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Manager record

Avaii Wealth Management, Llc

Appleton, WI · CIK 1904431 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$348.19MReported 13F valueQ3 2026 · as filed
178Holdings listed
+2.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $225.0M$225.0MQ2 2025132 holdingsQ3 2025: $262.9M$262.9MQ3 2025150 holdingsQ4 2025: $275.9M$275.9MQ4 2025144 holdingsQ1 2026: $286.6M$286.6MQ1 2026158 holdingsQ2 2026: $340.5M$340.5MQ2 2026176 holdingsQ3 2026: $348.2M$348.2MQ3 2026178 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$348.19M · 178 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$340.53M · 176 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$286.56M · 158 holdings listed · View original SEC filing ↗
Jan 13 2026 13F-HR · period Q4 2025

$275.94M · 144 holdings listed · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$262.87M · 150 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$225.02M · 132 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology