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CIK: 0002011802
Total reported value
$258.5M
$258.5M
144 檔
23.5%
In Q2 2025, Aviso Wealth Management's U.S. equity holdings reached a combined market value of $258.5M, distributed across 144 disclosed stock positions.
During Q2 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 | 7.65% | -0.21% | +0.60% | |
| 2 | NFLX | Netflix Inc | Stock-Comm Services | 6.03% | -1.44% | -8.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.56% | -0.12% | -1.55% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.85% | -0.48% | +2.41% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.38% | +4.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.69% | +0.16% | +1.32% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | -0.02% | +3.32% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -0.14% | +3.33% | |
| 9 | GE | General Electric | Stock-Industrials | 1.88% | +0.25% | +3.54% | |
| 10 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 1.80% | -0.11% | +8.13% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.73% | -0.36% | +18.51% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 1.71% | -0.24% | -7.73% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.70% | — | +1.32% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.67% | +0.02% | -1.58% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.03% | +2.37% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.54% | +0.09% | +6.52% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.32% | +77.52% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.30% | -1.15% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.25% | -0.64% | +21.22% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.16% | +45.29% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.17% | -0.12% | -3.93% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.10% | +3.74% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | — | +0.51% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.16% | +86.40% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | — | +1.85% | |
| 26 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.89% | -0.07% | -2.69% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.88% | -0.10% | -2.44% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.41% | +5.62% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.86% | -0.18% | +6.61% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.84% | +0.24% | +3.87% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.83% | +0.36% | +3.22% | |
| 32 | MSTR | Strategy Inc | Stock-Tech | 0.82% | -0.09% | — | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.81% | -0.13% | -3.22% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.05% | +5.27% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.68% | -0.02% | -6.53% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.21% | +6.57% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.66% | -0.11% | EXIT | |
| 38 | CEG | Constellation Energy | Stock-Utilities | 0.66% | -0.12% | +11.22% | |
| 39 | LADR | Ladder Capital Corp-reit | Stock-Other | 0.64% | -0.06% | -0.87% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.12% | +7.89% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.62% | +0.06% | — | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | +0.12% | +1.92% | |
| 43 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.57% | -0.06% | +0.04% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.02% | +24.85% | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.55% | -0.22% | -13.88% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | +0.09% | — | |
| 47 | EXC | Exelon CORP | Stock-Utilities | 0.54% | -0.10% | +3.40% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.53% | +2.56% | +3.64% | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.52% | — | -14.50% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.50% | -0.06% | -14.78% |
According to official SEC Form 13F filings, Aviso Wealth Management reported a total U.S. public equity portfolio value of $258.5M across 144 disclosed positions in Q2 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 23.5% of total reported equity market value during Q2 2025.
During Q2 2025, Aviso Wealth Management's top holdings by market value included AAPL (7.7%)、NFLX (6.0%)、NVDA (5.6%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q2 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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