Finivi Inc. 13F Holdings · Q2 2026
Finivi Inc. reported 111 securities worth $194.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TOTL (5.29%), VCIT (5.22%), QQQ (5.20%). Among its top 25 positions this quarter: 1 new, 8 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TOTL | SSGA ACTIVE ETF TR | $10.3M | 5.29% | 261,512 | Trimmed |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $10.2M | 5.22% | 123,173 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $10.1M | 5.20% | 13,769 | Trimmed |
| 4 | GOOG | ALPHABET INC | $6.9M | 3.55% | 19,565 | Trimmed |
| 5 | AVGO | BROADCOM INC | $6.7M | 3.46% | 17,845 | Trimmed |
| 6 | AAPL | APPLE INC | $6.4M | 3.30% | 22,222 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $6.3M | 3.22% | 26,377 | Trimmed |
| 8 | LLY | ELI LILLY & CO | $6.3M | 3.22% | 5,240 | Trimmed |
| 9 | WMT | WALMART INC | $5.5M | 2.84% | 48,945 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $5.5M | 2.83% | 27,599 | Added |
| 11 | MSFT | MICROSOFT CORP | $5.1M | 2.62% | 13,677 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.2M | 2.16% | 8,420 | Trimmed |
| 13 | META | META PLATFORMS INC | $4.0M | 2.06% | 7,124 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $4.0M | 2.05% | 12,207 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $3.9M | 1.98% | 4,128 | Added |
| 16 | XLI | SELECT SECTOR SPDR TR | $3.7M | 1.91% | 20,109 | Trimmed |
| 17 | XHS | SPDR SERIES TRUST | $3.5M | 1.81% | 26,758 | New |
| 18 | C | CITIGROUP INC | $3.3M | 1.69% | 23,604 | Trimmed |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $3.3M | 1.69% | 35,832 | Trimmed |
| 20 | VRT | VERTIV HOLDINGS CO | $3.3M | 1.67% | 9,746 | Trimmed |
| 21 | NU | NU HLDGS LTD | $3.1M | 1.61% | 235,621 | Trimmed |
| 22 | NEE | NEXTERA ENERGY INC | $2.9M | 1.51% | 33,603 | Added |
| 23 | AMAT | APPLIED MATLS INC | $2.8M | 1.42% | 3,836 | Added |
| 24 | PM | PHILIP MORRIS INTL INC | $2.7M | 1.39% | 15,022 | Added |
| 25 | MCD | MCDONALDS CORP | $2.6M | 1.35% | 9,760 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR