Finivi Inc. — 13F holdings

Finivi Inc. reported 112 holdings worth $210M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. VUSB VANGUARD BD INDEX FDS — $13.6M (6.5%)
2. JAAA JANUS DETROIT STR TR — $11.7M (5.6%)
3. QQQ Invesco Qqq Tr — $10.3M (4.9%)
4. AAPL APPLE INC — $7.46M (3.6%)
5. MSFT MICROSOFT CORP — $7.16M (3.4%)
6. AMZN AMAZON COM INC — $6.60M (3.2%)
7. GOOG ALPHABET INC — $6.55M (3.1%)
8. NVDA NVIDIA CORPORATION — $6.38M (3.0%)
9. AVGO BROADCOM INC — $6.32M (3.0%)
10. LLY ELI LILLY & CO — $6.17M (2.9%)