§ 13F · FUND PROFILE
Finivi Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 97Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TOTL | SSGA ACTIVE ETF TR | 264K | $11M | 5.7% | +15% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 123K | $10M | 5.6% | +24% |
| 3 | QQQ | INVESCO QQQ TR | 16K | $9M | 5.0% | +8% |
| 4 | WMT | WALMART INC | 52K | $6M | 3.5% | +7% |
| 5 | AVGO | BROADCOM INC | 20K | $6M | 3.5% | +3% |
| 6 | GOOG | ALPHABET INC | 22K | $6M | 3.4% | +1% |
| 7 | AAPL | APPLE INC | 23K | $6M | 3.2% | +6% |
| 8 | AMZN | AMAZON COM INC | 27K | $6M | 3.1% | +4% |
| 9 | XOM | EXXON MOBIL CORP | 31K | $5M | 2.9% | +9% |
| 10 | MSFT | MICROSOFT CORP | 14K | $5M | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINIVI SIGNAL
AC read
Finivi Inc. is a Other fund managing $157 million in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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