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
$3.69T
$16.4 Million 7.85% of portfolio
79,845
Q2 2025 Added 0.6%
$545B
$12.9 Million 6.18% of portfolio
9,641
Q2 2025 Reduced 8.26%
$456B
$11.9 Million 5.7% of portfolio
75,333
Q2 2025 Reduced 1.55%
$1.78T
$10.4 Million 4.97% of portfolio
14,071
Q2 2025 Added 2.41%
$3.95T
$9.05 Million 4.33% of portfolio
18,194
Q2 2025 Added 4.61%
$1.21T
$7.9 Million 3.79% of portfolio
44,848
Q2 2025 Added 1.32%
$2.26T
$6.95 Million 3.33% of portfolio
31,681
Q2 2025 Added 3.32%
$621B
$4.03 Million 1.93% of portfolio
8,296
Q2 2025 Added 3.33%
$306B
$4.02 Million 1.92% of portfolio
15,600
Q2 2025 Added 3.54%
$439B
$3.7 Million 1.77% of portfolio
3,733
Q2 2025 Added 18.51%
$182B
$3.67 Million 1.76% of portfolio
39,360
Q2 2025 Reduced 7.73%
$254B
$3.64 Million 1.74% of portfolio
5,138
Q2 2025 Added 1.32%
$1.08T
$3.58 Million 1.71% of portfolio
11,268
Q2 2025 Reduced 1.58%
$127B
$3.56 Million 1.71% of portfolio
12,918
Q2 2025 Added 2.37%
$351B
$3.3 Million 1.58% of portfolio
17,781
Q2 2025 Added 6.52%
$608B
$2.85 Million 1.37% of portfolio
3,657
Q2 2025 Added 77.52%
$302B
$2.68 Million 1.28% of portfolio
18,711
Q2 2025 Added 21.22%
$548B
$2.62 Million 1.26% of portfolio
4,671
Q2 2025 Added 45.29%
$145B
$2.51 Million 1.2% of portfolio
7,041
Q2 2025 Reduced 3.93%
$859B
$2.15 Million 1.03% of portfolio
7,426
Q2 2025 Added 3.74%
$551B
$2.1 Million 1.01% of portfolio
5,918
Q2 2025 Added 0.51%
$405B
$2.01 Million 0.96% of portfolio
5,469
Q2 2025 Added 86.4%
$0
$1.9 Million 0.91% of portfolio
91,422
Q2 2025 Reduced 2.69%
$302B
$1.88 Million 0.9% of portfolio
23,524
Q2 2025 Reduced 2.44%
$442B
$1.86 Million 0.89% of portfolio
17,244
Q2 2025 Added 5.62%
$179B
$1.83 Million 0.88% of portfolio
20,099
Q2 2025 Added 6.61%
$1.27T
$1.8 Million 0.86% of portfolio
7,942
Q2 2025 Added 3.87%
$93.6B
$1.78 Million 0.85% of portfolio
3,491
Q2 2025 Added 3.22%
$89.4B
$1.74 Million 0.84% of portfolio
3,489
Q2 2025 Reduced 3.22%
$3.68B
$1.75 Million 0.84% of portfolio
4,330
Q4 2024 Reduced 66.69%
$203B
$1.63 Million 0.78% of portfolio
20,626
Q2 2025 Added 5.27%
$68B
$1.46 Million 0.7% of portfolio
32,288
Q2 2025 Reduced 6.53%
$141B
$1.41 Million 0.68% of portfolio
39,639
Q2 2025 Reduced 9.4%
$381B
$1.43 Million 0.68% of portfolio
30,127
Q2 2025 Added 6.57%
$111B
$1.41 Million 0.68% of portfolio
4,380
Q2 2025 Added 11.22%
$1.42B
$1.37 Million 0.66% of portfolio
127,365
Q2 2025 Reduced 0.87%
$141B
$1.35 Million 0.65% of portfolio
19,442
Q2 2025 Added 7.89%
$56B
$1.33 Million 0.64% of portfolio
3,512
Q1 2024 Added 0.03%
$202B
$1.22 Million 0.58% of portfolio
9,204
Q2 2025 Added 1.92%
$4.98B
$1.21 Million 0.58% of portfolio
39,508
Q2 2025 Added 0.04%
$684B
$1.21 Million 0.58% of portfolio
5,517
Q2 2025 Added 24.85%
$44.3B
$1.16 Million 0.56% of portfolio
26,713
Q2 2025 Added 3.4%
$139B
$1.14 Million 0.55% of portfolio
9,258
Q2 2025 Added 3.64%
$33.5B
$1.12 Million 0.54% of portfolio
43,437
Q2 2025 Reduced 14.5%
$187B
$1.08 Million 0.51% of portfolio
2,652
Q2 2025 Reduced 14.78%
$218B
$1.07 Million 0.51% of portfolio
2,769
Q2 2025 Added 5.85%
$138B
$1.03 Million 0.5% of portfolio
42,684
Q2 2025 Reduced 15.09%
$32.1B
$1.04 Million 0.5% of portfolio
7,213
Q2 2025 Reduced 2.08%
$29.2B
$1.04 Million 0.5% of portfolio
20,117
Q2 2025 Reduced 17.36%

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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