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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$979,000 0.47% of portfolio
4,256
Q2 2025 Added 0.05%
$63.6B
$985,000 0.47% of portfolio
1,308
Q1 2025 Reduced 0.76%
$172B
$924,000 0.44% of portfolio
899
Q2 2025 Added 0.67%
$368B
$924,000 0.44% of portfolio
5,803
Q2 2025 Added 3.98%
$182B
$899,000 0.43% of portfolio
20,790
Q2 2025 Added 6.21%
$123B
$878,000 0.42% of portfolio
5,874
Q2 2025 Added 0.22%
$84.1B
$873,000 0.42% of portfolio
12,953
Q2 2025 Reduced 5.77%
$36.8B
$881,000 0.42% of portfolio
8,785
Q2 2025 Reduced 2.97%
$139B
$857,000 0.41% of portfolio
4,094
Q2 2025 Reduced 0.05%
$232B
$783,000 0.38% of portfolio
2,873
Q2 2025 Added 4.21%
$261B
$779,000 0.37% of portfolio
4,279
Q2 2025 Added 6.44%
$227B
$764,000 0.37% of portfolio
2,397
Q2 2025 Added 0.46%
$108B
$754,000 0.36% of portfolio
8,239
Q2 2025 Reduced 4.85%
$146B
$723,000 0.35% of portfolio
3,108
Q2 2025 Reduced 11.02%
$20.3B
$727,000 0.35% of portfolio
1,307
Q2 2025 Reduced 3.4%
$293B
$684,000 0.33% of portfolio
9,869
Q2 2025 Added 3.61%
$113B
$663,000 0.32% of portfolio
1,432
Q2 2025 Reduced 0.49%
$8.16B
$654,000 0.31% of portfolio
11,917
Q3 2024 Reduced 4.03%
$217B
$654,000 0.31% of portfolio
113
Q2 2025 Reduced 13.08%
$59.7B
$623,000 0.3% of portfolio
1,188
Q2 2025 Reduced 55.74%
$33.1B
$634,000 0.3% of portfolio
7,777
Q2 2025 Added 2.57%
$152B
$598,000 0.29% of portfolio
2,144
Q2 2025 Reduced 0.56%
$57.4B
$595,000 0.29% of portfolio
2,444
Q2 2025 Reduced 0.89%
$1.24T
$575,000 0.28% of portfolio
3,242
Q2 2025 Reduced 14.48%
$185B
$589,000 0.28% of portfolio
6,921
Q2 2025 Added 17.42%
$281B
$573,000 0.27% of portfolio
5,870
Q2 2025 Added 7.88%
$99.2B
$539,000 0.26% of portfolio
1,956
Q2 2025 Reduced 62.98%
$245B
$530,000 0.25% of portfolio
1,700
Q2 2025 Reduced 7.15%
$162B
$522,000 0.25% of portfolio
2,853
Q2 2025 Reduced 2.63%
$207B
$481,000 0.23% of portfolio
3,883
Q2 2025 Reduced 4.36%
$201B
$441,000 0.21% of portfolio
561
Q2 2025 Reduced 3.11%
$150B
$436,000 0.21% of portfolio
3,935
Q2 2025 Added 15.6%
$63.8B
$434,000 0.21% of portfolio
4,305
Q2 2025 New
$2.56B
$408,000 0.2% of portfolio
5,439
Q4 2023 New
$306B
$425,000 0.2% of portfolio
6,013
Q2 2025 Reduced 0.71%
$83.2B
$416,000 0.2% of portfolio
1,956
Q2 2025 New
$229B
$419,000 0.2% of portfolio
2,872
Q2 2025 Reduced 1.44%
$19.7B
$398,000 0.19% of portfolio
2,406
Q2 2025 Reduced 16.78%
$52.5B
$399,000 0.19% of portfolio
1,951
Q2 2025 Reduced 23.55%
$173B
$384,000 0.18% of portfolio
2,412
Q2 2025 Added 12.29%
$16.6B
$377,000 0.18% of portfolio
4,696
Q2 2025 Reduced 5.34%
$95.6B
$353,000 0.17% of portfolio
1,546
Q2 2025 Added 2.86%
$150B
$354,000 0.17% of portfolio
1,187
Q2 2025 Added 3.4%
$142B
$353,000 0.17% of portfolio
893
Q2 2025 Reduced 6.1%
$282B
$340,000 0.16% of portfolio
2,402
Q2 2025 Reduced 4.46%
$6.45B
$329,000 0.16% of portfolio
2,922
Q2 2025 Added 2.45%
$222B
$326,000 0.16% of portfolio
1,116
Q2 2025 Added 6.9%
$169B
$320,000 0.15% of portfolio
589
Q2 2025 Added 0.86%
$36B
$309,000 0.15% of portfolio
4,517
Q2 2025 Reduced 13.72%

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
Track This Portfolio

Track Aviso Wealth Management Portfolio

Follow Aviso Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email