Finivi Inc.: 13F holdings
CIK 21016412026Q2
| Positions | 111 |
|---|
| Reported value | $194.9m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 111 (+8 vs prior quarter) |
|---|
| Reported value | $194.9m (+6.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TOTL SSGA ACTIVE ETF TR | 261,512 | $10.3m | 5.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 123,173 | $10.2m | 5.2% |
| QQQ INVESCO QQQ TR | 13,769 | $10.1m | 5.2% |
| GOOG ALPHABET INC | 19,565 | $6.9m | 3.5% |
| AVGO BROADCOM INC | 17,845 | $6.7m | 3.5% |
| AAPL APPLE INC | 22,222 | $6.4m | 3.3% |
| AMZN AMAZON COM INC | 26,377 | $6.3m | 3.2% |
| LLY ELI LILLY & CO | 5,240 | $6.3m | 3.2% |
| WMT WALMART INC | 48,945 | $5.5m | 2.8% |
| NVDA NVIDIA CORPORATION | 27,599 | $5.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2101641")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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