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 Market Cap. of $10 Billions to $200 Billions
