AVAII WEALTH MANAGEMENT, LLC

Q3 2026 13F Holdings

Location
Appleton, WI
Holdings as of
9/30/2026
Value
$348M
Value excl. options
$347M
Num holdings
178
Date filed
10/9/2026
Form type
13F-HR
Prev filing
8/10/2026
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) % Excl. Options Shares Principal Option Type