Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $224 Million
  • Q3 2025

Aviso Wealth Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $224 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2M, Nvidia Corp with a value of $13.2M, Netflix Inc with a value of $10.9M, Alphabet Inc. with a value of $10.7M, and Meta Platforms, Inc. with a value of $10M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $209M to 224M.

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 $224 Million
Technology: $69.4 Million
Communication Services: $35 Million
Financial Services: $29.3 Million
Industrials: $18.3 Million
Healthcare: $17.8 Million
Consumer Cyclical: $16.8 Million
ETFs: $12.5 Million
Consumer Defensive: $10.6 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$20.2 Million 9.03% of portfolio
79,292
Q3 2025 Reduced 0.69%
$465B
$13.2 Million 5.9% of portfolio
70,707
Q3 2025 Reduced 6.14%
$49.1B
$10.9 Million 4.89% of portfolio
9,121
Q3 2025 Reduced 5.39%
$1.65T
$10.7 Million 4.77% of portfolio
43,835
Q3 2025 Reduced 2.26%
$1.37T
$10 Million 4.47% of portfolio
13,619
Q3 2025 Reduced 3.21%
$3.78T
$9.55 Million 4.27% of portfolio
18,440
Q3 2025 Added 1.35%
$2.39T
$7.12 Million 3.18% of portfolio
32,416
Q3 2025 Added 2.32%
$1.29T
$4.86 Million 2.17% of portfolio
10,927
Q3 2025 Reduced 3.03%
$328B
$4.7 Million 2.1% of portfolio
15,633
Q3 2025 Added 0.21%
$181B
$4.28 Million 1.91% of portfolio
43,640
Q3 2025 Added 10.87%
$265B
$4.28 Million 1.91% of portfolio
5,371
Q3 2025 Added 4.53%
$414B
$4.23 Million 1.89% of portfolio
18,275
Q3 2025 Added 2.78%
$662B
$4.13 Million 1.85% of portfolio
8,212
Q3 2025 Reduced 1.01%
$139B
$4 Million 1.79% of portfolio
12,110
Q3 2025 Reduced 6.25%
$404B
$3.83 Million 1.71% of portfolio
4,139
Q3 2025 Added 10.88%
$971B
$3.59 Million 1.61% of portfolio
4,705
Q3 2025 Added 28.66%
$303B
$3.1 Million 1.38% of portfolio
19,931
Q3 2025 Added 6.52%
$512B
$2.87 Million 1.29% of portfolio
5,052
Q3 2025 Added 8.16%
$140B
$2.55 Million 1.14% of portfolio
6,819
Q3 2025 Reduced 3.15%
$1.46T
$2.42 Million 1.08% of portfolio
8,664
Q3 2025 Added 9.09%
$881B
$2.35 Million 1.05% of portfolio
7,443
Q3 2025 Added 0.23%
$367B
$2.31 Million 1.03% of portfolio
5,689
Q3 2025 Added 4.02%
$0
$2.13 Million 0.95% of portfolio
3,550
Q3 2025 Reduced 0.78%
$317B
$2.05 Million 0.92% of portfolio
24,410
Q3 2025 Added 3.77%
$533B
$2.02 Million 0.9% of portfolio
5,919
Q3 2025 Added 0.02%
$167B
$1.97 Million 0.88% of portfolio
20,650
Q3 2025 Added 2.74%
$490B
$1.91 Million 0.85% of portfolio
16,899
Q3 2025 Reduced 2.0%
$114B
$1.71 Million 0.77% of portfolio
7,940
Q3 2025 Added 93.94%
$53.3B
$1.71 Million 0.77% of portfolio
7,258
Q3 2025 Added 0.62%
$115B
$1.69 Million 0.75% of portfolio
3,441
Q3 2025 Reduced 1.43%
$86.7B
$1.61 Million 0.72% of portfolio
2,643
Q3 2025 Reduced 24.25%
$413B
$1.62 Million 0.72% of portfolio
31,313
Q3 2025 Added 3.94%
$268B
$1.56 Million 0.7% of portfolio
9,304
Q3 2025 Added 0.5%
$593B
$1.54 Million 0.69% of portfolio
5,468
Q3 2025 Reduced 0.89%
$67.6B
$1.46 Million 0.65% of portfolio
30,136
Q3 2025 Reduced 6.67%
$168B
$1.43 Million 0.64% of portfolio
18,882
Q3 2025 Reduced 2.88%
$111B
$1.42 Million 0.63% of portfolio
4,306
Q3 2025 Reduced 1.69%
$61.4B
$1.4 Million 0.63% of portfolio
3,376
Q3 2025 Reduced 3.87%
$1.36B
$1.4 Million 0.63% of portfolio
128,083
Q3 2025 Added 0.56%
$1.87B
$1.4 Million 0.62% of portfolio
4,330
Q4 2024 Reduced 66.69%
$291B
$1.35 Million 0.6% of portfolio
2,831
Q3 2025 Added 2.24%
$0
$1.34 Million 0.6% of portfolio
89,745
Q3 2025 Reduced 1.83%
$0
$1.27 Million 0.57% of portfolio
1,695
Q3 2025 Reduced 4.24%
$120B
$1.25 Million 0.56% of portfolio
39,701
Q3 2025 Added 0.16%
$55.9B
$1.24 Million 0.55% of portfolio
1,298
Q3 2025 Reduced 0.76%
$204B
$1.24 Million 0.55% of portfolio
8,794
Q3 2025 Reduced 4.45%
$193B
$1.17 Million 0.52% of portfolio
2,623
Q3 2025 Added 345.33%
$45.6B
$1.17 Million 0.52% of portfolio
26,011
Q3 2025 Reduced 2.63%
$4.41B
$1.11 Million 0.5% of portfolio
42,726
Q3 2025 Added 8.15%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $224 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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