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
$0
$1.12 Million 0.5% of portfolio
2,328
Q3 2025 Reduced 0.6%
$235B
$1.08 Million 0.48% of portfolio
12,903
Q3 2025 Reduced 37.44%
$222B
$1.06 Million 0.47% of portfolio
2,184
Q3 2025 Reduced 17.65%
$98.1B
$998,000 0.45% of portfolio
5,842
Q3 2025 Reduced 0.54%
$30.4B
$1.01 Million 0.45% of portfolio
38,674
Q3 2025 Reduced 10.97%
$141B
$976,000 0.44% of portfolio
38,315
Q3 2025 Reduced 10.24%
$136B
$968,000 0.43% of portfolio
4,098
Q3 2025 Reduced 3.71%
$172B
$925,000 0.41% of portfolio
21,064
Q3 2025 Added 1.32%
$169B
$906,000 0.41% of portfolio
985
Q3 2025 Added 9.57%
$279B
$903,000 0.4% of portfolio
8,765
Q3 2025 Added 49.32%
$0
$891,000 0.4% of portfolio
2,250
Q1 2025 Reduced 6.05%
$346B
$897,000 0.4% of portfolio
5,840
Q3 2025 Added 0.64%
$36B
$880,000 0.39% of portfolio
8,760
Q3 2025 Reduced 0.28%
$237B
$852,000 0.38% of portfolio
3,596
Q3 2025 Added 25.17%
$1.74T
$830,000 0.37% of portfolio
3,408
Q3 2025 Added 5.12%
$255B
$796,000 0.36% of portfolio
2,399
Q3 2025 Added 0.08%
$190B
$781,000 0.35% of portfolio
7,698
Q3 2025 Added 11.23%
$28.1B
$774,000 0.35% of portfolio
15,369
Q3 2025 Reduced 23.6%
$132B
$687,000 0.31% of portfolio
3,264
Q3 2025 Added 5.02%
$0
$694,000 0.31% of portfolio
2,335
Q1 2025 Reduced 5.85%
$237B
$666,000 0.3% of portfolio
4,107
Q3 2025 Reduced 4.02%
$0
$663,000 0.3% of portfolio
6,349
Q3 2025 Reduced 2.61%
$123B
$652,000 0.29% of portfolio
1,307
Q3 2025 Reduced 8.73%
$319B
$653,000 0.29% of portfolio
9,550
Q3 2025 Reduced 3.23%
$183B
$649,000 0.29% of portfolio
2,302
Q3 2025 Added 7.37%
$0
$625,000 0.28% of portfolio
1,022
Q3 2025 Added 42.94%
$191B
$604,000 0.27% of portfolio
112
Q3 2025 Reduced 0.88%
$0
$596,000 0.27% of portfolio
10,779
Q3 2025 Reduced 0.94%
$76.2B
$608,000 0.27% of portfolio
9,738
Q3 2025 Reduced 24.82%
$53.8B
$573,000 0.26% of portfolio
2,439
Q3 2025 Reduced 0.2%
$97.3B
$571,000 0.26% of portfolio
6,750
Q3 2025 Reduced 18.07%
$0
$570,000 0.26% of portfolio
2,733
Q3 2025 Added 3.41%
$31.5B
$567,000 0.25% of portfolio
7,777
Q2 2025 Added 2.57%
$19B
$566,000 0.25% of portfolio
1,211
Q3 2025 Reduced 7.35%
$151B
$545,000 0.24% of portfolio
1,546
Q3 2025 Reduced 12.06%
$7.02B
$534,000 0.24% of portfolio
10,561
Q3 2025 Reduced 11.38%
$2.87B
$515,000 0.23% of portfolio
5,439
Q4 2023 New
$0
$525,000 0.23% of portfolio
3,008
Q2 2025 Reduced 3.71%
$0
$487,000 0.22% of portfolio
1,487
Q3 2025 Reduced 3.06%
$27B
$485,000 0.22% of portfolio
2,203
Q3 2025 Reduced 8.44%
$193B
$442,000 0.2% of portfolio
3,863
Q3 2025 Reduced 0.52%
$187B
$451,000 0.2% of portfolio
2,711
Q3 2025 Added 12.4%
$156B
$436,000 0.2% of portfolio
3,929
Q3 2025 Reduced 0.15%
$0
$442,000 0.2% of portfolio
2,143
Q1 2025 Reduced 3.6%
$77.2B
$415,000 0.19% of portfolio
1,956
Q2 2025 New
$197B
$419,000 0.19% of portfolio
2,047
Q3 2025 Reduced 28.25%
$306B
$433,000 0.19% of portfolio
6,533
Q3 2025 Added 8.65%
$388B
$411,000 0.18% of portfolio
2,543
Q3 2025 Added 5.87%
$17.1B
$396,000 0.18% of portfolio
4,696
Q2 2025 Reduced 5.34%

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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