AVAII WEALTH MANAGEMENT, LLC

Q3 2026 13F Holdings

Location
Appleton, WI
Holdings as of
9/30/2026
Value ($000)
$348,192
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) % Shares Principal Option Type