AVAII WEALTH MANAGEMENT, LLC
Top Portfolio Positions
69 positions ·
$115,127,853 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
119,780 | $10,559,804 | 9.17% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
28,250 | $10,501,937 | 9.12% | |
| GLW |
Corning Inc /Ny
Technology
|
75,945 | $10,326,241 | 8.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,917 | $8,506,224 | 7.39% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
36,089 | $7,579,772 | 6.58% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
118,105 | $6,971,738 | 6.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
12,384 | $5,934,412 | 5.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,354 | $5,398,941 | 4.69% | |
| NVO |
Novo Nordisk A S
Healthcare
|
136,348 | $5,010,789 | 4.35% | |
| IREN |
IREN Ltd
Financial Services
|
142,563 | $4,887,059 | 4.24% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ETH
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,253 | 19,046 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,502,865 | 53,559 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,035,096 | 26,419 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $313,530 | 13,218 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||