Avaii Wealth Management, LLC
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$286.6M
Holdings
160
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
9.7%
02
$IVV
ISHARES TR
Held since at least Q1 2024
7.0%
03
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
5.8%
04
$JIVE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.3%
05
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
3.7%
06
$TSLA
TESLA INC
Held since at least Q1 2024
3.7%
07
$GLW
CORNING INC
Held since at least Q1 2024
3.6%
08
$PYLD
PIMCO ETF TR
Held since at least Q1 2024
3.4%
09
$XMMO
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.1%
10
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:52 UTC.