Avaii Wealth Management, LLC - Q12026 Holdings

Avaii Wealth Management, LLC holds 158 stocks with a total portfolio value of $ 286.56M as of Q12026. In Q12026, Avaii Wealth Management, LLC added 27 new positions, increased stakes in 51 stocks, reduced 71 holdings, and fully exited 13 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 9.65% of the total portfolio.