Avise Financial Cooperative, Inc.
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 141,008
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 114 | 141,008 | 13F-HR | Avise Financial Cooperative, Inc. |
| Q1 2026 | 4/22/2026 | 102 | 120,862 | 13F-HR | Avise Financial Cooperative, Inc. |
| Q4 2025 | 2/11/2026 | 94 | 110,995 | 13F-HR | Avise Financial Cooperative, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.97 K | 23.4% | 2.903 K | 0 | 2.903 K |
| ETFs | 102.8 K | 72.9% | 15.91 K | 0 | 15.91 K |
| Debt | 5.207 K | 3.7% | 1.324 K | 0 | 1.324 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
141,008
Holdings
114
QoQ value change ($000)
20,146
(16.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.