Avaii Wealth Management, LLC - Q32026 Holdings

Avaii Wealth Management, LLC holds 176 stocks with a total portfolio value of $ 348.19M as of Q32026. In Q32026, Avaii Wealth Management, LLC added 176 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 8.52% of the total portfolio.