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CIK: 0002011802
Total reported value
$258.5M
$258.5M
136 檔
19.5%
As reported in its official Q1 2025 Form 13F filing, Aviso Wealth Management's tracked investment portfolio stood at $258.5M with 136 total positions.
During Q1 2025, Aviso Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.37% | -0.21% | -1.47% | |
| 2 | NFLX | Netflix Inc | Stock-Comm Services | 5.21% | -1.44% | -4.47% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.41% | -0.12% | -1.85% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.21% | -0.48% | -3.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.64% | +0.16% | -0.41% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.38% | +5.59% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.10% | -0.02% | +1.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.27% | -0.14% | -4.39% | |
| 9 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 1.88% | -0.11% | +21.94% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.86% | +0.09% | +16.12% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 1.65% | -0.24% | +4.75% | |
| 12 | GE | General Electric | Stock-Industrials | 1.60% | +0.25% | +34.85% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.58% | -0.36% | +6.45% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.58% | -0.30% | +14.11% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.58% | +0.02% | -4.26% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.47% | — | +90.28% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.64% | +11.25% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.03% | -0.68% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | — | +2.20% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.06% | -0.12% | +9.60% | |
| 21 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.05% | -0.07% | +0.95% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.41% | +23.91% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.98% | -0.13% | -5.08% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.16% | +9.21% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | -0.05% | +368.20% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.10% | +18.53% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.92% | -0.10% | -14.73% | |
| 28 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.90% | -0.05% | +0.37% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.32% | -0.96% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | — | — | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.86% | -0.11% | EXIT | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | -0.06% | -7.46% | |
| 33 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.82% | — | -3.00% | |
| 34 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.79% | -0.22% | -7.69% | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.78% | -0.18% | +38.73% | |
| 36 | LADR | Ladder Capital Corp-reit | Stock-Other | 0.78% | -0.06% | +1.43% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.78% | -0.02% | -8.20% | |
| 38 | GIS | General Mills Inc | Stock-Consumer Staples | 0.77% | -0.05% | -9.57% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.74% | — | -49.57% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | +0.12% | +8.21% | |
| 41 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.68% | -0.06% | +1.08% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.12% | +3.76% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.13% | -33.00% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.67% | +0.24% | +50.75% | |
| 45 | MSTR | Strategy Inc | Stock-Tech | 0.66% | -0.09% | — | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.36% | -2.03% | |
| 47 | EXC | Exelon CORP | Stock-Utilities | 0.63% | -0.10% | -2.79% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.21% | +5.69% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.16% | +34.46% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | -0.01% | -11.78% |
According to official SEC Form 13F filings, Aviso Wealth Management reported a total U.S. public equity portfolio value of $258.5M across 136 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NFLX, NVDA) accounted for 19.5% of total reported equity market value during Q1 2025.
During Q1 2025, Aviso Wealth Management's top holdings by market value included AAPL (9.4%)、NFLX (5.2%)、NVDA (4.4%). The largest single position, AAPL, represented 9.4% of total portfolio value.
In Q1 2025, Aviso Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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