Finivi Inc.
Finivi Inc. reported 111 positions worth $194.9M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: TOTL (5.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TOTL | SH | $10.3M | 5.29% | 261,512 | — | — | |
| ▸ 2 | VCIT | SH | $10.2M | 5.22% | 123,173 | — | — | |
| ▸ 3 | QQQ | SH | $10.1M | 5.20% | 13,769 | — | — | |
| ▸ 4 | GOOG | SH | $6.9M | 3.55% | 19,565 | — | — | |
| ▸ 5 | AVGO | SH | $6.7M | 3.46% | 17,845 | — | — | |
| ▸ 6 | AAPL | SH | $6.4M | 3.30% | 22,222 | — | — | |
| ▸ 7 | AMZN | SH | $6.3M | 3.23% | 26,377 | — | — | |
| ▸ 8 | LLY | SH | $6.3M | 3.22% | 5,240 | — | — | |
| ▸ 9 | WMT | SH | $5.5M | 2.84% | 48,945 | — | — | |
| ▸ 10 | NVDA | SH | $5.5M | 2.83% | 27,599 | — | — |
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Frequently Asked Questions
What stocks does Finivi Inc. hold as of Q2 2026?
Finivi Inc. reported 111 positions worth $194.9M in its Q2 2026 13F filing. Largest positions: TOTL (5.3%), VCIT (5.2%), QQQ (5.2%), GOOG (3.5%) and AVGO (3.5%).
What did Finivi Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Finivi Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.