Long-term investor
Avaii Wealth Management, LLC @avaiiwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904431).
Record
- Tracked since 2025-06-30 (471 days), 207 trades recorded
- Returns: week n/a · month n/a · 90 days -9.0% · 6 months +5.2% · 1 year +7.1% · all +7.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 8.5% · long · since 2025-09-30
- 464287200 · 6.9% · long · since 2025-09-30
- 33738R506 · 5.7% · long · since 2026-03-31
- 46654Q757 · 4.3% · long · since 2025-09-30
- NVDA · 3.6% · long · since 2025-09-30
- IAU · 3.2% · long · since 2025-09-30
- TSLA · 3.0% · long · since 2025-09-30
- 72201R585 · 3.0% · long · since 2025-09-30
- 46137V464 · 2.9% · long · since 2025-12-31
- 464287523 · 2.8% · long · since 2025-09-30
- GLW · 2.6% · long · since 2025-12-31
- Q4982L109 · 2.5% · long · since 2025-09-30