,467+61220,15523,5656.93%+3,410
MICRON TECHNOLOGY INC(MU)4,8184,285-5331,6284,9471.45%+3,319
ISHARES TR24,94217,617-7,3258,19711,2883.32%+3,091
IREN LIMITED
ORDINARY SHARES
142,563170,208+27,6454,8877,7842.29%+2,897
CORNING INC(GLW)75,94550,513-25,43210,32612,9033.79%+2,576
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
649,917604,853-45,06427,64729,8078.76%+2,160
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
60,64163,778+3,1378,79410,8513.19%+2,057
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
144,432153,298+8,86612,36914,0964.14%+1,727
TESLA INC(TSLA)28,25028,528+27810,50211,9993.53%+1,497
INVESCO QQQ TR9,3549,340-145,3996,8782.02%+1,479
PROSHARES TR
PSHS ULT SEMICDT
24,86424,86401,1922,5920.76%+1,400
ELI LILLY & CO(LLY)7931,665+8727291,9980.59%+1,268
APPLE INC(AAPL)18,52120,261+1,7404,7005,8631.72%+1,162
MARVELL TECHNOLOGY INC(MRVL)8,2566,414-1,8428181,9110.56%+1,093
CIENA CORP(CIEN)02,157+2,15701,0580.31%+1,058
FLUENCE ENERGY INC(FLNC)052,953+52,95301,0530.31%+1,053
CIPHER DIGITAL INC(CIFR)036,232+36,23208880.26%+888
PIMCO ETF TR
MULTISECTOR BD
369,761398,349+28,5889,68810,5643.10%+876
BERKSHIRE HATHAWAY INC DEL12,38413,593+1,2095,9346,8022.00%+868
ADVANCED MICRO DEVICES INC(AMD)3,8132,772-1,0417761,6100.47%+834
ENTEGRIS INC(ENTG)04,035+4,03507260.21%+726
TEMA ETF TRUST32,39342,155+9,7621,1091,7660.52%+657
TG THERAPEUTICS INC(TGTX)29,10528,301-8049671,5550.46%+588
VISTRA CORP(VST)03,476+3,47605510.16%+551
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
014,830+14,83005060.15%+506
ALPHABET INC(GOOG)1,4512,557+1,1064169040.27%+487
UNITEDHEALTH GROUP INC(UNH)3,4123,335-779231,3860.41%+463
EA SERIES TRUST
FREEDOM 100 EM
06,159+6,15904490.13%+449
INTEL CORP(INTC)03,103+3,10304330.13%+433
APPLIED MATLS INC1,1181,070-483827730.23%+391
PAN AMERN SILVER CORP(PAAS)08,014+8,01403590.11%+359
CENTENE CORP DEL(CNC)05,416+5,41603480.10%+348
CROWDSTRIKE HLDGS INC(CRWD)934920-143657020.21%+337
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
153,409159,757+6,3487,7598,0872.38%+327
T1 ENERGY INC(TE)033,526+33,52603180.09%+318
GE AEROSPACE(GE)0831+83103110.09%+311
BROADCOM INC(AVGO)8041,424+6202495380.16%+289
JANUS DETROIT STR TR
HENDRSON AAA CL
6,43011,947+5,5173246030.18%+279
LAM RESEARCH CORP(LRCX)1,4111,286-1253015570.16%+256
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
01,504+1,50402530.07%+253
FIDELITY COVINGTON TRUST21,29421,262-321,0671,3210.39%+253
ISHARES TR
CORE MSCI EAFE
4,7777,000+2,2234326760.20%+244
GE VERNOVA INC(GEV)0207+20702430.07%+243
AMAZON COM INC(AMZN)7,4087,468+601,5431,7800.52%+237
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
05,351+5,35102270.07%+227
USA RARE EARTH INC(USAR)010,284+10,28402220.07%+222
STATE STR SPDR S&P 500 ETF T(SPY)1,6481,732+841,0721,2930.38%+222
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
03,105+3,10502180.06%+218
ALCOA CORP(AA)04,149+4,14902160.06%+216
VANECK ETF TRUST
MRNGSTR WDE MOAT
02,066+2,06602150.06%+215
INVESCO EXCHANGE TRADED FD T
DORS WR HEAL ETF
03,545+3,54502120.06%+212
VANGUARD TAX-MANAGED FDS02,951+2,95102100.06%+210
GLOBAL X FDS
ARTIFICIAL ETF
03,082+3,08202020.06%+202
FIRST TR EXCHANGE-TRADED FD0763+76302020.06%+202
ISHARES TR
CORE MSCI EURO
5,1037,354+2,2513595530.16%+194
CISCO SYS INC(CSCO)5,9035,476-4274586430.19%+185
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,3211,322+14466310.19%+185
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
24,05427,539+3,4851,2931,4730.43%+180
EOS ENERGY ENTERPRISES INC(EOSE)030,239+30,23901780.05%+178
WISDOMTREE TR(WT)23,90723,727-1802,1002,2690.67%+169
VANECK ETF TRUST
SEMICONDUCTR ETF
805718-873094710.14%+162
KIMBERLY-CLARK CORP(KMB)11,53011,529-11,1121,2660.37%+153
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
6,3498,110+1,7614475990.18%+152
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
20,32520,128-1971,3641,5090.44%+145
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,9411,976+354615990.18%+138
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
25,57425,57407548850.26%+131
VANGUARD INDEX FDS497623+1262974280.13%+131
META PLATFORMS INC(META)426662+2362443730.11%+129
MICROSOFT CORP(MSFT)2,1852,480+2958099250.27%+116
ALPHABET INC(GOOG)1,1311,230+993254390.13%+114
PLEXUS CORP(PLXS)1,1501,15002333460.10%+113
KRANESHARES TRUST10,09216,168+6,0762873960.12%+109
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,8601,86002473540.10%+107
ISHARES INC17,38422,439+5,0556677740.23%+107
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
7,1927,193+17748800.26%+106
CAPRI HOLDINGS LIMITED
SHS
13,97818,808+4,8302463490.10%+103
ISHARES TR1,4681,430-384615630.17%+103
FIDELITY COVINGTON TRUST14,59114,59104065060.15%+100
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
4,2494,495+2463194050.12%+86
HARBOR ETF TRUST
LONG TERM GROWER
18,07417,894-1805015810.17%+80
VANGUARD SPECIALIZED FUNDS3,6843,685+17928720.26%+80
ISHARES TR4,9684,96806016790.20%+78
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
6,8736,87304595360.16%+77
ALTRIA GROUP INC(MO)9,7019,958+2576407160.21%+76
UNION PAC CORP(UNP)2,4282,431+35896610.19%+72
ZIONS BANCORPORATION NATL AS(ZION)8,7068,128-5785025620.17%+61
GOLDMAN SACHS ETF TR
NASDA 100 ETF
6,0796,073-63013600.11%+59
GILEAD SCIENCES INC(GILD)2,6033,323+7203634200.12%+57
CITIGROUP INC(C)2,0352,045+102312860.08%+55
ISHARES TR
MSCI INTL QUALTY
15,36315,365+27107610.22%+51
EATON CORP PLC(ETN)1,3351,239-964785280.16%+51
ISHARES TR2,5052,422-832833330.10%+50
DIREXION SHARES ETF TRUST
DAI SEM 3X ETF
015,000+15,0000490.01%+49
DBX ETF TR9,2389,23804565050.15%+48
VANGUARD INDEX FDS1,3145,257+3,9433774240.12%+46
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AVAII WEALTH MANAGEMENT, LLC — 13F Holdings — Q2 2026 | TickerTrail