AVAII WEALTH MANAGEMENT, LLC - Portfolio overview

AVAII WEALTH MANAGEMENT, LLC has 179 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 9.29%
2. IVV - ISHARES TR, 6.77%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 5.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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