SEC 13F Intelligence

Managers / Q2 2025 · view latest →

AVISO WEALTH MANAGEMENT

CIK 0002011802 · 11900 NE 1ST STREET, SUITE 300, BELLEVUE, WA, 98005 · 2066221210

Reported Value
$214M
Q2 2025
Positions
144
Filings on Record
10
2019–present window
Filed
Aug 11, 2025
original filing

Summary

Aviso Wealth Management reported $214M in U.S.-listed holdings across 144 positions for Q2 2025.

Its largest position, AAPL, represents 7.6% of the portfolio.

Compared with Q1 2025, the fund opened 12 new positions and exited 4.

Portfolio Metrics

Turnover
+4.8%
vs prior filed quarter
Top-10 Concentration
+40.8%
share of reported value
Largest Position
+7.6%
Apple
New / Exited
12 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $138MQ4 ’23Q1 ’24: $159MQ2 ’24: $168MQ2 ’24Q3 ’24: $184MQ4 ’24: $196MQ4 ’24Q1 ’25: $188MQ2 ’25: $214MQ2 ’25Q3 ’25: $229MQ4 ’25: $238MQ4 ’25Q1 ’26: $222Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.0%ETP: 7.3%Other: 2.0%ADR: 1.0%REIT: 0.6%Other: 0.1%
  • Common Stock · 89.0% · $191M
  • ETP · 7.3% · $16M
  • Other · 2.0% · $4M
  • ADR · 1.0% · $2M
  • REIT · 0.6% · $1M
  • Other · 0.1% · $237,423

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD INDEX FDSNEW+1.5K1.5K+$466,229$466,229
UPSUNITED PARCEL SERVICE INCNEW+4.3K4.3K+$434,521$434,521
COFCAPITAL ONE FINL CORPNEW+2.0K2.0K+$416,195$416,195
HWMHOWMET AEROSPACE INCNEW+1.5K1.5K+$272,906$272,906
SPDR S&P 500 ETF TRNEW+410410+$253,319$253,319
SPDR SERIES TRUSTNEW+2.6K2.6K+$231,617$231,617
A4SAMERIPRISE FINL INCNEW+425425+$226,835$226,835
SPDR SERIES TRUSTNEW+3.0K3.0K+$226,168$226,168

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

50 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →COM7.65%$16M79.8K
2NFLXNETFLIX INChistory →COM6.03%$13M9.6K
3NVDANVIDIA CORPORATIONhistory →COM5.56%$12M75.3K
4METAMETA PLATFORMS INChistory →CL A4.85%$10M14.1K
5MSFTMICROSOFT CORPhistory →COM4.23%$9M18.2K
6GOOGLALPHABET INChistory →CAP STK CL A3.69%$8M44.8K
7AMZNAMAZON COM INChistory →COM3.25%$7M31.7K
8BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.88%$4M8.3K
9GE AEROSPACECOM NEW1.88%$4M15.6K
10TFLRT ROWE PRICE ETF INChistory →FLOATING RATE1.80%$4M74.8K
11COSTCOSTCO WHSL CORP NEWhistory →COM1.73%$4M3.7K
12UBERUBER TECHNOLOGIES INChistory →COM1.71%$4M39.4K
13GSGOLDMAN SACHS GROUP INChistory →COM1.70%$4M5.1K
14TSLATESLA INChistory →COM1.67%$4M11.3K
15AVGOBROADCOM INChistory →COM1.66%$4M12.9K
16ABBVABBVIE INChistory →COM1.54%$3M17.8K
17LLYELI LILLY & COhistory →COM1.33%$3M3.7K
18JNJJOHNSON & JOHNSONhistory →COM1.26%$3M17.7K
19CHVCHEVRON CORP NEWhistory →COM1.25%$3M18.7K
20MAMASTERCARD INCORPORATEDhistory →CL A1.23%$3M4.7K
21EATON CORP PLCSHS1.17%$3M7.0K
22JPMJPMORGAN CHASE & CO.history →COM1.01%$2M7.4K
23VVISA INCCOM CL A0.98%$2M5.9K
24HDHOME DEPOT INCCOM0.94%$2M5.5K
25NDQINVESCO QQQ TRUNIT SER 10.92%$2M3.6K
26FSKFS KKR CAP CORPCOM0.89%$2M91.4K
27WFCWELLS FARGO CO NEWCOM0.88%$2M23.5K
28EXMOCEXXON MOBIL CORPCOM0.87%$2M17.2K
29SCHWSCHWAB CHARLES CORPCOM0.86%$2M20.1K
30TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.84%$2M7.9K
31CRWDCROWDSTRIKE HLDGS INCCL A0.83%$2M3.5K
32MIGAMICROSTRATEGY INCCL A NEW0.82%$2M4.3K
33NOCNORTHROP GRUMMAN CORPCOM0.81%$2M3.5K
34MRKMERCK & CO INCCOM0.76%$2M20.6K
35USBUS BANCORP DELCOM NEW0.68%$1M32.3K
36BACBANK AMERICA CORPCOM0.67%$1M30.1K
37CMCSACOMCAST CORP NEWCL A0.66%$1M39.6K
38CEGCONSTELLATION ENERGY CORPCOM0.66%$1M4.4K
39LADDER CAP CORPCL A0.64%$1M127.4K
40NEENEXTERA ENERGY INCCOM0.63%$1M19.4K
41PWRQUANTA SVCS INCCOM0.62%$1M3.5K
42PEPPEPSICO INCCOM0.57%$1M9.2K
43BXSLBLACKSTONE SECD LENDING FDCOMMON STOCK0.57%$1M39.5K
44ORCLORACLE CORPCOM0.56%$1M5.5K
45GEHCGE HEALTHCARE TECHNOLOGIES ICOMMON STOCK0.55%$1M15.9K
46VANGUARD WORLD FDINF TECH ETF0.55%$1M1.8K
47PEOEXELON CORPCOM0.54%$1M26.7K
48MUMICRON TECHNOLOGY INCCOM0.53%$1M9.3K
49KHCKRAFT HEINZ COCOM0.52%$1M43.4K
50TMOTHERMO FISHER SCIENTIFIC INCCOM0.50%$1M2.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$222M140May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$238M146Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$229M140Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$214M144Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$188M136May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$196M143Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$184M145Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$168M151Aug 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$159M148May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$138M147Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.