§ 13F · FUND PROFILE
Finivi Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $123.4T (13F)Positions · 85Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TOTL | SSGA ACTIVE ETF TR | 231K | $9.3T | 5.4% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 15K | $8.9T | 5.2% | −5% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 99K | $8.3T | 4.8% | NEW |
| 4 | AVGO | BROADCOM INC | 20K | $6.9T | 4.0% | −8% |
| 5 | GOOG | ALPHABET INC | 22K | $6.8T | 3.9% | −4% |
| 6 | MSFT | MICROSOFT CORP | 13K | $6.3T | 3.6% | −2% |
| 7 | AAPL | APPLE INC | 22K | $6.0T | 3.5% | −3% |
| 8 | AMZN | AMAZON COM INC | 26K | $6.0T | 3.5% | −2% |
| 9 | WMT | WALMART INC | 49K | $5.4T | 3.1% | −4% |
| 10 | LLY | ELI LILLY & CO | 5K | $5.0T | 2.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINIVI SIGNAL
AC read
Finivi Inc. is a Other fund managing $123367.3 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
14 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed