account_balance
Investment manager · 13F filer · SEC CIK 2101641
Finivi Inc.
Reported value$210Mas of Sep 30, 2026
Positions112 9 new, 8 sold out
Top 10 weight39.2%VUSB alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUSBVanguard Bd Index FDS
6.5%Added +1137%
JAAAJanus Detroit STR Tr
5.6%New
QQQInvesco QQQ Tr
4.9%
AAPLApple Inc.
3.6%
MSFTMicrosoft Corp
3.4%
AMZNAmazon.com Inc
3.2%
GOOGAlphabet Inc.
3.1%
NVDANVIDIA Corp
3.0%
AVGOBroadcom Inc.
3.0%
LLYELI Lilly & Co
2.9%
METAMeta Platforms, Inc.
2.5%
WMTWalmart Inc.
2.5%
VUSBVanguard Bd Index FDS
6.5%Added +1137%
JAAAJanus Detroit STR Tr
5.6%New
QQQInvesco QQQ Tr
4.9%
AAPLApple Inc.
3.6%
MSFTMicrosoft Corp
3.4%
AMZNAmazon.com Inc
3.2%
GOOGAlphabet Inc.
3.1%
NVDANVIDIA Corp
3.0%
AVGOBroadcom Inc.
3.0%
LLY2.9%METAWMT2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUSB Vanguard Bd Index FDS 6.5% Added +1137%
JAAA Janus Detroit STR Tr 5.6% New
QQQ Invesco QQQ Tr 4.9% Held
AAPL Apple Inc. 3.6% HeldMSFT Microsoft Corp 3.4% HeldAMZN Amazon.com Inc 3.2% HeldGOOG Alphabet Inc. 3.1% HeldNVDA NVIDIA Corp 3.0% HeldAVGO Broadcom Inc. 3.0% HeldLLY ELI Lilly & Co 2.9% HeldMETA Meta Platforms, Inc. 2.5% HeldWMT Walmart Inc. 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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