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
$182B
$377,000 0.17% of portfolio
553
Q3 2025 Reduced 1.43%
$300B
$366,000 0.16% of portfolio
1,060
Q3 2025 Reduced 37.65%
$224B
$355,000 0.16% of portfolio
1,170
Q3 2025 Added 4.84%
$258B
$356,000 0.16% of portfolio
2,128
Q3 2025 Reduced 25.91%
$61.4B
$335,000 0.15% of portfolio
1,647
Q3 2025 Reduced 15.58%
$85.9B
$341,000 0.15% of portfolio
1,546
Q2 2025 Added 2.86%
$74.3B
$315,000 0.14% of portfolio
562
Q3 2025 Reduced 52.69%
$136B
$318,000 0.14% of portfolio
862
Q3 2025 Reduced 3.47%
$78.4B
$303,000 0.14% of portfolio
2,276
Q3 2024 Reduced 5.48%
$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
$140B
$283,000 0.13% of portfolio
1,127
Q3 2025 Reduced 0.27%
$27.1B
$298,000 0.13% of portfolio
8,038
Q3 2025 Added 0.4%
$113B
$288,000 0.13% of portfolio
3,050
Q3 2025 Reduced 9.79%
$84.4B
$287,000 0.13% of portfolio
1,466
Q2 2025 New
$0
$292,000 0.13% of portfolio
5,081
Q3 2025 Added 10.0%
$47.8B
$265,000 0.12% of portfolio
3,933
Q2 2025 Added 1.92%
$0
$260,000 0.12% of portfolio
3,817
Q1 2025 Reduced 5.47%
$28.9B
$273,000 0.12% of portfolio
3,035
Q3 2025 Reduced 7.89%
$19.9B
$269,000 0.12% of portfolio
3,462
Q3 2025 Reduced 23.36%
$0
$273,000 0.12% of portfolio
410
Q2 2025 New
$159B
$261,000 0.12% of portfolio
537
Q3 2025 Reduced 0.74%
$161B
$244,000 0.11% of portfolio
227
Q3 2025 Reduced 9.2%
$0
$243,000 0.11% of portfolio
3,020
Q2 2025 New
$266B
$244,000 0.11% of portfolio
865
Q3 2025 New
$26.1B
$227,000 0.1% of portfolio
4,236
Q4 2023 New
$22.7B
$196,000 0.09% of portfolio
11,363
Q3 2025 Reduced 23.88%
$170B
$206,000 0.09% of portfolio
1,432
Q3 2025 New
$147B
$205,000 0.09% of portfolio
2,102
Q2 2025 New
$0
$210,000 0.09% of portfolio
1,128
Q3 2025 New
$0
$210,000 0.09% of portfolio
2,307
Q1 2025 Reduced 6.26%
$0
$211,000 0.09% of portfolio
2,240
Q3 2025 Reduced 14.18%
$47B
$208,000 0.09% of portfolio
425
Q2 2025 New
$579M
$153,000 0.07% of portfolio
16,188
Q3 2025 Reduced 8.3%
$307M
$41,000 0.02% of portfolio
10,343
Q2 2024 Reduced 1.19%
-
$0 0.0% of portfolio
-
Q3 2025 Added 11.94%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.5%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.58%

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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