AVAII WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

Location
Appleton, WI
Holdings as of
9/30/2025
Value ($000)
$262,875
Num holdings
150
Date filed
10/20/2025
Form type
13F-HR
Prev filing
7/15/2025
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type