Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $209 Million
  • Q2 2025

Aviso Wealth Management has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.4M, Netflix Inc with a value of $12.9M, Nvidia Corp with a value of $11.9M, Meta Platforms, Inc. with a value of $10.4M, and Microsoft Corp with a value of $9.05M.

Examining the 13F form we can see an decrease of $188B in the current position value, from $188B to 209M.

Aviso Wealth Management is based out at Bellevue, WA

Below you can find more details about Aviso Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $209 Million
Technology: $61.5 Million
Communication Services: $34.6 Million
Financial Services: $28.7 Million
Industrials: $17 Million
Healthcare: $15.7 Million
Consumer Cyclical: $15.2 Million
ETFs: $11.7 Million
Consumer Defensive: $10.9 Million
Other: $13.5 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.65T
$16.4 Million 7.85% of portfolio
79,845
Q2 2025 Added 0.6%
$542B
$12.9 Million 6.18% of portfolio
9,641
Q2 2025 Reduced 8.26%
$454B
$11.9 Million 5.7% of portfolio
75,333
Q2 2025 Reduced 1.55%
$1.73T
$10.4 Million 4.97% of portfolio
14,071
Q2 2025 Added 2.41%
$3.89T
$9.05 Million 4.33% of portfolio
18,194
Q2 2025 Added 4.61%
$1.2T
$7.9 Million 3.79% of portfolio
44,848
Q2 2025 Added 1.32%
$2.25T
$6.95 Million 3.33% of portfolio
31,681
Q2 2025 Added 3.32%
$606B
$4.03 Million 1.93% of portfolio
8,296
Q2 2025 Added 3.33%
$301B
$4.02 Million 1.92% of portfolio
15,600
Q2 2025 Added 3.54%
$438B
$3.7 Million 1.77% of portfolio
3,733
Q2 2025 Added 18.51%
$246B
$3.64 Million 1.74% of portfolio
5,138
Q2 2025 Added 1.32%
$1.07T
$3.58 Million 1.71% of portfolio
11,268
Q2 2025 Reduced 1.58%
$351B
$3.3 Million 1.58% of portfolio
17,781
Q2 2025 Added 6.52%
$604B
$2.85 Million 1.37% of portfolio
3,657
Q2 2025 Added 77.52%
$454B
$2.71 Million 1.3% of portfolio
17,731
Q2 2025 Reduced 1.15%
$300B
$2.68 Million 1.28% of portfolio
18,711
Q2 2025 Added 21.22%
$849B
$2.15 Million 1.03% of portfolio
7,426
Q2 2025 Added 3.74%
$549B
$2.1 Million 1.01% of portfolio
5,918
Q2 2025 Added 0.51%
$397B
$2.01 Million 0.96% of portfolio
5,469
Q2 2025 Added 86.4%
$294B
$1.88 Million 0.9% of portfolio
23,524
Q2 2025 Reduced 2.44%
$441B
$1.86 Million 0.89% of portfolio
17,244
Q2 2025 Added 5.62%
$1.26T
$1.8 Million 0.86% of portfolio
7,942
Q2 2025 Added 3.87%
$203B
$1.63 Million 0.78% of portfolio
20,626
Q2 2025 Added 5.27%
$370B
$1.43 Million 0.68% of portfolio
30,127
Q2 2025 Added 6.57%
$681B
$1.21 Million 0.58% of portfolio
5,517
Q2 2025 Added 24.85%
$216B
$1.07 Million 0.51% of portfolio
2,769
Q2 2025 Added 5.85%
$367B
$924,000 0.44% of portfolio
5,803
Q2 2025 Added 3.98%
$233B
$783,000 0.38% of portfolio
2,873
Q2 2025 Added 4.21%
$264B
$779,000 0.37% of portfolio
4,279
Q2 2025 Added 6.44%
$221B
$764,000 0.37% of portfolio
2,397
Q2 2025 Added 0.46%
$290B
$684,000 0.33% of portfolio
9,869
Q2 2025 Added 3.61%
$213B
$654,000 0.31% of portfolio
113
Q2 2025 Reduced 13.08%
$1.23T
$575,000 0.28% of portfolio
3,242
Q2 2025 Reduced 14.48%
$282B
$573,000 0.27% of portfolio
5,870
Q2 2025 Added 7.88%
$236B
$530,000 0.25% of portfolio
1,700
Q2 2025 Reduced 7.15%
$205B
$481,000 0.23% of portfolio
3,883
Q2 2025 Reduced 4.36%
$306B
$425,000 0.2% of portfolio
6,013
Q2 2025 Reduced 0.71%
$228B
$419,000 0.2% of portfolio
2,872
Q2 2025 Reduced 1.44%
$278B
$340,000 0.16% of portfolio
2,402
Q2 2025 Reduced 4.46%
$224B
$326,000 0.16% of portfolio
1,116
Q2 2025 Added 6.9%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $209 Million
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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