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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.41B
$1.11 Million 0.5% of portfolio
42,726
Q3 2025 Added 8.15%
$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
$4.89B
$290,000 0.13% of portfolio
2,922
Q2 2025 Added 2.45%
$6.67B
$285,000 0.13% of portfolio
2,280
Q1 2024 New

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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