Institutions / Aviso Wealth Management
Aviso Wealth Management
CIK 2011802 · Institution · as of Dec 31, 2025
Portfolio value
$237.88M
Positions
146
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 146 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $21.29M | 8.9% |
| Alphabet Inc. | $13.23M | 5.6% |
| NVIDIA Corp | $12.78M | 5.4% |
| Meta Platforms Inc | $9.06M | 3.8% |
| Microsoft Corp | $8.81M | 3.7% |
| Netflix Inc | $8.44M | 3.5% |
| Amazon.com Inc | $7.65M | 3.2% |
| ELI LILLY & Co | $5.34M | 2.2% |
| T Rowe Price ETF Inc | $4.93M | 2.1% |
| The Goldman Sachs Group, Inc. | $4.70M | 2.0% |
| Tesla Inc | $4.69M | 2.0% |
| General Electric Co | $4.28M | 1.8% |
| AbbVie Inc. | $4.28M | 1.8% |
| Broadcom Inc. | $4.13M | 1.7% |
| Warren E. Buffett | $4.05M | 1.7% |
| Costco Wholesale Corp /New | $4.04M | 1.7% |
| Uber Technologies, Inc | $3.61M | 1.5% |
| Johnson & Johnson | $3.54M | 1.5% |
| Mastercard Inc | $3.46M | 1.5% |
| Chevron Corp | $3.25M | 1.4% |
| The Boeing Company | $2.95M | 1.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.74M | 1.2% |
| Micron Technology Inc | $2.66M | 1.1% |
| JPMorgan Chase & Co | $2.42M | 1.0% |
| Intuitive Surgical Inc | $2.36M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.