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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.97 Million 0.95% of portfolio
3,578
Q2 2025 Added 1.85%
$0
$1.17 Million 0.56% of portfolio
1,770
Q1 2025 Reduced 7.18%
$0
$1.03 Million 0.49% of portfolio
2,342
Q2 2025 Reduced 7.8%
$0
$815,000 0.39% of portfolio
2,250
Q1 2025 Reduced 6.05%
$0
$789,000 0.38% of portfolio
2,777
Q1 2025 Reduced 6.12%
$0
$646,000 0.31% of portfolio
2,335
Q1 2025 Reduced 5.85%
$0
$621,000 0.3% of portfolio
6,519
Q2 2025 Added 20.12%
$0
$569,000 0.27% of portfolio
10,881
Q2 2025 Added 40.93%
$0
$515,000 0.25% of portfolio
2,643
Q2 2025 Added 5.68%
$0
$494,000 0.24% of portfolio
3,008
Q2 2025 Reduced 3.71%
$0
$466,000 0.22% of portfolio
1,534
Q2 2025 New
$0
$418,000 0.2% of portfolio
2,143
Q1 2025 Reduced 3.6%
$0
$406,000 0.19% of portfolio
715
Q2 2025 Added 33.4%
$0
$253,000 0.12% of portfolio
410
Q2 2025 New
$0
$252,000 0.12% of portfolio
3,817
Q1 2025 Reduced 5.47%
$0
$240,000 0.11% of portfolio
4,619
Q2 2025 Added 1.16%
$0
$231,000 0.11% of portfolio
2,610
Q2 2025 New
$0
$205,000 0.1% of portfolio
2,307
Q1 2025 Reduced 6.26%
$0
$214,000 0.1% of portfolio
2,704
Q2 2025 Reduced 1.02%
$0
$213,000 0.1% of portfolio
2,459
Q2 2025 New

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